Haitong Securities Company Limited(600837) released a research report that affected by the settlement fee of $1.25 billion with GSK and arcus license in, gild. US Q4 adjusted EPS to $0.69, which was lower than the market expectation. In addition, Gilead science is expected to sell US $23.8-24.3 billion in 2022, of which Reid Xiwei accounts for about US $2 billion, and the adjusted EPS is expected to be US $6.20-6.70, lower than the market expectation of US $6.91.
Haitong Securities Company Limited(600837) also said that the recent key clinical trials of Gilead science tumor sector have caused concerns. First, a number of clinical trials of magrolimab combined with azacytidine have been suspended by FDA due to the emergence of susar. The company has not yet determined the specific reasons for the emergence of susar. In addition, the release of trodelvy's phase III data was delayed until March, which the market believes may mean that Gilead science has insufficient confidence in the data. Gilead science has repeatedly delayed the release of data in clinical trials in the tumor sector, which further caused the market to worry about the execution ability of its tumor sector. The company expects that the revenue of tumor sector will account for 30% of the total revenue in 2030.
