Gilead Sciences'((GILD) thawj-hauv-chav tshuaj mob qog noj ntshav thiab GILD Tshuag yog thaum kawg tsoo lawv txoj kev.
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Lub tuam txhab biotech yog tus kws tshaj lij hauv kev tawm tsam kev mob qog noj ntshav los ntawm kev rov ua haujlwm ntawm tus neeg mob lub hlwb nrog cov tshuaj hu ua chimeric antigen receptor T-cell therapies, lossis CAR-T luv luv. Tab sis ua cov tshuaj bespoke tseem yog ib qho nyuaj. Tau ntau xyoo, kev muag khoom loj hlob tau poob qhov kev cia siab yuav luag ntau npaum li nws yeej lawv - txog 2022.
Thaum lub Cuaj Hlis lub quarter, kev muag khoom los ntawm Gilead thawj cov tshuaj hauv chav kawm no, Yescarta, tau nce 81% rau $ 317 lab. Qhov ntawd tau pab Gilead tag nrho kev lag luam oncology nce siab 79% xyoo dhau los.
William Grossman, Gilead tus lwm thawj coj loj ntawm kev kho mob oncology, hais tias nws yog hnub tshiab ntawm Gilead. Nws muab qhab nia mob qog noj ntshav los ua Gilead tsom rau thaj chaw tshiab rau Thawj Tswj Hwm Daniel O'Day.
Txhawm rau muab tso rau hauv qhov kev xav, Yescarta tau coj $ 96 lab hauv kev muag khoom thaum thawj peb lub hlis twg ntawm 2019 thaum O'Day coj Gilead lub reins. Kev muag khoom tau nce xyoo dhau xyoo, tab sis lag luam kev cia siab. Xyoo no, kev muag khoom loj hlob tau nrawm dua txhua lub hlis twg thiab yooj yim tshaj qhov kev kwv yees. GILD Tshuag tau ua raws li tus qauv stratospheric. Shares tau nce 21% txij li daim ntawv tshaj tawm peb lub hlis twg, txij li lub Kaum Ib Hlis 22.
"Peb tsis yog ib qho kev xav tsis thoob," Grossman hais rau Investor's Business Daily. "Peb nyob ntawm no kom nyob (thiab) peb nyob ntawm no los ua tus thawj coj hauv kev lag luam hauv oncology chaw."
GILD Tshuag: Fits Thiab Pib Hauv Cancer
Kom nkag siab txog qhov kev vam meej peb lub hlis twg, nws yog ib qho tseem ceeb uas yuav tau saib rov qab rau Gilead txoj kev mob siab thaum ntxov hauv kev mob qog noj ntshav.
Gilead tau txais Yescarta-maker Kite Pharma hauv 2017. Tsis ntev tom qab ntawd, Lub Chaw Tswj Xyuas Khoom Noj thiab Tshuaj tau pom zoo Yescarta rau cov neeg mob uas muaj hom mob qog noj ntshav lig. Lub chaw haujlwm tom qab kos npe tawm ntawm cov tshuaj zoo sib xws CAR-T los ntawm Novartis (NVS) hu ua Kymriah.
Tab sis kev muag khoom Yescarta tau tuav rov qab thaum cov tuam txhab tuav pov hwm tau sib cav seb puas yuav them rov qab rau kev kho mob thiab thaum muaj teeb meem kev tsim khoom. Txij li lub quarter thib plaub ntawm 2018 - lub sijhawm tsis ntev los no uas FactSet muaj cov ntaub ntawv - Yescarta muag tau yeej qhov kev cia siab 56% ntawm lub sijhawm.
Xyoo no, txawm li cas los xij, zoo li yog qhov hloov pauv. Kev muag khoom tau nce siab heev, loj hlob 32% hauv thawj peb lub hlis twg, 66% hauv qhov thib ob thiab 81% hauv peb. Lawv yeej GILD cov kws tshuaj ntsuam xyuas cov khoom kwv yees txhua zaus. Thiab qhov ntawd tsis yog ib qho plaub hauv Gilead lub hau. Kev muag khoom raws li CAR-T tshuaj Tecartus tau ntaus cov kev kwv yees rau plaub lub hlis dhau los. Hauv lub quarter thib peb, Tecartus muag tau nce 72%.
