Gilead's lenacapavir long-acting HIV PrEP is a category-redefining product approved for twice-yearly dosing, with strong real-world uptake. The HIV franchise is stable with Biktarvy LOE not until 2033. Oncology pipeline from Immunomedics is finally showing late-stage progress. Trodelvy in first-line TNBC reads out in 2026.
Thesis reviewed May 29, 2026
Gilead Sciences Inc. is headquartered in United States, which is currently showing moderate signals.
πΊπΈUnited States65NEUTRALView United States risk detail βπPharma0NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| LLY | Eli Lilly and Company | 50 | +24% | β0% | EARLY |
| JNJ | Johnson & Johnson | 50 | +8% | β0% | NEUTRAL |
| RDY | Dr Reddy's Laboratories Ltd | 50 | +7% | β0% | NEUTRAL |
| TAK | Takeda Pharmaceutical Company Limited | 50 | +10% | β0% | NEUTRAL |
| REGN | Regeneron Pharmaceuticals Inc. | 50 | -16% | β0% | AVOID |
| SNY | Sanofi | 50 | +14% | β0% | EARLY |
| NVO | Novo Nordisk A/S | 50 | +15% | β0% | EARLY |
Investors who hold GILD may also have indirect exposure through these country funds.
Lenacapavir PrEP gains WHO prequalification, Global Fund commits volume
Trodelvy ASCENT-04 first-line TNBC enrolls ahead of plan
Gilead HIV pricing power preserved in latest IRA round
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Alan Armstrong | Buy | $1kβ$15k | Mar 27, 26 | ||
| Jared MoskowitzFL | Buy | $1kβ$15k | May 6, 26 | ||
| Josh GottheimerNJ | D | Buy | $1kβ$15k | Jan 27, 26 | -6.0% |
| John Boozman | Sell | $1kβ$15k | Apr 16, 25 | +40.3% | |
| Marjorie Taylor Mrs GreeneGA | R | Buy | $1kβ$15k | Dec 24, 24 | +47.7% |
| Thomas H Tuberville | Buy | $1kβ$15k | May 10, 24 | +117.4% | |
| Thomas H Tuberville | Sell | $1kβ$15k | May 8, 24 | +117.4% |