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~bought 9/22 $80 calls .08c
Why is an oral prodrug of Remdesivir anything to get excited about?
Obeldesivir (an oral prodrug of remdesivir) https://news.yahoo.com/gilead-details-promising-early-covid-223448308.html
Kite just released ZUMA-7 results for 2L https://www.businesswire.com/news/home/20230320005701/en/Kite%E2%80%99s-Yescarta%C2%AE-CAR-T-cell-Therapy-Demonstrates-a-Statistically-Significant-Improvement-in-Overall-Survival-for-Initial-Treatment-of-RelapsedRefractory-Large-B-cell-Lymphoma
What's big is that the trial reached five year maturity instead of just the number of deaths. Looking at it, more than 210 of the 359 (58%) are still alive at five years compared to 43% in ZUMA-1 (3L+). Sure, these were healthier patients, but the CR rate was more double (65% vs. 32%) against the standard of care. So, treatment works better in healthier patients. ZUMA-23 in 1L (against R-CHOP) is ongoing.
The next question is whether treating healthier patients with multiple myeloma (if they can resolve supply issues with auto) can (significantly) improve PFS.
Christmas sell off over, last day to lock in any paper tax loss. LOL
Who’s losing money here?
I think we start the trend back up into Q1
It wants $90.
I got a sell order in @88, but think it will continue up.
Gilead is moving away from HIV and more into this cancer thingy.
That’s not enough in my mind to justify the rise. But I do think as World central banks default and the Fed starts to absorb these other world bank’s debt on foreign currency collapse, private money has to go somewhere safe. Pharma has always been recession proof. Gilead was a great stock to load. Like LNG was 7 years ago. No end is sight there too
Gilead still needs revenue from its new cancer avenues. HIV, they own and always will. Just already built into the $60 stock price
It's at a 3 year high
Very funny that you posted this to me. I couldn't recall, but knew there were a couple of you who followed me over here. It has had a pretty nice month.
I_luv_cydy
Re: fung_derf post# 3875
Tuesday, May 19, 2020 2:32:23 PM
Post#
3878
of 4839
Fung: Why do you suppose GILD keeps dropping? I'm a shareholder for a while.
Nice to see GILD over $80
Wonder if I should trim some? It’s been eating chit pie for some time.
Still don’t see why the spike.
Kite and Refuge Biotechnologies Announce Exclusive License Agreement for Investigational Gene Expression Platform for Blood Cancers https://www.businesswire.com/news/home/20221020005633/en/Kite-and-Refuge-Biotechnologies-Announce-Exclusive-License-Agreement-for-Investigational-Gene-Expression-Platform-for-Blood-Cancers
Some preclinical data from Refuge Bio https://jitc.bmj.com/content/8/Suppl_3/A86.2 https://jitc.bmj.com/content/9/Suppl_2/A162 https://jitc.bmj.com/content/9/Suppl_2/A164 https://jitc.bmj.com/content/8/Suppl_3/A458.2
Gilead has underperformed for so long, given the size of the company as well, that I could encourage Bill Ackman to make a run at it.
GILD details why the purportedly-positive Trodelvy data from Mar 2022 weren’t:
https://www.businesswire.com/news/home/20220603005437/en
The study met its primary endpoint of progression-free survival (PFS) with a statistically significant and clinically meaningful 34% reduction in the risk of disease progression or death (median PFS 5.5 vs. 4 months; HR: 0.66; 95% CI: 0.53-0.83; P<0.0003). The first interim analysis of the key secondary endpoint of overall survival (OS) demonstrated a trend in improvement.
Gilead Sciences Inc (GILD)
59.77 ? -1.79 (-2.91%)
Volume: 10,483,423 @04/29/22 7:42:23 PM EDT
Bid Ask Day's Range
59.53 60.0 59.27 - 62.06
GILD Detailed Quote
ZUMA-12 https://www.nature.com/articles/s41591-022-01731-4
The CR rate was higher than standard frontline chemo, with just a single treatment vs. six cycles over about four months.
