How Gilead’s Lenacapavir Launch and New HIV Data May Shape GILD’s Global Outlook

• Gilead Sciences recently announced the first shipments of its twice-yearly injectable HIV prevention medicine, lenacapavir, to Eswatini and Zambia, while also sharing positive Phase 3 results for a once-daily HIV regimen combining bictegravir and lenacapavir.
• These developments highlight Gilead’s rapid progress in expanding access to innovative HIV prevention therapies in regions most affected by the disease and reinforce the company’s position in HIV treatment innovation.
• We’ll examine how Gilead’s accelerated global launch of lenacapavir could shape the company’s investment outlook going forward.

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Gilead Sciences Investment Narrative Recap

To own shares in Gilead Sciences, you need confidence in the company's ability to stay a leader in HIV treatment and prevention, while managing risks around price controls, dependence on key HIV products, and ongoing global expansion. The recent rollout of lenacapavir in sub-Saharan Africa underscores Gilead's execution strength, but does not materially reduce concerns about the future patent cliffs and the need for broader portfolio diversification.

Among recent announcements, the successful delivery of lenacapavir to Eswatini and Zambia is highly relevant. This move highlights Gilead's continued focus on global access for next-generation HIV therapies, but also tests the company's strategy to offset high reliance on established HIV products with new launches in emerging markets.

However, it's just as important for investors to be aware that the company's heavy earnings reliance on HIV treatments may…

Read the full narrative on Gilead Sciences (it's free!)

Gilead Sciences' outlook anticipates $32.3 billion in revenue and $10.0 billion in earnings by 2028. This scenario is based on a projected annual revenue growth rate of 3.8% and an increase in earnings of $3.7 billion from the current $6.3 billion.

Uncover how Gilead Sciences' forecasts yield a $129.51 fair value, a 4% upside to its current price.

Exploring Other Perspectives

Some of the most optimistic analysts saw Gilead’s new launches opening much bigger markets, forecasting revenue could reach US$33,900,000,000 and earnings US$10,800,000,000 by 2028. Their view is much more optimistic given the same risks, so it's wise to explore these perspectives and see how new developments might influence expectations.

Explore 11 other fair value estimates on Gilead Sciences - why the stock might be worth over 2x more than the current price!

Build Your Own Gilead Sciences Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Gilead Sciences research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Gilead Sciences research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Gilead Sciences' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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