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Gilead Resolves Patent Litigations for HIV Treatment Biktarvy
ZACKS· 2025-10-07 14:42
Key Takeaways Gilead reached patent settlements with Lupin, Cipla, and Laurus over generic Biktarvy.No Biktarvy generic entry is expected in the U.S. before April 1, 2036.FDA approval of Yeztugo and strong Biktarvy sales drive Gilead's HIV portfolio growth.Gilead Sciences, Inc., (GILD) announced that it has entered into settlement agreements to resolve the patent litigations with a few generic manufacturers who were looking to market generic versions of its flagship HIV treatment, Biktarvy.Biktarvy is one o ...
Gilead Scores A 'Solid Win' For Its Biggest Moneymaker; Shares Jump
Investors· 2025-10-06 14:00
Gilead stock popped Monday after the biotech giant said it signed deals with three generic drugmakers to delay their Biktarvy copycats for two years.RBC Capital Markets analyst Brian Abrahams called the news a "solid win for GILD to extend their HIV life cycle."Biktarvy is, by far, Gilead Sciences (GILD) biggest moneymaker. The HIV treatment brought in $3.53 billion second-quarter sales. That accounted for more than 69% of the company's HIV sales.Under the deal, generic drugmakers Lupin, Laurus Labs and Cip ...
Gilead Sciences settles patent litigations related to Biktarvy
Seeking Alpha· 2025-10-06 13:15
Gilead Sciences (NASDAQ:GILD) has reached settlement agreements with Lupin, Cipla, and Laurus Labs to resolve patent disputes related to Biktarvy, a medication for HIV. These companies had sought approval from the U.S. Food and Drug Administration to produce generic versions of ...
吉利德科学美股盘前涨近5%
Ge Long Hui A P P· 2025-10-06 13:02
格隆汇10月6日|吉利德科学美股盘前涨近5%,公司与Lupin、Cipla和Laurus实验室达成和解协议,以 解决Biktarvy专利诉讼。 ...
RBC Capital Maintains a Hold Rating on Gilead Sciences (GILD)
Yahoo Finance· 2025-10-03 10:28
Gilead Sciences, Inc. (NASDAQ:GILD) is one of the best medical stocks to buy now. RBC Capital analyst Brian Abrahams maintained a Hold rating on Gilead Sciences, Inc. (NASDAQ:GILD) on September 29 and set a price target of $98.00. Why Gilead Sciences (GILD) Deserves Attention in the Cheap Quarterly Dividend Stocks Category Gilead Sciences, Inc. (NASDAQ:GILD) reported a 2% growth in its total revenues for fiscal Q2 2025 to $7.1 billion compared to the same period last year, with management attributing the ...
What Do Analysts Think About Gilead Sciences (GILD)?
Yahoo Finance· 2025-09-30 18:49
Gilead Sciences, Inc. (NASDAQ:GILD) is one of the best large cap value stocks to buy now. On September 22, Morgan Stanley analyst Terence Flynn maintained a Buy rating on Gilead Sciences, Inc. (NASDAQ:GILD), keeping the associated price target the same at $143.00. Why Gilead Sciences (GILD) Deserves Attention in the Cheap Quarterly Dividend Stocks Category The analyst based the optimistic rating on Gilead Sciences, Inc.’s (NASDAQ:GILD) positive outlook and potential growth, reasoning that a notable endor ...
Gilead Sciences Surges 26.5% YTD: Buy, Sell or Hold the Stock?
ZACKS· 2025-09-24 15:20
Core Insights - Gilead Sciences, Inc. (GILD) has demonstrated strong performance in 2025, with shares rising 26.5% year to date, significantly outperforming the industry growth of 6% [1][9] - The FDA approval of lenacapavir, branded as Yeztugo, for HIV prevention has been a pivotal event, marking it as the first twice-yearly injectable pre-exposure prophylaxis (PrEP) option in the U.S. [3][7] Gilead's HIV Portfolio - Gilead holds a leading position in the HIV treatment market, with its flagship drug Biktarvy commanding over 51% market share in the U.S. [4] - The company anticipates a 3% growth in HIV sales for 2025, up from previous expectations of flat revenue, driven by strong performances from Biktarvy and Descovy [5] - The approval of Yeztugo enhances Gilead's HIV portfolio, especially as Truvada faces generic competition [6] Oncology and Cell Therapy - Gilead's oncology portfolio includes Trodelvy, which has shown strong performance in treating metastatic triple-negative breast cancer, with plans for further approvals [11] - However, the Cell Therapy franchise, including Yescarta and Tecartus, is facing competitive pressures in the U.S. and Europe [12] - Gilead's subsidiary Kite has acquired Interius BioTherapeutics for $350 million, enhancing its capabilities in CAR T-cell therapies [13] Liver Disease Portfolio - The FDA approval of seladelpar, branded as Livdelzi, for primary biliary cholangitis (PBC) has strengthened Gilead's liver disease portfolio [14][15] Financial Performance and Estimates - Gilead's shares are currently trading at a price/earnings ratio of 13.62x forward earnings, lower than the large-cap pharma industry's average of 14.83x [16] - Earnings estimates for 2025 have increased to $8.10 from $8.02, while the estimate for 2026 has slightly decreased to $8.50 from $8.53 [17] Strategic Collaborations - Gilead has partnered with the U.S. State Department to deliver lenacapavir, indicating a commitment to expanding its HIV prevention efforts [10] - The company is also collaborating with Merck to evaluate a combination treatment for HIV, with updates expected in 2026 [20] Dividend and Cash Position - Gilead has maintained a strong cash position, with $7.1 billion in cash and equivalents as of June 30, 2025, supporting its sustainable dividend yield of 2.76% [22] - In Q2 2025, Gilead paid out $994 million in dividends and repurchased $527 million of common stock, reflecting its commitment to returning value to shareholders [21]