No reason to think long-term curve won't flatten like ZUMA-1 (which was post ~two years).
PDUFA date (for 2nd line) is April 1.
GILD News: Gilead price target slashed at Barclays following new Trodelvy data 03/10/2022 05:38:07 AM
GILD News: Current Report Filing (8-k) 03/07/2022 03:31:07 AM
GILD News: Phase 3 TROPiCS-02 Study Met the Primary Endpoint of Progression-Free Survival in Late-Line HR+/HER2- Metastatic Breast Cancer 03/07/2022 03:30:00 AM
GILD News: Robert W. Baird Sticks to Their Hold Rating for Gilead Sciences (GILD) 03/03/2022 12:10:51 AM
GILD News: Jefferies Thinks Gilead Sciences’ Stock is Going to Recover 03/02/2022 03:35:55 AM
Gilead Sciences Inc (GILD)
58.39 ? 0.47 (0.81%)
Volume: 13,007,627 @03/11/22 7:41:31 PM EST
Bid Ask Day's Range
58.2 58.4 57.955 - 59.185
GILD Detailed Quote
Gilead Sciences Inc (GILD)
61.33 ? 0.22 (0.36%)
Volume: 9,751,206 @02/15/22 4:17:32 PM EST
Bid Ask Day's Range
61.15 61.33 60.97 - 61.515
GILD Detailed Quote
Gilead Sciences Inc (GILD)
63.9 ? -1.49 (-2.28%)
Volume: 12,392,843 @02/04/22 7:58:42 PM EST
Bid Ask Day's Range
63.8 64.0 63.8722 - 65.61
GILD Detailed Quote
GILD owes ViiV* $1.25B+_3% royalty on_US Biktarvy sales, as a result of a patent settlement:
https://www.gsk.com/en-gb/media/press-releases/gsk-announces-settlement-between-viiv-healthcare-and-gilead-sciences/
The 3% royalty is a pretty big deal since Biktarvy’s had annualized US sales of $8.4B(!) in 4Q21.
* ViiV is a JV comprised of: GSK (76.5%); PFE (13.5%); and Shionogi (10%).
GILD vs BMY in LBCL CAR-T—who has the edge?
https://www.fiercepharma.com/pharma/bristol-myers-squibb-breyanzi-gilead-yescarta-lock-horns-car-t-therapy-earlier-lymphoma
Both Yescarta and Breyanzi are poised to take share from stemcell transplants.
GILD and MTNB have been working on ORAL remdesivir ,results to date look outstanding ,if this is green lighted by FDA,should really give GILD a SP jump as well as MTNB
GLTA
VIR/GILD start phase-2 trial testing quadruple regimen of VIR-2218; GS-9688; Opdivo; and Vemlidy (TAF) in (both nuc-suppressed and viremic) HBV patients:
https://finance.yahoo.com/news/vir-biotechnology-announces-initiation-phase-133000267.html
I’m not sure why it took almost a year for this trial to begin enrolling patients—the PR announcing the collaboration was issued on 1/12/21.
Please see #msg-160854272 for background.
Showtime this week! Brilacidin is a BEAST. Remdesivir needs Brilicidin to remain relevant and in the market but Brilacidin does not need Remdesivir. Gilead has the opportunity to remain relevant and go down in history as the company that helped end the pandemic, or the company that missed the greatest opportunity.
Gilead Sciences Inc (GILD)
66.68 ? 0.21 (0.32%)
Volume: 6,519,261 @11/05/21 7:59:38 PM EDT
Bid Ask Day's Range
66.16 66.68 65.76 - 66.87
GILD Detailed Quote
i think so they got ah good pipeline though
http://www.ipharminc.com/press-release/2020/9/15/laboratory-testing-of-brilacidin-for-covid-19-in-combination-with-remdesivir-reduces-viral-load-by-nearly-100-percent
http://www.ipharminc.com/press-release/2021/10/25/innovation-pharmaceuticals-covid-19-clinical-trial-topline-results-anticipated-to-be-reported-the-week-of-november-8th
Be careful with this, the clock runs fast, pay attention to the week of November 8 or even earlier
Mick, I think we are the only ones watching GILD on iHub, whatever.
