GILD

Gilead Sciences (NASDAQ:GILD) Stock

GILEAD SCIENCES INC

Gilead Sciences

Gilead Sciences develops and markets therapies to treat 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).

Gilead Sciences Inc

Gildan Activewear, Inc. Class A Sub. Vot. Common Stock

Gildan Activewear Inc

On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/25/final-trades-gilead-blackstone-disney-and-visa.html">Halftime Report Final Trades</a>,&#8221; Stephanie Link, Chief Investment Strategist at Hightower Advisors, picked Visa Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/V#NYSE">V</a>) as her final trade.
<ul class="wp-block-list">
<li>Don't forget to check out our<a href="https://www.benzinga.com/premarket/"> premarket coverage here</a>.</li>
</ul>
Visa will report its fiscal third quarter financial results on Tuesday, July 29. Analysts expect the company to report quarterly earnings at $2.85 per share. That&#8217;s up from $2.42 per share in the year-ago period. The company projects quarterly revenue of $9.85 billion, compared to $8.9 billion a year earlier.
Rob Sechan, CEO of NewEdge Wealth, named Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) as <a href="https://www.benzinga.com/quote/GILD/analyst-ratings">his final trade</a>.
Needham analyst Joseph Stringer upgraded Gilead Sciences from Hold to Buy on Friday and announced a $133 price target.
Jason Snipe, Founder and Chief Investment Officer of Odyssey Capital Advisors, said Blackstone Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BX#NYSE">BX</a>) reported a &#8220;really strong&#8221; quarter.
On July 24, Blackstone announced a solid second quarter, surpassing analyst expectations with a 22% year-over-year (YoY) increase in segment revenues. The strong performance was fueled by a 25% increase in distributable earnings and robust growth across its key business segments, pushing the firm's total assets under management to a new industry record of over $1.2 trillion.
Jim Lebenthal, partner at Cerity Partners, said The Walt Disney Company (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/DIS#NYSE">DIS</a>) is ready to break out a consolidation.
Lending support to his choice, UBS analyst John Hodulik, on July 16, maintained Walt Disney with a Buy rating and raised the price target from $120 to $138.
Price Action:
<ul class="wp-block-list">
<li>Gilead Sciences shares gained 2.7% to close at $116.20 on Friday.</li>
<li>Blackstone shares slipped to $178.10 during the session.</li>
<li>Disney shares fell 0.4% to settle at $121.47 on Friday.</li>
<li>Visa shares gained 0.9% to close at $357.04.</li>
</ul>
Check This Out: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46628925/top-2-materials-stocks-that-may-fall-off-a-cliff-this-month">Top 2 Materials Stocks That May Fall Off A Cliff This Month</a></li>
</ul>
Image: Shutterstock

Long Ideas

News

Markets

Media

Trading Ideas

Visa, Disney, Blackstone And A Health Care Stock On CNBC's 'Final Trades'

Analyst Ratings

CNBC Halftime Report Final Trades: Visa, Gilead Sciences, Blackstone, Walt Disney Company

