GILD

FOSTER CITY, Calif.--(BUSINESS WIRE)--Gilead Sciences, Inc. (Nasdaq: GILD) today announced the detailed results from the Phase 3 IDEAL study, which demonstrated that the majority of participants living with PBC and treated with Livdelzi® (seladelpar) achieved the alkaline phosphatase (ALP) normalization composite endpoint defined as a composite of ALP ≤ 1.0× upper limit of normal (ULN) and a ≥ 15% decrease from baseline. ALP is a key marker of disease activity and long-term outcomes in PBC. The.

Gilead's HIV therapies generate strong free cash flow. The company is successfully branching out into oncology and anti-inflammatory therapies.

Gilead (GILD) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Gilead Sciences, Inc. delivered its strongest growth in a decade, with Q3 revenues up 16% ex-Veklury and robust HIV franchise performance. GILD's HIV division remains dominant, but Biktarvy faces 2028 Medicare price controls, expected to reduce revenue by $1.5bn that year. Oncology and immunology franchises lag, with mixed M&A results and limited near-term growth outside HIV despite heavy investment.

Gilead tops Q3 earnings and revenue estimates as HIV sales, Trodelvy and Livdelzi drive growth, prompting an increase in 2026 product sales guidance.

Gilead Sciences, Inc. GILD raised its 2026 sales outlook following strong third-quarter growth while providing new details on a significant Biktarvy pricing headwind expected in 2028.

Gilead Sciences faces valuation headwinds despite strong Q3 results and successful HIV, Trodelvy, and Yeztugo growth. Medicare pricing will reduce Biktarvy revenue by $1.5 billion annually starting in 2028, intensifying GILD's dependence on HIV. Q3 HIV growth was inflated by inventory build and a favorable channel mix, making it unsustainable for future quarters.

Gilead Sciences had a strong Q3. Sales of Trodelvy, a Trop-2-directed antibody-drug conjugate approved for the treatment of breast cancer, were $506 million, up 41.7% YoY and 10.7% QoQ. On October 22, Gilead agreed to acquire PepStar's oral IL-23R inhibitor program, including HCXT-2001, for $1.275 billion upfront.

Gilead Sciences, Inc. ( GILD ) Q3 2026 Earnings Call October 29, 2026 4:30 PM EDT Company Participants Jacquie Ross - Senior Vice President of Treasury & Investor Relations Daniel O'Day - Chairman & CEO Johanna Mercier - Chief Commercial & Corporate Affairs Officer Dietmar Berger - Chief Medical Officer Andrew Dickinson - Executive VP & CFO Cindy Perettie - Executive Vice President of Kite Conference Call Participants Umer Raffat - Evercore ISI Institutional Equities, Research Division Akash Tewari - Jefferies LLC, Research Division Mohit Bansal - Wells Fargo Securities, LLC, Research Division Brian Abrahams - RBC Capital Markets, Research Division Christopher Schott - JPMorgan Chase & Co, Research Division Michael Yee - UBS Investment Bank, Research Division Terence Flynn - Morgan Stanley, Research Division Daina Graybosch - Leerink Partners LLC, Research Division Louise Chen - Scotiabank Global Banking and Markets, Research Division Carter Gould - Cantor Fitzgerald & Co., Research Division Geoffrey Meacham - Citigroup Inc., Research Division Presentation Operator Good afternoon, everyone, and welcome to Gilead's Third Quarter 2026 Earnings Conference Call. My name is Rebekah, and I'll be today's host.

The biopharmaceutical company said it now expects full-year product sales of $31 billion to $31.3 billion, up from $30.1 billion to $30.4 billion.