I bought more, could have bought better, but what the hay, I feel the sell off was uncalled for on dividend alone, we beat on earning as well as revenues, I believe investors wanted to know why Trodelvy results weren't part of the call, O'Day gave his reasons, he had to be political correct, plus what he said may very well be true; however, the FDA was never efficient but with Covid, they were working remote, hell, they hardly worked when they were at the office, plus, a lot of resources went to studying Covid itself as well as vaccination drugs. That's my nickel take on what's going on, here's what O'Day said.
Gilead CEO Dan O'Day says the delay isn't concerning, and is common in studies that require a certain number of patients to have their cancer worsen before data are analyzed. "Nothing has changed concerning our confidence" in the study's outcome, O'Day says. The delay could be a good sign, assuming Trodelvy patients are taking longer than expected to have their disease worsen. But RBC warns it could also be the control chemotherapy group causing the delay. Trodelvy had 3Q sales of $101M, in line with analyst projections. Trodelvy's sales are projected to be $689M in 2022, and to reach $2.1B in annual sales in 2025.
Gilead Sciences Inc (GILD)
65.92 ? -0.85 (-1.27%)
Volume: 5,723,324 @10/28/21 4:55:20 PM EDT
Bid Ask Day's Range
65.8 65.95 66.67 - 67.66
GILD Detailed Quote
5PM, we'll see how close you are, I'm hoping you're a tab low.
$gild should be over $80 to $100 imho
Gilead Sciences Inc (GILD)
68.25 ? 0.11 (0.16%)
Volume: 4,259,030 @10/08/21 6:48:20 PM EDT
Bid Ask Day's Range
67.8 68.25 67.82 - 68.41
GILD Detailed Quote
$gild should be over $80 to $100 imho
Gilead Sciences Inc (GILD)
68.25 ? 0.11 (0.16%)
Volume: 4,259,030 @10/08/21 6:48:20 PM EDT
Bid Ask Day's Range
67.8 68.25 67.82 - 68.41
GILD Detailed Quote
Gilead Sciences Inc (GILD)
71.67 ? -0.06 (-0.08%)
Volume: 6,556,960 @09/22/21 7:57:21 PM EDT
Bid Ask Day's Range
71.41 71.71 71.085 - 72.18
GILD Detailed Quote
NNVC encapsulates GILD’s Remdesivir, in what seems to be a proprietary formulation, and finds it remains intact longer, and works better, in Covid-19 treatment. Animal study reported by TDA news.
north, This is all on Fauci - proving all the lies used against 45 and "anecdotal" use of Hydroxychloroquine saving Covid-19 patients.
In the end it were all about money - and Remdesivir were in the middle of the bedrail. Right from the start Chinese came out and said Remdesivir didn't stop the infection - still it was approved for treating Covid patients by FDA - while HCQ at the same time were banned from use.
https://www.thegatewaypundit.com/2020/08/jail-fauci-us-almost-30-times-covid-19-deaths-per-population-third-world-countries-promoted-early-hcq-use/
European study finds that Gilead's Covid-19 antiviral remdesivir shows no clinical benefit
September 17, 2021 07:29 AM EDTUpdated 08:17 AM Coronavirus
European study finds that Gilead's Covid-19 antiviral remdesivir shows no clinical benefit
Nicole DeFeudis
Editor
Gilead’s remdesivir — or Veklury, as it’s marketed in the US — raked in around $2.8 billion last year as the only FDA-approved antiviral to treat Covid-19. But new data from a European study suggest the drug, which has been given to about half of hospitalized Covid patients in the country, has no actual benefit.
