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Company Research29 Mar 2024
Companies That Had Their IPO in 1992: A Cautiously Optimistic Market
1992 marked a relatively cool IPO landscape and stock market sentiment, in the wake of the early 90s recession.
Gilead Sciences
Gilead Sciences (GILD) investor relations material
Gilead Sciences 44th Annual J.P. Morgan Healthcare Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.44th Annual J.P. Morgan Healthcare Conference summary12 Jan, 2026
HIV business durability and growth
HIV revenue grew 7% through Q3 2025, overcoming a $900M Part D headwind, with FY25 HIV revenue projected at over $20B and a -6% CAGR from 2021 to 2025.
Biktarvy remains the leading HIV therapy globally, with over 1 million users, 29 consecutive quarters of share growth, and U.S. loss of exclusivity secured through April 2036.
Up to seven HIV prevention and treatment launches are planned by 2033, with the HIV business increasingly diversified across treatment and PrEP segments.
Yes2Go (Yeztugo) reached $150M in 2025 revenue, with over 85% access and major payer coverage, including CVS, and offers 6 months of continuous HIV prevention.
Lenacapavir launched in both the US and sub-Saharan Africa in the same year, driving a broad HIV treatment pipeline with multiple launches planned from 2026 through 2033.
Pipeline and launch portfolio
Up to 10 new medicines or indications are expected to launch by 2027 across serious diseases, with the most robust clinical and launch pipeline in company history.
Trodelvy is set for first-line triple-negative breast cancer launch in 2026, showing improved progression-free and overall survival, and doubling patient opportunity.
Anito-cel, targeting fourth-line multiple myeloma, is filed with the FDA and expected to launch in H2 2026, demonstrating strong efficacy and differentiated safety.
Bictegravir/lenacapavir daily oral for HIV is expected to receive FDA decision and launch in H2 2026, offering new options for patients on complex regimens.
Portfolio expanded to 52 clinical programs, a 60% increase since 2019, with multiple phase updates and regulatory decisions anticipated in 2026.
Financial discipline and shareholder returns
Operating margins have recovered to 50% and remain in the top quartile of peers, reflecting disciplined OpEx management.
Over $22B in dividends distributed since 2020, with 16% growth and $3.16/share paid in 2025.
Shareholder returns have averaged 56-57% of free cash flow since 2020, with $30B returned and 2025 repurchases exceeding dilution.
Commitment to return at least 50% of free cash flow annually to shareholders.
Continued investment in R&D and commercial launches, with a decade of strong financial outlook projected.
Lenacapavir's impact on HIV prevention share
Anito-cel safety profile vs. competitors
M&A strategy for pipeline diversification
Wholly-owned weekly HIV combo delay impact?
Anito-cel: competitive strategy vs bispecifics?
M&A priorities and deal criteria going forward.
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Next Gilead Sciences earnings date
Q4 202510 Feb, 2026
Gilead Sciences
Next Gilead Sciences earnings date
Q4 202510 Feb, 2026
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Frequently asked questions
Gilead Sciences, Inc. discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally. The company's products address chronic diseases such as hepatitis C virus infection; and the company participates in the product development partnerships with Bristol-Myers Squibb Company to develop HIV direct acting antiviral drugs based on discoveries made at the company's San Francisco research facility. The company was founded in 1987 and is headquartered in Foster City, California.
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