Gilead Sciences マネジメント
マネジメント 基準チェック /24
Gilead Sciencesの CEO はDan O'Dayで、 Mar2019年に任命され、 の在任期間は 7.17年です。 の年間総報酬は$ 28.44Mで、 6.3%給与と93.7%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.051%を直接所有しており、その価値は$ 82.55M 。経営陣と取締役会の平均在任期間はそれぞれ6年と6.3年です。
主要情報
Dan O'Day
最高経営責任者
US$28.4m
報酬総額
| CEO給与比率 | 6.31% |
| CEO在任期間 | 7.2yrs |
| CEOの所有権 | 0.05% |
| 経営陣の平均在職期間 | 6yrs |
| 取締役会の平均在任期間 | 6.3yrs |
経営陣の近況
Recent updates
新しいナラティブ • May 19
Attractive medium-term compounder with catalyst-rich profile, but with short-term volatility tied to investment phase
Below is a professional investment memo (buy‑side style, in English) on Gilead Sciences (GILD) based primarily on the 2025 Impact Report (pipeline + strategy + data extraction) and complemented with verified investor website + latest news analysis. Investment Memo – Gilead Sciences (NASDAQ: GILD) 1.Seeking Alpha • May 13
Gilead's Transition Into A Long-Duration Biotech Platform
Summary Gilead Sciences is executing a successful transition from a mature antiviral company to a diversified therapeutic platform, driving a 34% stock rally. HIV revenue grew 10% YoY, with Yeztugo's explosive PrEP growth and raised guidance to $1B, signaling a durable, long-acting franchise. Oncology is gaining strategic coherence, led by Trodelvy's 37% YoY growth and platform expansion via acquisitions in ADCs, CAR-T, and autoimmune. GILD maintains exceptional profitability and self-funds its pipeline, supporting a Buy rating with 10–15% base-case upside and underappreciated long-term growth. Read the full article on Seeking Alpha
ナラティブの更新 • May 01
GILD: Future Returns Will Hinge On Executing Oncology And ADC Acquisitions
Analysts have raised the Gilead Sciences fair value estimate by about $2 to $128.42 per share, supported by refreshed models that reflect updated revenue growth, profitability, and future P/E assumptions following a wave of higher Street price targets. Analyst Commentary Street research on Gilead has tilted constructive in recent weeks, with several firms lifting price targets and at least one new Buy rating added.
ナラティブの更新 • Apr 17
GILD: Oncology Deals And HIV Franchise Will Support Future Earnings
Analysts have raised the price target for Gilead Sciences to $180, citing recent upward revisions across Wall Street that reflect updated views on revenue growth, profitability and oncology deal activity. The core fair value estimate in this framework also remains at $180.ナラティブの更新 • Apr 03
GILD: HIV And PrEP Franchise Will Support Future Earnings And Margin Strength
Analysts have lifted the fair value estimate for Gilead Sciences to $180 from $159, citing higher modeled revenue growth, a slightly lower discount rate, and support from a wave of recent price target raises and positive initiation commentary on the company’s positioning and operating margins. Analyst Commentary Street research around Gilead Sciences has been active, with several bullish analysts updating their views and price targets in recent weeks.
