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Re: DewDiligence post# 1294

Tuesday, 02/09/2016 11:20:31 AM

Tuesday, February 09, 2016 11:20:31 AM

Post# of 2958
Will Japan 2D regiment bring in 200M next Q? 1/7 of GILD's number + $554M = $3B run rate next Q.

4Q15 V-Pak sales $554M (+18% vs 3Q15): $197M US (-19% vs 3Q15); $357M ex-US (+57% vs 3Q15)

And so we're looking, we're really looking forward to how things start to roll out in Japan. Gilead has obviously had tremendous success there this last quarter, which I think was their first full quarter pulling in, I think it was about $1.4 billion in Japan alone, so stay tuned, and we'll see how it goes.
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