Gilead Sciences reported strong Q3 results with growth in HIV treatments and oncology drugs like Trodelvy. However, Medicare pricing changes will cut Biktarvy revenue by $1.5 billion annually starting in 2028, increasing Gilead's dependence on HIV products. The recent HIV growth was partly due to inventory build-up and favorable channel mix, which is unlikely to continue. With slower progress in oncology and inflammation pipelines, the stock's valuation appears stretched, leading to a downgrade to Hold.
Gilead Sciences shares rose 4.09% to USD 172.39 as of Oct 30, 2026 20:51 WIB on Pluang. The stock shows strong buy interest with 81% of orders favoring purchases. Its market cap stands at $205.35 billion, reflecting significant investor attention despite valuation concerns.
Gilead Sciences reported its strongest revenue growth in a decade, with Q3 revenues rising 16% excluding Veklury, driven mainly by a strong HIV franchise. However, the company faces challenges ahead as its key HIV drug Biktarvy will be subject to Med...
Gilead Sciences reported strong Q3 results with revenue of $8.3 billion, beating analyst expectations and showing growth both quarterly and yearly. Sales of Trodelvy, a breast cancer drug, rose 41.7% year-over-year to $506 million. The company also a...
Assembly Biosciences has dosed the first two participants in a Phase 2 study of ABI-6250, an oral small-molecule drug for chronic hepatitis delta virus (HDV) infection. The study will enroll about 80 participants to evaluate safety, pharmacokinetics,...
Eli Lilly, Merck, and Gilead Sciences are set to report their Q3 2026 earnings on October 29, with Eli Lilly facing lowered EPS estimates amid strong GLP-1 drug demand, Merck dealing with tough comparisons for its cancer drug Keytruda, and Gilead man...
