GILEAD SCIENCES, INC.
Gilead Sciences is a biopharmaceutical company that discovers, develops and delivers medicines for people with diseases including HIV, viral hepatitis, COVID-19 and cancer. Its therapeutic areas include virology, oncology and liver disease. Products include HIV medicines Biktarvy, Descovy, Sunlenca and Yeztugo; liver disease treatments Epclusa, Livdelzi and Vemlidy; cancer therapies Yescarta, Tecartus and Trodelvy; and Veklury for COVID-19. Gilead also develops product candidates and conducts research and development, including through collaborations with other companies. Gilead earns money from sales of its medicines, royalties on intellectual property licensed to other companies, sales of certain intellectual property and payments from collaborations. It markets products through its commercial teams and through third-party wholesalers, distributors and corporate partners. Gilead operates in more than 35 countries worldwide and is headquartered in Foster City, California.
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Gilead Sciences (GILD) raised its quarterly dividend to $0.82, with a full-year payout of $3.28, despite a negative trailing EPS of -$3.13. The company's third-quarter revenue was $8.30B, with HIV sales up 18% and Yeztugo sales at $305M. Free cash flow covered the dividend 4.6x, and adjusted EPS is expected to be $8.75-$9.10. Risks include Medicare pricing impacts and acquisition-related charges.
Gilead Sciences' lenacapavir, a twice-yearly HIV-prevention injection, offers nearly full protection but faces supply shortages. The FDA tentatively approved a generic version for 120 low-income countries at US$40/year. The Global Fund aims to reach 3M people by 2028, but Doctors Without Borders calls for broader access. Uganda's demand has outpaced supply.
O'Day Daniel Patrick (Chairman & CEO) sold 112,429 shares of GILEAD SCIENCES, INC. (GILD) at an average of $175.16 ($175.16–$175.17, $19.69M total) across 2 trades over 2026-11-04 to 2026-11-05 under a Rule 10b5-1 trading plan.
Over the past 7 days, AlphAI's AI scored 39 news stories mentioning GILD (GILEAD SCIENCES, INC.). Coverage has skewed bullish: 19 bullish, 4 neutral, and 16 bearish.
Recent GILD coverage spans regulation, corporate actions and financial news.
In the last 30 days, GILD insiders filed 10 SEC Form 4 transactions — no purchases and 10 sales ($26.0M). The most active reporter was O'Day Daniel Patrick, Chairman & CEO, with 8 filings. 100% of those filings were made under pre-arranged Rule 10b5-1 plans.
The dividend raise and strong cash‑flow coverage suggest dividend safety, likely attracting income‑focused investors.
The generic approval may pressure Gilead's revenue from lenacapavir and affect its stock valuation.
Insider selling by the CEO is a modest negative signal for sentiment, though the 10b5-1 structure reduces interpretability as a near-term bearish bet.
Positive trial data may improve market perception of lenacapavir and support future regulatory filings.
Generic approval introduces low-cost competition to Gilead's branded product.
AlphAI scores every news story that mentions GILD with an AI model for sentiment and relevance, and aggregates insider trades from GILEAD SCIENCES, INC.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Gilead Sciences (GILD) raised its quarterly dividend to $0.82, with a full-year payout of $3.28, despite a negative trailing EPS of -$3.13. The company's third-quarter revenue was $8.30B, with HIV sales up 18% and Yeztugo sales at $305M. Free cash flow covered the dividend 4.6x, and adjusted EPS is expected to be $8.75-$9.10. Risks include Medicare pricing impacts and acquisition-related charges.
Gilead Sciences' lenacapavir, a twice-yearly HIV-prevention injection, offers nearly full protection but faces supply shortages. The FDA tentatively approved a generic version for 120 low-income countries at US$40/year. The Global Fund aims to reach 3M people by 2028, but Doctors Without Borders calls for broader access. Uganda's demand has outpaced supply.
O'Day Daniel Patrick (Chairman & CEO) sold 112,429 shares of GILEAD SCIENCES, INC. (GILD) at an average of $175.16 ($175.16–$175.17, $19.69M total) across 2 trades over 2026-11-04 to 2026-11-05 under a Rule 10b5-1 trading plan.
Gilead Sciences reported that its Phase 2 PURPOSE 5 trial showed higher 52-week persistence with lenacapavir compared to F/TDF for HIV prevention. No HIV cases occurred in the lenacapavir group, while one case was reported in the F/TDF group. This adds to Gilead's lenacapavir data but is not a regulatory or commercial milestone.
The FDA granted tentative approval to a $40 generic version of lenacapavir, an HIV prevention injection, developed by Dr. Reddy’s Laboratories. The branded version costs over $28,000 annually in the U.S. The generic could reach 120 low- and middle-income countries under licensing agreements with Gilead Sciences. The UK approved the branded version but faces NHS coverage hurdles.
Gilead's Livdelzi showed 75.4% of patients achieving normal liver marker levels after 52 weeks, vs. 16.1% on placebo, in a Phase 3 trial for PBC. Results will be presented at The Liver Meeting 2026 and published in the Journal of Hepatology. Gilead plans to engage with global regulators based on these findings.
Gilead Sciences (GILD) raised its quarterly dividend by 3.8% to $0.82, marking 11 consecutive years of increases. The company's dividend yield is 1.9%, nearly double the S&P 500 average. Gilead's strong financial position, with a 29.8% payout ratio, is supported by its HIV franchise, which reported $8.3 billion in Q3 revenue, up 13% year over year. The company is also expanding into oncology and anti-inflammatory treatments, with notable success in drugs like Trodelvy.
Gilead Sciences (GILD) reported 16% sales growth excluding Veklury in Q3 2026. The stock rose 47.4% since Oct. 2025. CMS set Biktarvy's Medicare price at $2,600, 38% below list price, expected to reduce 2028 revenue by $1.5B. Biktarvy accounted for $14.3B of 2025 sales. GILD stock trades at 6.8x sales, near its 1-year high.
Major U.S. indexes rallied on Wednesday, with the Dow up 3.0%, S&P 500 up 1.8%, and Nasdaq up 1.8%. Biotech stocks also rose, with the Nasdaq Biotechnology Index up 2.1%. Amgen reported $10.4B in Q3 revenue, Gilead raised full-year guidance, Vertex saw 12% revenue growth, Incyte increased sales guidance, and Merck narrowed its sales range. Shares of these companies rose between 2.6% and 4.4%.
Gilead's Kite unit will present long-term data on its lymphoma treatment Yescarta and new data on anito-cel for multiple myeloma at ASH 2026. The iMMagine-1 trial data supports the FDA review of anito-cel, with a PDUFA target date of December 23, 2026. Yescarta's five-year follow-up data will provide long-term evidence for its use in high-risk large B-cell lymphoma.
