GILD Tshuag: Gilead Tshaj Tawm Nws Qhov Kev Loj Hlob Zoo Tshaj Plaws Hauv 7 Xyoo Raws Li Kev Muag Tshuaj Kho Mob Rocket

Gilead Sciences (GILD) tsoo lub quarter thib plaub qhov kev cia siab rau hnub Thursday thiab tau tshaj tawm qhov kev xav tsis txaus ntseeg uas tau ua rau GILD Tshuag.

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Lub tuam txhab tsis tau pom kev loj hlob zoo li no txij li xyoo 2015 ntawm lub hnub qub ntawm Gilead's hepatitis C tshuaj franchise, Thawj Tswj Hwm Daniel O'Day tau hais hauv xov tooj nrog cov neeg sau xov xwm. Hauv 2022, tag nrho cov khoom muag tau nce 8%, tsis suav nrog kev cuam tshuam ntawm Covid kev kho mob Veklury.

Tus tsov ntxhuav feem ntawm kev loj hlob xyoo tas los yog los ntawm Gilead's HIV kev kho mob thiab cov tshuaj oncology. Cov nyiaj tau los ntawm Biktarvy, ib qho tshuaj HIV, tau nce 20% thiab nce txog $ 10 billion thawj zaug. Kev muag khoom ntawm kev kho mob qog noj ntshav hla tus nqi $ 2 nphom, nce mus txog 71%.

Yog li ntawd, Gilead tau coj mus rau 4% -6% kev loj hlob hauv nws cov lag luam hauv paus. Cov kws tshuaj ntsuam tau kwv yees qhov poob qis.

Nws tau hais tias "Hnub no, peb txoj kev loj hlob yog tsav los ntawm ntau yam khoom lag luam, suav nrog peb cov kev kho mob rau HIV thiab oncology," nws hais. "Thaum peb tau npaj peb lub tswv yim hloov pauv hauv 2019, qhov no yog peb lub hom phiaj: Txhawm rau rov qab mus rau kev loj hlob thiab kom ntseeg tau tias kev loj hlob yuav ruaj khov."

Hauv qab-teev trading ntawm hnub no lub khw lag luam, GILD Tshuag tau dhia 2.4% ze 83.40. Shares poob 3.1% thaum lub sij hawm kev sib kho tsis tu ncua thiab kaw ntawm 81.39.

GILD Tshuag: Nyiaj tau los Skyrocket

Thaum lub Kaum Ob Hlis Ntuj peb lub hlis twg, kho Gilead cov nyiaj khwv tau los pib 142% siab dua rau $ 1.67 ib feem, ntaus qhov kev cia siab rau $ 1.51, raws li FactSet. Kev muag khoom tau nce 2% siab dua rau $ 7.33 nphom - zoo dua Wall Street qhov kwv yees rau $ 6.63 billion.

Kev muag khoom ntawm Covid kev kho mob Veklury poob 26% rau $ 1 nphom, uas tau tsav los ntawm tus nqi pw hauv tsev kho mob qis dua. Tab sis CEO Hnub pom chav rau Veklury los tuav lub luag haujlwm hauv Covid kev kho mob vim tus kab mob dhau los ua kev hem thawj. Txog rau tam sim no, ntau dua 12 lab tus tib neeg thoob ntiaj teb tau txais Veklury.

Nws tau hais tias "Veklury tseem ua lub luag haujlwm los daws cov teeb meem kev noj qab haus huv rau pej xeem ntawm tus kabmob kis," nws hais.

Tsis suav nrog Veklury qhov cuam tshuam, Gilead tag nrho cov khoom muag hauv peb lub hlis twg tau nce 9% txog $ 6.3 billion.

Lub tuam txhab cov kev kho mob qog noj ntshav kuj tau tacked rau lwm lub quarter ntawm kev loj hlob ntawm kev loj hlob thiab nqaim kev cia siab. Kev muag khoom ntawm tes kho mob Yescarta thiab Tecartus tau nce 75% rau $ 419 lab. Cov kws tshuaj ntsuam tau hu rau tag nrho $ 414 lab los ntawm duo.

Lub caij no, Gilead cov tshuaj kho mob qog noj ntshav, Trodelvy, tau nqa $ 195 lab hauv kev muag khoom, nce 65%, tab sis ploj lawm kev kwv yees rau $ 197 lab.

Kev muag khoom ntawm kev kho mob HIV kuj tau dhia 5% rau $ 4.8 nphom - pab los ntawm 15% kev loj hlob los ntawm Biktarvy mus rau $ 2.9 billion. Qhov ntawd yog nqaim tshaj GILD cov kws tshuaj ntsuam xyuas cov khoom hu rau $ 2.83 billion.

Kev taw qhia saum toj kawg nkaus

Rau lub xyoo, Gilead xav kom $ 26 nphom rau $ 26.5 nphom hauv kev muag khoom, suav nrog kwv yees li $ 2 nphom los ntawm Veklury. Cov kws tshuaj ntsuam tau hu ua qhov poob ntawm cov khoom muag rau $ 25.67 billion. Lawv kuj tau kwv yees tsuas yog $ 1.38 nphom los ntawm Veklury.

Gilead Tshuag tsis ntev los no tau poob qis qis kawg ntawm ib qho pav ca nrog ib tug muas point ntawm 89.84, as MarketSmith.com.

Shares muaj zog IB Digital Ntsuam Xyuas Lub Zog Muaj Zog ntawm 90. Qhov no tso GILD Tshuag hauv thawj 10% ntawm tag nrho cov khoom lag luam nyob rau hauv cov nqe lus ntawm 12-hli kev ua tau zoo.

Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.

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