ISI Provides Color on Gilead Sciences

ISI provided color on Gilead Sciences GILD. In a research report published today, the rating agency commented on the company's HIV drug. In the report, ISI states, “What's interesting to us is that number of patients on GILD HIV drugs in the EU hasn't really grown. This is despite strong reported ex-US sales growth - so we have a puzzle it seems. Two thoughts: (1) fx could be partially to blame or (2) although GILD always gives out the patient numbers they have stated in the past that they are just estimates based on 3rd party data and could be off - however, now we have 3 full quarters of no patient growth in EU, so it might be worth keeping an eye on.“ On Tuesday, GILD lost 1.11% of its value to finish the day at $42.16.