Список проголосовавших за комментарий " <table class="BriefingDataTable" border="0" cellspacing="0" cellpadding="0"><tr> <td class="tickerColumn"> </td> <td class="articleColumn">Gilead Sciences: Good news is long-term HCV «tail» demand is there… but need some «pearls» added on — RBC (69.70)RBC thinks it will take a few quarters to get visibility on whether HCV scripts are declining more, less, stabilizing, or flattening… when they do «flatten» we think the stock could start to stabilize since value investors will think near-term bottom on downward earnings revisions will stop (consensus been going down for 1-2 years now...). They think it will take at least 2 quarters of hitting numbers for GILD stock to act better and they'll need to do some «string of pearls» deals to improve pipeline visibility over next 1-2+ years. They've said <strong>KITE is an interesting angle</strong> at $4B cap, a $1B drug launching with US/EU rights, and a technology cellular therapy platform for cancer. But bottom line is GILD will require patience to build up a pipline....meanwhile HCV needs to stabilize and Phase III bictegravir data this summer should (and needs to) look good.</td> </tr></table>"