Gilead Sciences, Inc. (NASDAQ:GILD) is one of the best large cap value stocks to buy now. On September 22, Morgan Stanley analyst Terence Flynn maintained a Buy rating on Gilead Sciences, Inc. (NASDAQ:GILD), keeping the associated price target the same at $143.00. Why Gilead Sciences (GILD) Deserves Attention in the Cheap Quarterly Dividend Stocks Category The analyst based the optimistic rating on Gilead Sciences, Inc.’s (NASDAQ:GILD) positive outlook and potential growth, reasoning that a notable endor ...

Core Insights - Hanmi Pharm has entered into a global licensing and collaboration agreement with Gilead Sciences and Health Hope Pharma, granting Gilead exclusive rights to develop and commercialize Encequidar [1][3] - Encequidar is a P-gp inhibitor developed through Hanmi's proprietary Orascovery platform, which allows the conversion of injectable medicines into oral formulations [2][3] Agreement Details - Under the agreement, Hanmi and HHP will provide Gilead with exclusive global rights to Encequidar in the field of virology, along with drug supply and technical know-how [3] - Hanmi and HHP will receive an upfront payment and are eligible for development, regulatory, and sales milestones, in addition to low single-digit royalties on net sales [3] Statements from Executives - Dr. Dennis Lam, founder of HHP, emphasized the potential of Encequidar as a first-in-class P-gp inhibitor and its significance for the Hong Kong biotech industry [4] - Jae-Hyun Park, CEO of Hanmi Pharm, highlighted the agreement as validation of Hanmi's formulation technology and a pathway to new growth opportunities through collaboration with a global partner [4] Historical Context - Hanmi originally out-licensed Encequidar and the oral anticancer drug Oraxol to Athenex in 2011, but following Athenex's insolvency, rights were transferred to HHP [4] - HHP is currently conducting clinical trials of Oraxol in the U.S., Hong Kong SAR, and New Zealand, with plans for sequential launches in Europe, Asia, and the U.S. [4]

Core Viewpoint - Morgan Stanley analyst Terence Flynn reiterated a "Buy" rating for Gilead Sciences (GILD.US) with a target price of $143, highlighting the recent CDC recommendation for Gilead's Yeztugo drug as a pre-exposure prophylaxis for HIV [1] Group 1: Drug Approval and Market Impact - The CDC's recent inclusion of Yeztugo in its HIV pre-exposure prophylaxis recommendations is seen as authoritative recognition of the drug's efficacy and safety [1] - This recommendation is expected to enhance patient adherence to medication, strengthen HIV prevention efforts, and subsequently drive market demand for Yeztugo [1] Group 2: Insurance Coverage and Future Outlook - Gilead Sciences is actively advancing its commercial insurance coverage plan for Yeztugo, with expectations that the drug will receive widespread insurance reimbursement support by the end of 2025 [1] - As a biopharmaceutical company, Gilead focuses on developing treatments for major diseases, including HIV, viral hepatitis, COVID-19, and cancer [1]

Core Insights - Gilead Sciences, Inc. (NASDAQ:GILD) is considered one of the most undervalued stocks on NASDAQ, with a positive outlook from Moody's due to momentum in its product pipeline and recent regulatory approvals [1][2] - The introduction of Yeztugo, a twice-yearly subcutaneous injectable for HIV prevention, is a significant development for the company [1] - Gilead's liver and cancer platforms, particularly drugs like Livdelzi and Trodelvy, are positioned for future growth [2] Financial Strategy and Governance - Moody's rating update reflects concerns about governance risk but acknowledges a favorable assessment of Gilead's management and financial strategy [2] - The company has maintained conservative financial practices, focusing on bolt-on acquisitions under $5 billion [2] Company Overview - Gilead Sciences, Inc. is a U.S. biopharmaceutical company based in Foster City, California, specializing in antiviral treatments for diseases such as COVID-19, hepatitis B and C, influenza, and HIV/AIDS [3]

Core Viewpoint - President Trump's new tariffs on the pharmaceutical sector may not have a significant negative impact due to existing manufacturing in the U.S. and bilateral trade agreements that could mitigate the effects [1][2][3]. Tariff Implications - A 100% tariff is proposed, but it does not apply to pharmaceutical manufacturers with U.S. operations, which includes nearly all companies in the sector [2]. - The potential tariff's impact on the cost of goods sold, particularly on active pharmaceutical ingredients (API), is minimal since APIs constitute only about 1-2% of the overall cost of pharmaceutical products [4][5]. Market Reactions - The stock market does not seem overly concerned about the tariffs, indicating a level of confidence among investors [1]. - The focus is shifting towards the upcoming IRA negotiated price list and potential drug pricing negotiations that could affect pricing strategies [5]. Company Insights - Gilead is highlighted as a strong investment opportunity due to the positive outlook on their long-acting prep launch [6]. - Pfizer is also noted for a recent deal that may signal a recovery from previous challenges, although execution remains a key factor for success [6].

