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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 TD Cowen 46th Annual Health Care Conference summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.TD Cowen 46th Annual Health Care Conference summary3 Mar, 2026
2026 financial guidance and growth drivers
Base business guidance for 2026 is mid-single digit growth (4%-5%), with HIV-specific growth at 6% year-over-year, driven by Biktarvy and offset by legacy product erosion.
ACA and MFN impacts reduce overall growth by about 2 percentage points; excluding these, growth would be higher.
HIV prevention franchise, led by Descovy and Yeztugo, is expected to continue strong growth through 2026, with PrEP franchise growing 55% last year.
Trodelvy and cell therapy are on growth trajectories, with cell therapy expected to decline 10% year-over-year before rebounding in 2027 with anito-cel launch.
Four product launches are anticipated this year, contributing to guidance.
HIV franchise and lifecycle management
Biktarvy remains the standard of care in HIV treatment, leading both naive and switch patient populations globally, with continued growth expected.
Lifecycle management includes the BIC/LEN launch in H2 2024 for virologically suppressed patients and ISLAND 1/2 data for a weekly oral in collaboration with Merck, targeting a 2027 launch.
Long-acting treatment options (Q6M) are a strategic goal, aiming for greater patient-centricity and adherence.
Biktarvy's loss of exclusivity is projected for 2036, providing a long runway for the franchise.
HIV prevention (PrEP) and Yeztugo/Descovy outlook
Yeztugo, a Q6M injectable, is seeing steady, durable growth, supported by >90% access and a new DTC campaign, with guidance of $800 million for 2025.
Buy-and-bill channel uptake is increasing, though specialty pharmacy remains important.
Descovy benefited from removal of step edits/prior auths and increased awareness, with national share rising to mid-40s.
PrEP market is growing 12%-13% annually, with over 500,000 users and double-digit growth expected to continue.
Over time, Descovy is expected to erode as Yeztugo Q6M and Q12M expand, with Q12M launch targeted for 2028.
Elaborate on Yeztugo's $800M guidance rationale
How does Arcellx acquisition change anito-cel plans?
Detail the underappreciated inflam pipeline
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Next Gilead Sciences earnings date
Leerink Global Healthcare Conference 202610 Mar, 2026
Gilead Sciences
Next Gilead Sciences earnings date
Leerink Global Healthcare Conference 202610 Mar, 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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