The event: Phase III data on the Quad, a new four-in-one combination pill for HIV.
The timeline: Data from two phase III studies (Quad vs. Atripla and Quad vs. boosted Reyataz and Truvada) are due in the second half of the year.
The stakes: The long-term growth of Gilead's market-leading HIV drug franchise. The Quad is a single pill made up four Gilead drugs: Currently approved Viread and Emtriva plus two experimental drugs elvitegravir and cobicistat. If approved, the Quad could extend Gilead's competitive advantage in HIV therapy especially as generic competition looms in the 2017-2018 time frame. The Quad will also be more profitable for Gilead since it will likely replace Atripla, a three-in-one combination pill that includes one drug from Bristol-Myers Squibb.
Select the service that is right for you!COMPARE ALL SERVICES
Jim Cramer and Stephanie Link actively manage a real portfolio and reveal their money management tactics while giving advanced notice before every trade.
- $2.5+ million portfolio
- Large-cap and dividend focus
- Intraday trade alerts from Cramer
- Weekly roundups
Access the tool that DOMINATES the Russell 2000 and the S&P 500.
- Buy, hold, or sell recommendations for over 4,300 stocks
- Unlimited research reports on your favorite stocks
- A custom stock screener
- Upgrade/downgrade alerts
Jim Cramer's protege, David Peltier, identifies the best of breed dividend stocks that will pay a reliable AND significant income stream.
- Diversified model portfolio of dividend stocks
- Alerts when market news affect the portfolio
- Bi-weekly updates with exact steps to take - BUY, HOLD, SELL
All of Real Money, plus 15 more of Wall Street's sharpest minds delivering actionable trading ideas, a comprehensive look at the market, and fundamental and technical analysis.
- Real Money + Doug Kass Plus 15 more Wall Street Pros
- Intraday commentary & news
- Ultra-actionable trading ideas
Our options trading pros provide daily market commentary and over 100 monthly option trading ideas and strategies to help you become a well-seasoned trader.
- 100+ monthly options trading ideas
- Actionable options commentary & news
- Real-time trading community
- Options TV