RE:RE:RE:RE:Gilead The value drivers for the company are the R&D programs having said that the sales of both drugs is still an important part of their operations and bread earner in the short to medium term.
If company hasn't done it yet they should offer free in home infusion services for Trogarzo to gain some traction, the drug is expensive and inconvenient, many patients due to covid19 avoid hospitals/clinics so let's make it easier for them with no added expenses to access it.
They should also have time limited promotional offers for Egrifta which can be renewed periodically.
To educate doctors/patients re the benefits of both drugs which is company's current strategy is important but they can do more to boost the sales and they should.
Wino115 wrote: He may be, but I put more credence in the actual numbers. Don't get me wrong, I hope THTX finds better ways to convince patients or doctors to use their drug, but until I see it in their numbers (or the combination of theirs and Fostemsavir) I have to think it's smaller than those market studies showed for any number of reasons. Would it be fair to say they've now been selling this drug for 2 years and still have around 400-500 patients, 200 of whom were on the original trial? If I were Gilead, also trying to sell an Injectable, that would inform me a bit. Not saying they won't do it given their position in HIV. I guess we'll have some facts around this question once the Covid vaccines get rolled out and once the injection push formula is launched. I'd hope they get a bump, but we'll have to see how it goes.
palinc2000 wrote: ''A third product for a relatively small market""
Why would GILD spend time amd money on drug for which the market is small?
Maybe the market is much larger than what Trogarzos sales have shown so far ,,,,,,I think Levesque is still convinced that this is the case
Wino115 wrote: So 2 to 3 years away, no safety data yet and will be third product for what appears to be a rather small market. Can't see them wanting to spend a whole lot of time or money on that, but go for it. Thankfully THTX will be well on its way in other more profitable areas by then.
palinc2000 wrote: https://investors.gilead.com/news-releases/news-release-details/gilead-announces-investigational-long-acting-hiv-1-capsid