Gilead Sciences
Gilead Sciences develops and markets therapies to treat and prevent life-threatening infectious diseases, with the core of its portfolio focused on HIV and hepatitis B and C. Gilead's acquisition of Pharmasset brought rights to hepatitis C drug Sovaldi, which is also part of newer combination regimens that remain standards of care. Gilead is also growing its presence in the oncology market via acquisitions, led by CAR-T cell therapy Yescarta/Tecartus (from Kite) and breast and bladder cancer therapy Trodelvy (from Immunomedics).www.gilead.com
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Search complete. 186 mentions across 94 episodes found for "Gilead Sciences".
Nov 6, 2026
Daniel CliftonGUEST
And I'm going to give you an example.
Daniel CliftonGUEST
Gilead, a pharmaceutical company, cured hepatitis C.
Daniel CliftonGUEST
They cured it.
Daniel CliftonGUEST
The system's not built for cures.
58 MINS LATER
Daniel CliftonGUEST
And I just try and manage what's going to be in the headlines three months from now so that my clients are aware when they're making these investments.
Daniel CliftonGUEST
What will happen is the big pharma companies, Pfizer, Bristol-Myers, Eli Lilly, they'll go into Washington, they'll lobby.
Daniel CliftonGUEST
And they'll say, why don't you do it on Medicaid, which is a smaller portion? And then what you do is you start isolating out Gilead, which has a high AIDS Medicaid population, or Vertex, which is my favorite healthcare company in the world.
Daniel CliftonGUEST
And say, oh, well, if we dig like global prices on Medicaid, their cystic fibrosis drug is a lot less.
Yaron WerberHOST
Recall Tango does have a drug-drug interaction, and that's why we believe ultimately RevMed did a formal collaboration with B1 for that.
Yaron WerberHOST
And then maybe just finally, I know we're doing rapid fire, The ASH abstracts came out, and what's really interesting is very much for Legend and the impact that they made face from Gilead's AnitoCell.
Yaron WerberHOST
So the AnitoCell abstract came out.
Yaron WerberHOST
Remember, they're in front of the FDA.
Yaron WerberHOST
AnitoCell doesn't have the same toxicity that Legend has.
Yaron WerberHOST
We're all waiting to hear the efficacy.
Yaron WerberHOST
So the abstract really didn't have a lot of new efficacy from Gilead.
Yaron WerberHOST
We'll probably get that updated at ASH.
ColinHOST
I wanted to get into that a little bit.
ColinHOST
Just for example, through the QQQ, you also own a small slice of companies like Walmart, Costco, Lindy PLC, which is the big gas company, and Gilead Sciences.
ColinHOST
These four companies have little to do with GPUs.
ColinHOST
Actually, Lindy... might have something to do with some of the fobs, like building the fobs, but that's a story for another day.
Alex MercerHOST
Turning to HIV prevention, the Clinton Health Access Initiative, or CHI, reports that Dr. Reddy's laboratories has FDA tentative approval for its injectable lenacapavir.
Alex MercerHOST
Lenacapavir is the twice-yearly HIV prevention injection that Gilead originated, and CHI calls Dr. Reddy's version a generic.
Alex MercerHOST
Under an existing partnership agreement, it's due to be available at $40 per person per year.
Alex MercerHOST
That covers the 120 low- and middle-income countries in Gilead's voluntary license.
Maya PatelHOST
According to CHI, Dr. Reddy's covered prevention and treatment in a single application, which allowed it to file through the FDA's 505 pathway.
Maya PatelHOST
CHI expects first supplies to reach countries before year-end, with broader availability in 2027.
Johnny KelloGUEST
The other thing that we did was we limited a lot of products.
Johnny KelloGUEST
For example, we won't sell Gilead products on our site.
Johnny KelloGUEST
We haven't sold them since 2021, since that counterfeit outbreak.
Johnny KelloGUEST
You've got to be careful with what you're doing as a buyer, what you're selling as a seller.
Eden RahimGUEST
Now, the stock is a value stock because of three key factors.
Eden RahimGUEST
One is they're on a competitive side, which is Gilead Acellus developed a similar CAR T that they're going to get approved for in fourth line.
Eden RahimGUEST
And then Gilead acquired Acellus for $8 billion.
Eden RahimGUEST
Now, remember, Legend's enterprise value is under $3 billion.
Eden RahimGUEST
They'll be in fourth line, and the market's so worried about competition.
Eden RahimGUEST
Well, most of Legend's sales are coming from second line.
Eden RahimGUEST
So let Acellus and Gilead have fourth line.
Eden RahimGUEST
You know what I mean? It's so immaterial compared to it, but the market sort of magnified this entire effect.
Ben LinfordHOST
Semaphore reports it'll cost only about $40 per person per year for the injections in 120 low- and middle-income countries, plus up to $17 for an initial oral course.
Ben LinfordHOST
The U.S. list price for Gilead's brand version is $28,218, so obviously this generic is a huge deal.
Ben LinfordHOST
First deliveries are expected before year-end, and the independent reports Zambia is expected among the first recipients.
Ben LinfordHOST
Now, tentative is the agency's label when patent or exclusivity barriers do block final U.S. marketing.
Ben LinfordHOST
This generic received tentative approval just over 16 months after the original's approval for HIV prevention.
Ben LinfordHOST
Carmen Perez-Casas, HIV lead at Unitaid, one of the groups that brokered the deal, said, normally you require around a decade, and this happened in only a year and a half.
Ben LinfordHOST
Gilead's royalty-free licensing helped shorten that wait, along with financial, technical, and regulatory support from access partners.
Ben LinfordHOST
So the good news version here writes itself a cheap shot approved and on its way.
Robert VandervoortGUEST
But the reason you do that is because of the reputation, because they do their research, because they're known for curing it, because, because, right? Yeah.
Robert VandervoortGUEST
And all of those different organizations, like let's say like in pharma, the Gileads, the Novartises, right? They have their own proprietary data from doing lots of research.
Robert VandervoortGUEST
Do they share that data? For the most part, no.
Robert VandervoortGUEST
A lot of the stuff that goes on in the hospital, like imaging of cancer cells and other things, also never makes it outside of the hospital.
Matthew ArnoldGUEST
By April 2025, performance-based and program-based achievements triggered payments of $75 million to Evatech as part of that deal.
Matthew ArnoldGUEST
Another one, Neurics Therapeutics is featured in several large deals, including with Cgen, Pfizer for potentially $3.5 billion, with Sanofi for potentially $2.5 billion, and with Gilead for up to $1.7 billion.
Matthew ArnoldGUEST
All of these deals are based on benchmarks.
Matthew ArnoldGUEST
So that's the upper limits.
speaker_0HOST
Interesting.
speaker_0HOST
Gilead active area GIL withdraws previous objectives for 26 to 28 period.
speaker_0HOST
US regulators to check bank systems due to the Binance hack.
speaker_0HOST
Microsoft will not expand Texas data center deal with UK's N scale.
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