Live On CNBC, Rob Sechan Announces Bought More Gilead

In June, the U.S. Food and Drug Administration (FDA) approved&nbsp;Gilead Sciences, Inc.'s (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) Yeztugo&nbsp;(lenacapavir) as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV in adults and adolescents weighing at least 35kg, making it the first and only twice-yearly option available in the U.S. for people&nbsp;<a target="_blank" href="https://www.benzinga.com/news/fda/25/06/46023093/fda-approves-gileads-game-changing-twice-yearly-shot-to-prevent-hiv-transmission-critics-slam-28k-price-tag" rel="noreferrer noopener">who need or want PrEP</a>.
Data show that ≥99.9% of participants who received Yeztugo in the Phase 3 PURPOSE 1 and PURPOSE 2 trials remained HIV negative.
The first PrEP medication, which was also developed by Gilead, was approved in the&nbsp;<a target="_blank" href="https://www.benzinga.com/pressreleases/25/06/b46004872/yeztugo-lenacapavir-is-now-the-first-and-only-fda-approved-hiv-prevention-option-offering-6-months" rel="noreferrer noopener">U.S. in 2012</a>.
On Friday, the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) adopted a positive opinion under accelerated review recommending lenacapavir—the company's injectable HIV-1 capsid inhibitor—for use as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV-1 in adults and adolescents with <a target="_blank" href="https://www.benzinga.com/general/health-care" rel="noreferrer noopener">increased HIV-1 acquisition risk</a>.
Also Read: <a target="_blank" href="https://www.benzinga.com/news/health-care/25/07/46325593/gileads-lenacapavir-plan-faces-global-hurdles-as-it-commits-to-no-profit-access-for-2-million" rel="noreferrer noopener">Gilead's Lenacapavir Plan Faces Global Hurdles As It Commits To No-Profit Access for 2 Million</a>
The final European Commission (EC) decision is expected later this year. If approved, lenacapavir will be marketed in the European Union (EU) <a target="_blank" href="https://www.benzinga.com/pressreleases/25/07/b46623974/gilead-receives-positive-chmp-opinions-under-accelerated-review-from-european-medicines-agency-for" rel="noreferrer noopener">under the trade name Yeytuo.</a>
If approved, lenacapavir will be granted one additional year of market exclusivity in the EU due to the new indication.
Data from Gilead's Phase 3 PURPOSE 1 and PURPOSE 2 trials supported the positive opinions.
In the&nbsp;<a target="_blank" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.gilead.com%2Fnews%2Fnews-details%2F2024%2Ffull-efficacy-and-safety-results-for-gilead-investigational-twice-yearly-lenacapavir-for-hiv-prevention-presented-at-aids-2024&amp;esheet=54296374&amp;newsitemid=20250724024903&amp;lan=en-US&amp;anchor=PURPOSE+1+trial&amp;index=1&amp;md5=6ae78a11dbc0a3b85088e73bb83a290e" rel="noreferrer noopener">PURPOSE 1 trial</a>, data at the primary analysis showed that administration of twice-yearly subcutaneous lenacapavir led to zero HIV infections among 2,134 participants, 100% reduction in HIV infections and superiority of prevention of HIV infections when compared with once-daily oral Truvada&nbsp;(emtricitabine 200mg and tenofovir disoproxil fumarate 300mg; F/TDF)&nbsp;in cisgender women in sub-Saharan Africa.
In the&nbsp;<a target="_blank" href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.gilead.com%2Fnews%2Fnews-details%2F2024%2Fgilead-presents-full-purpose-2-data-results-for-twice-yearly-lenacapavir-for-hiv-prevention-at-hiv-glasgow&amp;esheet=54296374&amp;newsitemid=20250724024903&amp;lan=en-US&amp;anchor=PURPOSE+2+trial&amp;index=3&amp;md5=0681b3673e8bfe8b2783482c26070315" rel="noreferrer noopener">PURPOSE 2 trial</a>, there were two HIV infections among 2,179 participants in the twice-yearly subcutaneous lenacapavir group, demonstrating 99.9% of participants did not acquire HIV infection and superiority of prevention of HIV infections when compared with once-daily oral Truvada among a broad and geographically diverse range of cisgender men and gender-diverse people.
In both trials, lenacapavir demonstrated superiority in preventing HIV infections when compared with background HIV incidence.
Needham upgraded Gilead after positive feedback from a recent physician survey on Yeztugo.
Analyst Joseph Stringer says the physician survey has increased confidence in Yeztugo and could be a multi-billion dollar contributor to the top line over the next several years.
Needham models that the HIV PrEP TAM (actual people on therapy) could grow from approximately 500K to around 900K by 2035.
The analyst upgraded Gilead from Hold to a Buy rating <a target="_blank" href="https://www.benzinga.com/quote/GILD/analyst-ratings" rel="noreferrer noopener">with a price forecast of $133</a>.
Doctors predict the HIV prevention (PrEP) market will grow by about 49% by 2030, and Yeztugo could take about 38% of that growth. They favor Yeztugo because it's easier to take than the current treatments.
With around 70% of Gilead's revenue coming from its HIV drugs, Yeztugo could become a key driver of the company's future growth.
Needham says Yeztugo could generate $4.1 billion in sales by 2030—about 10% more than current expectations—and $6.4 billion by 2035, about 20% above consensus.
Price Action: GILD stock is up 2.75% at $116.31 at the last check on Friday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/markets/earnings/25/07/46632096/hca-healthcare-eyes-76-billion-revenue-aggressive-profit-growth" target="_blank" rel="noreferrer noopener">HCA Healthcare Eyes $76 Billion Revenue, Aggressive Profit Growth</a></li>
</ul>
Photo by Michael Moloney via Shutterstock

Analyst Color

Biotech

Large Cap

Upgrades

Health Care

Price Target

Movers

General

Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales

In the current session, the stock is trading at $114.58, after a 1.22% spike. Over the past month, Gilead Sciences Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) stock increased by 4.54%, and in the past year, by 48.84%. With performance like this, long-term shareholders are optimistic but others are more likely to look into the price-to-earnings ratio to see if the stock might be overvalued.

<img src="https://www.benzinga.com/files/images/story/2025/1753459221_0.png" alt="Past Year Chart" />

<h3>Gilead Sciences P/E Compared to Competitors</h3>
The P/E ratio is used by long-term shareholders to assess the company's market performance against aggregate market data, historical earnings, and the industry at large. A lower P/E could indicate that shareholders do not expect the stock to perform better in the future or it could mean that the company is undervalued. 
Gilead Sciences has a lower P/E than the aggregate P/E of 58.09 of the Biotechnology industry. Ideally, one might believe that the stock might perform worse than its peers, but it's also probable that the stock is undervalued. 

<img src="https://www.benzinga.com/files/images/story/2025/1753459221_1.png" alt="Guage" />

In summary, while the price-to-earnings ratio is a valuable tool for investors to evaluate a company's market performance, it should be used with caution. A low P/E ratio can be an indication of undervaluation, but it can also suggest weak growth prospects or financial instability. Moreover, the P/E ratio is just one of many metrics that investors should consider when making investment decisions, and it should be evaluated alongside other financial ratios, industry trends, and qualitative factors. By taking a comprehensive approach to analyzing a company's financial health, investors can make well-informed decisions that are more likely to lead to successful outcomes.

