GILD earnings and Sovaldi sales:
With the market closed tomorrow, I am going to try to summarize expectations for the earnings report on Tuesday from various analysts (and give my own). The emphasis will be on two issues - Sovaldi sales and fully diluted per share earnings for Q1. The most important info in the report would be Sov Q2 guidance, Sov full year guidance, and cliff/competitive discussion, but I expect little if anything on those topics. I also expect nothing about pricing of the all-oral product.
I have seen several estimates on Twitter (or at least crazy statements) that have Sovaldi sales over $2.5B in Q1. While I expect that is a reasonable number and may be a low-ball for Q2, it seems unlikely for Q1 in the extreme to me. If you are following it closely, you might want to think about those numbers too, and we can have a Yahoo message board style contest ala 1999 here. I'm in Costa Rica so I might not have it done 'til the weekend due to family duties.
