GI GILD Gilead Sciences Inc. Loading... : Bullish and Bearish Analyst Opinions

Gilead's (GILD) hemodiafiltration technology, which uses high-volume replacement fluid, is being used in clinical studies and is expected to be a significant growth driver for DaVita's dialysis technology. The impact was mentioned as 'possible revenue recognition' but more importantly, the technology uptake will be driven by the upcoming HeMo study data. — If HeMo study data (with Gilead's tech) is positive, CMS will issue a national coverage determination in 2026, unlocking a large new market for GILD's technology and DaVita's implementation.