ナラティブの更新 • Mar 20
GILD: HIV Franchise And Oncology Expansion Will Shape Bullish Long Term Outlook
The analyst fair value estimate for Gilead Sciences has moved from $132.57 to $157.43, with analysts pointing to stronger modeled revenue growth, slightly higher long term profit margins, and a higher future P/E multiple supported by recent price target hikes and positive views on the company's positioning in large cap biotech. Analyst Commentary Recent Street research on Gilead Sciences reflects a mix of optimism around growth drivers and caution around valuation and competitive risks.ナラティブの更新 • Mar 05
GILD: Rich HIV Outlook Will Depend On Delivering High-Risk Oncology Acquisitions
Analysts have lifted their Gilead Sciences fair value estimate from $122.64 to $126.09 as they update models to reflect revised revenue growth and profit margin assumptions, along with a slightly higher discount rate and a modestly lower future P/E multiple, following a wave of higher Street price targets in recent weeks. Analyst Commentary Recent Street research around Gilead Sciences shows a mix of optimism and restraint.ナラティブの更新 • Feb 19
GILD: Elevated Future Expectations Will Hinge On Execution In Oncology
Gilead Sciences' updated analyst price target has moved sharply higher to $122.64 from $91.83, as analysts broadly lift their targets into the $140 to $170 range, citing steadier HIV franchise expectations, contributions from recent launches, and adjusted assumptions for expenses and oncology assets. Analyst Commentary Recent Street research shows a clear tilt toward higher valuation frameworks for Gilead Sciences, with several firms taking their targets into a broad US$140 to US$170 range.ナラティブの更新 • Feb 05
GILD: Extended HIV And PrEP Strength Will Support Steady Long-Term Earnings Power
Narrative Update: Gilead Sciences Analyst Price Target Shift Analysts have lifted their price targets on Gilead Sciences by as much as US$20, pointing to updated HIV franchise expectations, revised oncology and PrEP assumptions, and refreshed valuation approaches, even as some models incorporate higher IPR&D expenses and adjusted sales forecasts. Analyst Commentary Recent Street research around Gilead centers on two big themes in the models: the durability of the HIV franchise and the ramp in newer areas like PrEP and oncology, with several bullish analysts lifting price targets and reaffirming positive ratings.ナラティブの更新 • Jan 22
GILD: Extended HIV Franchise Strength Will Support Stronger Long-Term Earnings Power
Analysts have nudged their fair value estimate for Gilead Sciences up to $159 from $153, citing refreshed models that reflect updated HIV franchise expectations, oncology pipeline inputs, and evolving competitive readthroughs from peers in hepatitis and cell therapy. Analyst Commentary Recent Street research around Gilead Sciences has leaned constructive, with several bullish analysts refining their models and resetting price targets while pointing to HIV, oncology, and select liver and autoimmune assets as the key drivers they are watching.ナラティブの更新 • Jan 07
GILD: HIV PrEP Strength And Oncology Mixed Results Will Shape Outlook
Analysts have nudged their price targets on Gilead Sciences higher, generally toward the US$140 to US$145 range. They cite expectations for stronger HIV PrEP contributions from Yeztugo, a healthier outlook for the broader HIV portfolio including Biktarvy, and ongoing support from oncology and newer launches such as Livdelzi.ナラティブの更新 • Dec 20
GILD: Extended HIV Exclusivity Will Support Stronger Long-Term Earnings Power
Analysts have raised their fair value estimate for Gilead Sciences to $153 from $140, citing extended Biktarvy exclusivity, a stronger long term HIV growth outlook supported by Yeztugo and PrEP, and increasing conviction in oncology and broader large cap biopharma innovation potential. Analyst Commentary Bullish analysts continue to highlight Gilead as a core large cap biopharma holding, pointing to a healthier long term growth profile in HIV and a strengthening contribution from oncology.ナラティブの更新 • Dec 06
GILD: Extended HIV Franchise Will Offset Oncology And Policy Uncertainty Ahead
Analysts have nudged their blended price target for Gilead Sciences slightly lower by about $0.20 to the low-$130s, reflecting modestly higher discount rates and more conservative HIV and oncology growth and margin assumptions, even as they highlight extended Biktarvy exclusivity, encouraging Yeztugo uptake, and anito cel driven oncology optionality as key long term value drivers. Analyst Commentary Bullish analysts largely frame the recent price target tweaks as fine tuning within an increasingly constructive long term view, pointing to extended HIV cash flows, a strengthening PrEP opportunity, and optionality in oncology despite early stage competitive readouts.ナラティブの更新 • Nov 22
