Latest news with #GileadSciences
Globe and Mail
a day ago
- Business
- Globe and Mail
Gilead Sciences: A Mixed Bag of Opportunities and Risks
Explore the exciting world of Gilead Sciences (NASDAQ: GILD) with our expert analysts in this Motley Fool Scoreboard episode. Check out the video below to gain valuable insights into market trends and potential investment opportunities! *Stock prices used were the prices of May 28, 2025. The video was published on Jul. 1, 2025. Should you invest $1,000 in Gilead Sciences right now? Before you buy stock in Gilead Sciences, consider this: Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Gilead Sciences wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $722,181!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $968,402!* Now, it's worth noting Stock Advisor 's total average return is1,069% — a market-crushing outperformance compared to177%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of June 30, 2025
Telegraph
3 days ago
- Business
- Telegraph
This firm represents one of investing's toughest moral debates
While many big drug companies do amazing things for humanity, they're also often vilified for profiteering from their work. This month, New York-listed Gilead Sciences has, not for the first time, reminded investors of the conundrum. On June 18, Gilead announced it had gained approval from the US regulator for a treatment that some view as having the potential to end the global 'HIV epidemic'. At the same time, it has drawn criticism in anticipation of US prices being set at more than $28,000 (£20,400) per patient, per year. Lenacapavir, to be marketed by Gilead under the name Yeztugo, is a twice-yearly injection that prevents people from contracting HIV. This has the potential to disrupt the market for preventative HIV drugs, which is currently dominated by another Gilead treatment, a daily pill named Descovy. Financially, Gilead hopes to gain from lenacapavir by expanding the market for preventative HIV treatments. It also could benefit from existing users of Descovy switching to the somewhat more expensive new treatment, and people switching from other long-lasting preventatives such as GSK's bi-monthly Apretude. The breakthrough is important in strengthening Gilead's HIV franchise more broadly, too. HIV drugs accounted for almost 70pc of product sales last year, and year-on-year growth of HIV-related revenues came in at 8pc in the first quarter. The group's single biggest-selling drug is Biktarvy, a treatment for people who are already HIV positive. The daily oral pill generates around $13.4bn of sales, or 47pc of the group total. Gilead is currently leveraging its research into lenacapavir by attempting to develop a twice-yearly treatment in this space, too. Gilead's major drug breakthroughs have not always proved as rewarding for shareholders as they have for patients. Covid-19 sent the shares on a roller-coaster ride after one of Gilead's hepatitis C treatments, called Remdesivir, was originally found to also be very effective against the coronavirus. Sales of the drug, rebranded Veklury, hit $5.6bn in 2021 but rapidly fell as the pandemic eased, and revenues are expected to be just $1.3bn this year. An earlier breakthrough in the treatment of hepatitis C in the 2010s, meanwhile, caused huge share price excitement, with revenues ballooning to nearly $14bn in 2015 before the drug became a victim of its own success. Because the drug, called Harvoni, found a way to cure the disease as opposed to managing it, it did away with much of its own market. Rising competition also contributed to a rapid decline in sales. However, many top investors are more bullish on the lenacapavir breakthrough. Financial publisher Citywire, which tracks where the world's best fund managers are investing, has found 12 backing the shares – all among the best-performing 3pc of equity managers globally. The level of these bets puts Gilead among the 74 stocks that make up Citywire's Global Elite Companies index, which represents the very best ideas from the roughly 6,000 stocks held across the portfolios of top fund managers. Optimism about Gilead's prospects can be seen in its share price, too. The valuation against forecast earnings is within the top 5pc of the 10-year range. While in some circumstances this would be grounds to worry about the shares being expensive, the fact Gilead is only valued at 13 times forecast earnings makes it is more a reason to take heart than worry. Indeed, the uninspiring valuations of previous years reflect the ups and downs associated with Veklury and Harvoni. Today, the future looks much brighter. Sales of Veklury appear to be stabilising and now represent a relatively small proportion of the business. Meanwhile, as well as the strong HIV franchise, the company is experiencing solid