Earnings summaries and quarterly performance for GILEAD SCIENCES.
Executive leadership at GILEAD SCIENCES.
Daniel P. O’Day
Detailed
Chairman and Chief Executive Officer
CEO
AD
Andrew D. Dickinson
Detailed
Chief Financial Officer
DH
Deborah H. Telman
Detailed
Executive Vice President, Corporate Affairs and General Counsel
DB
Dietmar Berger
Detailed
Chief Medical Officer
EB
Erin Burkhart
Detailed
Senior Vice President, Controllership and Principal Accounting Officer
JM
Johanna Mercier
Detailed
Chief Commercial Officer
Board of directors at GILEAD SCIENCES.
Research analysts who have asked questions during GILEAD SCIENCES earnings calls.
TV
Tyler Van Buren
TD Cowen
5 questions for GILD
Also covers: ADVM, ALLO, ARQT +12 more
CL
Carter L. Gould
Barclays
4 questions for GILD
Also covers: ABBV, ALEC, AMGN +7 more
CS
Christopher Schott
JPMorgan Chase & Co.
4 questions for GILD
Also covers: ABBV, AMGN, AMRX +15 more
CB
Courtney Breen
AllianceBernstein
4 questions for GILD
Also covers: ABBV, AMGN, BMY +4 more
Mohit Bansal
Wells Fargo & Company
4 questions for GILD
Also covers: ABBV, AMGN, BMRN +16 more
Terence Flynn
Morgan Stanley
4 questions for GILD
Also covers: ABBV, AMGN, ARVN +17 more
UR
Umer Raffat
Evercore ISI
4 questions for GILD
Also covers: ALKS, AMGN, BHC +15 more
Brian Abrahams
RBC Capital Markets
3 questions for GILD
Also covers: ACAD, ATAI, BCRX +17 more
Daina Graybosch
Leerink Partners
3 questions for GILD
Also covers: AFMD, BNTX, CGEN +6 more
ES
Evan Seigerman
BMO Capital Markets
3 questions for GILD
Also covers: ABBV, AMGN, ARVN +15 more
Geoff Meacham
Citigroup Inc.
3 questions for GILD
Also covers: ABBV, AMGN, BMY +8 more
Michael Yee
Jefferies
3 questions for GILD
Also covers: ALLO, AMGN, BEAM +14 more
Matthew Biegler
Oppenheimer & Co. Inc.
2 questions for GILD
Also covers: ALLO, ARVN, CTMX +2 more
Salveen Richter
Goldman Sachs
2 questions for GILD
Also covers: ACAD, AGIO, ALLO +20 more
TA
Timothy Anderson
BofA Securities
2 questions for GILD
Also covers: ABBV, AMGN, AZN +10 more
AH
Alexandria Hammond
Wolfe Research
1 question for GILD
Also covers: ABBV, AMGN, BMRN +6 more
C
Chris
Morgan Stanley
1 question for GILD
Also covers: MRNA, REGN, VRTX
EM
Eliana Merle
UBS
1 question for GILD
Also covers: ALNY, APLS, ARVN +17 more
Geoffrey Meacham
Citi
1 question for GILD
Also covers: ABBV, BIIB, BMY +6 more
JS
James Shin
Analyst
1 question for GILD
Also covers: ABBV, AMGN, AUTL +7 more
NG
Nicole Germino
Truist Securities
1 question for GILD
Also covers: CRIS, INSM, SGMO +1 more
Sadia
Wells Fargo & Company
1 question for GILD
SB
Simon Baker
Redburn Atlantic
1 question for GILD
Also covers: AUTL, AZN, BNTX +5 more
Recent press releases and 8-K filings for GILD.
Gilead Sciences exercises option to license Assembly Bio HSV inhibitor programs
GILD
New Projects/Investments
- Gilead Sciences exercised its combined option to exclusively license Assembly Bio’s helicase-primase inhibitor programs, including long-acting candidates ABI-1179 and ABI-5366, for recurrent genital herpes.
- Gilead paid $35 million, reflecting a $45 million option fee net of $10 million accelerated funding received earlier.
- Assembly Bio is eligible for up to $330 million in regulatory and commercial milestones plus tiered royalties, and may opt to share 40% of U.S. costs and profits instead of milestones and royalties.
