Gilead Sciences

Gilead Science Inc (GILD) (Q4FY25) – Long acting HIV and Livdelzi rising, risks persist

Highlights of the report

Gilead Science Inc Q4FY25 -he HIV franchise and long acting prevention pipeline are delivering high single digit underlying growth with extended exclusivity, yet this strength is partly neutralised by structural cell therapy and oncology execution risks, rising US policy headwinds and Veklury erosion. The Arcellx acquisition and Livdelzi or Trodelvy expansion create meaningful medium term upside, but given guidance for only mid single digit base business growth and ongoing earnings volatility from IPR&D and policy changes, risk and reward appear broadly balanced.

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Gilead Sciences, Inc., a biopharmaceutical company, discovers, develops, and commercializes medicines in the areas of unmet medical need in the United States, Europe, and internationally.

company reported a revenue of $29.44bn, which is higher than our estimates by $776mn

In the last 3 months, the stock has given a return of 11.89%, the stock price increased to $137.34 as of Mar 23, 2026, from $122.74 as of Dec 23, 2025.In the past 1 year, the stock delivered a significant positive return of 22.57%.

 Executive Summary

• CrispIdea Forecast

– Income Statement

– Balance Sheet

– Cash Flow

– Common Size Ratio Analysis

– CrispIdea Segment Forecast

• Valuation & Historical Performance

– P/E Analysis

– CrispIdea Valuation

– Peer Comparison

– Ratio Analysis

– Economic Value-Added Analysis

– Du Pont Analysis

– CrispIdea Forecast Relative to Consensus

– Consensus Momentum

– Segment Performance

– Key Developments

– M&A Deals

• Ownership

• Stock Price Performance

• Crispidea Coverage

Report details

Gilead Science Inc (GILD) (Q4FY25) – Long acting HIV and Livdelzi rising, risks persist

Price

$232.00

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