Gilead Sciences: Diversification Strategy Not Derisked Enough Yet

Gilead Sciences (NASDAQ: GILD ) is a market leader for HIV drug manufacturing, urgently diversifying its product portfolio as its blockbuster drugs lose exclusivity in 2033. At $85, the stock would price in 2% revenue growth, which would be in line withI am an individual investor and student of value investing. I specialize in strategic analysis of situations, trying to assess stocks with common sense and simple valuation models to add robustness to my thinking. I am sector agnostic and my primary focus in ...