Gilead Sciences has secured the rights to Sprint Bioscience’s preclinical oncology programme for up to $400m, sending Sprint’s stock soaring by more than 110%. This deal will see Gilead hand over $14m upfront for the three-prime repair exonuclease 1 (TREX1) blocker, which constitutes a novel immunotherapy approach. Through the agreement, Sprint could see up to $386m in regulatory, commercial and milestone payments, taking the deal’s total consideration up to $400m. In a 24 November statement, Sprint’s C ...

Gilead Sciences, Inc. (GILD), founded in 1987, has long stood as one of America’s most influential biopharmaceutical powerhouses, a company that built its legacy by tackling humanity’s most complex diseases. Headquartered in Foster City, California, it carved its name through breakthroughs in HIV/AIDS treatments, transformed global outcomes in hepatitis B and C, and stepped up during the COVID-19 crisis with Veklury. Today, oncology and inflammatory diseases form Gilead’s next frontiers, expanding the comp ...

Gilead Sciences, Inc. ( GILD ) is one of the stocks I held for a long time, before I made profits with my investment. I remained bullish for a very long time and in my last article I was bullish again – following many otherMy analysis is focused on high-quality companies, that can outperform the market over the long-run due to a competitive advantage (economic moat) and high levels of defensibility. Focused on European and North American companies, but without constraints regarding market capitalization (fr ...

Core Insights - Gilead Sciences, Inc. (GILD) has been a long-term investment for the company, with a bullish outlook maintained over time [1] - The analysis emphasizes the importance of high-quality companies that can outperform the market due to competitive advantages and defensibility [1] Company Analysis - Gilead Sciences is identified as a high-quality company with potential for long-term market outperformance [1] - The focus of the analysis is on companies in the European and North American markets, without restrictions on market capitalization [1] Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, and a Bachelor's Degree in Sociology and History [1]

Gilead Sciences, Inc. (NASDAQ:GILD) is a leading biopharmaceutical company renowned for its groundbreaking treatments in areas such as HIV, liver diseases, and cancer. BMO Capital recently upgraded its rating for GILD to "Outperform," signaling strong confidence in the company's future performance. At the time of this announcement, GILD was trading at $125.27.The upgrade by BMO Capital is primarily attributed to the exceptional performance of Gilead's HIV division. The company's third-quarter results exceed ...

FOSTER CITY, Calif.--(BUSINESS WIRE)--Gilead Foundation today announced that it has committed over $3 million in grants to expand access to food in communities across the United States. Gilead Foundation Healing Hunger awards will enable 14 regionally focused organizations to meet the unique needs of their communities by improving long-term nutrition access. The funding, distributed through the Gilead Foundation, supports organizations addressing food insecurity in California, North Carolina, N. ...

If you are interested in keeping up to date with stocks making moves within the biotech, pharma and healthcare industries, and understanding the key trends and catalysts driving valuations ahead of the market, why not subscribe to my weekly newsletter via my Investing Group, Haggerston BioHealth ?The last time I posted on Gilead Sciences, Inc. ( GILD ), the California-based Pharma giant, and a company I am invested in, it was to cover its Q1 2025 earnings andEdmund Ingham is a biotech consultant. He has bee ...

Group 1 - The author has a background in private credit and commercial real estate (CRE) mezzanine financing, indicating expertise in financial analysis and investment strategies [1] - The author has collaborated with prominent CRE developers, suggesting a strong network and experience in the real estate sector [1] - The author is a fluent Mandarin speaker, which may provide advantages in understanding Asian markets and investment opportunities [1] Group 2 - The article expresses personal opinions and analysis, highlighting the author's independent research approach [2] - The author holds long positions in several pharmaceutical companies, indicating a focus on the healthcare sector for investment [2] - There is no business relationship with the companies mentioned, ensuring an unbiased perspective in the analysis [2]

Investment Rating - The report maintains an "Outperform" rating for the pharmaceutical industry [2] Core Insights - Eli Lilly's revenue increased by 52% year-on-year in Q3 2025, driven by GLP-1 drugs, with Tirzepatide's quarterly revenue exceeding $10 billion for the first time, showing a 131% year-on-year growth [4] - Novo Nordisk faced intensified competition in the weight loss drug market, leading to a modest revenue growth of 1% for Ozempic and 6% for Wegovy in Q3 2025, prompting a downward revision of its annual performance guidance [4] - A total of 11 out of 16 companies in the report raised their revenue and/or net profit/EPS forecasts for the year, primarily due to better-than-expected sales of new products [4] Summary by Sections 1. Q3 2025 Performance Review - Eli Lilly's Q3 revenue reached $17.6 billion, with a 62% increase in sales volume, while net prices decreased by 10% [12] - Novo Nordisk's sales revenue for Q3 was 75 billion Danish Kroner, with a net profit decline of 27% [13] - JNJ's pharmaceutical segment achieved revenue of $15.6 billion, with significant contributions from oncology and neurology products [14] - AbbVie reported global sales of $15.8 billion, with notable growth in immunology and neurology sectors [15] - Gilead's revenue for Q3 was $7.3 billion, with a 4% increase in HIV product sales [16] 2. MNC Product Performance in the U.S. Market - The median time for MNC products to reach peak sales in the U.S. market is approximately 8 years, with first-in-class (FIC) products achieving this in about 7 years [4] 3. Revenue and Guidance Adjustments - Eli Lilly raised its full-year revenue guidance from $60-62 billion to $63-63.5 billion [12] - Novo Nordisk revised its revenue growth forecast down from 8%-14% to 8%-11% [13] - JNJ increased its full-year revenue guidance from $93.2-93.6 billion to $93.5-93.9 billion [14]

Core Insights - Merck & Co. Inc. has reported positive topline results from a Phase 3 trial of the investigational drug regimen doravirine/islatravir (DOR/ISL) for treatment-naïve adults with HIV-1 infection [1][2] - The trial demonstrated that DOR/ISL met the primary efficacy criterion, showing non-inferiority to the existing treatment Biktarvy (bictegravir/emtricitabine/tenofovir alafenamide) [2][5] - The safety profile of DOR/ISL was comparable to that of Biktarvy, fulfilling the primary safety objective of the trial [3][5] - The FDA has accepted the New Drug Application (NDA) for DOR/ISL, with a target action date set for April 28, 2026 [3] Efficacy and Safety - The primary efficacy success criterion was based on the percentage of participants achieving HIV-1 RNA levels below 50 copies/mL at Week 48 [2] - Both Phase 3 trials conducted in March showed that DOR/ISL met the primary efficacy and safety objectives at Week 48 [5] Regulatory Status - The FDA's acceptance of the NDA for DOR/ISL indicates a significant step towards potential market entry, aiming to replace current antiretroviral regimens for virologically-suppressed patients [3] Market Performance - Following the announcement, Merck's stock experienced a decline of 1.48%, trading at $95 [5]