Free Republic

A recent paper reviewing the first 12 U.S. patients with COVID-19 is used by sell-side analysts to doubt the effectiveness of Remdesivir.I review the paper and reach a different conclusion.The patients that are treated with Remdesivir have a very different profile from those that were not. There is a recent paper out on COVID-19 patients that were monitored and treated in the U.S. (3 among them received Remdesivir). This paper is used by several analysts to doubt the effectiveness of Remdesivir. Which in turn resulted in a flurry of articles (here's one example) in the media casting doubt on...

Summary COVID-19 is rapidly spreading across the globe and the U.S.The first of six Remdesivir trials could finish as soon as April.Gilead's Remdesivir is very promising according to experts and scuttlebut.This article lists the primary 12 reasons I think Remdesivir remains frontrunner to combat COVID-19. One subscriber to The Special Situation Report asked about how much upside I think there is for Gilead (GILD) if Remdesivir is successful. In good news, Wells Fargo now thinks Remdesivir can add $20 to the stock over time.My approach so far has been that this is not the question I want to try...

Amid the ongoing coronavirus outbreak, Gilead Sciences’ experimental remdesivir has emerged as the most promising candidate against the deadly pathogen. But its patent in China has also drawn some unexpected confusion.The Chinese pharma BrightGene has successfully copied remdesivir, the company said in a disclosure (PDF, Chinese) to China’s Nasdaq-style Star market on Wednesday.What's more, the Suzhou-based firm said it has already mass-produced remdesivir's active ingredient and is in the process of turning it into finished doses. The company’s stock jumped 20% at the news, hitting the daily price move cap allowed on the exchange. BrightGene doesn’t seem to plan to...