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 details pipeline and financial strategy at JPMorgan Healthcare Conference
GILD
Product Launch
Dividends
Share Buyback
- Gilead’s HIV business grew 7% through Q3 2025 despite a $900 million Medicare Part D headwind; Lenacapavir (Sunlenca) launch achieved over 80% U.S. payer coverage (≈90% $0 copay) and was delivered in sub-Saharan Africa in 2025, while Biktarvy’s patent expiry is now extended to 2033.
- The company expects up to 10 new medicines or indications by end-2027, with key upcoming milestones including an FDA decision on once-daily Bictegravir/Lenacapavir in H2 2026 and a Phase 1 update on once-every-six-months INSTI GS-3242 this quarter.
- In oncology, Trodelvy is positioned for a first-line triple-negative breast cancer launch in 2026, and Anito-cel has been filed for fourth-line multiple myeloma with a targeted H2 2026 launch; the iMMagine-3 second-line study may support a 2027 filing.
- Financial discipline drives a 50% operating margin in Q3 2025 (top quartile of peers); since 2020, Gilead has paid $22 billion in dividends, commits to returning ≥50% of free cash flow annually, and has enacted opportunistic share repurchases.
2 days ago
Gilead Sciences highlights growth and pipeline at J.P. Morgan Healthcare Conference
GILD
Product Launch
Dividends
Share Buyback
- Gilead’s HIV franchise delivered 7% revenue growth through Q3 2025 despite a $900 million Part D headwind, driven by Biktarvy’s share gains and global uptake.
- The twice-yearly PrEP candidate Yes2Go surpassed its 2025 revenue guidance of $150 million within six months and achieved over 85% payer coverage, with ~90% of covered lives at $0 copay.
- The broader pipeline targets up to 10 new launches by end-2027, including bictegravir/lenacapavir daily switching regimens, lenacapavir/islatravir weekly oral, Trodelvy in first-line triple-negative breast cancer, and Anito-cel in fourth-line multiple myeloma (filing Q1 2026; launch H2 2026).
- Financial discipline underpins the strategy: a 50% operating margin in Q3 2025, $22 billion in dividends since 2020 (16% dividend growth; $3.16 per share in 2025), and 57% of free cash flow returned to shareholders, with a commitment to return ≥50% annually.
2 days ago
Gilead highlights durable HIV growth and robust pipeline at JP Morgan conference
GILD
Product Launch
Dividends
Share Buyback
- Gilead’s HIV franchise grew 7% through Q3 2025, with no major patent expiries expected for the next decade and up to seven HIV prevention and treatment launches planned through 2033.
- Recent launches include Lenacapavir (a novel capsid inhibitor) in mid-2025 and the Yes To Go PrEP injection, which achieved $150 million in 2025 sales; a phase 1 update on GS-3242 (twice-yearly INSTI) is expected in Q1 2026.
- The company delivered a 50% operating margin in Q3 2025 and has returned 57% of free cash flow—approximately $30 billion since 2020—to shareholders via dividends and share repurchases, committing to at least 50% annual free cash flow returns.
- Gilead allocates about $1 billion annually to early research and remains opportunistic for bolt-on acquisitions to enhance its late-stage pipeline while maintaining expense discipline.
2 days ago
Gilead outlines 2026 HIV leadership and pipeline at JPM Healthcare Conference
GILD
New Projects/Investments
Dividends
Share Buyback
- FY25E HIV revenue projected >$20B with a ~6% CAGR from 2021–2025 and up to 7 additional product launches by end-2033, sustaining HIV leadership into the 2040s.
- Lead regimen Biktarvy achieved >$10B in Q1–Q3 2025 sales (+7% YoY), marking 29 consecutive quarters of share growth and ~52% US market share as of Q3 2025.
- HIV prevention (PrEP) brands saw +51% YTD YoY growth and $150M preliminary 2025 sales, with Gilead holding ~45% market share and expanding coverage to >500K US users.
- Preliminary 2025 dividends of $3.16 per share and $1.9B in share repurchases, reflecting an average of ~56% of free cash flow returned to shareholders since 2020.
- Operating margin reached 47% for Q1–Q3 2025, highlighting disciplined expense management and top-quartile peer performance.
2 days ago
Gilead Sciences consolidates life sciences AI leadership with Grove AI acquisition
GILD
M&A
Management Change
- Acquisition: Hippocratic AI has acquired Grove AI, integrating its agentic AI platform for pharma R&D and clinical trial operations into a new Life Sciences Division.
- Leadership Appointment: Dr. Ahad Wahid, M.D., former NHS surgeon and BCG partner, is named President of Life Sciences to oversee generative AI deployment across research, clinical, and patient engagement workflows.
- Advisory Panel: A Life Sciences Executive Advisory Panel, including Jim Meyers (ex-Gilead CCO) and Michael Norton (ex-AbbVie VP of Global Medical Affairs), will guide product development and regulatory alignment.
- Strategic Collaboration: Hippocratic AI has partnered with Boston Consulting Group and BCG X to deliver integrated AI strategies and implementation services to pharma and medtech clients.
2 days ago
argenx outlines 2026 strategic priorities
GILD
New Projects/Investments
- Reported preliminary full-year 2025 global product net sales of $4.15 billion (+90% YoY), including $1.29 billion in Q4.
- Set three 2026 strategic priorities: impact more patients globally with VYVGART, shape the long-term future of FcRn medicines, and deliver next wave of immunology innovation.
- Plans to advance its pipeline with four registrational readouts expected in 2026 and three new molecules entering Phase 1 clinical studies.
3 days ago
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
Quarterly earnings call transcripts for GILEAD SCIENCES.
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