Intraday Update

Price Over Earnings Overview: Gilead Sciences

WIIM

Gilead Sciences shares are trading higher after Needham upgraded the stock from Hold to Buy and announced a price target of $133.

Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our <a href="https://www.benzinga.com/analyst-stock-ratings">analyst ratings page</a>.
<ul class="wp-block-list">
<li>Needham analyst Joseph Stringer upgraded the rating for Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) from Hold to Buy and announced a $133 price target. Gilead Sciences shares closed at $113.20 on Thursday. <a href="https://www.benzinga.com/quote/gild/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Mizuho analyst Dan Dolev upgraded Global Payments Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GPN#NYSE">GPN</a>) from Neutral to Outperform and boosted the price target from $86 to $114. Global Payments shares closed at $83.05 on Thursday. <a href="https://www.benzinga.com/quote/gpn/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Oppenheimer analyst Brian Nagel upgraded the rating for Carvana Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/CVNA#NYSE">CVNA</a>) from Perform to Outperform and announced a $450 price target. Carvana shares closed at $326.09 on Thursday. <a href="https://www.benzinga.com/quote/cvna/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Wolfe Research analyst Keith Stanley upgraded Kinder Morgan, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KMI#NYSE">KMI</a>) from Peer Perform to Outperform and announced a $31 price target. Kinder Morgan shares closed at $27.42 on Thursday. <a href="https://www.benzinga.com/quote/kmi/analyst-ratings">See how other analysts view this stock</a>.</li>
<li>Compass Point analyst Ed Engel upgraded the rating for Applied Digital Corporation (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/APLD#NASDAQ">APLD</a>) from Neutral to Buy and maintained the price target of $13. Applied Digital shares closed at $11.20 on Thursday. <a href="https://www.benzinga.com/quote/apld/analyst-ratings">See how other analysts view this stock.</a></li>
</ul>
Considering buying GILD stock? Here&#8217;s what analysts think:
<figure class="wp-block-image size-large is-resized"><img loading="lazy" decoding="async" width="1024" height="592" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25082437/image-398-1024x592.png" alt="" class="wp-image-1000684" style="width:645px;height:auto" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25082437/image-398-1024x592.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25082437/image-398-300x174.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25082437/image-398-768x444.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/25082437/image-398.png 1127w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
Read This Next: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46599936/top-2-tech-stocks-you-may-want-to-dump-this-quarter">Top 2 Tech Stocks You May Want To Dump This Quarter</a></li>
</ul>
Photo via Shutterstock

Pre-Market Outlook

APLD

CVNA

This Gilead Sciences Analyst Turns Bullish; Here Are Top 5 Upgrades For Friday

Needham analyst Joseph Stringer upgrades Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) from Hold to Buy and announces $133 price target.

Needham Upgrades Gilead Sciences to Buy, Announces $133 Price Target

– If Approved, Lenacapavir Would Be the First and Only Twice-Yearly HIV PrEP Option in the European Union –
– Positive Opinion Also Received for EMA's EU-M4all Procedure, Designed to Facilitate Availability in Low- and Lower-Middle-Income Countries –

Gilead's Lenacapavir Advances Toward EU Approval With Positive CHMP and EU-M4all Opinions Supporting Global Access Strategy

<a href="https://ag.ny.gov/press-release/2025/attorney-general-james-secures-over-200-million-gilead-sciences-paying-illegal" title="https://ag.ny.gov/press-release/2025/attorney-general-james-secures-over-200-million-gilead-sciences-paying-illegal">https://ag.ny.gov/press-release/2025/attorney-general-james-secures-over-200-million-gilead-sciences-paying-illegal</a>

Legal

'Attorney General James Secures Over $200 Million from Gilead Sciences for Paying Illegal Kickbacks' - NY AG Letitia James

Gilead Sciences (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) has outperformed the market over the past 15 years by 1.24% on an annualized basis producing an average annual return of 13.62%. Currently, Gilead Sciences has a market capitalization of $139.43 billion. 
Buying $100 In GILD: If an investor had bought $100 of GILD stock 15 years ago, it would be worth $681.19 today based on a price of $112.09 for GILD at the time of writing.
<h3>Gilead Sciences's Performance Over Last 15 Years</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752532212_0.png" alt="comp_fig" />
Finally -- what's the point of all this? The key insight to take from this article is to note how much of a difference compounded returns can make in your cash growth over a period of time.
This article was generated by Benzinga's automated content engine and reviewed by an editor.

