Gilead leans on a steady HIV business while it pushes hard into cancer and immune diseases with new medicines and a deal-driven pipeline. The big question is whether these launches and approvals can outweigh the near-term bumps from buying and integrating new assets.Read more
Gilead is trying to move beyond its older HIV medicines by rolling out newer treatments and expanding access worldwide, which could help it grow while returning cash to shareholders. But big policy decisions and future patent expiries could squeeze prices and open the door to cheaper rivals, making its next wave of launches especially important.Read more
Key Takeaways Expected headwinds from Medicare Part D redesign may hinder HIV treatment revenue, leading to flat sales projections. Increased competition in oncology and cell therapy could affect revenue growth across diverse product lines.Read more
Key Takeaways Multiple new product launches and innovation in oncology and HIV therapy strongly position Gilead to expand into larger, diversified markets and drive sustained revenue growth. Strength in core HIV and liver portfolios, robust R&D, and minimal competition risks support stable cash flows and enable long-term margin and earnings expansion.Read more
Gilead Sciences, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally. The company provides Biktarvy, Descovy, Genvoya, Odefsey, Sunlenca, Symtuza, and YeztugoFor the treatment of HIV-1 infection in patients. It also provides Epclusa, Livdelzi, and Vemlidy to treat chronic hepatitis C virus, primary biliary cholangitis, and chronic hepatitis B virus; Tecartus, a T-cell therapy for the treatment of adult patients; Trodelvy, an injection for intravenous use; and Yescarta, a suspension for intravenous infusion, is a CAR T-cell therapy for the treatment of adult patients. Further, it provides AmBisome, for the treatment of serious invasive fungal infections; and Veklury for the treatment of COVID-19. Additionally, the company engages in the development of various immunotherapies for patients with cancer and other incurable diseases. The company has collaboration agreements with Shenzhen Pregene Biopharma Co., Ltd.; Abingworth; Arcus Biosciences, Inc.; Merck Sharp & Dohme Corp.; Janssen Sciences Ireland Unlimited Company; Japan Tobacco, Inc.; Everest Medicines; Merck & Co, Inc.; Tentarix Biotherapeutics Inc.; and Assembly Biosciences, Inc. It also has research collaboration, option, and license agreement with Merus N.V. for the discovery of novel dual tumor-associated antigens (TAA) targeting trispecific antibodies. The company has a collaboration with Terray Therapeutics, Inc. to discover and develop small molecule therapies; and LEO Pharma to develop, manufacture, and commercialize the small molecule oral STAT6 program. The company was incorporated in 1987 and is headquartered in Foster City, California.
