Quickview - Oncology adds diversity

Wednesday, Feb 13 2013 by

Feb 13th 2013 - Edison Investment Research today published a report on quickview entitled "Oncology Adds Diversity". In summary, the report says:

Gilead’s investment case is understandably focused on its existing HIV franchise ($8.1bn sales in FY12) and burgeoning expectations for its hepC portfolio. However, consensus estimates currently attribute little value to Gilead’s oncology portfolio, despite the company spending $1.3bn in the last two years to acquire late-stage cancer drugs. We therefore view the successful development of idelalisib (acquired through Calistoga for $600m), simtuzumab (Arresto Biosciences for $225m) and CYT387 (YM Biosciences for $510m), as well as further potential oncology targets, as an emerging theme in bolstering and diversifying Gilead’s offering.

About Edison Investment Research

Edison Investment Research

Edison, the investment intelligence firm, is the future of investor interaction with corporates. Our team of over 100 analysts and investment professionals work with leading companies, fund managers and investment banks worldwide to support their capital markets activity.  We provide services to more than 400 retained corporate and investor clients from our offices in London, New York, Frankfurt, Sydney and Wellington.  Edison is authorised and regulated by the Financial Conduct Authority (www.fsa.gov.uk/register/firmBasicDetails.do?sid=181584). more »


Let’s get you setup so you get the most out of our service
Done, Let's add some stocks
Brilliant - You've created a folio! Now let's add some stocks to it.

  • Apple (AAPL)

  • Shell (RDSA)

  • Twitter (TWTR)

  • Volkswagon AG (VOK)

  • McDonalds (MCD)

  • Vodafone (VOD)

  • Barratt Homes (BDEV)

  • Microsoft (MSFT)

  • Tesco (TSCO)
Save and show me my analysis