$100 Invested In This Stock 15 Years Ago Would Be Worth This Much Today

– New Data from PURPOSE Trials Further Demonstrate that Lenacapavir (Yeztugo&#xAE;) was Effective and Well Tolerated Across a Broad Range of Populations, Including Pregnant and Lactating Women, Adolescents and Young People –
– Data Also Showed Twice-Yearly Injectable PrEP was Preferred vs. Daily Oral Medication Among PURPOSE Trial Participants –
– Gilead's Research Presentations and Community Events at IAS Reflect Commitment to Partnerships in Developing Person-Centered Options for a Diverse Range of Populations –
Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) today announced that Gilead researchers and collaborators will present new Phase 3 PURPOSE trial data at IAS 2025 showing that twice-yearly lenacapavir (Yeztugo&#xAE;) was effective and well tolerated among a broad range of populations who need or want pre-exposure prophylaxis (PrEP) for HIV prevention, including pregnant and lactating women, adolescents and young people, and supports lenacapavir dosing recommendations for people in special situations, such as those taking medication to treat tuberculosis (TB) and other conditions. Researchers will also present new quantitative and qualitative data showing that participants in both Phase 3 PURPOSE trials indicated a preference for twice-yearly PrEP injections over daily oral medication.
The new data, from the company's pivotal Phase 3 PURPOSE 1 (<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fclinicaltrials.gov%2Fct2%2Fshow%2FNCT04994509%3Fterm%3DNCT04994509%26rank%3D1&amp;esheet=54289692&amp;newsitemid=20250713258800&amp;lan=en-US&amp;anchor=NCT04994509&amp;index=1&amp;md5=bf77265ad9af02d525d66af02ccf43fd">NCT04994509</a>) and PURPOSE 2 (<a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fclinicaltrials.gov%2Fstudy%2FNCT04925752%3Fcond%3Dhiv%26term%3Dpurpose%25202%26rank%3D1&amp;esheet=54289692&amp;newsitemid=20250713258800&amp;lan=en-US&amp;anchor=NCT04925752&amp;index=2&amp;md5=08341679c763a0deb1c553882148b726">NCT04925752</a>) trials that assessed the efficacy and safety of twice-yearly Yeztugo for PrEP, will be presented via poster sessions and during a Yeztugo-dedicated oral session at the <a href="https://cts.businesswire.com/ct/CT?id=smartlink&amp;url=https%3A%2F%2Fwww.iasociety.org%2Fconferences%2Fias2025&amp;esheet=54289692&amp;newsitemid=20250713258800&amp;lan=en-US&amp;anchor=International+AIDS+Society+%28IAS%29+2025%2C+the+13th+IAS+Conference+on+HIV+Science&amp;index=3&amp;md5=debde7f02840c13006417b9a31bafa38">International AIDS Society (IAS) 2025, the 13th IAS Conference on HIV Science</a> in Kigali, Rwanda on Thursday, July 17. The data presentations come less than a month after the U.S. Food and Drug Administration (FDA) approved Yeztugo as the first and only twice-yearly HIV prevention option. The data underscore Gilead's focus on intentional inclusion in the PURPOSE program to ensure broad and robust population data at the trials' primary analyses, as well as spotlight the community and organizational collaborations that guided the trial design and implementation process.

Gilead Presents New Phase 3 Data Showing Twice-Yearly Injectable PrEP Yeztugo Is Effective, Well Tolerated, And Preferred Over Daily Pills Across Diverse Populations, Including Pregnant Women And Adolescents

Gilead Sciences Says Gilead Researchers And Collaborators To Present New Phase 3 PURPOSE Trial Data For HIV Prevention At IAS 2025

