Gilead Sciences' stock jumps 34% as it shifts from antivirals to diversified therapies with strong growth.

Gilead Sciences has successfully transitioned from a mature antiviral company to a diversified therapeutic platform, driving a 34% stock rally. Its HIV revenue grew 10% year-over-year, boosted by Yeztugo's rapid growth in PrEP, with guidance raised to $1 billion, indicating a strong long-acting franchise. The oncology segment is also expanding strategically, led by Trodelvy's 37% growth and acquisitions in ADCs, CAR-T, and autoimmune therapies. Gilead maintains high profitability and self-funds its pipeline, supporting a Buy rating with expected 10–15% upside and promising long-term growth potential.