Gilead Sciences Inc.: PharmaVitae Profile

Gilead Sciences Inc.: PharmaVitae Profile

Introduction

This analysis examines the historical and forecast performance for Gilead in the prescription pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Reasons to Purchase

*Benchmark Gilead's performance against key rivals in the prescription pharmaceutical sector

*See how Gilead's HIV franchise will drive continued double-digit sales growth for the company out to 2014

*Assess the impact of the company's recently announced collaboration with Tibotec for a 'second generation Atripla'

TABLE OF CONTENTS
ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Data sourcing 4
Chapter 2 Executive summary 5
Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2002–14 6
Financial performance, 2002–14 7
Gilead Sciences: PharmaVitae forecasts at a glance 8
Strategic insight 9
SWOT analysis 16
Chapter 3 Quarterly news update 24
Product developments 24
Deals and alliances 25
M&A activity 27
Company announcements 28
Future product milestones 29
Chapter 4 Company introduction 30
Key findings 30
Background 31
Key corporate developments 31
M&A history 31
Chapter 5 Company sales 34
Key findings 34
Prescription pharmaceutical sales and growth rate analysis, 2002–14 35
Product analysis 37
Therapy area analysis 44
Geographic analysis 46
Launch/core/expiry analysis 49
Molecule type analysis 54
Externalization analysis 56
Chapter 6 Company financials 59
Key findings 59
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002–08 60
Operating costs and profit analysis 61
Chapter 7 Key products and competitors 67
Key findings 67
Overview 68
Infectious diseases 69
Cardiovascular 80
Chapter 8 Appendix 83
R&D pipeline 83
References 84
Abbreviations 84
About Datamonitor 86
Datamonitor consulting 86
Disclaimer 88


Table of tablesTable 1: Gilead – PharmaVitae forecasts at a glance 8
Table 2: Gilead’s HIV franchise, 2008–14 ($m) 10
Table 3: Gilead key product developments, 2009 24
Table 4: Gilead product deals and alliances, 2009 25
Table 5: Gilead technology deals and alliances, 2009 26
Table 6: Gilead M&A activity, 2009 27
Table 7: Gilead company announcements, 2009 28
Table 8: Gilead future product milestones, 2009–11 29
Table 9: Gilead product portfolio overview ($m), 2002–08 39
Table 10: Gilead product portfolio overview ($m), 2008–14 41
Table 11: Gilead prescription pharmaceutical sales by therapy area ($m), 2008–14 45
Table 12: Gilead prescription pharmaceutical sales by geographic region ($m), 2008–14 48
Table 13: Gilead launch portfolio overview ($m), 2008–14 50
Table 14: Gilead core portfolio overview ($m), 2008–14 51
Table 15: Gilead expiry portfolio overview ($m), 2008–14 52
Table 16: Gilead prescription pharmaceutical sales by molecule type ($m), 2008–14 55
Table 17: Gilead prescription pharmaceutical sales by source ($m), 2008–14 57
Table 18: Total Gilead sales by business unit ($m), 2002–08 60
Table 19: Gilead operating revenue/cost analysis ($m), 2002–08 62
Table 20: Gilead operating cost ratio analysis (% of total revenues), 2002–08 63
Table 21: Gilead operating cost ratio analysis (% of total revenues), 2008–14 64
Table 22: Gilead operating revenue/cost analysis ($m), 2008–14 65
Table 23: Key products overview 68
Table 24: Atripla: overview 69
Table 25: Atripla: sales forecast ($m), 2008–14 70
Table 26: Truvada: overview 72
Table 27: Truvada: sales forecast ($m), 2008–14 73
Table 28: Viread: overview 75
Table 29: Viread: sales forecast ($m), 2008–14 76
Table 30: Truvada + rilpivirine: overview 78
Table 31: Truvada + rilpivirine: sales forecast ($m), 2008–14 79
Table 32: Letairis: overview 80
Table 33: Letairis: sales forecast ($m), 2008–14 81
Table 34: Gilead Sciences R&D pipeline (Phase I–registration) 83


TABLE OF FIGURES
Figure 1: The PharmaVitae Explorer 3
Figure 2: Gilead prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002–14 6
Figure 3: Gilead’s financial performance ($m), 2002–14 7
Figure 4: Sales of the leading HIV therapy players, 2002–14 ($m) 12
Figure 5: Gilead prescription pharmaceutical sales by source, and therapy area ($m), 2002–14 14
Figure 6: Gilead SWOT analysis 16
Figure 7: Gilead prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002–14 35
Figure 8: Key product sales ($m), 2002–14 38
Figure 9: Gilead key sales growth drivers and resistors ($m), 2002–08 40
Figure 10: Gilead key sales growth drivers and resistors ($m), 2008–14 42
Figure 11: Gilead prescription pharmaceutical sales by therapy area ($m), 2002–14 44
Figure 12: Gilead prescription pharmaceutical sales by geographic region ($m), 2002–14 47
Figure 13: Gilead launch/core/expiry configuration ($m), 2008–14 53
Figure 14: Gilead prescription pharmaceutical sales by molecule type ($m), 2002–14 54
Figure 15: Gilead prescription pharmaceutical sales by source ($m), 2002–14 56
Figure 16: Gilead operating revenue/cost analysis ($m), 2002–14 61