Bill Gates has raised concerns over the severe consequences of the U.S. aid cuts on HIV programs in Africa, calling for a reversal of the decision.
What Happened: Gates, a co-founder of Microsoft Corp., highlighted the dire situation unfolding in Africa in a post on X, citing the cuts in U.S. aid. He shared a tweet by Sam Stein, a journalist, who reported on the distressing conditions faced by an HIV doctor in Africa, whose work relies on USAID and PEPFAR.
See Also: <a href="https://benzinga.com/markets/cryptocurrency/24/01/36721989/jim-cramer-bearish-at-40k-unlikely-that-bitcoin-finds-its-footing-cramertracker-replies-le">Jim Cramer Bearish At $40K: &#8216;Unlikely That Bitcoin Finds Its Footing,&#8217; CramerTracker Replies: &#8216;Legend, Thanks Jim!&#8217; &#8211; Benzinga</a>
Gates emphasized that the devastating effects of these cuts are entirely preventable and urged a reversal of the decision.
<figure class="wp-block-embed is-type-rich is-provider-twitter wp-block-embed-twitter"> 
<div class="wp-block-embed__wrapper">
<blockquote class="twitter-tweet" data-width="500" data-dnt="true">The devastating effects of these cuts are entirely preventable—and it's not too late to reverse them. <a href="https://t.co/wWBjW842gR">https://t.co/wWBjW842gR</a>
&mdash; Bill Gates (@BillGates) <a href="https://twitter.com/BillGates/status/1943750242148790622?ref_src=twsrc%5Etfw">July 11, 2025</a></blockquote>
<script async src="https://platform.twitter.com/widgets.js" charset="utf-8"></script></div>
</figure>
Why It Matters: The U.S. aid cuts have been a point of concern for Gates for some time now. He previously warned that the cuts could lead to a <a href="https://www.benzinga.com/news/health-care/25/07/46260344/bill-gates-warns-us-aid-cuts-could-kill-millions-of-children-end-hiv-programs-leave-75-million-unvaccinated-devastating-lancet-study-gavi-unaids-sound-alarm">catastrophic global health crisis</a>, potentially causing millions of additional deaths by 2040. The aid reductions have already resulted in a significant impact, with studies projecting 8 million additional child deaths before age five by 2040, along with 15.2 million excess AIDS deaths and 2.2 million additional tuberculosis deaths between 2025 and 2040.
The situation is particularly concerning as the U.S. is a major contributor to global health initiatives. Gates&#8217; warnings come at a time when the U.S. is also facing <a href="https://www.benzinga.com/news/health-care/25/06/46159226/bill-gates-warns-us-its-not-too-late-to-change-course-as-trump-team-targets-hiv-funding-cuts">potential cuts</a> to its HIV funding, which could have a significant impact on global health programs.
Despite these challenges, there have been efforts to mitigate the impact of the aid cuts. For instance, Gilead Sciences Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) recently committed to <a href="https://www.benzinga.com/news/health-care/25/07/46325593/gileads-lenacapavir-plan-faces-global-hurdles-as-it-commits-to-no-profit-access-for-2-million">no-profit access</a> for its HIV-1 capsid inhibitor, Lenacapavir, for up to two million people in countries supported by the Global Fund to Fight AIDS, Tuberculosis, and Malaria.
Read Next:
<ul class="wp-block-list">
<li><a href="https://benzinga.com/crypto/cryptocurrency/25/07/46374193/ethereum-xrp-solana-no-youll-find-exponential-altseason-returns-in-lesser-known-coins-experts-say">Ethereum? XRP? Solana? No, You&#8217;ll Find Exponential Altseason Returns In Lesser-Known Coins, Experts Say &#8211; Benzinga</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Photo Courtesy: Alexandros Michailidis on Shutterstock

MSFT

Bill Gates Warns Of 'Devestating Effects' Of USAID Funding Cuts: 'It's Not Too Late To Reverse Them'

Shares of drug stocks are trading lower after the FDA reportedly indicated it could fast track drugs to companies that cut US prices in line with other countries.

