Gilead's Biktarvy Approval Heightens HIV Competition With ViiV
Gilead hopes Biktarvy will enable it to win market share away from ViiV's dolutegravir-containing regimens, but ViiV filed a patent infringement case within hours of the US FDA approval of Gilead's new combo.
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HIV remains the main growth franchise for Gilead, despite an anticipated first quarter revenue downturn due to inventory and payer mix. Biktarvy’s launch and growth in PrEP business provide multiple drivers for the franchise.
Gilead projects roughly $200m in sales growth for its CAR-T product Yescarta, despite the drug’s modest $6m sequential growth during the fourth quarter. For 2019 overall sales, the company projects slight growth, if any.
Ozanimod re-filing is a big near-term catalyst for Celgene. Biogen investors will be looking for more information about the development and regulatory strategy for BAN2401 in Alzheimer's. And Gilead investors want reassurance that the company will return to growth soon.