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BoFA Merrill Lynch analyst Ying Huang questions $GILD on the pricing perspective it is seeing from competition, particularly $MRK. COO Kevin Young says that there is little change in market share within the commercial payor segments. The company has a strong position in VA with HARVONI & Sovaldi and increased activity seen is in Medicaid setting.
$WBA is yet to receive US anti-trust clearance for its Rite Aid acquisition. The deadline for the deal expires on January 27.
$BMY plunge 7.2%. No credits to the non-acceleration of approval for lung cancer combination treatment.