Gilead(US:GILD) Xin Lang Cai Jing·2025-11-08 01:15Core Insights - Gilead Sciences' stock price dropped by 3.70% on November 7, attracting significant investor attention, despite the company's strong focus on innovation and development in the healthcare sector [1][2] - At the 8th China International Import Expo, Gilead showcased several innovative drugs, including the long-acting HIV pre-exposure prophylaxis drug Lenacapavir and the new drug Seladelpar for primary biliary cholangitis, highlighting its robust R&D capabilities [1] - Lenacapavir, as a first-in-class drug, requires only two doses per year and has demonstrated over 99.9% efficacy in global Phase III clinical trials, earning multiple international accolades [1] - Seladelpar is the first global innovative therapy that can simultaneously improve biochemical markers and alleviate pruritus symptoms in patients with primary biliary cholangitis, entering the Chinese market rapidly due to expedited drug review processes and favorable policies [1] Market Strategy - Gilead Sciences has made significant breakthroughs in introducing innovative drugs and actively integrates into the Chinese market through localized R&D strategies, conducting 16 clinical studies in China, many of which align with global timelines, particularly in oncology [2] - The company's commitment to the Chinese market is reflected in its plans to sign nearly ten collaborative projects to enhance the accessibility of innovative drugs and promote standardized treatment practices [2] - This proactive strategy not only boosts the company's market competitiveness but also contributes to the achievement of the "Healthy China 2030" goal [2] Long-term Outlook - Despite short-term stock price fluctuations causing market pressure, Gilead Sciences' ongoing innovation and strategic collaborations demonstrate long-term growth potential, instilling confidence in investors [2] - Investors are encouraged to monitor the company's movements in the Chinese market and its deep collaborations with partners to seize future investment opportunities [2] - Diversifying risks and maintaining a long-term perspective may be effective strategies for investing in such innovative companies [2]