Qhov ntawd tau pab ua kom muaj kev tawg rau GILD Tshuag. Shares tawg tawm ntawm ib qab zib nrog ib tug muas point ntawm 74.22 nyob rau hauv siab ntim rau Lub Kaum Hli 28, raws li IB MarketSmith kab kos. Yuav luag tam sim ntawd, lawv sailed saum lub 5% chase tsam.
Gilead tseem muag Trodelvy, ib qho kev kho mob uas nws tau yuav hauv nws xyoo 2020 takeover of Immunomedics rau $21 billion. Niaj hnub no, cov tshuaj tau pom zoo rau cov neeg mob uas mob qog noj ntshav triple-negative, kab mob loj hlob sai uas tsis teb rau cov kev kho mob feem ntau. Nws kuj tuaj yeem kho ib hom mob qog nqaij hlav zais zis.
Trodelvy kev muag khoom kuj tau nce siab hauv peb lub hlis twg, nce 78% mus rau $ 180 lab.
Grossman hu Trodelvy yog "pob zeb" ntawm Gilead's oncology pipeline. Ntawm yuav luag 60 cov kev tshawb fawb tsis tu ncua los ntawm Gilead cov kev siv zog ntawm oncology, ntau tshaj li ib nrab siv Trodelvy ua ib feem. Ntau ntawm cov no yog Phase 3 kev tshawb fawb, txhais tau tias Trodelvy tuaj yeem tau txais kev siv tshiab nyob rau yav tom ntej.
Oncology, Txoj Kev Loj Hlob Tom ntej
Txij li thaum ntxov 2019, Gilead tau nce peb lub raj xa mus rau 20 qhov kev kho mob qog noj ntshav, Grossman hais. BofA Securities tus kws tshuaj ntsuam Geoff Meacham hais tias Gilead txoj kab mob qog noj ntshav yog ib qho saib.
"Nyob rau hauv peb qhov kev xav, tus yuam sij rau Gilead zaj dab neeg kev loj hlob tseem nyob rau ntawm kev nthuav dav ntawm nws cov kab mob oncology thiab kev nrawm ntxiv ntawm Yescarta thiab Trodelvy, ob qho tib si uas tau qhuas hauv peb lub hlis twg," nws hais hauv tsab ntawv ceeb toom tsis ntev los no.
Nws khaws nws qhov ntsuas nruab nrab ntawm GILD Tshuag txawm li cas los xij, ceeb toom rau "oncology pieces nyob ntawd, tab sis nws yuav siv sij hawm." Tab sis nws tau tsa nws lub hom phiaj tus nqi rau 85 ntawm 75.
Kev nthuav dav ntxiv rau Yescarta txhais tau tias ua rau cov tshuaj muaj rau cov neeg mob ua ntej.
Yescarta yav dhau los tau pom zoo rau cov neeg mob uas muaj B-cell lymphoma loj thiab follicular lymphoma uas tau ua phem dua tom qab ob txoj kev kho mob ua ntej. Tab sis, xyoo no, Asmeskas cov tub ceev xwm hais tias cov neeg mob B-cell lymphoma loj tuaj yeem siv Yescarta tom qab tsuas yog ib qho kev kho tsis tau. Cov neeg tswj hwm European tam sim no tso cai rau Yescarta ua qhov kev kho mob thib ob rau cov neeg mob uas muaj ob hom qog ntshav qog ntshav.
Qhov kev kho thib ob rau qee tus neeg mob "muaj peev xwm hloov tau tus qauv kev saib xyuas cov neeg mob tau txais," Gilead's Grossman tau hais. "Peb tab tom pom cov lus teb tsis txaus ntseeg, qhov ua tau zoo kawg thiab ua rau muaj kev cuam tshuam tiag tiag hauv kev kho cov neeg mob."
Trodelvy Pab Tsav GILD Tshuag
Gilead kuj tseem tsom ntsoov rau kev nthuav dav Trodelvy. Merck (MRK) tab tom ua txoj kev tshawb fawb ua ke nrog nws cov tshuaj blockbuster Keytruda thiab Trodelvy hauv cov qog nqaij hlav tsis me me. Ntxiv mus, FDA tab tom tshuaj xyuas Gilead daim ntawv thov rau Trodelvy hauv lwm hom mob qog noj ntshav mis. Hnub pom zoo muaj peev xwm yog nyob rau lub Ob Hlis.
