吉利德2026年展望逊于华尔街观点 股价下跌
Jin Rong Jie·2026-02-10 23:44

Group 1 - Gilead Sciences' 2026 financial forecast is at the lower end of analyst expectations, leading to a nearly 2% drop in stock price [1] - The company reported Q4 2025 sales and profits slightly above Wall Street expectations, with quarterly sales of its HIV prevention drug Yeztugo reaching $96 million, surpassing the forecast of $88 million [1] - Gilead expects Yeztugo sales to be $800 million in 2026, lower than the analyst forecast of $907 million, with a noted discrepancy from investor expectations of $1 billion [1] Group 2 - Yeztugo has shown nearly 100% effectiveness in clinical trials for HIV prevention, offering hope to curb the annual 1.3 million new infections globally [2] - The annual U.S. list price for Yeztugo is approximately $28,000, causing some hesitation among potential users, although 90% of U.S. payers have agreed to cover the drug's cost [2] - Gilead projects adjusted earnings per share for 2026 to be between $8.45 and $8.85, while analysts expect an average of $8.75, which is 10 cents higher than Gilead's midpoint forecast [2]