GILD: Extended Exclusivity And PrEP Opportunities Will Balance Ongoing Oncology And Policy Pressures
Analysts have modestly raised their price target for Gilead Sciences to $130.83 per share from $129.51. They cite the extended exclusivity period for Biktarvy and improved growth prospects in the HIV market as key drivers for the upward revision.ナラティブの更新 • Nov 08
GILD: HIV Business Strength And Patent Extension Will Balance Oncology Risks Ahead
Gilead Sciences' price target has been raised by analysts from $127 to $145. This reflects confidence in stable HIV business trends and improved execution, which offsets ongoing oncology and cell therapy challenges.ナラティブの更新 • Oct 25
Patent Extension And Policy Decisions Will Drive Access To Advanced Therapies
Gilead Sciences' analyst price target has increased from $126 to $127 per share. Analysts point to continued strong uptake of the Yeztugo launch in HIV and the recent Biktarvy patent extension as supporting factors, despite some pipeline setbacks.ナラティブの更新 • Oct 10
Global Healthcare Trends Will Expand Access To Advanced Therapies
Gilead Sciences saw its analyst price target increase from $124.91 to $126.31. Analysts cited improved sales forecasts for key HIV treatments and enhanced revenue growth expectations as the primary drivers of the upward revision.ナラティブの更新 • Sep 04
Global Healthcare Trends Will Expand Access To Advanced Therapies
Analysts remain constructive on Gilead Sciences, citing strong HIV franchise performance, positive FDA developments, and favorable regulatory tailwinds offsetting minor pipeline setbacks, resulting in an unchanged consensus price target of $124.37. Analyst Commentary Yeztugo’s FDA approval and clean label, strong clinical data, and convenient twice-yearly dosing are seen as key drivers for Gilead’s HIV franchise growth, with analysts generally positive on long-term adoption despite initial ramp expectations being slow and some cannibalization of Descovy anticipated.分析記事 • Jul 27
Does Gilead Sciences (NASDAQ:GILD) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Seeking Alpha • Apr 25
Gilead Sciences Q1 Earnings Review: HIV Division Masks Underperformance
Summary Gilead Sciences' Q1 2025 earnings report shows a slight decline in product sales, primarily due to lower Veklury sales and oncology inventory issues. The HIV division remains Gilead's strongest performer, with Biktarvi leading the charge, while oncology investments have yet to yield significant returns. Key upcoming milestones include the FDA decision on lenacapavir, a potential blockbuster HIV therapy, and various oncology and cell therapy data readouts. Despite recent share price growth, I am downgrading GILD stock to "Hold" due to concerns over oncology and cell therapy prospects and limited upside potential. Read the full article on Seeking Alpha新しいナラティブ • Apr 08
New HIV, Livdelzi And CAR T Options Will Expand Reach
Gilead's innovation in HIV and oncology treatments supports revenue growth and market expansion in these therapeutic areas.CEO報酬分析
| 日付 | 総報酬 | 給与 | 会社業績 |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$9b |
| Dec 31 2025 | US$28m | US$2m | US$9b |
| Sep 30 2025 | n/a | n/a | US$8b |
| Jun 30 2025 | n/a | n/a | US$6b |
| Mar 31 2025 | n/a | n/a | US$6b |
| Dec 31 2024 | US$24m | US$2m | US$480m |
| Sep 30 2024 | n/a | n/a | US$126m |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$485m |
| Dec 31 2023 | US$23m | US$2m | US$6b |
| Sep 30 2023 | n/a | n/a | US$6b |
| Jun 30 2023 | n/a | n/a | US$5b |
| Mar 31 2023 | n/a | n/a | US$6b |
| Dec 31 2022 | US$22m | US$2m | US$5b |
| Sep 30 2022 | n/a | n/a | US$3b |
| Jun 30 2022 | n/a | n/a | US$4b |
| Mar 31 2022 | n/a | n/a | US$5b |
| Dec 31 2021 | US$19m | US$2m | US$6b |
| Sep 30 2021 | n/a | n/a | US$7b |
| Jun 30 2021 | n/a | n/a | US$5b |
| Mar 31 2021 | n/a | n/a | US$301m |
| Dec 31 2020 | US$19m | US$2m | US$123m |
| Sep 30 2020 | n/a | n/a | US$1b |
| Jun 30 2020 | n/a | n/a | -US$257m |
| Mar 31 2020 | n/a | n/a | US$5b |
| Dec 31 2019 | US$29m | US$1m | US$5b |
報酬と市場: Danの 総報酬 ($USD 28.44M ) は、 US市場 ($USD 14.80M ) の同規模の企業の平均を上回っています。
報酬と収益: Danの報酬は過去 1 年間で 20% 以上増加しました。
CEO
Dan O'Day (60 yo)
7.2yrs
在職期間
US$28,437,198
報酬
Mr. Daniel P. O'Day, also known as Dan, served as Non-Executive Non-Independent Director for Galapagos NV since October 22, 2019 until March 26, 2024. He served as Member of Supervisory Board at Galapagos...
