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2026-07-23 21:16 2d ago
2026-07-23 15:21 2d ago
Gilead zvyšuje výhled na růst tržeb z HIV na 8 %
GILD Gilead Sciences
FMP Stock News 86
Original source text
Key Takeaways Gilead raised 2026 HIV sales growth guidance to about 8% on strong HIV performance and Yeztugo guidance.GILD and Merck reported positive phase III data for a once-weekly oral HIV regimen supporting filings.Gilead expects no major HIV exclusivity losses until 2036 and sees up to seven new HIV therapies by 2033. Gilead Sciences, Inc. (GILD - Free Report) has a market-leading HIV franchise, led by flagship HIV therapies — Biktarvy for treatment and Descovy for prevention.

The company’s HIV business continues to maintain momentum, driven by solid performances of Biktarvy and Descovy, and incremental contributions from Yeztugo.

Biktarvy continues to be a dominant player in the HIV treatment market, holding more than 52% market share and retaining its position as the most prescribed therapy for both treatment-naïve and switch patients across major markets.

Gilead’s HIV pre-exposure prophylaxis (PrEP) portfolio comprises daily oral Descovy and the first and only twice-yearly injectable Yeztugo.

Descovy’s performance continues to be strong, primarily driven by higher demand and average realized price.

The approval of injectable lenacapavir, a first-in-class capsid inhibitor (under the brand name Yeztugo), has solidified GILD’s HIV portfolio. With a twice-yearly dosing schedule, the therapy offers meaningful adherence advantages over daily oral regimens and targets a broad patient population.

Driven by increased Yeztugo sales expectations and strong first-quarter HIV performance, Gilead now projects total 2026 HIV sales growth of approximately 8% year over year, up from its prior guidance of 6% issued in February.

Gilead continues to make efforts to strengthen its HIV portfolio further. The company has also collaborated with Merck (MRK - Free Report) to advance its HIV pipeline.

Gilead and Merck recently announced positive phase III results from the ISLEND-1 and ISLEND-2 studies evaluating their investigational once-weekly oral HIV regimen, islatravir plus lenacapavir. At week 48, the regimen was non-inferior to daily standard-of-care treatments, including Biktarvy, in maintaining virologic suppression and demonstrated a comparable safety profile with no new safety concerns. Patients receiving the once-weekly therapy also reported higher treatment satisfaction and lower treatment burden.

The data will support regulatory submissions for what could become the first once-weekly oral HIV treatment.

The FDA had earlier accepted Gilead’s new drug application for bictegravir/lenacapavir (BIC/LEN) for virologically suppressed people living with HIV under priority review, setting a target action date of Aug. 27, 2026.  A potential approval of BIC/LEN will further bolster its HIV portfolio.

With no significant loss-of-exclusivity (LOE) events expected until 2036, Gilead’s HIV franchise is well positioned for sustained long-term growth, supported by the potential launch of up to seven new HIV therapies by 2033.

Approval of additional treatments should strengthen its dominant HIV franchise.  

Competition for GILD’s HIV BusinessThe HIV treatment landscape is dominated by many bigwigs, such as GSK plc (GSK - Free Report) and Merck, apart from GILD.

HIV sales account for a major chunk of GSK’s Specialty Medicines portfolio. GSK continues to grow its HIV business, driven by strong patient demand for long-acting injectable medicines (Cabenuva and Apretude) and Dovato. The solid growth from these drugs has helped GSK combat the decline in Triumeq sales.

MRK markets doravirine for treating adults with HIV-1 in the United States, either as a monotherapy under the brand name Pifeltro or as part of the single-tablet combination regimen under the brand name Delstrigo (doravirine/lamivudine/tenofovir disoproxil fumarate).

MRK recently won FDA approval of Idvynso, a once-daily, two-drug single-tablet regimen containing doravirine (100 mg) and islatravir (0.25 mg), for adults living with HIV-1 who are virologically suppressed on a stable antiretroviral regimen. The approval covers patients with no history of treatment failure and no known resistance-associated mutations to doravirine, allowing them to switch from their current HIV therapy.

Merck is also evaluating a once-daily, oral, two-drug, single-tablet regimen of doravirine/islatravir [DOR/ISL (100 mg/0.25 mg)] in treatment-naïve adults with HIV-1 infection.

GILD’s Price Performance, Valuation and EstimatesShares of GILD have gained 6.2% year to date compared with the industry’s growth of 1.4%.

Image Source: Zacks Investment Research

Going by the price/earnings ratio, GILD’s shares currently trade at 25.56X forward earnings, higher than its mean of 14.92X and the large-cap pharma industry’s 17.29X.

