$GILD

Gilead (GILD) and Medtronic (MDT) are compared for growth and income. Gilead's Q2 sales rose 10% to $7.6B, driven by HIV products, and raised 2026 guidance. Medtronic's Q1 FY2027 revenue grew 13.7%, with broad-based strength, and increased its FY2027 outlook. Gilead offers faster growth but higher concentration, while Medtronic provides diversification and a 49-year dividend increase streak.

Gilead (GILD) and Abbott (ABT) are compared for dividend investors. Gilead reported 10% product sales growth, 12% HIV sales growth, and raised 2026 guidance. Abbott saw 4.8% comparable sales growth, raised EPS guidance, and increased its dividend for the 54th year. Gilead's growth is faster but concentrated in HIV, while Abbott offers diversification.

Gilead Sciences (GILD) reported 10% Q2 product sales growth, driven by HIV drugs, and raised its 2026 outlook. Johnson & Johnson (JNJ) saw 6.6% Q2 sales growth despite a 55.5% drop in Stelara sales, and also raised its full-year outlook. Gilead's growth is concentrated in HIV, while J&J's diversification helped absorb product setbacks.

Pfizer (PFE) and Gilead (GILD) face different risks. Pfizer's revenue is pressured by generic competition, while Gilead's growth is concentrated in HIV. Pfizer's Q2 revenue grew 3% to $15.03B, with newer products growing 18%. Gilead's Q2 sales grew 10% to $7.6B, with HIV sales up 12%. Both raised 2026 guidance.

CDI, Gilead Sciences, and Rockefeller University received a $2.5M federal award to develop broad-spectrum antiviral drugs for mosquito-borne viruses like Zika and dengue. The 18-month research program aims to identify and test drug candidates targeting similarities across flaviviruses, with Gilead contributing expertise in drug development and CDI leading the initiative. The goal is to advance a candidate to the IND application stage for FDA review.

Gilead Sciences (GILD) expanded its royalty-free licensing for lenacapavir to 120 countries and signed an accord with the Pan American Health Organization for twice-yearly PrEP access in Latin America and the Caribbean. These moves may impact Gilead's long-term product mix and cost structure. Analysts project $34.5B revenue and $10.8B earnings by 2029, with a 4% potential upside, though risks include execution challenges and policy headwinds.

AbbVie (NYSE:ABBV) reported Q2 revenue of $16.99B, up 10.2% YoY, beating estimates by 1.2%. Biogen (NASDAQ:BIIB) saw revenue rise 3.4% YoY, exceeding expectations by 12.1%. Myriad Genetics (NASDAQ:MYGN) reported a 10.5% YoY revenue decline, missing estimates by 8.2%. Gilead Sciences (NASDAQ:GILD) reported $7.80B in revenue, up 10.2% YoY, beating estimates by 6.2%. Moderna (NASDAQ:MRNA) reported $145M in revenue, up 2.1% YoY, surpassing expectations by 35.8%.

Morgan Stanley reaffirmed its Overweight rating on Gilead Sciences (GILD) after a private meeting with its leadership, citing HIV prevention drug Yeztugo as a key growth driver. Gilead's stock is up 24% year-to-date, and Morgan Stanley highlights a robust portfolio with no patent expirations until 2036. The company guided Yeztugo's first full year of sales at $1 billion, with a total prevention portfolio of $4 billion annually. Gilead's HIV treatment Biktarvy also remains a market leader.

Bristol Myers Squibb (BMY) and Gilead Sciences (GILD) are compared. BMY's growth is driven by drugs like Opdivo and Qvantig, while facing legacy product declines. GILD's HIV franchise, including Biktarvy and Yeztugo, is growing, but its cell therapy unit faces competition. BMY's 2026 sales and EPS are expected to rise, while GILD's EPS is projected to decline.

Lakefront Biotherapeutics (LKFT) plans to start registrational trials for gamgertamig in 2027, following a restructuring and acquisition of assets from Ouro Medicines. Gilead Sciences (GILD) and Lakefront completed the acquisition of Ouro Medicines to expand their inflammation pipeline. Nektar Therapeutics (NKTR) is advancing its immunology and oncology pipeline through research collaborations.