growth in cancer and liver disease treatments. The drug development pipeline also looks strong, and is supported by about a fifth of sales going into research and development (R&D) each year. The group also does not face any major loss of patents until 2033. Meanwhile, attempts to drive down operating costs are benefiting the bottom line. The good progress has been reflected in analysts raising their earnings forecasts over the last 12 months. Expectations for the current year and next are both up by more than 10pc over the period, and while there is some downward pressure on revenue from US drug pricing policies, Gilead looks relatively well placed due to its focus on novel medicines. Its extensive US operations also reduce the threat from tariffs. The shares offer an attractive 3pc forecast dividend yield, and the company has a strong track record for returning cash. British buyers of the shares, which are available through all the big broking platforms, need to fill out the current paperwork to minimise withholding tax and should also check for any extra dealing charges. While walking the tightrope between profit and purpose is never easy, as an investment, Gilead looks better placed than it has for quite some time. Questor says buy Ticker: NYSE:GILD
Yahoo
5 days ago
- Business
- Yahoo
Gilead, Kymera Partner in $750M Deal to Develop Novel Molecular Glue Degraders for Cancer
Gilead Sciences Inc. (NASDAQ:GILD) is one of the undervalued S&P 500 stocks to buy according to hedge funds. On June 25, Gilead Sciences expanded its oncology pipeline through an exclusive agreement with Kymera Therapeutics Inc. (NASDAQ:KYMR). This deal is potentially valued at up to $750 million and focuses on advancing Kymera's innovative molecular glue degrader/MGD program targeting cyclin-dependent kinase 2/CDK2. Gilead will make an upfront payment of up to $85 million, with additional payments contingent on future development milestones and product sales, plus tiered royalties on net product sales. Kymera's MGDs are designed to selectively eliminate CDK2, which is a protein crucial for cell division that often drives uncontrolled growth in various cancers, such as breast cancer and other solid tumors. A physician and a patient having a discussion in a hospital about biopharmaceutical medicines. Unlike traditional CDK2 inhibitors that merely block protein activity, MGDs aim to remove the protein entirely. Kymera will lead all research activities for the CDK2 program. If Gilead exercises its option, it will gain worldwide rights to develop, manufacture, and commercialize all resulting products. This move for Gilead follows closely on the heels of the US FDA approval of Yeztugo (lenacapavir) for HIV prevention. Gilead Sciences Inc. (NASDAQ:GILD) is a biopharmaceutical company that discovers, develops, and commercializes medicines in the areas of unmet medical needs. Kymera Therapeutics Inc. (NASDAQ:KYMR) is a clinical-stage biopharmaceutical company that discovers and develops small-molecule therapeutics. While we acknowledge the potential of GILD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
5 days ago
- Business
- Yahoo
Gilead, Kymera Partner in $750M Deal to Develop Novel Molecular Glue Degraders for Cancer
Gilead Sciences Inc. (NASDAQ:GILD) is one of the undervalued S&P 500 stocks to buy according to hedge funds. On June 25, Gilead Sciences expanded its oncology pipeline through an exclusive agreement with Kymera Therapeutics Inc. (NASDAQ:KYMR). This deal is potentially valued at up to $750 million and focuses on advancing Kymera's innovative molecular glue degrader/MGD program targeting cyclin-dependent kinase 2/CDK2. Gilead will make an upfront payment of up to $85 million, with additional payments contingent on future development milestones and product sales, plus tiered royalties on net product sales. Kymera's MGDs are designed to selectively eliminate CDK2, which is a protein crucial for cell division that often drives uncontrolled growth in various cancers, such as breast cancer and other solid tumors. A physician and a patient having a discussion in a hospital about biopharmaceutical medicines. Unlike traditional CDK2 inhibitors that merely block protein activity, MGDs aim to remove the protein entirely. Kymera will lead all research activities for the CDK2 program. If Gilead exercises its option, it will gain worldwide rights to develop, manufacture, and commercialize all resulting products. This move for Gilead follows closely on the heels of the US FDA approval of Yeztugo (lenacapavir) for HIV prevention. Gilead Sciences Inc. (NASDAQ:GILD) is a biopharmaceutical company that discovers, develops, and commercializes medicines in the areas of unmet medical needs. Kymera Therapeutics Inc. (NASDAQ:KYMR) is a clinical-stage biopharmaceutical company that discovers and develops small-molecule therapeutics. While we acknowledge the potential of GILD as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the . READ NEXT: and . Disclosure: None. This article is originally published at Insider Monkey. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
