Gilead makes medicines for HIV, hepatitis, cancer, and COVID-19, selling branded drugs like Biktarvy and Yescarta to hospitals and pharmacies worldwide.
Money comes from selling patented drugs, mainly HIV treatments like Biktarvy, with gross margins around 79% and recurring prescription revenue. 2025 net income was USD 8.51B, though a USD 10.50B loss in Q2 2026 shows volatility.
Patents and manufacturing know-how protect HIV and hepatitis franchises, but competition from generic makers like Viatris and Teva, plus new HIV drugs from Merck, erode exclusivity.
Sell (sector percentile 15) — value C+, growth D-, profitability B, momentum C-, revisions B-. Updated daily, sector-relative, identical for every user.
Key events, in time order
Q2 product sales $7.6B up 10% YoY, driven by HIV and Trodelvy, but acquisition charges caused a loss; raised full-year product sales guidance.
Avidity bought 20k shares; Axiom initiated 4,858 shares, reflecting institutional moves
Boston Common, Dimensional, and Allspring disclosed reduced stakes in 13F filings, indicating institutional repositioning.
Q1 2026 base business sales (excluding Veklury) reached $6.8 billion, up 8% year-over-year; total product sales were $6.9 billion, up 5% year-over-year
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Gilead Sciences is showing positive momentum, with price action catching up to recent gains and targeting the next resistance level.
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Facts and opinions separated · All items sourced · Not investment advice
