News (Updated April 26, 2009)

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Gilead shares rise on profit boost in 1Q

Gilead Sciences shares gain ground after HIV treatments drive 1st-quarter profit boost

On Wednesday April 22, 2009, 12:25 pm EDT

NEW YORK (AP) -- Shares of Gilead Sciences Inc. jumped Wednesday after the company reported a 21 percent boost in first-quarter profit as demand for its HIV treatments Truvada and Atripla continued growing.

The stock gained $3.36, or 7.7 percent, to reach $47.09 in afternoon trading. Shares have traded between $35.60 and $57.63 over the last 52 weeks.

The Foster City, Calif.-based company surprised Wall Street with profit of 63 cents per share, beating the 59-cents-per-share estimate of analysts polled by Thomson Reuters.

The company also backed its 2009 outlook.

The bulk of the revenue again came from HIV drugs. Truvada sales rose 23 percent to $590.4 million, and Atripla sales climbed 57 percent to $509.9 million. Atripla is made from a combination of three older drugs: Gilead 's Viread and Emtriva, and Sustiva, which is made by Bristol-Myers Squibb.

"Looking forward, we expect modest market growth driven by increased diagnosis and treatment rates as well as market share gains," BMO Capital Markets analyst Jason Zhang said in a note to investors.

He reaffirmed a "Outperform" rating and raised his outlook for HIV treatment sales at Gilead . The drug is expected to be launched in France in the second half of the year, the European Union's largest market for HIV drugs, he added.

Meanwhile, Thomas Weisel Partners analyst M. Ian Somaiya reaffirmed a "Overweight" rating following the financial results. He said several factors, including a potential inventory restocking and lack of patients seeking and receiving financial assistance bode well for the company's growth outlook.

"This suggests that Gilead 's HIV franchise maybe more insulated from the economic weakness that is impacting drug sales of other biotechnology and pharmaceutical companies," Somaiya said, in a note to investors.

 

Pharmasset cancels hepatitis drug development

Pharmasset ends development of lead drug candidate over concerns for hepatitis B patients

On Monday April 20, 2009, 8:23 am EDT

PRINCETON, N.J. (AP) -- Pharmasset Inc. said Monday it is ending development of its most advanced drug candidate, clevudine, over concerns of severe muscle weakness in hepatitis B patients.

Pharmasset said it made the decision to end the late-stage Quash studies voluntarily, following discussions with an independent monitoring board and the Food and Drug Administration. The company is maintaining its focus on a separate hepatitis C program with its partner Roche.

Both hepatitis B and C are liver conditions. The decision was made based on the rate of South Korean patients with muscle weakness, or myopathy, side effects.

"Although the number of cases of myopathy in the Quash trials was low and the severity was mild, more severe reports from other trials and post marketing surveillance led us to believe the risk benefit ratio for clevudine was insufficient to continue development," said Chief Medical Officer Dr. Michelle Berrey in a statement.

Pharmasset said it will continue collecting safety data and monitoring patients after the study is discontinued, though it won't submit the results to the FDA for approval.

"While we are obviously disappointed with the outcome, we believe the decision to stop dosing is an appropriate one," said Chief Executive Schaefer Price in a statement.

With the loss of clevudine, the company's next most advanced drug candidate is Racivir, an HIV treatment in midstage development. The developing hepatitis C treatment R7128 is set for midstage development.


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