Gilead Sciences: Why Nomura Sees Upside in Hepatitis C

Nomura’s M. Ian Somaiya and team explain think Gilead Sciences’ (GILD) revenues from its hepatitis-c treatments will surprise folks. They explain why: Gilead Sciences Our analysis of IMS scrip data points to upside in Gilead’s HCV franchise, with 1Q sales tracking toward range of $3.0–3.3bn, ahead of our $2.4bn estimate and assuming a 36% discount on [...]