• Capturing Pre-Commercial-$tage Value

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Among the core assets that Gilead (Nasdaq: GILD) acquired from Myogen in 2006 for $2.5B was Letairis® (ambrisentan), for the treatment of pulmonary arterial hypertension (PAH), which was then approved by the FDA in mid 2007. After about a quarter in the market Gilead has initiated a Phase IV, randomized, double-blind, placebo-controlled study evaluating Letairis® [...]

Congratulations to Michael Bristow, M.D., Ph.D., the S. Gilbert Blount Professor of Medicine at University of Colorado, Head of Cardiology, Co-director of the University of Colorado Cardiovascular Institute, co-founder of Myogen (acquired by Gilead (NASDAQ: GILD), founder of ARCA Discovery and now add to that list winner of the Pharmaceutical Research and Manufacturers of America [...]

Gilead (NASDAQ: GILD) announced total revenues for 3Q07 of $1.06B, up 41% percent compared to total revenues of $748.7MM for 3Q06, along with record product sales of $962MM, up 44% over 3Q06! An amazing 90-day run, but what I am most interested in is how is Letaris® (ambrisentan) faring? Now don’t quote me here because [...]

You can hear the champagne corks popping from Westminster, CO to Foster City, CA as the FDA late Friday approved Gilead‘s (Myogen) Letairis® (ambrisentan) for the treatment of pulmonary arterial hypertension (PAH). There are up to an estimated 90,000 people in the US suffering from PAH, a disease where blood pressure is raised due to [...]

Happily tracking the progress of Gilead Sciences, Inc. (NASDAQ: GILD) Ambrisentan asset; for the treatment of pulmonary arterial hypertension. Gilead’s recent announcement that the FDA has accepted for filing and granted a priority review for the NDA is exciting news for the Colorado bio-scape. This approval may result in an accelerated review with an expectation [...]

  

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