Redburn Atlantic Maintains a Buy on Gilead Sciences (GILD), Sets a $143 PT
Yahoo Finance· 2025-09-16 18:58
Group 1 - Gilead Sciences, Inc. (NASDAQ:GILD) is recognized as one of the best drug stocks to buy currently, with a Buy rating maintained by Simon Baker CFA from Redburn Atlantic and a price target set at $143.00 [1] - The company received marketing authorization for Yeytuo (lenacapavir) from the European Commission, marking it as the first and only twice-yearly injectable HIV-1 capsid inhibitor approved for pre-exposure prophylaxis (PrEP) in the EU member states [2] - Gilead Sciences operates in over 35 countries and focuses on developing medicines for serious diseases, including cancer, HIV, viral hepatitis, and COVID-19, with a portfolio that includes drugs like AmBisome, Atripla, and Biktarvy [2]
Here's How You Can Earn $100 In Passive Income By Investing In Gilead Sciences Stock
Yahoo Finance· 2025-09-13 02:01
Company Overview - Gilead Sciences Inc. is a biopharmaceutical company focused on researching, developing, and selling innovative medicines for life-threatening diseases, including HIV/AIDS, viral hepatitis, cancer, COVID-19, and inflammation [1] Q3 2025 Earnings Expectations - Gilead is set to report its Q3 2025 earnings on November 5, with Wall Street analysts expecting an EPS of $2.15, an increase from $2.02 in the same period last year [2] - Quarterly revenue is anticipated to be $7.41 billion, a decrease from $7.54 billion a year earlier [2] Recent Performance - In Q2 2025, Gilead reported adjusted EPS of $2.01, exceeding the consensus estimate of $1.94, and revenues of $7.08 billion, surpassing the consensus of $6.94 billion [4] - The company experienced strong growth driven by products such as Biktarvy, Descovy, Trodelvy, and Livdelzi [5] Future Guidance - For the full year 2025, Gilead expects non-GAAP diluted EPS to be in the range of $7.95 to $8.25, indicating an optimistic outlook for revenue and earnings growth [5] Stock Performance and Dividends - Gilead Sciences' stock price has ranged from $78.36 to $121.82 over the past 52 weeks [3] - The company has a dividend yield of 2.73%, having paid $3.16 per share in dividends over the last 12 months [3]
Gilead(GILD) - 2025 FY - Earnings Call Transcript
2025-09-04 16:02
Financial Data and Key Metrics Changes - The company reported a strong second quarter with increased guidance for both top-line and bottom-line growth, driven by strong performance across all business units [3] - The HIV prevention business saw significant growth, with Descovy sales up 37% quarter over quarter [7] Business Line Data and Key Metrics Changes - The launch of YES2Go for HIV prevention has been described as the strongest execution seen in a launch, with 73% unaided awareness and 95% aided awareness [6][7] - The company is on track to achieve 75% coverage in the U.S. by the end of the year, with significant early wins with commercial and Medicaid payers [11][12] Market Data and Key Metrics Changes - The HIV prevention market is currently underpenetrated, with only 50,000 to 400,000 patients on the drug, compared to a potential 1.2 to 3 million [25] - The company anticipates significant market growth as awareness and access to HIV prevention therapies increase [29] Company Strategy and Development Direction - The company is focused on expanding its HIV prevention market, targeting individuals already on HIV prevention therapies and those at risk of HIV [27][30] - The company is also investing in its oncology pipeline, with multiple launches expected, including a CAR T therapy for multiple myeloma [56][65] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the ongoing growth of the HIV treatment business despite headwinds from Part D reforms, expecting a 3% growth rate [34][38] - The company is preparing for potential macroeconomic headwinds but believes its strong clinical profile will help mitigate risks [51][52] Other Important Information - The company has made substantial investments in internal research and development, enhancing the quality and breadth of its portfolio [72] - The approval of a reimbursement code (J code) for YES2Go was granted earlier than expected, which is crucial for the launch [13] Q&A Session Summary Question: How is the launch of YES2Go performing? - The launch has been strong, with high awareness and a solid execution plan in place [5][6] Question: What challenges are anticipated with the new injectable model? - The company acknowledges logistical challenges but is confident in its execution strategy and coverage goals [9][10] Question: How does the company view the competitive landscape for HIV treatments? - Management believes Biktarvy remains the gold standard and expects to maintain market share despite upcoming generic competition [40][41] Question: What is the outlook for the oncology pipeline? - The company is optimistic about the potential of its CAR T therapy and other oncology products, viewing them as significant growth opportunities [56][65] Question: How is the company preparing for potential Medicaid funding cuts? - The company is actively engaging with policymakers and believes it can manage any changes due to its strong clinical data [51][52]