$GILD

Simply Wall St reports that Nucleai and Gilead Sciences are running an AI-driven translational research collaboration using tissue analytics to support Gilead’s antibody-drug conjugate clinical programs and develop spatial biomarkers across oncology indications. The piece links the work to Gilead’s oncology strategy and valuation narrative, citing Q2 2026 results including a US$10.5B quarterly net loss and guidance for a full-year operating loss.

On Aug. 11, Gilead Sciences (GILD) exercised an option to exclusively license a preclinical solid-tumor bispecific program using MacroGenics’ (MGNX) TRIDENT platform, triggering a $10 million milestone. The 2022 collaboration covers three programs, including clinical-stage MGD024, with up to $1.6 billion in milestones plus royalties. Financially, MGNX reported $20.8M Q1 revenue and $154.2M cash; GILD reported $7.8B Q2 revenue and raised 2026 product sales guidance to $29.8B–$30.1B.

Simply Wall St reports Gilead Sciences (GILD) is seeing renewed investor attention after a collaboration with Nucleai using AI tissue analytics for antibody drug conjugate programs, plus Q2 results and updated guidance. The stock is cited around $138, with analyst targets near $157 and a fair value estimate near $128, alongside dividend updates and valuation metrics.

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.

Merck (MRK) reported Q1 2026 total sales of $16.3B (+5% YoY) and raised full-year sales guidance to $65.8B-$67.0B. Gilead (GILD) posted Q1 2026 revenue of $7.0B (+5% YoY) and raised 2026 product sales guidance to $30.0B-$30.4B. CHMP recommended Trodelvy+Keytruda for first-line TNBC; ISLEND trials showed noninferior once-weekly lenacapavir+islatravir in HIV.

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.

A phase 2b trial presented at AIDS 2026 found once-weekly oral ART with islatravir/ulonivirine (ISL/ULO) maintained viral suppression at 24 weeks in 94.9% of 74 switch patients versus 97.5% of 77 continuing on daily BIC/FTC/TAF. Adverse events were similar overall, but drug-related events were higher with ISL/ULO (13% vs 0%). Trial funded by Merck.

NPR reports that lenacapavir, an FDA-approved twice-yearly injectable HIV PrEP drug by Gilead Sciences, showed strong protection in PURPOSE 1 and 2. In PURPOSE 1, none of nearly 4,200 women acquired HIV after all were offered the drug, with 96%+ on-time dosing. Uganda’s rollout has faced distribution and pricing concerns, including delayed shipments and limited initial coverage.

The Associated Press reports that Congo health authorities have confirmed 4,381 Ebola cases, including 2,011 deaths, in the Bundibugyo virus outbreak. The WHO says it began in February but was declared in mid-May. Containment is hindered by attacks on health centers, health worker strikes, protective-gear shortages, and misinformation. A treatment study is enrolling patients for remdesivir and MBP134.