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Oppenheimer ‘not sounding the alarm just yet’ on Gilead after clinical hold

After Gilead (GILD) announced that the FDA had put ongoing GS-4182+GS-1720 combination trials on clinical hold after the observance of decreased lymphocyte counts in some patients, Oppenheimer called the combination “the vanguard of Gilead’s efforts to evergreen the BIKTARVY franchise.” Without further details, the firm can’t rule out some sort of class effect for the combination, but it is “not sounding the alarm just yet” as the company “has a track record of resiliency in HIV drug development,” says the analyst, who reiterates an Outperform rating on Gilead shares.

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