FDA Delays Cadence Drug Review: BioBuzz
It’s expected that HIV treatment guidelines in the U.S. will be changed similarly soon, and in fact, may be even more liberal in terms of starting HIV therapy early.
The positive financial impact to Gilead's bottom line is a bit hard to measure, but Sanford Bernstein analyst Geoff Porges estimates that the company's 2012 worldwide revenue and earnings would increase by 7% and 8%, respectively, if treatment guidelines both in Europe and the U.S. were boosted to the CD4 500 level.
This earnings boost is worth a minimum of $4 a share to Gilead, Porges estimates. If treatment guidelines become even more liberalized, meaning that the recommendation becomes treating all HIV patients upon diagnosis regardless of CD4 count, the boon to Gilead's business would be worth $9 a share, he says.
-- Reported by Adam Feuerstein in Boston
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