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20:30
Aug 04 ◎
Aug 04 ◎
ARLX
TVL
OROM
PRGN
GILD
▾
HIGH
Gilead acquired full ownership of Arcelix's assets, indicating a positive view of its technology and a heightened focus to execute on its pipeline.
"The completed acquisition of Arcelex has given us full ownership of a NitoCell enabling faster, more focused execution in multiple myeloma, as well as the D-domain binder platform for future opportunities"
ARLX WATCH
Gilead's acquisition of Tubulus brings an industry-leading ADC platform, signalling a positive outlook for its oncology pipeline and future growth.
"The acquisition of Tubulus has now closed, providing Gilead with an industry-leading ADC platform and Promising Clinical Stage ADCs."
TVL WATCH
The acquisition of Oro medicines adds bispecific T-cell engager assets to Gilead's pipeline, indicating a diversification and strengthening of its oncology portfolio.
"We expanded the breadth of our innovation engine through the acquisitions of Arcelix, Tubalys, and Oromedicins, adding differentiated and potentially best-in-class cell therapy, antibody drug conjugate, and bispecific T-cell engager assets."
OROM WATCH
The collaboration with PreGene is set to accelerate the development of Gilead's in vivo CAR-T platform with two investigator-sponsored studies, indicating a positive step for the platform.
"And our collaboration with PreGene enables Speed2Clinic, where we will start exploring our updated in vivo platform in two investigator-sponsored studies later this year."
PRGN WATCH
Gilead raised its full-year sales guidance driven by strong HIV portfolio, Tredelvey, and Livdelzi performance, indicating a positive outlook and strong execution.
"We now expect base business sales to grow approximately 6 to 7% year-over-year and range between $29.8 and $30.1 billion. This represents an increase of $350 million at the midpoint compared to our May guidance."
GILD WATCH
The HIV PrEP market itself is growing rapidly, and Gilead's overall PrEP business is now at a $4 billion annual run rate, significantly outpacing the market. — Gilead is expanding the entire PrEP market while gaining share, potentially impacting competitors like Merck's future prevention products.
"highlights included oral presentations with a simultaneous publication in the New England Journal of Medicine on Gilead and Merck's once-weekly oral regimen, combining isletrovir plus lanacapivir, or ISLEN."
MRK WATCH
HIGH
20:30
May 07 ◎
May 07 ◎
GLPG
ARCLX
GILD
MRK
▾
HIGH
Gilead's pending acquisition of Oral Medicines includes a licensing deal with Galapagos for gamgertamig, highlighting a deepening partnership.
"we expect to develop in collaboration with Galapagos"
GLPG WATCH
The completed acquisition is expected to be a major growth driver for Gilead's cell therapy business, with the anito-cel CAR-T targeted for a late-December PDUFA.
"Our acquisition of Arcelix, which closed on April 28th, reflects our conviction in the potential of a needle cell as a differentiated option for patients with multiple myeloma."
ARCLX WATCH
Management is confident in its commercial execution and the durability of its HIV franchise, including a raised full-year 2026 revenue guidance by $400 million and a $1 billion Yes2Go target.
"As a result, we are increasing our revenue ranges by $400 million."
GILD WATCH
Gilead is shifting its commercial strategy in HIV treatment by actively marketing a new brand (BicLen) that will cannibalize its flagship Biktarvy, aiming to capture patients who would otherwise switch to competitors. — This is a defensive launch to protect market share; while it may cannibalize Biktarvy, it is expected to keep higher-value patients within Gilead's portfolio.
"we continue to target updates from the Phase 3 Island 1 and 2 trials in collaboration with Merck later this quarter."
MRK WATCH
HIGH
21:30
Feb 10 ◎
Feb 10 ◎
MRK
4507.T
PFE
RHHBY
ALNY
▾
HIGH
Gilead is advancing Trodelvi in combination with Merck's Keytruda (pembrolizumab), positioning both companies in the frontline TNBC market.
"Trodelvi plus pembrolizumab in first-line PD-L1 positive metastatic TNBC in the second half of 2026."
MRK WATCH
Gilead implicitly compares its own twice-yearly HIV candidate (GS3242) against Shionogi's, arguing Shionogi still needs a partner for a complete regimen.
"they cannot base once every six months treatment on one product only they also need a combination so we need to look at the overall development program that they have"
4507.T WATCH
Gilead's BD strategy may target assets in competitive spaces like oncology, which includes Pfizer's offerings.
"will continue to be active, and I'm confident that we'll add exciting new products over time"
PFE WATCH
Descovy's high market share in PrEP competes against generic Truvada (Roche has a stake via Genentech).
"record U.S. market share greater than 45%."
RHHBY WATCH
Gilead's BD focus could target RNAi or other modalities where Alnylam is a leader, though no specific deal mentioned.
"we typically invest about $1 billion annually in smaller licensing deals, partnerships, and acquisitions."
ALNY WATCH
Gilead's oncology pipeline competes with BioNTech's in breast cancer and solid tumors.
"we have up to 10 ongoing and potential new launches through 2027"
BNTX WATCH
Gilead expects KITE cell therapy sales to decline ~10% in 2026, in part due to more patients going into clinical trials for competitor CAR-Ts. — Competing clinical trial sites are diverting patients away from KITE's commercial products, a unique headwind that may persist until newer KITE products launch.
"our ability to serve the market at launch with 99% reliability and 16-day turnaround time, which again is very differentiated from the existing products on the market today."
BMY WATCH
Gilead expects KITE cell therapy sales to decline ~10% in 2026, in part due to more patients going into clinical trials for competitor CAR-Ts. — Competing clinical trial sites are diverting patients away from KITE's commercial products, a unique headwind that may persist until newer KITE products launch.
"driven by strong patient demand, further accelerated by the withdrawal of a competitor product in the U.S."
JNJ WATCH
The withdrawal of Intercept's Ocaliva (obeticholic acid) from the US market is a direct tailwind for Gilead's Livdelzi in PBC.
"accelerated by the withdrawal of a competitor product in the U.S."
ICPT WATCH
Management's tone is bullish, with multiple catalysts (Yes2Go ramp, Trodelvy launches, anitocel) and reaffirmed discipline, positioning 2026 as a year of accelerated growth.
"Given our expectations for a steady, durable, and long-term build in sales, we expect full-year 2026 Yes2Go revenue of approximately $800 million compared to $150 million in 2025"
GILD WATCH
HIGH
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