Highest-materiality recent filing
Gilead Q1 rev $7.0B (+4% YoY); raises FY rev guidance but slashes EPS guidance due to $11.5B charges
Product sales ex-Veklury $6.8B (+8% YoY); HIV sales $5.0B (+10%); Biktarvy $3.4B (+7%).
Gilead completes $7.8B acquisition of Arcellx; adds anito-cel CAR T therapy for multiple myeloma
Purchase price $115/share cash plus $5 CVR (contingent on $6B anito-cel sales by end-2029); total implied equity ~$7.8B.
Gilead to acquire Arcellx for $115/share plus $5 CVR; implied equity value $7.8B
$115 per share cash at closing plus one contingent value right of $5 per share; total implied equity value ~$7.8B.
Gilead Q4/FY2025: revenue up 5% to $7.9B Q4, full-year EPS $6.78; guides 2026 sales $29.6-30B
Q4 GAAP diluted EPS $1.74 vs $1.42 YoY; non-GAAP diluted EPS $1.86 vs $1.90.
Gilead Sciences EVP & General Counsel Deborah Telman to depart Dec 5, 2025
Deborah H. Telman will step down as EVP, Corporate Affairs and General Counsel effective December 5, 2025.
GAAP diluted EPS $2.43 vs $1.00; non-GAAP EPS $2.47 vs $2.02; revenue $7.8B up 3% YoY.
Gilead settles Biktarvy patent litigations; no generic entry expected before April 1, 2036
Settlements with Lupin, Cipla, and Laurus Labs resolve patent disputes over generic Biktarvy.
Gilead Q2: revenue $7.1B, Biktarvy +9%, product sales ex-Veklury +4%; FY guidance raised
Revenue $7.1B (+2% YoY), product sales ex-Veklury $6.9B (+4%); Biktarvy $3.5B (+9%).
Gilead Q1 revenue flat at $6.7B; GAAP EPS $1.04 vs -$3.34; cuts GAAP EPS guidance
Total revenue $6.7B unchanged YoY; product sales ex-Veklury up 4% to $6.3B.
Gilead Q4 revenue up 6% to $7.6B; full year EPS hit by $4.2B impairment
Q4 product sales ex-Veklury +13% to $7.2B; HIV sales +16% to $5.5B, Biktarvy +21% to $3.8B.
Gilead appoints Dietmar Berger as Chief Medical Officer effective Jan 2, 2025
Dietmar Berger, MD PhD, will become Chief Medical Officer and member of senior leadership team on January 2, 2025.
Gilead Q3 revenue up 7% to $7.5B; raises full-year guidance
GAAP EPS $1.00 (down from $1.73) due to $1.75B Immunomedics IPR&D impairment; Non-GAAP EPS $2.02 vs $2.29.
Gilead Q2 revenue $7.0B (+5%), Non-GAAP EPS $2.01; raised Non-GAAP FY guidance to $3.60-$3.90
Q2 2024 revenue $7.0B (+5% YoY); GAAP diluted EPS $1.29 (prior $0.83), Non-GAAP diluted EPS $2.01 (prior $1.34).
Gilead Q1 GAAP loss per share $(3.34) on $3.9B CymaBay charge; guidance slashed
GAAP diluted EPS loss $(3.34) vs $0.80 YoY; non-GAAP loss $(1.32) vs $1.37.
Gilead completes $4.3B acquisition of CymaBay; seladelpar added to liver pipeline
Total equity value ~$4.3 billion; Gilead paid $32.50 per CymaBay share.
The Company’s Board of Directors has appointed Diane E. Wilfong as the Company’s interim Corporate Controller and Chief Accounting Officer, and designated her as the interim principal accounting officer, effective immediately.
Sandra Patterson, the Company’s Senior Vice President, Corporate Controller and Chief Accounting Officer and the Company’s principal accounting officer, has decided to leave the Company.
announced that its Chief Medical Officer, Merdad V. Parsey, M.D., Ph.D., will leave the Company.
Max materiality 1.00 · Median 0.75 · Most common event earnings