吉利德 2026 年展望逊于华尔街观点 股价下跌
Xin Lang Cai Jing·2026-02-10 23:24

Core Viewpoint - Gilead Sciences' 2026 financial forecast is at the lower end of analyst expectations, leading to a nearly 2% drop in its stock price [1] Group 1: Financial Performance - Gilead reported Q4 2025 sales and profits slightly above Wall Street expectations [1] - Quarterly sales for the HIV prevention drug Yeztugo reached $96 million, exceeding the forecast of $88 million [1] - The company anticipates Yeztugo sales of $800 million in 2026, while analysts predict $907 million [1] Group 2: Market Reception and Pricing - Analyst Brian Abrahams noted that Yeztugo's forecast is below the $1 billion expectation from investors [1] - Yeztugo has shown nearly 100% effectiveness in clinical trials for preventing HIV, offering hope to curb the annual 1.3 million new infections globally [1] - There is hesitation among some regarding Yeztugo's annual U.S. price of approximately $28,000, although 90% of U.S. payers have agreed to cover the cost [1] Group 3: Earnings Projections - Gilead expects adjusted earnings per share for 2026 to be between $8.45 and $8.85, while analysts estimate $8.75, which is 10 cents higher than Gilead's midpoint [1] - The company's stock price fell by 3% during regular trading and approximately 2% in after-hours trading, closing at $144.52 [1]

吉利德 2026 年展望逊于华尔街观点 股价下跌 - Reportify