The open-label DisCoVeRy trial enrolled Covid-19 patients across 48 sites in Europe to test a handful of treatments, including remdesivir, lopinavir–ritonavir, lopinavir–ritonavir and interferon beta-1a, and hydroxychloroquine. To participate, patients had to show symptoms for seven days and require oxygen support. A total of 429 patients were randomized to receive remdesivir plus standard of care, while 428 were assigned to standard of care alone.
Researchers measured remdesivir’s efficacy on day 15, using the World Health Organization’s seven-point scale — only to find that no clinical benefit was observed in patients who received the drug over those who got standard of care alone. And while previous studies have linked remdesivir to a faster time to recovery, that result was not seen in the DisCoVeRy trial.
Here’s how patients were distributed on the WHO’s scale:
Not hospitalised, no limitations on activities (61 [15%] of 414 in the remdesivir group vs 73 [17%] of 418 in the control group); (2) not hospitalised, limitation on activities (129 [31%] vs 132 [32%]); (3) hospitalised, not requiring supplemental oxygen (50 [12%] vs 29 [7%]); (4) hospitalised, requiring supplemental oxygen (76 [18%] vs 67 [16%]); (5) hospitalised, on non-invasive ventilation or high flow oxygen devices (15 [4%] vs 14 [3%]); (6) hospitalised, on invasive mechanical ventilation or extracorporeal membrane oxygenation (62 [15%] vs 79 [19%]); (7) death (21 [5%] vs 24 [6%]).
The results bring into question Veklury’s approval — and also its hefty $3,000-plus price tag.
The FDA granted remdesivir full approval back in October based on three randomized control studies, including the full data from the NIAID-sponsored Phase III ACTT-1 trial published on Oct. 8, according to Gilead. That study showed a reduction in recovery time by five days in hospitalized Covid-19 patients and by seven days in patients requiring oxygen.
Gilead had previously been granted a partial EUA in early May to treat severe Covid-19, which was later expanded in August to include all hospitalized adults and children after a Gilead-led study showed modest efficacy.
But the week before remdesivir was approved, the WHO released a study showing the antiviral had no substantial effect on improving mortality rates, reducing the amount of patients needing ventilators or shortening hospital stays. In this trial, remdesivir had no material effects on ventilation initiation or time to discharge.
In an FAQ, the FDA had said that since Gilead’s ACTT-1 study was randomized, double-blinded and placebo-controlled (whereas the WHO trial was open-label), they found ACTT-1 to be “better suited” in a time to recovery endpoint.
In April, Gilead CEO Dan O’Day said about half of all hospitalized patients with Covid-19 in the US are treated with Veklury.
For a look at all Endpoints News coronavirus stories, check out our special news channel.
Oral version of Gilead's remdesivir demonstrates promising preclinical results
Sep. 15, 2021 8:29 AM ETGilead Sciences, Inc. (GILD)Merck & Co., Inc. (MRK)By: Jonathan M Block, SA News Editor5 Comments
Pack of Remdesivir pills
AlexSava/E+ via Getty Images
An oral version of a prodrug of the parental nucleoside of Gilead's (NASDAQ:GILD) antiviral remdesivir showed promise in a preclinical study.
The prodrug, GS-621763, demonstrated antiviral activity both in lung cell lines and in mice infected with SARS-CoV-2, according to results published in bioRxiv. The results have yet to be peer reviewed.
GS-621763 was also compared against molnupiravir, Merck's (NYSE:MRK) oral antiviral that the company expects will receive Emergency Use Authorization for COVID-19 by the end of the year, and both drugs had similar efficacy.
In the U.S., Veklury (remdesivir) is indicated for adults and children 12 years of age and older for the treatment of COVID-19 requiring hospitalization.
Now Read: Gilead: Fundamentals With A Booster Shot