リーダーシップ・チーム
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 7.2yrs | US$28.44m | 0.051% $ 82.6m | |
| Chief Financial Officer | 6.5yrs | US$8.77m | 0.014% $ 22.6m | |
| Chief Commercial & Corporate Affairs Officer | 6.8yrs | US$9.30m | 0.010% $ 16.4m | |
| Chief Medical Officer | 1.3yrs | US$13.92m | 0.0015% $ 2.5m | |
| Senior VP | less than a year | データなし | データなし | |
| Senior Vice President of Treasury & Investor Relations | 5.3yrs | データなし | データなし | |
| Executive VP and General Counsel of Legal & Compliance | less than a year | データなし | 0.00041% $ 664.3k | |
| Executive Vice President of Human Resources | 6.8yrs | データなし | データなし | |
| Senior Vice President of Research | 6.3yrs | データなし | データなし | |
| Executive Vice President of Research | 5.1yrs | データなし | データなし | |
| Senior Vice President of Intercontinental Region & Global Patient Solutions | 6yrs | データなし | データなし | |
| VP of Oncology & Franchise Head of Early Development | no data | データなし | データなし |
6.0yrs
平均在職期間
55yo
平均年齢
経験豊富な経営陣: GILDの経営陣は経験豊富で経験豊富です（平均在職期間は6年）。
取締役
| 名称 | ポジション | 在職期間 | 報酬 | 所有権 |
|---|---|---|---|---|
| Chairman & CEO | 7.2yrs | US$28.44m | 0.051% $ 82.6m | |
| Lead Independent Director | 5.6yrs | US$479.96k | 0.0010% $ 1.7m | |
| Independent Director | 2.3yrs | US$409.92k | 0.00044% $ 712.9k | |
| Independent Director | 8.3yrs | US$429.92k | 0.0022% $ 3.5m | |
| Independent Director | 8yrs | US$432.44k | 0.0012% $ 2.0m | |
| Independent Director | 5.4yrs | US$409.78k | 0.00081% $ 1.3m | |
| Independent Director | 9.8yrs | US$437.44k | 0.00011% $ 178.2k | |
| Independent Director | 5.9yrs | US$409.92k | 0.0011% $ 1.7m | |
| Independent Director | 6.3yrs | US$433.94k | 0.00051% $ 826.3k |
6.3yrs
平均在職期間
70yo
平均年齢
経験豊富なボード: GILDの 取締役会 は 経験豊富 であると考えられます ( 6.3年の平均在任期間)。
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/20 10:29 |
| 終値 | 2026/05/20 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
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業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Gilead Sciences, Inc. 25 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。66
| アナリスト | 機関 |
|---|---|
| David Toung | Argus Research Company |
| Brian Skorney | Baird |
| James Birchenough | Barclays |