Morgan Stanley Expects Gilead Sciences (GILD) to Thrive as Biopharma Policy Uncertainties Fade in 2026

Group 1 - Gilead Sciences Inc. is considered one of the best stocks for the next decade, with Morgan Stanley raising its price target to $151 from $147 and maintaining an Overweight rating [1] - Regulatory and political uncertainties affecting the biopharma sector are expected to diminish, leading to a renewed focus on the industry's financial and operational performance [1][3] - Gilead announced positive topline results from its Phase 3 ARTISTRY-2 clinical trial, showing that the investigational regimen BIC/LEN is statistically non-inferior to the current standard-of-care, BIKTARVY, for HIV-1 treatment [2][3] Group 2 - The ARTISTRY-2 trial met its primary efficacy endpoint of maintaining HIV-1 RNA levels below 50 copies/mL at Week 48 for adults who switched from BIKTARVY to BIC/LEN [2] - Gilead plans to use the ARTISTRY-2 results along with data from the ARTISTRY-1 trial for upcoming regulatory submissions and aims to present detailed findings at a future scientific congress [3] - These advancements mark a significant step in Gilead's 35-year history of HIV innovation, potentially providing a new treatment option for millions living with HIV globally [3]