- Gilead gains exclusive rights and will lead further clinical development and commercialization, aiming to deliver the first new treatment for recurrent genital herpes in over 25 years.
Dec 22, 2025, 1:00 PM
Gilead enters agreement with U.S. government to reduce drug costs
GILD
New Projects/Investments
- Gilead signed a three-year agreement with the U.S. government to lower drug costs by offering discounts in Medicaid and aligning U.S. prices with those of other developed nations.
- The company will launch a Direct-to-Patient Program via TrumpRx.gov, providing discounted cash pricing for its Hepatitis C treatment Epclusa®.
- Gilead secured a three-year exemption from Section 232 pharmaceutical tariffs, conditional on further investment in U.S. manufacturing.
- The financial impact of the agreement is expected to be manageable in 2026 and beyond, with additional terms remaining confidential.
Dec 19, 2025, 7:21 PM
Gilead reports positive Phase 3 ARTISTRY-2 results for BIC/LEN regimen
GILD
- Gilead’s Phase 3 ARTISTRY-2 trial showed that switching virologically suppressed adults from BIKTARVY to the investigational once-daily single-tablet regimen of bictegravir/lenacapavir (BIC/LEN) achieved non-inferior HIV-1 RNA suppression (≤50 copies/mL at Week 48) versus continued BIKTARVY.
- The BIC/LEN combination was generally well tolerated, with no new or significant safety concerns identified during the trial.
- These positive ARTISTRY-2 topline results, together with ARTISTRY-1 findings, will form the basis for regulatory filings and be presented at future scientific congresses.
Dec 15, 2025, 1:30 PM
Gilead Sciences joins GI cancer immunotherapy breakthrough wave
GILD
Product Launch
New Projects/Investments
- FDA approved the first perioperative immunotherapy for early gastric and gastroesophageal junction cancers, establishing a new treatment paradigm.
- The FDA also fast-tracked an experimental pancreatic cancer therapy after early trial data showed tumors shrinking in nearly one-third of patients.
- Analysts forecast the global immuno-oncology market to grow at a 15.7% CAGR to US$416.28 billion by 2034.
- Gilead Sciences is among the leading companies positioned to capitalize on emerging GI immunotherapy opportunities alongside Oncolytics, Agenus, Cardiff, and Exelixis.
Dec 12, 2025, 3:31 PM
Gilead discontinues Phase 3 cancer trial
GILD
- Gilead and Arcus Biosciences halted the Phase 3 STAR-221 study in advanced gastric and esophageal cancers after an interim review found the therapy did not improve overall survival versus nivolumab plus chemotherapy, leading to a recommendation for futility by an independent data monitoring committee.
- The combination therapy’s safety profile remained consistent with existing treatments and no new safety issues were identified.
- Arcus retains rights to its HIF-2α inhibitor casdatifan outside Japan and select Asian territories (optioned by Taiho in October 2025) and will advance multiple oncology and autoimmune programs, supported by approximately $1 billion in cash and investments.
- Following the discontinuation, Arcus shares fell 11% in premarket trading while Gilead shares declined 0.3%, reflecting investor reaction to the trial outcome.
Dec 12, 2025, 1:38 PM
Gilead: Yescarta shows durable benefits in R/R LBCL patients
GILD
- Combined analysis of four-year Phase 3 ZUMA-7 and two-year Phase 2 ALYCANTE data showed overall survival of 64.9%, event-free survival of 45.2%, and progression-free survival of 47.4% in second-line R/R LBCL patients.
- In transplant-ineligible patients (ALYCANTE), overall survival reached 70.8%, highlighting efficacy in a high-risk population.
- Over half of patients achieved a complete metabolic response within three months, with 61% maintaining response at one year (duration of response ~61%).
- Experts emphasize Yescarta’s potential as a one-time curative treatment, establishing CAR T-cell therapy as the new standard of care for second-line LBCL.
Dec 7, 2025, 1:16 PM
Gilead outlines R&D pipeline updates at Evercore ISI HealthCONx Conference
GILD
- Gilead reports that Purpose 1/2 trials of long-acting HIV prevention showed 96% participant retention, and its move to an intramuscular (IM) formulation supports development of once-yearly dosing in the Purpose 365 study.
- The company prioritized its long-acting integrase inhibitor GS-3242 over GS-1219 based on pharmacokinetics and tolerability, while its wholly owned once-weekly integrase plus lenacapavir prodrug combination is on clinical hold pending investigation of transient CD4⁺ T-cell decreases.
