Gilead Sciences, Inc. GILD

All that really matters is the timing of ample supply of Remdesivir - the rest is irrelevant

Just keep selling bears. You seem so confident. Meanwhile I will continue to advance my position on lows. ?

I honestly believe the relevant question is what is the manufacturing capacity for Remdesivir over the near term. Everything needs to be done under Gilead license to maximize the production volumes for this crisis. Let the bureaucratic FDA catch up on their review but for God sakes, roll the dice.

$GILD HUGE SELL OFF SOON!

One way or another US gov will subsidize 100% of the price of the exclusive, emergency drug therapy so the only thing left in this discussion is the business case on forecasted units and timeframe with a minimum guarantee. Add to the US case all the other countries using the same business model and you have an enormous global opportunity. The panacea of a WW epidemic is a nice problem to have!

Well this is encouraging news
https://www.pix11.com/news/coronavirus/families-of-covid-19-patients-plead-for-experimental-treatments

NY Gov. Cuomo already talking about opening things back up again soon. They would not be if they did not know good things are coming from Congress and good results coming from lifesaving drugs like $TEVA Hydroxychloroquine and $GILD Remdesivir.

Good point agree

Yes doctors know and are willing to go off label to benefit the most severe cases and this will put enormous pressure on FDA if they are just doing time consuming double blinds to validate what’s already known. With no more FDA expanded access supply, FDA should quickly evaluate the clinical results of each patient given treatment from the mandatory report provided to Gilead to grant approval.

Fact is remdesivir and chloroquine are both available to physicians to prescribe if they wish as of today. So regardless of the final formal FDA results in a few weeks from the clinical trials for this indication, the only stipulation is for feedback to Gilead essentially becoming part of the ongoing study. I see no downside here as to availability other than being up to the individual physician to make the choice. It may be situational depending on tiiming and severity.