After meeting with Gilead Sciences’ (GILD) President and incoming CEO John Milligan, UBS analyst Matthew Roden and team see a “re-energized” Gilead. They explain:
Earlier this week, we had the opportunity to host John Milligan, President and incoming CEO of Gilead, for a group dinner and other investor meetings. Topics of discussion were wide-ranging, and included corporate development, commercial, and pipeline… [We] walked away from the meetings seeing a re-energized Gilead that acknowledges investor concerns and wants to tackle challenges head-on.
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