6 days ago
- Business
- Yahoo
FDA Places Clinical Hold on Gilead's HIV Studies, Stock Down
Gilead Sciences, Inc. GILD announced that the FDA has placed a clinical hold on studies on pipeline candidates, GS-1720 and/or GS-4182, for the treatment of HIV. GS-1720 is an investigational integrase strand transfer inhibitor and/or GS-4182 is an investigational capsid inhibitor. Shares were down 2.6% on the news. Year to date, shares of GILD have gained 20% against the industry's decline of 0.5%. Image Source: Zacks Investment Research The FDA placed a clinical hold on the studies due to the identification of a safety signal of decreases in CD4+T-cell (CD4) and absolute lymphocyte counts in a subset of participants receiving the combination of GS-1720 and GS-4182. The studies that have been placed on hold are a phase II/III study evaluating the safety and efficacy of oral weekly regimen of GS-1720 in combination with GS-4182 versus Biktarvy in virologically suppressed people with HIV-1 and a phase II/III study evaluating the safety and efficacy of oral weekly regimen of GS-1720 in combination with GS-4182 versus Biktarvy in treatment-naive people with HIV-1. Three additional phase I studies of either these candidates/or their combinations are also on hold. While the clinical hold will somewhat derail the development program for these candidates, GILD is a market leader in HIV treatments. Gilead's flagship drug, Biktarvy (bictegravir 50 mg/emtricitabine 200 mg/tenofovir alafenamide 25 mg, BIC/FTC/TAF), for HIV-1 infection has become the leading prescribed regimen for both treatment-naïve and switch patients. Biktarvy accounts for over 51% share of the treatment market in the United States and should maintain momentum for GILD in the upcoming quarters. Descovy (FTC 200 mg/TAF 25 mg) for pre-exposure prophylaxis (PrEP) is also witnessing good uptake. It maintains over 40% market share in the PrEP market in the United States. Gilead's efforts to innovate its HIV portfolio are impressive. Late-stage studies, PURPOSE 1 and PURPOSE 2, validated lenacapavir's potential to prevent HIV. The FDA accepted new drug application submissions for twice-yearly lenacapavir for HIV prevention under priority review, with a target action date of June 19, 2025. Gilead Sciences, Inc. price-consensus-eps-surprise-chart | Gilead Sciences, Inc. Quote The European Medicines Agency validated the Marketing Authorization Application and EU-Medicines for All application for twice-yearly lenacapavir for HIV prevention. The successful development and potential approval of lenacapavir for the prevention of the disease should solidify Gilead's HIV franchise. Per GILD, lenacapavir, with its twice-yearly dosing, could set a new bar for HIV prevention and allow PrEP to reach out to a larger number of people who could benefit from a prevention regimen. However, Biktarvy sales are expected to be under pressure due to Medicare Part D redesign, which, in turn, should affect overall HIV growth. Gilead's faces stiff competition from GSK plc GSK in the HIV space. GSK's HIV portfolio sales are being driven by strong patient demand for Cabenuva, Apretude and Dovato. The company is also focused on the development of the next generation of HIV innovation with integrase inhibitors (INSTIs) for HIV treatment and prevention. Gilead currently carries a Zacks Rank #3 (Hold). A couple of better-ranked stocks in the pharma/biotech sector are Novartis NVS and Bayer BAYRY, both carrying a Zacks Rank #2 (Buy) at present. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. The Zacks Consensus Estimate Novartis' 2025 earnings per share (EPS) has risen from $8.46 to $8.74 over the past 60 days. EPS estimates for 2026 have jumped 35 cents to $9.02 during this timeframe. The stock has risen 24.7% so far this year. BAYRY's 2025 EPS estimate has increased from $1.19 to $1.25 for 2025 over the past 60 days, while that for 2026 has gone up from $1.28 to $1.31 over the same timeframe. Year to date, shares of Bayer have surged 56.7%. BAYRY's earnings beat estimates in one of the trailing four quarters, matched twice and missed on the remaining occasion, the average negative surprise being 13.91%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report GSK PLC Sponsored ADR (GSK) : Free Stock Analysis Report Novartis AG (NVS) : Free Stock Analysis Report Gilead Sciences, Inc. (GILD) : Free Stock Analysis Report Bayer Aktiengesellschaft (BAYRY) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Sign in to access your portfolio
