PD - 1/PD - L1 inhibitors

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Gilead Sciences' Best Days May Be Ahead - Here's Why
Seeking Alpha· 2025-05-26 14:32
Group 1 - Gilead Sciences, Inc.'s stock price has decreased by 4% over the past two months, attributed to market apathy and fear despite positive developments in U.S.-India tariff negotiations and reduced criticism of the Federal Reserve Chairman [1] - The Phase 3 ASCENT-03 clinical trial results showed that Trodelvy (sacituzumab govitecan) significantly improved progression-free survival in patients with metastatic TNBC who were ineligible for PD-1/PD-L1 inhibitors compared to chemotherapy [2] - The achievements in clinical trials, including promising data from ASCENT-04, are expected to lead to label expansions for Trodelvy, which may increase demand despite a slight decline in sales due to competition from AstraZeneca's Enhertu [3] Group 2 - Concerns regarding Gilead Sciences' prospects for 2025 and beyond are deemed unfounded, with a continued 'Buy' rating supported by analysis of key medications and recent achievements [4] - The completion of a technical correction in Gilead's share price reinforces the belief in its strong long-term growth potential [4]