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Gilead’s HIV and Hepatitis B Portfolio in 3Q17

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Gilead’s portfolio

As discussed previously, Gilead Sciences’ (GILD) portfolio includes antiviral drugs and other drugs. Whereas its antiviral products include those for hepatitis C, HIV, and hepatitis B infections, its other drugs include oncology, cardiovascular, inflammation, respiratory, and other products.

HIV and hepatitis B products

The above chart compares revenue for key HIV and hepatitis B products, which include Atripla, Complera, Descovy, Genvoya, Odefsey, Stribild, Truvada, and Viread.

Atripla

Atripla, a drug approved for use as a monotherapy and in combination with other antiretroviral drugs for HIV-1 patients, saw revenue of $439 million in 3Q17, a 32.5% fall from the $650 million seen in 3Q16. The fall was driven by lower US and European sales and partially offset by international market growth.

Genvoya

Genvoya, a drug approved for use as a first-line treatment for HIV-1 infections and as a replacement treatment for HIV-1 infections, witnessed revenue of $988 million in 3Q17, over 100% growth from the $461 million seen in 3Q16. During 3Q17, US markets saw $810 million in Genvoya sales, and European markets saw $146 million in Genvoya sales.

Stribild

Stribild, a drug for the treatment of HIV-1 infections, witnessed revenue of $229 million during 3Q17, a 63% fall from the $621 million seen in 3Q16. The decline was driven by lower sales across all markets.

Truvada

Truvada, a drug approved for use in combination with other antiretroviral agents for the treatment of HIV-1 infections and reducing the risk of sexually acquired HIV-q infections, saw revenue of $811 million in 3Q17, a 5% fall from the $858 million witnessed in 3Q16. The fall was driven by lower European and international sales and offset by strong US sales.

Viread

Viread, a drug approved for the treatment of hepatitis B infections, witnessed revenue of $274 million in 3Q17, a 9.5% fall from the $303 million seen in 3Q16. Viread sales fell in both the United States and Europe and rose in international markets. The PowerShares Dynamic Biotechnology & Genome ETF (PBE) has a 4.9% exposure to Gilead Sciences (GILD), a 5.0% exposure to Amgen (AMGN), a 5.0% exposure to Celgene (CELG), and a 5.1% exposure to Biogen (BIIB).

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