Gilead Sciences Inc

Vertex Pharmaceuticals (VRTX) reported its 2Q16 earnings on July 27, 2016. VRTX surpassed Wall Street analysts’ projections and reported revenue of $431.6 million.

Kanuma was acquired by Alexion Pharmaceuticals on completion of the acquisition of Synageva Pharmaceuticals in June 2015.

As part of its significant product line extension, Gilead Sciences (GILD) is entering therapeutic areas such as oncology, pulmonology, and cardiology.

In addition to Humira, AbbVie also offers several virology drugs targeting diseases such as hepatitis C, HIV, and respiratory syncytial virus.

Gilead’s stock price has risen ~8.9% in the last 12 months. Wall Street analysts estimate that the stock price will fall ~4.5% over the next 12 months.

In December 2017, Kite, a Gilead Sciences (GILD) company, presented long-term follow-up data from its pivotal ZUMA-1 trial of Yescarta.

Allergan (AGN) plans to release its 1Q18 earnings on April 30. Wall Street expect AGN’s earnings per share to reach $3.36.

As of January 2015, Johnson & Johnson’s ownership structure is dominated by passive investments. They account for more than 80% of the total ownership structure.

In November, six analysts recommended a “strong buy,” ten recommended a “buy,” and 12 recommended a “hold” for Gilead Sciences.

Gilead Sciences’ Atripla, Genvoya, and Stribild generated revenues of $663.0 million, $2.2 billion, and $361.0 million, respectively, in the first half of 2018.

Wall Street analysts estimate that Ionis’s (IONS) Q2 2018 revenues will rise ~30.0% to $135.5 million as compared to $104.2 million in Q2 2017.

On June 12, Sage Therapeutics announced its expedited development plan for SAGE-217.

Johnson & Johnson’s gross profit margin decreased to 64.1% in 4Q17, a ~5% decrease compared to 69.1% in 4Q16.

Kymriah is the first FDA-approved chimeric antigen receptor T cell (or CAR-T) therapy.

The National Cancer Institute estimates that the incidence of ALL in patients aged 20 or younger is ~3,100 in the US.

In 3Q16, Valeant Pharmaceuticals (VRX) generated revenues of $2.4 billion, compared with $2.2 billion in 3Q17.

Arrowhead Pharmaceuticals’ therapeutic candidate ARO-LUNG1 is being developed for an undisclosed disease of the lung. This is the first candidate to utilize the company’s TRiM platform.

ARO-HBV is Arrowhead Pharmaceuticals’ (ARWR) investigational drug candidate for treating chronic hepatitis B infection.

Arrowhead Pharmaceuticals’ (ARWR) prior efforts were aimed at clinical programs that utilized the dynamic polyconjugate (or DPC), also called the EX1 delivery vehicle.

On January 22, 2018, Celgene and Juno Therapeutics announced a merger agreement in which the former will acquire the latter’s business.

On December 14, 2017, Teva Pharmaceutical Industries (TEVA) announced its restructuring plan to cut costs by ~$3 billion over the next two years.

Gilead Sciences’ (GILD) revenue fell 7% and 13% in 2016 and 9M17, respectively. The fall was due to lower product sales. Both antiviral products and other products recorded declines in both the periods.

Of the 19 analysts tracking Valeant Pharmaceuticals in December 2017, two recommended a “strong buy,” while another two of recommended a “buy.”

In 3Q17, in the US and outside the US (international markets), JNJ’s pulmonary hypertension portfolio generated revenues of $357 million and $283 million, respectively.

In 3Q17, AbbVie’s (ABBV) Lupron generated revenues of around $201 million, which reflected ~4% growth on a year-over-year (or YoY) basis.

In 1H17, Eylea’s total sales rose 10% on a year-over-year basis.

Harvoni is the top-selling drug in Gilead Sciences’ (GILD) portfolio. The drug is used for the treatment of genotype-1 hepatitis C virus (or HCV) infection.