While President Donald Trump's proposed 200% tariffs on pharmaceutical imports could potentially squeeze the profit margins, this stock is poised to &#8220;benefit&#8221; from the levies. 
What Happened: Trump announced on Tuesday that the pharma tariffs, part of a Section 232 investigation launched in April, are expected to be detailed by month's end, with a grace period of "about a year, year and a half" before implementation.
Barclays cautioned that a 200% tariff would "inflate production costs, compress profit margins, and risk supply chain disruptions.&#8221; However, the delay offers little relief, <a href="https://www.cnbc.com/2025/07/11/trump-200percent-pharma-tariffs-threaten-to-push-up-drug-prices-hit-margins.html">as</a> CNBC reported, quoting UBS analysts that it's "insufficient time" for firms to relocate manufacturing, typically a four-to-five-year process. 
But despite the potential negative impact on pharma companies, Louis Navellier told <a href="https://www.benzinga.com">Benzinga </a>that Eli Lilly and Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>) is &#8220;expected to benefit from tariffs on pharmaceutical imports, since the company has been boosting its domestic manufacturing.&#8221;
Additionally, Thomas Shipp, head of equity research at LPL Financial, told <a href="https://pro.benzinga.com/dashboard">Benzinga</a> that Lilly's attempt to try &#8220;to avoid PBMs,&#8221; exemplified by its direct-to-consumer model, &#8216;LillyDirect&#8217; in partnership with Amazon.com Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMZN#NASDAQ">AMZN</a>), positions it to bypass traditional pharmacy benefit managers, enhancing its resilience against tariff-related disruptions.
See Also: <a href="https://www.benzinga.com/markets/equities/25/07/46361386/bitcoin-breaches-118k-but-these-btc-mining-firms-are-still-priced-like-its-at-58k-heres-how-these-mining-stocks-could-explode">Bitcoin Breaches $118K, But These BTC Mining Firms Are Still Priced Like It&#8217;s At $58K: Here&#8217;s How These Mining Stocks Could Explode</a>
Why It Matters: Additionally, Lilly's strategic moves, including a $1.3 billion <a href="https://www.benzinga.com/m-a/25/06/45970361/eli-lilly-expands-into-gene-editing-with-verve-therapeutics-acquisition">acquisition of Verve Therapeutics</a>, signal its focus on innovation and U.S.-based growth. 
Ark Research noted that this acquisition validates gene-editing therapies for cardiovascular disease, a market with "trillions of dollars" in potential, as Lilly scales solutions like PCSK9-targeting therapies that reduce LDL-C by up to 69%.
Apart from the effects on the profitability of pharmaceutical companies, according to PhRMA, the tariffs could raise U.S. drug prices by $51 billion annually with just a 25% tariff levy, potentially increasing costs by 12.9%.
Price Action: Eli Lilly stock declined 0.078% in premarket on Friday; it was up 1.62% on a year-to-date basis but down by 15.36% over the last year.
Benzinga Edge Stock Rankings shows that LLY had a weak momentum and value ranking; however, its growth and quality metrics were very strong. The details of all the important indicators are <a href="https://www.benzinga.com/premium/ideas/benzinga-edge-4/#:~:text=Turn%20Market%20Chaos,when%20markets%20rebound">available here</a>.
<figure class="wp-block-image size-large"><img loading="lazy" decoding="async" width="1024" height="163" src="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-1024x163.png" alt="" class="wp-image-981662" srcset="https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-1024x163.png 1024w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-300x48.png 300w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge-768x122.png 768w,https://editorial-assets.benzinga.com/wp-content/uploads/2025/07/11071005/LLY-edge.png 1039w" sizes="(max-width: 1024px) 100vw, 1024px" /></figure>
These are some pharma stocks and ETFs that could be impacted as Trump warned on Tuesday that long-awaited industry-wide tariffs would be announced "very soon".
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Pharma Stocks</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>Eli Lilly And Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/LLY#NYSE">LLY</a>)</td>
<td>1.62%</td>
<td>-15.36%</td>
</tr>
<tr>
<td>AbbVie Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/ABBV#NYSE">ABBV</a>)</td>
<td>8.67%</td>
<td>14.77%</td>
</tr>
<tr>
<td>Bristol-Myers Squibb Co. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/BMY#NYSE">BMY</a>)</td>
<td>-14.56%</td>
<td>19.07%</td>
</tr>
<tr>
<td>Regeneron Pharmaceuticals Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/REGN#NASDAQ">REGN</a>)</td>
<td>-21.73%</td>
<td>-48.18%</td>
</tr>
<tr>
<td>Pfizer Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PFE#NYSE">PFE</a>)</td>
<td>-3.12%</td>
<td>-10.05%</td>
</tr>
<tr>
<td>Gilead Sciences Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>)</td>
<td>24.66%</td>
<td>63.70%</td>
</tr>
<tr>
<td>Merck &amp; Co Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/MRK#NYSE">MRK</a>)</td>
<td>-15.28%</td>
<td>-34.85%</td>
</tr>
<tr>
<td>Amgen Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/AMGN#NASDAQ">AMGN</a>)</td>
<td>15.85%</td>
<td>-7.60%</td>
</tr>
<tr>
<td>Johnson &amp; Johnson (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/JNJ#NYSE">JNJ</a>)</td>
<td>9.49%</td>
<td>5.34%</td>
</tr>
</tbody>
</table>
</figure>
<figure class="wp-block-table is-style-stripes"> 
<table class="has-fixed-layout">
<tbody>
<tr>
<td>Pharma ETFs</td>
<td>YTD Performance</td>
<td>One Year Performance</td>
</tr>
<tr>
<td>VanEck Pharmaceutical ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/PPH#NASDAQ">PPH</a>)</td>
<td>3.50%</td>
<td>-3.73%</td>
</tr>
<tr>
<td>iShares US Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IHE#NYSE">IHE</a>)</td>
<td>3.15%</td>
<td>-0.88%</td>
</tr>
<tr>
<td>Invesco Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PJP#NYSE">PJP</a>)</td>
<td>0.68%</td>
<td>-0.49%</td>
</tr>
<tr>
<td>SPDR S&amp;P Pharmaceuticals ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/XPH#NYSE">XPH</a>)</td>
<td>-0.16%</td>
<td>2.31%</td>
</tr>
<tr>
<td>KraneShares MSCI All China Health Care Index ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/KURE#NYSE">KURE</a>)</td>
<td>25.74%</td>
<td>30.34%</td>
</tr>
<tr>
<td>First Trust Nasdaq Pharmaceuticals ETF (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/FTXH#NASDAQ">FTXH</a>)</td>
<td>-1.00%</td>
<td>-4.29%</td>
</tr>
<tr>
<td>Direxion Daily Pharmaceutical &amp; Medical (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/PILL#NYSE">PILL</a>)</td>
<td>-14.12%</td>
<td>-14.74%</td>
</tr>
</tbody>
</table>
</figure>
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/news/politics/25/07/46336115/as-trump-calls-for-3-percentage-point-rate-cut-too-late-jerome-powell-to-resign-june-fed-minutes-sh">As Trump Calls For 3-Percentage Point Rate Cut, &#8216;Too Late&#8217; Jerome Powell To Resign, June Fed Minutes Show &#8216;Uncertainty&#8217; Reigns Supreme</a></li>
</ul>
Disclaimer: This content was partially produced with the help of AI tools and was reviewed and published by Benzinga editors.
Image via Shuttertsock

Equities

ABBV

AMGN

AMZN

FTXH

iShares Dow Jones US Pharmaceuticals Index Fund

KURE

PILL

Merrill Lynch Pharmaceutical HOLDRs Trust

REGN

Trump Threatens 200% Pharma Tariffs, But Analyst Says This Stock Is Immune And Expected To 'Benefit' From Levies

Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) on Wednesday announced a strategic partnership agreement with the Global Fund to Fight AIDS, Tuberculosis and Malaria to supply lenacapavir — Gilead&#8217;s twice-yearly injectable HIV-1 capsid inhibitor — for the prevention of HIV as <a href="https://www.benzinga.com/general/health-care" target="_blank" rel="noreferrer noopener">pre-exposure prophylaxis (PrEP)</a>.
Through the agreement, Gilead will supply enough doses to reach up to two million people over three years in countries supported by the Global Fund, at no profit to Gilead.
In June, the U.S. Food and Drug Administration (FDA) approved Yeztugo&nbsp;(lenacapavir) as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV in adults and adolescents weighing at least 35kg, making it the first and only twice-yearly option available in the U.S. for <a target="_blank" href="https://www.benzinga.com/news/fda/25/06/46023093/fda-approves-gileads-game-changing-twice-yearly-shot-to-prevent-hiv-transmission-critics-slam-28k-price-tag" rel="noreferrer noopener">people who need or want PrEP</a>.
Yeztugo's annual list price in the U.S. before insurance is $28,218.
A month's supply of Truvada and Descovy, Gilead's daily pills for PreP, are both around $2,000 without insurance, which amounts to around $24,000 per year.
Also Read: <a href="https://www.benzinga.com/news/fda/25/06/46166652/fda-eases-access-to-life-saving-gene-therapies-for-blood-cancers" target="_blank" rel="noreferrer noopener">FDA Eases Access To Life-Saving Gene Therapies For Blood Cancers</a>
The drug was praised as the closest thing to a vaccine and a powerful tool to help control the 45-year-old HIV pandemic. However, advocates and researchers were concerned that the people most affected — especially in low-income countries — might not get access to it, especially after the Trump administration started reducing foreign aid, the STAT news wrote.
In October 2024, Gilead signed non-exclusive, royalty-free voluntary licensing agreements to manufacture and supply high-quality generic versions of lenacapavir in 120 high-incidence, resource-limited countries, primarily low- and lower-middle-<a href="https://www.benzinga.com/pressreleases/25/07/b46316129/gilead-finalizes-agreement-with-the-global-fund-to-accelerate-access-to-twice-yearly-lenacapavir-f" target="_blank" rel="noreferrer noopener">income countries (LLMICs)</a>.
Until licensed generic versions are available and can fully meet demand in LLMICs, Gilead also committed to providing Gilead-supplied lenacapavir for PrEP at no profit.
Under this strategic partnership agreement with the Global Fund, countries supported by the Global Fund that are among the 120 high-incidence, resource-limited countries can access lenacapavir for PrEP.
STAT News <a target="_blank" href="https://www.statnews.com/pharmalot/2025/07/09/hiv-prevention-lenacapavir-yeztugo-gilead-global-fund-distribution/?utm_campaign=rss" rel="noreferrer noopener">writes</a> that the deal does not cover the U.S. government&#8217;s PEPFAR program, which has been the top global supplier of HIV prevention drugs.
In December 2024, PEPFAR said it would work with three other organizations to speed up the drug&#8217;s rollout. However, those plans were disrupted when the Trump administration made major cuts to foreign aid, creating uncertainty around PEPFAR's future and related agreements.
The situation raises lingering questions, especially about the Biden administration's plans for PEPFAR, a key U.S. global health program. Trump's 2026 budget proposal includes a $1.9 billion <a target="_blank" href="https://www.kff.org/global-health-policy/fact-sheet/the-trump-administrations-foreign-aid-review-status-of-pepfar/" rel="noreferrer noopener">cut</a> to the program.
Meanwhile, whether the Global Fund can afford to buy the doses independently is uncertain. Although the group has spent over $65 billion fighting infectious diseases since 2002, it&#8217;s facing funding challenges. PEPFAR has historically been a major source of its budget, and other wealthy nations have also reduced their foreign aid contributions in recent years.
GILD Price Action: GILD stock is up 1.26% at $112.46 at publication on Wednesday.
Read Next:
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/crypto/cryptocurrency/25/07/46321038/buckle-up-visa-stablecoins-process-800-billion-in-transactions-per-month-report-finds" target="_blank" rel="noreferrer noopener">Buckle Up, Visa: Stablecoins Process $800 Billion In Transactions Per Month, Report Finds</a></li>
</ul>
Photo: Shutterstock

Government

Global

Gilead's Lenacapavir Plan Faces Global Hurdles As It Commits To No-Profit Access for 2 Million

