Going Global with Gilead Sciences Inc.
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Cadence Capital
Gilead Sciences (NASDAQ: GILD) was the first offshore position in the Cadence portfolio, initiated in mid-2014. We initiated the position at a price of approx US$82 and have added to the stock since then. The stock is currently US$122. Gilead is a large US biotech stock specialising in antiviral drugs to treat patients suffering from HIV, hepatitis C, influenza and other medical conditions. Gilead's market capitalisation is US$180b, making it larger than any company listed on the ASX. Read more here (VIEW LINK)
![Simon Bonouvrie](https://assets.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBcGNIIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--35244d9ca74784abacadf3cc64c9c2e5b657a1d8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Simon_Colour-11_Cropped_1.jpg)
Simon joined Cadence Capital in 2013 as a Portfolio Manager. Prior to joining Cadence, Simon was a Portfolio Manager at Platypus Asset Management for 8 years. After completing a Bachelor of Engineering (Chemical) (Honours), Bachelor of Commerce...
Expertise
No areas of expertise
![Simon Bonouvrie](https://assets.livewiremarkets.com/rails/active_storage/representations/proxy/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaHBBcGNIIiwiZXhwIjpudWxsLCJwdXIiOiJibG9iX2lkIn19--35244d9ca74784abacadf3cc64c9c2e5b657a1d8/eyJfcmFpbHMiOnsibWVzc2FnZSI6IkJBaDdCem9MWm05eWJXRjBTU0lJYW5CbkJqb0dSVlE2RTNKbGMybDZaVjkwYjE5bWFXeHNXd2RwQWNocEFjZz0iLCJleHAiOm51bGwsInB1ciI6InZhcmlhdGlvbiJ9fQ==--d4026b52d9aa7a676b3d70dbe31c85d930184392/Simon_Colour-11_Cropped_1.jpg)
Simon joined Cadence Capital in 2013 as a Portfolio Manager. Prior to joining Cadence, Simon was a Portfolio Manager at Platypus Asset Management for 8 years. After completing a Bachelor of Engineering (Chemical) (Honours), Bachelor of Commerce...
Expertise
No areas of expertise