Gilead: What Will Provide the Growth Needed for Multiple Expansion?
thenonconsensus.substack.com
- In order to outperform, Gilead will need to generate higher revenue growth going forward - HIV franchise sales will depend on Gilead’s ability to transition TDF-based patients onto newer TAF-based drugs after 2021. TAF-based drugs are safer, but generic TDF could look favorable to payers.
Gilead: What Will Provide the Growth Needed for Multiple Expansion?
Gilead: What Will Provide the Growth Needed…
Gilead: What Will Provide the Growth Needed for Multiple Expansion?
- In order to outperform, Gilead will need to generate higher revenue growth going forward - HIV franchise sales will depend on Gilead’s ability to transition TDF-based patients onto newer TAF-based drugs after 2021. TAF-based drugs are safer, but generic TDF could look favorable to payers.