Gilead’s Revenue Is Accelerating, But are its Acquisitions Worth the Cost?

Pfizer (PFE) and Gilead (GILD) are compared on growth prospects. Pfizer's non-COVID revenue grew 5%, with key drugs like Padcev and Vyndaqel showing gains. Gilead's non-Veklury sales rose 10%, driven by HIV and oncology drugs. Both companies adjusted 2026 forecasts, with Gilead raising its outlook.

Gilead Sciences (GILD) has partnered with Nucleai to use AI for analyzing tissue samples in oncology. The collaboration is seen as a potential boost to Gilead's oncology strategy. Gilead's share price is $146.12, with a 30-day return of 12.11% and a 1-year return of 30.63%. Analysts debate whether the stock is overvalued at $146.12 compared to a fair value of $128.38, or undervalued based on market multiples.

The U.S. Court of Appeals for the Fourth Circuit upheld a preliminary injunction in favor of Gilead Sciences (GILD), blocking alternative funding programs from importing cheaper foreign versions of its HIV drug Biktarvy and selling them to U.S. patients, according to CNBC and Bloomberg Law. Gilead said Biktarvy generated about $14.3B in 2025 sales and it raised 2026 guidance to $29.8B-$30.1B.

A U.S. Court of Appeals upheld an injunction in a case brought by Gilead Sciences against alternative funding programs (AFPs) and related businesses, ruling they cannot import Gilead medications from overseas. The suit targeted AFP Rx Valet and others, including Meritain Health (Aetna/CVS) and Pro-Act, over alleged illegal importation of Biktarvy.

An appeals court ruling upheld against overseas drug imports in a case involving Gilead, according to the report. The suit also named Meritain Health, an Aetna subsidiary of CVS Health, and pharmacy benefits manager Pro-Act. Patient groups said the decision could reduce or shut down alternative pharmacy operations, citing compliance and safety concerns.

Two Phase 3 trials (ISLEND-1, ISLEND-2) reported that people with HIV who switched from daily therapy to a once-weekly pill containing islatravir plus lenacapavir stayed virally suppressed at 48 weeks, meeting noninferiority margins. Results were presented at the International AIDS Conference and published in NEJM. Gilead and Merck are developing the regimen.