Merck’s (MRK) diabetes portfolio includes drugs used for controlling the blood sugar levels for patients with diabetes.

Gilead Sciences’ (GILD) portfolio includes various drugs for key therapeutic areas including HIV/AIDS, liver diseases, oncology, cardiovascular, inflammation, respiratory, and others.

Westlake Chemical is trading at a premium to its peer Eastman Chemical. After good earnings in 1H17, analysts expect Westlake Chemical to post EPS of $4.66.

In 2Q17, United Therapeutics’ (UTHR) Remodulin generated revenues of around $158 million, which reflected ~8% growth on a quarter-over-quarter basis.

In 2Q17, United Therapeutics’ (UTHR) Unituxin generated revenues of around $16 million, a 10% decline on a year-over-year (or YoY) basis and an 11% decline on a quarter-over-quarter basis.

Ionis Pharmaceuticals (IONS) has been one of the leading pharmaceutical companies in the RNA-targeted therapeutic space for over 26 years.

In December 2016, the European Commission granted Venclyxto conditional marketing approval for the treatment of CLL in the presence of 17p deletion or TP53 mutation.

In 2Q17, AbbVie’s (ABBV) Imbruvica generated revenues of around $626.0 million, which reflected a ~43.0% rise YoY and a ~14.0% rise QoQ.

As of July 31, 2017, of the 22 analysts tracking Pfizer, ten recommend a “buy” for the stock, while 11 recommend a “hold,” and one recommends a “sell.”

Eli Lilly’’s (LLY) Human Pharmaceuticals segment reported a rise of ~11.0% to ~$5.0 billion for 2Q17 compared to ~$4.6 billion for 2Q16.

Vertex Pharmaceuticals’ (VRTX) drugs, Orkambi (lumacaftor/ivacaftor) and Kalydeco (ivacaftor), are capable of treating around 30,000 cystic fibrosis (or CF) patients.

Medical devices segment Johnson & Johnson’s (JNJ) medical devices segment grew ~4.9% to ~$6.7 billion for 2Q17, compared with $6.4 billion in 2Q16. This rise included an operational increase of 5.9%, and was offset by a 1% impact of foreign exchange. Cardiovascular care franchise Cardiovascular care franchise sales rose 11.3% to $523 million for 2Q17. This […]

The VanEck Vectors Morningstar Wide Moat ETF (MOAT) tracks the price and yield performance of the Morningstar Wide Moat Focus Index.

Intangible assets are nonphysical and nonmonetary in nature, which makes it hard to measure and manage them. They can be worth more to a company than tangible assets.

Pfizer (PFE) reported a 2.0% fall in 1Q17 revenues to ~$12.8 billion, with a 1.0% operational fall in revenues and a 1.0% negative impact of foreign exchange.

Merck and Co. (MRK) will release its 1Q17 earnings on May 2, 2017. Analysts’ estimates show EPS of $0.83 on revenues of $9.25 billion for 1Q17.

On March 28, 2017, the FDA approved Regeneron (REGN) and Sanofi’s (SNY) Dupixent for the treatment of patients with moderate-to-severe eczema or atopic dermatitis (or AD).

The oncology portfolio includes the drug Zydelig, which is used in combination with rituximab for the treatment of chronic lymphocytic leukemia (or CLL).

Existing treatment options for AD aren’t tolerated well by the entire patient population. Dupixent might become a preferred regimen in the future.

Gilead Sciences (GILD) is the leading biotechnology player in the global HIV market.

In January 2012, Gilead Sciences (GILD) acquired Pharmasset and got access to sofosbuvir. In December 2013, the FDA approved sofosbuvir under the brand name Sovaldi.

GlaxoSmithKline’s (GSK) HIV medicines business is managed by ViiV Healthcare, a global specialist company in HIV medicines.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment declined substantially in 2015 due to the divestment of its oncology business to Novartis (NVS) in March 2015.