Image Source: Zacks Investment Research

The bottom-line estimate for 2026 has deteriorated sharply over the past 60 days, shifting to a loss of 77 cents per share from projected earnings of 8 cents per share. The estimate for 2027 has moved north to $9.73 per share from $9.58 during the same period.

Image Source: Zacks Investment Research

While Gilead’s recent aggressive dealmaking strategy strengthens its long-term pipeline and growth potential, the sizable upfront payments and integration-related costs are pressuring near-term profitability.
2026-07-21 18:46 4d ago
2026-07-21 13:27 4d ago
Gilead a Merck představily týdenní pilulku proti HIV
GILD Gilead Sciences
FMP Stock News 86
Original source text
The Merck logo is seen at a gate to the Merck & Co campus in Rahway, New Jersey, U.S., July 12, 2018. REUTERS/Brendan McDermid/File Photo Purchase Licensing Rights, opens new tab

CompaniesJuly 21 (Reuters) - Gilead Sciences (GILD.O), opens new tab and Merck (MRK.N), opens new tab said on Tuesday their experimental once-weekly HIV pill kept the virus suppressed in two late-stage trials, ​supporting regulatory filings for what could become the first ‌regimen of its kind for the disease.

Here are some details:

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The combination of Merck's islatravir and Gilead's lenacapavir was tested as a single-tablet regimen in adults ​whose HIV was already controlled with daily antiretroviral therapy.

HIV ​attacks the body's immune system and, if left untreated, ⁠can progress to acquired immunodeficiency syndrome (AIDS), the most advanced stage of ​infection.

In one trial, none of the patients who switched to the ​weekly pill had detectable viral levels at 48 weeks, compared with 0.3% of those who remained on Gilead's daily Biktarvy.

In a second trial, 0.3% of ​patients taking the weekly pill had detectable HIV levels or ​higher at 48 weeks, compared with 1.3% of those who remained on standard ‌daily ⁠HIV regimens.

Investors are closely watching the rollout of lenacapavir, branded as Yeztugo, which was approved last year, as Gilead seeks to strengthen its HIV franchise alongside blockbuster treatment Biktarvy.

The companies said the weekly ​treatment was non-inferior ​to Biktarvy ⁠and other daily HIV regimens in the two studies, meaning it performed at least as well by ​the studies' main measure.

Side effects were generally similar ​to ⁠the daily treatments studied, and no new safety concerns were identified. The most common treatment-related side effects included headache, nausea and diarrhea.

Merck's once-daily ⁠HIV ​pill combo Idvynso was approved by the U.S. ​Food and Drug Administration in April, bringing another treatment option for patients suffering from ​the condition.

Reporting by Padmanabhan Ananthan in Bengaluru; Editing by Vijay Kishore

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-07-14 13:53 11d ago
2026-07-14 08:48 11d ago
Kongo zahájilo test Gilead proti ebole Bundibugyo
GILD Gilead Sciences
FMP Stock News 78
Original source text
The logo of Gilead Sciences Inc is pictured during a news conference in New Delhi September 15, 2014. Picture taken September 15, 2014. REUTERS/Anindito Mukherjee Purchase Licensing Rights, opens new tab

CompaniesJuly 14 (Reuters) - Researchers in the Democratic Republic of Congo said on Tuesday they have started enrolling participants in a trial testing Gilead ​Sciences' (GILD.O), opens new tab experimental antiviral obeldesivir as a post-exposure treatment for the ‌ongoing Bundibugyo Ebola outbreak in Congo and Uganda.

Congo's National Institute for Biomedical Research and France's ANRS Emerging Infectious Diseases — with support from humanitarian aid groups, ​Alliance for International Medical Action (ALIMA) and Medecins Sans Frontieres — are ​leading the trial in Ituri province, the epicentre of the ⁠outbreak, the agencies said in a joint statement.

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Here are some ​details:

The trial is designed to assess whether post-exposure treatment can reduce the risk ​of developing Ebola infection after contact with the virus.

The study aims to enroll about 1,000 people aged 12 years and older, who had high-risk exposure to ​a confirmed Ebola case within the previous five days but ​have not developed symptoms.

Participants will be monitored daily for 21 days, with a final ‌follow-up ⁠at 42 days.

Obeldesivir has shown activity against filoviruses, including the Bundibugyo Ebola virus, in pre-clinical studies.

The project has received initial funding of 3.4 million euros ($3.87 million) from the Global Health EDCTP3 partnership supported ​by the European ​Commission, and $1 million ⁠from the Africa Centres for Disease Control and Prevention.

Africa CDC also helped secure an additional $5 million in ​funding commitments from South Africa and the Democratic ​Republic of ⁠Congo.