Qhov kawg "sawv cev rau cov pej xeem loj thiab nyuaj rau kev kho mob thiab yuav tsum ua kom cov nyiaj tau los loj hlob nyob rau nruab nrab xyoo 2023," Maxim Group tus kws tshuaj ntsuam Michael Okunewitch tau hais hauv tsab ntawv ceeb toom. Nws muaj qhov kev yuav khoom ntawm GILD Tshuag.
Hauv tib neeg ntawm cov neeg mob qog noj ntshav mis, RBC Capital Markets kws tshuaj ntsuam Brian Abrahams pom muaj $ 1.2 nphom ntxiv rau lub sijhawm rau Trodelvy. Ntxiv nrog rau kev sib xyaw ua ke nrog Merck, Gilead tab tom sim Trodelvy ib leeg raws li qhov kev xaiv thib ob thiab thib peb rau cov neeg mob qog noj ntshav uas tsis yog cell me. Lub peev xwm rau cov kev pab cuam no "tsis yog txhua qhov cuam tshuam txog kev nqis peev," nws hais.
Nws muaj qhov ua tau zoo tshaj plaws ntawm GILD Tshuag thiab tsis ntev los no tau tsa nws lub hom phiaj rau 82 ntawm 79.
Tshaj li Trodelvy, cov kws tshuaj ntsuam saib Gilead txoj kev sib koom tes. Lub tuam txhab muaj ntau dua 40 tus neeg koom tes hauv oncology, Gilead's Grossman hais. Ib qho tseem ceeb yog magrolimab nrog MacroGenics (MGNX) nyob rau hauv cov ntshav qog nqaij hlav hu ua myelodysplastic syndromes.
Gilead ua haujlwm nrog Arcus Biosciences (RCUS) ntawm cov tshuaj hu ua domvanalimab nyob rau hauv cov neeg mob uas tsis yog-hlwb-hlwb-hlwb mob ntsws cancer. Domvanalimab lub hom phiaj los thaiv TIGIT, cov protein uas pab cov qog hlwb kom tsis txhob muaj kev tiv thaiv kab mob. Cov txiaj ntsig ib ntus tom qab xyoo no tuaj yeem cuam tshuam ntxiv rau GILD Tshuag.
Highly Rated GILD Tshuag
Grossman, Gilead tus thawj coj hais tias muaj kev txaus siab ntau hauv Gilead cov cuab yeej oncology. Thaum ntxov, cov tub ua lag luam paub Gilead zoo tshaj plaws rau nws txoj kev lag luam kab mob siab C. Tom qab ntawd, cov tshuaj HIV tau coj mus rau theem nruab nrab. Tam sim no, oncology yog ci ntsa iab.
Ntau qhov ntawd tau tshwm sim hauv kev ua haujlwm ntawm GILD Tshuag, uas muaj kev nce siab Ntsuam Xyuas Lub Zog Muaj Zog ntawm 96. Qhov no tso cov khoom lag luam hauv thawj 4% ntawm tag nrho cov khoom lag luam nyob rau hauv cov nqe lus ntawm 12-lub hlis kev ua tau zoo, raws li IB Digital.
Grossman hais tias nws siv sijhawm rau lub tuam txhab los tsim kom muaj nws qhov chaw nyob hauv ntu. Thiab nws tseem yog hnub ntxov.
"Tib neeg saib cov cuab tam zoo li Trodelvy qhov twg peb tab tom mus rau ntau qhov kev pom zoo tawm ntawm lub rooj vag nrog cov ntaub ntawv kho mob zoo heev, CAR-T qhov chaw tau tham txog nrog Kite los ua tus thawj coj hauv kev lag luam nyob ntawd thiab peb cov raj xa dej, Kuv zoo siab heev. hais txog peb lub raj xa dej, "nws hais. "Nyob rau hauv qhov chaw."
Ua raws li Allison Gatlin ntawm Twitter ntawm @IBD_AGatlin.
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Tau qhov twg los: https://www.investors.com/news/technology/gild-stock-surges-why-gilead-sees-its-oncology-business-as-a-force-to-be-reckoned-with/?src =A00220&yptr=yahoo