Gilead- rescuer from the coronavirus

07 / 05 / 2020
Obchodovanie je rizikové a Vaša celá investícia môže byť vystavená riziku

Gilead Sciences has an impressive portfolio of assets, but its brand is quickly becoming better known as a result of its COVID-19 drug- Remdesivir. The remainder of the company’s business has significant potential to generate shareholder returns, for example, HIV drugs which expire in 2038. Company is also one of the largest publicly traded biotech companies with a market capitalization around $100 billion.

Outside of this, the company has made numerous acquisitions and is quickly building up its alternative portfolio. The company is focused on shareholder rewards through both dividends and share repurchases. Potential shareholder rewards are near the double digits.

As a major drug producer that makes life-saving drugs, the company expects that lower R&D expenses and delayed approval will happen in the immediate term, with any lost revenue being captured into 2021.

Under the company’s base case, it expects a return to normal to begin in 2Q 2020, with a recovery underway by YE. The company expects the peak of the outbreak will be in March-July meaning we are already halfway through the peak. Overall, this is one of the few companies that could overall benefit from COVID-19.

Upozornenie: Obsah správy predstavuje marketingovú komunikáciu a nie investičné poradenstvo alebo investičný prieskum ani ponuku na uzatvorenie zmluvy týkajúcej sa finančného nástroja. Reprezentuje názor našich odborníkov na základe všeobecných kritérií, a neberie do úvahy jednotlivého klienta a jeho osobnú situáciu, investičné skúsenosti a aktuálnu finančnú situáciu. Tento materiál nebol pripravený podľa právnych požiadaviek navrhnutých na podporu nezávislosti investičného prieskumu a nevzťahuje sa naň žiadny zákaz obchodovania pred šírením investičného prieskumu. Minulé výnosy nie sú zárukou budúcich výnosov. Goldenburg Group Limited nepreberá žiadnu zodpovednosť za prípadné straty obchodníkov v dôsledku užívania a obsah svojich správ.