The study also includes a separate compassionate-use protocol under which Gilead's injectable antiviral remdesivir would be given to children under 12 years and ⁠pregnant ​or breastfeeding women exposed to the virus.

The ​outbreak has led to 1,963 confirmed cases in Congo, including 719 deaths, according to government ​data.

($1 = 0.8777 euros)

Reporting by Siddhi Mahatole in Bengaluru; Editing by Shilpi Majumdar

Our Standards: The Thomson Reuters Trust Principles., opens new tab
2026-07-12 13:55 13d ago
2026-07-12 09:23 13d ago
Gilead čekají čtyři launchy mimo HIV
GILD Gilead Sciences
FMP Stock News 78
Original source text
Shares of Gilead Sciences (GILD 3.72%) have lagged the S&P 500 average this year, rising only 9% despite strong financials and a pipeline that promises to elevate the pharmaceutical company's base beyond its core of HIV therapies.

Gilead has spent heavily on its acquisitions of Arcellx, Ouro Medicines, and Tubulis, and while it will take time to integrate them, the upside is that they add to the company's pipeline, particularly in oncology and inflammation therapies.

In its first-quarter presentation, the company said it has four potential launches this year. Instead of focusing on the cost of its purchases, investors would do well to look beyond that and see how these new launches and acquisitions will diversify Gilead's platform, reducing its reliance on its HIV franchise.

Three reasons to buy Gilead right now:

Image source: Getty Images.

The company's continued financial strength In Q1, Gilead reported revenue of $7 billion, up 4% year over year, mainly from higher sales of its HIV products. Earnings per share (EPS) were $1.61, up 54.8% over the same period last year. It's not as if the company's HIV therapies are slowing down. Biktarvy and Descovy continue to dominate market share, driving a 10% year-over-year increase in HIV product sales to $5 billion.

The company is also seeing significant growth in its breast cancer drug, Trodelvy, with sales up 37% year over year. This dependable revenue gives it product gross margins of roughly 79%. The company said it sees no major loss-of-exclusivity patent cliffs for its top drugs until 2036. This means at least another decade of secure cash flows to fund research and development and dividend growth.

Today's Change

(

-3.72

%) $

-5.01

Current Price

$

129.83

High-impact 2026 commercial launches The primary reason to look at Gilead right now is its massive, immediate product-launch calendar.

Bulevirtide was given accelerated approval on May 22 by the Food and Drug Administration (FDA) as the first treatment for adults with chronic hepatitis delta virus (HDV) infection who do not have cirrhosis (severe liver scarring) or who have compensated cirrhosis. The FDA on April 29 granted Priority Review for a once-daily, single-tablet combo regimen of bictegravir + lenacapavir (BIC/LEN) for adults with suppressed HIV, with a critical Prescription Drug User Fee Act (PDUFA) action date set for Aug. 27, and launch expected shortly thereafter.

With its purchase of Arcellx, the company gains multiple myeloma therapy anito-cel, a BCMA CAR-T therapy with a PDUFA date scheduled for December. Trodelvy also continues to gain ground, with FDA approval on June 24 that allows it to move into crucial first-line metastatic triple-negative breast cancer (mTNBC) indication.

In addition, Gilead's twice-yearly injectable HIV prevention drug, Yeztugo, has entered its multimarket launch curve following a strong clinical performance, and the company said it expects $1 billion in 2026 sales from the drug.

The price is right, and so is its dividend Despite a strong five-year run and solid operational execution, Gilead's valuation remains highly attractive, trading at around 15 times forward earnings, well below its five-year average.

For income-oriented investors, Gilead pairs this growth inflection with a reliable 2.39% dividend yield at its current share price. The company has increased its dividend for 11 consecutive years, including a 3.7% bump this year.
2026-07-06 18:50 19d ago
2026-07-06 14:05 19d ago
HSBC zvyšuje doporučení pro Gilead na Buy kvůli HIV byznysu
GILD Gilead Sciences
FMP Stock News 78
Original source text
HSBC upgraded Gilead Sciences Inc. (NASDAQ:GILD) on Monday, citing that the consensus is ‘too pessimistic’ in its assumptions of continued decline once dolutegravir faces generics.

Analysts Rajesh Kumar and Dylan Whitfield upgraded the stock to Buy from Hold, and raised the price forecast to $155 from $133, citing the potential of long-acting HIV therapies, growth in HIV prevention, and multiple oncology catalysts to support.

HSBC wrote that consensus estimates assume a steeper decline in Gilead’s HIV franchise than is likely once dolutegravir loses exclusivity. Instead, long-acting HIV therapies could help improve patient adherence and offset much of the anticipated pressure on sales.

