GSK (GSK) Not Trying to Break Price in HIV with Dulo, Positive for Gilead Sciences (GILD) - Evercore ISI Raffat

Evercore ISI analyst Umer Raffat notes GSK (NYSE: GSK) pricing a its "dual” regimen of dolu is positive for Gilead Sciences (NASDAQ: GILD) HIV franchise, which he said is "easily ~$45+ in NPV for Gilead stock."

Raffat said a concern was that GSK may priced its “dual” regimens (dolu+something else) at a price materially below the price point for current single tablet combo regimens of integrase inhibitors (e.g., Genvoya, Triumeq are in the $31-33K range).

Raffat highlights that GSK priced it at ~$31K annually and "it doesn’t appear to me that GSK intends to “break the price” in HIV."

You May Also Be Interested In

• HSBC Upgrades Gilead Sciences (GILD) to Hold
• Gilead Sciences Announces First Quarter 2024 Financial Results
• Sage Therapeutics (SAGE) PT Lowered to $18 at Truist Securities