They have a cure, not a treatment!
From the FT, David Crow
Its hepatitis C medicines, Harvoni and Sovaldi, set a new record for the most successful drug launch, thanks in part to a contentious price tag that works out at roughly $1,000 per pill.
But the company has also achieved something that is still quite rare in modern medicine: a bona fide cure for a deadly disease that was previously untreatable in roughly half of patients. Now some investors and analysts are asking whether Gilead is about to become a victim of its own success. The problem with a cure, especially one that works in as little as eight weeks, like Harvoni, is the drugmaker will one day run out of new patients to treat.
When the company announces 2015 earnings on Tuesday, analysts expect it to report net profits of $17bn on revenues of $32bn, compared with profits of $3bn and sales of $11bn in 2013 — the year before the runaway success of its hepatitis C launch.
What should you do when you have a great product? you should sell it at a fair price and build a brand. Mercedes did that, their cars where so good that almost all the taxi drivers used them. Some did more than 1,000,000 km with the same engine! The cars where so good that even terrorist groups used them, now they use Toyotas.
Gilead is doing great and is building a great reputation. They have a cure, not a treatment!
Tks Gilead
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