Gilead Sciences's (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NYSE">GILD</a>) short percent of float has risen 10.12% since its last report. The company recently reported that it has 22.99 million shares sold short, which is 1.85% of all regular shares that are available for trading. Based on its trading volume, it would take traders 2.88 days to cover their short positions on average.
<h3>Why Short Interest Matters</h3>
Short interest is the number of shares that have been sold short but have not yet been covered or closed out. <a href="https://www.benzinga.com/money/how-to-short-a-stock?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">Short selling</a> is when a trader sells shares of a company they do not own, with the hope that the price will fall. Traders make money from short selling if the price of the stock falls and they lose if it rises.
Short interest is important to track because it can act as an indicator of market sentiment towards a particular stock. An increase in short interest can signal that investors have become more bearish, while a decrease in short interest can signal they have become more bullish.
See Also: <a href="https://www.benzinga.com/short-interest?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">List of the most shorted stocks</a>
<h3>Gilead Sciences Short Interest Graph (3 Months)</h3>
<img src="https://www.benzinga.com/files/images/story/2025/1752073218_0.png" alt="short_fig" />
As you can see from the chart above the percentage of shares that are sold short for Gilead Sciences has grown since its last report. This does not mean that the stock is going to fall in the near-term but traders should be aware that more shares are being shorted.
<h3>Comparing Gilead Sciences's Short Interest Against Its Peers</h3>
Peer comparison is a popular technique amongst analysts and investors for gauging how well a company is performing. A company's peer is another company that has similar characteristics to it, such as industry, size, age, and financial structure. You can find a company's peer group by reading its 10-K, proxy filing, or by doing your own similarity analysis.
According to <a href="https://www.benzinga.com/pro/">Benzinga Pro</a>, Gilead Sciences's peer group average for short interest as a percentage of float is 6.62%, which means the company has less short interest than most of its peers.
Did you know that increasing short interest can actually be bullish for a stock? <a href="https://www.benzinga.com/money/how-to-make-money-on-a-short-squeeze?adType=benzinga-insights&amp;ad=short-interest&amp;campaign=wallstreetadvantage">This post by Benzinga Money explains how you can profit from it.</a>
This article was generated by Benzinga's automated content engine and was reviewed by an editor.

Short Sellers

Short Ideas

How Do Investors Really Feel About Gilead Sciences?

In a rapidly evolving financial landscape, insights from top investment strategists and analysts can significantly influence market sentiment <a href="https://www.benzinga.com/topic/economy">and investment strategies.</a>
On CNBC's &#8220;<a href="https://www.cnbc.com/video/2025/07/08/final-trades-synovus-nextera-energy-gilead-and-the-iyf.html">Halftime Report Final Trades</a>,&#8221; Brian Belski, chief investment strategist at BMO Capital Markets, said Synovus Financial Corp. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/SNV#NYSE">SNV</a>) has 10 times earnings and 12 <a href="https://www.benzinga.com/quote/SNV/analyst-ratings">times free cash flow</a>.
Supporting his view, Barclays analyst Jared Shaw maintained a Synovus Financial rating of Overweight on Tuesday and raised the price target from $60 to $67.
Shannon Saccocia, CFA, chief investment officer of NB Private Wealth, picked iShares U.S. Financials ETF (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/IYF#NYSE">IYF</a>), saying deregulation is going to be a very significant tailwind for the financial sector.
Don't forget to check out our <a href="https://www.benzinga.com/premarket/">premarket coverage here</a>
Jenny Van Leeuwen Harrington, chief executive officer of Gilman Hill Asset Management, LLC, named NextEra Energy, Inc. (NYSE:<a class="ticker" href="https://www.benzinga.com/stock/NEE#NYSE">NEE</a>) as her final trade.
Joseph M. Terranova, senior managing director for Virtus Investment Partners, picked Gilead Sciences, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/GILD#NASDAQ">GILD</a>) as his final trade.
According to recent news, Gilead Sciences and Kymera Therapeutics, Inc. (NASDAQ:<a class="ticker" href="https://www.benzinga.com/stock/KYMR#NASDAQ">KYMR</a>) entered into an exclusive option and license agreement on June 25 to accelerate the development and commercialization of a novel molecular glue degrader (MGD) program targeting cyclin-dependent kinase 2 (CDK2), with broad potential for oncology treatments.
Price Action:
<ul class="wp-block-list">
<li>Synovus Financial shares gained 0.6% to close at $54.92 on Tuesday.</li>
<li>iShares U.S. Financials ETF fell 0.8% during the session.</li>
<li>NextEra Energy fell 2.3% to settle at $41.69 on Tuesday.</li>
<li>Gilead Sciences shares fell 0.6% to close at $111.06 during the session.</li>
</ul>
Check This Out: 
<ul class="wp-block-list">
<li><a href="https://www.benzinga.com/trading-ideas/short-ideas/25/07/46296650/top-2-industrials-stocks-you-may-want-to-dump-this-quarter">Top 2 Industrials Stocks You May Want To Dump This Quarter</a></li>
</ul>
Photo: Gumbariya on Shutterstock.com

iShares Dow Jones US Financial Sector Index Fund

KYMR

Synovus Financial, Gilead Sciences And More On CNBC's 'Final Trades'

– Strategic Partnership Agreement is Part of Gilead's Commitment to Provide Lenacapavir at No Profit in High-Incidence, Resource-Limited Countries Until Licensed Generics Can Fully Meet Demand –

Comments

Gilead Sciences

Notizie

PARTENAIRE / CONTRIBUTEUR

BENZINGA MONDIAL