Core Insights - Gilead Sciences, Inc. (NASDAQ:GILD) is highlighted as a significant stock within the Renaissance Technologies Portfolio [1] - JPMorgan analyst Chris Schott raised the price target for Gilead from $135 to $145, maintaining an Overweight rating [2] - The adjustment indicates a 29% upside potential for Gilead from its closing share price on September 22 [2] - Wall Street analysts generally hold a positive outlook on Gilead, with a consensus Buy rating [2] Company Overview - Gilead Sciences, Inc. is a biopharmaceutical company focused on developing medicines for life-threatening diseases such as HIV, viral hepatitis, and cancer [3]

Company Performance - Gilead Sciences (GILD) closed at $110.99, reflecting a -2.36% change from the previous day, underperforming the S&P 500's daily loss of 0.5% [1] - Over the past month, Gilead's shares have decreased by 0.22%, outperforming the Medical sector's loss of 0.7% but lagging behind the S&P 500's gain of 2.74% [1] Upcoming Earnings - Analysts expect Gilead to report an EPS of $2.15, a 6.44% increase compared to the same quarter last year, with a projected quarterly revenue of $7.43 billion, down 1.59% from the previous year [2] - For the annual period, earnings are anticipated to be $8.08 per share and revenue at $28.75 billion, indicating a +74.89% change in earnings and no change in revenue from last year [3] Analyst Revisions and Rankings - Recent revisions to analyst forecasts are crucial as they reflect near-term business trends, with positive revisions indicating confidence in Gilead's performance [3] - Gilead currently holds a Zacks Rank of 3 (Hold), with the Zacks Consensus EPS estimate having decreased by 0.22% over the last 30 days [5] Valuation Metrics - Gilead Sciences has a Forward P/E ratio of 14.06, which is lower than the industry average of 19.43, suggesting it is trading at a discount [6] - The company has a PEG ratio of 0.77, compared to the industry average of 1.72, indicating a favorable valuation relative to expected earnings growth [7] Industry Context - The Medical - Biomedical and Genetics industry, which includes Gilead, has a Zacks Industry Rank of 88, placing it in the top 36% of over 250 industries [8]

Core Insights - Gilead Sciences, Inc. is recognized as one of the 11 attractive quarterly dividend stocks to consider for investment [1] - The company is a California-based biopharmaceutical firm that develops innovative treatments for viral hepatitis, COVID-19, and cancer, with a strong pipeline of new drugs anticipated to drive future sales growth [2] - Gilead has a history of enhancing its portfolio through acquisitions, including a recent $350 million deal to acquire Interius BioTherapeutics [2] - The company has been consistently increasing its dividend since its introduction in 2015, currently offering a quarterly dividend of $0.79 per share, resulting in a dividend yield of 2.76% as of September 23 [3] Company Overview - Gilead Sciences specializes in biopharmaceuticals, focusing on treatments for serious diseases [2] - The company's established HIV franchise remains a cornerstone of its business model [3] Financial Performance - Gilead's quarterly dividend of $0.79 per share reflects its commitment to returning value to shareholders [3] - The dividend yield of 2.76% positions Gilead favorably within the biotech industry [3]

Core Insights - Gilead Sciences, Inc. (GILD) has demonstrated strong performance in 2025, with shares rising 26.5% year to date, significantly outperforming the industry growth of 6% [1][9] - The FDA approval of lenacapavir, branded as Yeztugo, for HIV prevention has been a pivotal event, marking it as the first twice-yearly injectable pre-exposure prophylaxis (PrEP) option in the U.S. [3][7] Gilead's HIV Portfolio - Gilead holds a leading position in the HIV treatment market, with its flagship drug Biktarvy commanding over 51% market share in the U.S. [4] - The company anticipates a 3% growth in HIV sales for 2025, up from previous expectations of flat revenue, driven by strong performances from Biktarvy and Descovy [5] - The approval of Yeztugo enhances Gilead's HIV portfolio, especially as Truvada faces generic competition [6] Oncology and Cell Therapy - Gilead's oncology portfolio includes Trodelvy, which has shown strong performance in treating metastatic triple-negative breast cancer, with plans for further approvals [11] - However, the Cell Therapy franchise, including Yescarta and Tecartus, is facing competitive pressures in the U.S. and Europe [12] - Gilead's subsidiary Kite has acquired Interius BioTherapeutics for $350 million, enhancing its capabilities in CAR T-cell therapies [13] Liver Disease Portfolio - The FDA approval of seladelpar, branded as Livdelzi, for primary biliary cholangitis (PBC) has strengthened Gilead's liver disease portfolio [14][15] Financial Performance and Estimates - Gilead's shares are currently trading at a price/earnings ratio of 13.62x forward earnings, lower than the large-cap pharma industry's average of 14.83x [16] - Earnings estimates for 2025 have increased to $8.10 from $8.02, while the estimate for 2026 has slightly decreased to $8.50 from $8.53 [17] Strategic Collaborations - Gilead has partnered with the U.S. State Department to deliver lenacapavir, indicating a commitment to expanding its HIV prevention efforts [10] - The company is also collaborating with Merck to evaluate a combination treatment for HIV, with updates expected in 2026 [20] Dividend and Cash Position - Gilead has maintained a strong cash position, with $7.1 billion in cash and equivalents as of June 30, 2025, supporting its sustainable dividend yield of 2.76% [22] - In Q2 2025, Gilead paid out $994 million in dividends and repurchased $527 million of common stock, reflecting its commitment to returning value to shareholders [21]

A twice-yearly injection described as the most promising HIV prevention tool in decades is poised to reach millions more people, with new generic versions priced at about $40 per patient per year. The Gates Foundation and Indian drugmaker Hetero Labs Ltd. are among the groups moving to produce the medication, lenacapavir, which Gilead Sciences Inc. sells in the US for a list price of more than $28,000 annually under the brand name Yeztugo.Another Indian manufacturer, Dr. Reddy’s Laboratories Ltd., is also s ...