Bluestone Jeffrey sold $725K of GILD

Gilead Sciences (GILD) received three FDA approvals in four months, boosting its stock 21% YTD. Recent approvals include Bixlenvo for HIV and Trodelvy for breast cancer. The company expects more approvals, including anito-cel for multiple myeloma by year-end. Gilead's Q2 revenue was $7.6B, up 8% YoY, with strong HIV drug sales. The company raised its dividend to $0.82, yielding 2.15%.

Gilead Sciences (GILD) shares rose 13.6% since its last earnings report. Q2 2026 saw a narrower adjusted loss of $6.75 per share and revenue growth of 10% to $7.80 billion, driven by HIV portfolio and Trodelvy. GILD raised full-year HIV sales growth guidance to 9-10%.

Merck and Gilead Sciences are developing a weekly oral HIV treatment combining islatravir and lenacapavir, both FDA-approved separately. The combination aims to offer an alternative to daily HIV medication.

The FDA approved Gilead Sciences' Bixlenvo, a once-daily single-tablet HIV treatment for virologically suppressed adults. The drug combines bictegravir and lenacapavir, simplifying therapy and reducing pill burden. Clinical trials showed non-inferior viral suppression rates and improved health metrics. Bixlenvo is designed for patients with complex treatment histories or resistance challenges.

The FDA approved Gilead Sciences' once-daily HIV pill, Bixlenvo, for adults with suppressed HIV who cannot use current single-pill treatments. It combines bictegravir and lenacapavir, with a list price of $4,595 per month. Gilead aims to provide more treatment options, especially for older patients with complex regimens. According to the company, this group represents about 5% of HIV patients in the U.S.

President Trump announced new voluntary drug pricing agreements with nine pharmaceutical companies, including Amgen, Bristol Myers Squibb, and Merck, to lower U.S. prescription drug prices. The deals, part of the TrumpRx platform, aim to align prices with those in other wealthy nations. Companies receive tariff relief in exchange for participation. Critics note limited impact on patient costs and lack of public contract details.