- The bictegravir-lenacapavir (BIC-Len) two-drug regimen demonstrated high efficacy and low resistance emergence in Artistry-1, and is positioned for the switch setting with Artistry-2 readout expected soon.
- An oral α4β7 integrin inhibitor for inflammatory bowel disease in the Phase II Swift trial has data due next year and aims to replicate or improve upon Entyvio-like efficacy with the convenience of oral dosing.
- Gilead unveiled a next-generation bicistronic CD19/CD20 CAR-T candidate designed for enhanced safety and efficacy to succeed Yescarta/Tecartus and highlighted early in vivo CAR-T programs supported by strategic acquisitions.
Dec 3, 2025, 3:50 PM
Gilead presents R&D pipeline at Evercore HealthCONx conference
GILD
- Gilead’s shift to intramuscular Sunlenca aims for a once-per-year HIV prevention regimen (Purpose 365), addressing subcutaneous nodules and improving compliance with low-frequency dosing.
- Prioritized GS-3242 over GS-1219 for a longer-acting integrase inhibitor; the wholly owned weekly combination of GS-1720 and a lenacapavir prodrug is on clinical hold due to CD4⁺ T cell declines likely linked to metabolites.
- BIC + Lenacapavir (BIC-Len) Phase III ARTISTRY-1 (treatment-experienced) and ARTISTRY-2 (switch setting, including Biktarvy) trials nearing readouts, with ARTISTRY-1 demonstrating high efficacy despite pre-existing resistance.
- Advancing next-gen CD19/CD20 CAR-T to potentially replace Yescarta/Tecartus, with Imagine-1 myeloma data at ASH; investing in in vivo CAR-T via Interius acquisition and PreGene collaboration to secure future leadership.
Dec 3, 2025, 3:50 PM
Gilead outlines R&D progress across HIV, inflammation, and cell therapy
GILD
Product Launch
- Dietmar Berger has led R&D at Gilead for one year, focusing on virology, oncology, and inflammation with multiple ongoing launches and positive clinical data.
- Gilead’s long-acting HIV program includes Sunlenca, a subcutaneous injection every six months with >95% patient retention, and an annual intramuscular formulation under study (Purpose 365) for vaccine-like prevention.
- The treatment pipeline prioritized GS-3242 as the lead long-acting integrase inhibitor over GS-1219, and advanced bictegravir + lenacapavir (BIC-Len) in two Phase III Artistry trials targeting switch settings and complex regimens.
- In inflammation, a Phase II oral α4β7 antagonist is enrolling IBD patients in the Swift study (data due in 2026), and a Phase I oral GLP-1 candidate is being evaluated for obesity/metabolism with partnership potential.
- In cell therapy, Gilead highlighted a next-generation bicistronic CD19/CD20 CAR-T with potential for improved safety and outpatient use, and will present fourth-line+ myeloma data from Arcelix Imagine-1 at ASH.
Dec 3, 2025, 3:50 PM
Gilead Sciences outlines HIV prevention launch progress and pipeline at Citi conference
GILD
Product Launch
Guidance Update
- Sunlenca HIV prevention launch: J-code effective October 1 and 75% payer coverage achieved ahead of schedule; guided $150 M in H1 FY25 sales (including <$100 M in Q4), and the combined HIV prevention business grew 42% YoY in Q3 FY25.
- Extended exclusivity & deep HIV pipeline: Patent settlement pushes Biktarvy U.S. exclusivity to 2036, and Gilead has eight clinical programs in HIV prevention and treatment—six long-acting and one annual injectable—supporting multiple future launch opportunities.
- Oncology developments: Anito-cel (BCMA-directed cell therapy) pivotal Phase III data to be presented at ASH with a targeted fourth-line-plus launch by end-2026; Trodelvy label expansion for first-line metastatic triple-negative breast cancer expected in 2026.
- Selective BD & improving leverage: Executes $800 M–$1.2 B in annual ordinary course BD, sourcing over 50% of deals from China; operating margin rebounded to ~50% in Q3 FY25 from sub-40% lows, reflecting leverage from new products.
Dec 2, 2025, 4:15 PM
Quarterly earnings call transcripts for GILEAD SCIENCES.
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