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 ...

该分析师指出，美国疾病控制与预防中心(CDC)近期已将吉利德的Yeztugo药物纳入艾滋病(HIV)暴露前 预防推荐用药。Flynn认为，这一推荐是对该药物疗效与安全性的权威认可。此外，他还表示，CDC的 推荐有望提升患者用药依从性，强化HIV预防效果，进而推动Yeztugo的市场需求增长。 与此同时，吉利德科学正积极推进Yeztugo的商业保险覆盖计划，预计到2025年底，该药物将获得大范 围的保险报销支持。 智通财经APP获悉，摩根士丹利分析师Terence Flynn发表研报，重申吉利德科学(GILD.US)"买入"评 级，并将目标价定为143美元。 作为一家生物制药企业，吉利德科学专注于研发治疗重大疾病的药物，其研发领域涵盖HIV、病毒性肝 炎、新型冠状病毒肺炎(COVID-19)及癌症等。 ...

Gilead Sciences, Inc. (NASDAQ:GILD) ranks among the most undervalued NASDAQ stocks to buy now. Citing momentum in Gilead Sciences, Inc. (NASDAQ:GILD)’s product pipeline, Moody’s updated the company’s outlook from stable to positive on September 18, maintaining the company’s A3 senior unsecured ratings. The forecast takes into account Gilead’s recent clearance by regulators and introduction of Yeztugo, the first HIV prevention twice-yearly subcutaneous injectable. According to Moody’s, Gilead’s liver and ...

Key Takeaways Gilead shares rose 26.5% YTD, outpacing industry, sector, and S&P 500 benchmarks.FDA cleared HIV prevention drug Yeztugo, the first twice-yearly injectable PrEP.GILD's Trodelvy shows strength, while cell therapy faces competitive challenges.Gilead Sciences, Inc. (GILD) , one of the top biotech companies, has put up a robust performance so far in 2025. Shares of the company have surged 26.5% year to date compared with the industry’s growth of 6%.The stock has also outperformed the sector and th ...

A twice-yearly injection described as the most promising HIV prevention tool in decades is poised to reach millions more people, with new generic versions priced at about $40 per patient per year. The Gates Foundation and Indian drugmaker Hetero Labs Ltd. are among the groups moving to produce the medication, lenacapavir, which Gilead Sciences Inc. sells in the US for a list price of more than $28,000 annually under the brand name Yeztugo.Another Indian manufacturer, Dr. Reddy’s Laboratories Ltd., is also s ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive an ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. This article is intended to provide informational content and should not be viewed as an exhaustive an ...

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]

Summary of Key Points from the Conference Call Industry Overview - The conference call focuses on the **Biopharma** industry in **North America** with a comprehensive analysis of the **US drug market** as per **IQVIA Rx** data [1][6]. Core Insights - The **Total Prescription Year-over-Year (YoY) growth** for the week ending **August 29, 2025**, was reported at **+1.7%**, a decrease from **+2.3%** the previous week and **+2.6%** over the past 12 weeks [1][2]. - The **rolling 4-week TRx YoY** change was **+2.3%**, while the **rolling 12-week TRx YoY** was **+2.6%** [2]. - The **Extended Unit (EUTRx)** weekly YoY growth was **+2.0%**, indicating stronger performance compared to the overall TRx YoY [2]. Company-Specific Developments - **Bristol Myers Squibb (BMY)**: The drug **Cobenfy** for schizophrenia was approved on **September 26, 2024**. The current weekly scripts are approximately **2,210**, up from **2,160** the previous week. To meet the 2025 consensus expectations, Cobenfy needs to achieve **~129K TRx** at a net price of **~$1,200** [3]. - **Vertex Pharmaceuticals (VRTX)**: The drug **Journavx** for acute pain was approved on **January 30, 2025**. Current scripts are around **7,280**, with hospital scripts making up about **35%** of total scripts. To achieve projected sales of **$78 million**, approximately **349K total scripts** are needed [4]. - **Gilead Sciences (GILD)**: The drug **Yeztugo** was approved on **June 18, 2025**. The latest total TRx is approximately **470**, up from **390** the previous week. Projections for achieving consensus estimates for the second half of 2025 are discussed, with a focus on gross-to-net pricing adjustments [5]. Market Trends and Comparisons - A comparison of launches between **GILD's Yeztugo**, **Descovy**, and **Apretude** is provided, highlighting the uptake among different patient groups and the anticipated growth trajectory [5][9]. - The **GLP-1 franchise** from **Eli Lilly** shows significant growth, with **Mounjaro** and **Zepbound** experiencing **+66%** and **+233%** YoY growth respectively [20][23]. Additional Insights - The call includes a detailed analysis of **key products** and their respective YoY performance, with notable declines in some established drugs like **Humira** (-39%) and growth in others like **Skyrizi** (+44%) [20]. - The **COVID vaccine** tracking and **biosimilar adoption** analysis are also mentioned, indicating ongoing trends in the pharmaceutical landscape [12][28]. Conclusion - The conference call provides a comprehensive overview of the current state of the biopharma industry in North America, highlighting both challenges and opportunities for key players in the market. The data reflects a mixed performance across various drugs, with some experiencing significant growth while others face declines.

Core Insights - Gilead has reported an impressive second quarter with strong performance across all business units, leading to an increase in guidance for both revenue and profit for the year [2][3] - The company has experienced significant growth in its HIV prevention business and has launched a new therapy, Yeztugo, which is considered transformational for HIV prevention [2] Company Performance - Gilead has had a strong year, building on several previous successful years, indicating a positive trajectory for the company [3] - The overall performance reflects the company's strategic focus and operational effectiveness in the biopharma sector [2][3]