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July 7, 2017

PARP inhibitors are a new class of drugs found to suppress the progression of certain cancers such as ovarian, in recurrent platinum-sensitive patients. Due to their initial success in treatment, research and development in the field has taken off and several new drugs have entered the market this year. Given their implications in the field of onco...

February 9, 2017

Gilead's pipeline has a newly approved drug for treating HBV (Vemlidy) and phase 3 trials in NASH. Both these diseases represent huge opportunities for Gilead since there there are a vast number of patients and no reasonable treatment options in either. In 2017 I expect Gilead to proceed with M&A as well as activist investment into the company....

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