Long-Acting HIV Therapies Could Improve AdherenceAccording to the analyst, HIV treatment remains a unique market where better compliance can translate into stronger long-term demand.

Around 60% of patients are estimated to have suboptimal adherence, while more than 40% take fewer than 80% of their prescribed doses.

Long-acting treatment options already on the market, along with candidates in development, are expected to improve adherence. While the exact combinations and launch timelines remain uncertain, the analyst believes these therapies could support stronger-than-expected HIV revenue over time.

Oncology Pipeline And PrEP Business Add UpsideBeyond HIV, the analyst highlighted Gilead’s exposure to the fast-growing pre-exposure prophylaxis (PrEP) market through Yeztugo, which is expected to become a market leader.

The report also pointed to anitocabtagene autoleucel (anito-cel), a CAR T-cell therapy for relapsed or refractory multiple myeloma being co-developed by Arcellx Inc and Kite, a Gilead company.

Gilead acquired Arcellx for $115 per share in cash, along with a contingent value right of $5 per share, totaling an implied equity value of $7.8 billion.

The therapy is currently under FDA review, with a decision expected by December 2026. Although the initial launch is expected in fourth-line treatment, Gilead is pursuing a second-line indication.

The analyst added that expectations for anito-cel remain modest despite its favorable efficacy and safety profile, largely because of limited long-term data compared with competing therapies.

Attractive Valuation Supports UpgradeThe analyst expects Gilead to deliver 5.8% revenue growth through the end of the decade, with additional upside possible as long-acting HIV therapies become less risky and gain broader adoption.

Trading at roughly 13 times next year’s expected earnings following its recent share-price decline, the analyst views the valuation as attractive, supporting the upgrade.

Stock Performance And Technical AnalysisGilead stock is trading lower on Monday as the stock underperforms a soft Healthcare tape and drifts against a risk-on backdrop. The Nasdaq is up 1.21% while the S&P 500 has gained 0.71%.

Gilead is attempting to stabilize after recent weakness, but key technical hurdles remain.

The stock is trading 2.4% above its 20-day simple moving average, suggesting short-term support. However, it remains 0.3% below its 50-day SMA, 5.4% below its 100-day SMA and 0.7% below its 200-day SMA, indicating the longer-term trend is still under pressure.

A bearish death cross formed in July, with the 50-day SMA falling below the 200-day SMA. That pattern often signals continued intermediate-term weakness unless the stock reclaims those longer-term averages.

Momentum also remains mixed. The relative strength index stands at 53.15, indicating neither overbought nor oversold conditions.

The next resistance level sits near $137.50, while initial support is around $128.00, close to the 200-day exponential moving average.

Earnings And Analyst OutlookThe company’s next earnings report is expected on Aug. 6, 2026.

Wall Street expects a loss of $7.14 per share, compared with earnings of $2.01 per share a year earlier, while revenue is projected to increase to $7.40 billion from $7.08 billion.

Gilead trades at about 17.9 times earnings.

Analysts maintain a Buy consensus rating with an average price forecast of $161.23, according to data from 23 analysts. Recent rating actions include:

Cantor Fitzgerald: Reiterated Overweight, maintained a $155 price forecast on July 6. HSBC: Upgraded the stock to Buy and raised its price forecast to $155 on July 6. Cantor Fitzgerald: Reiterated Overweight with a $155 price forecast on June 16. GILD Stock Price Activity: Gilead Sciences shares were down 1.55% at $129.23 at the time of publication on Monday, according to Benzinga Pro data.

Photo by Sundry Photography via Shutterstock

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© 2026 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.

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2026-06-24 12:43 1mo ago
2026-06-23 07:45 1mo ago
EU schválila Trodelvy jako první léčbu první linie pro metastatický TNBC
GILD Gilead Sciences
FMP Stock News 86
Original source text
FOSTER CITY, Calif.--(BUSINESS WIRE)--Gilead Sciences, Inc. (Nasdaq: GILD) today announced that the European Commission (EC) has granted marketing authorization for Trodelvy® (sacituzumab govitecan-hziy) as monotherapy for the treatment of adult patients with unresectable or metastatic triple-negative breast cancer (TNBC) who have not received prior systemic therapy for metastatic disease and are not candidates for PD-1 or PD-L1 inhibitor therapy. Trodelvy is the first antibody-drug conjugate (ADC) to be approved in first-line metastatic TNBC in the European Union’s 27 member states, as well as Norway, Iceland and Liechtenstein.

“This approval brings a profound sense of hope to a community that has long been waiting for progress,” said Dr. Javier Cortes, Head of the International Breast Cancer Center, Madrid and Barcelona, Spain. “For women diagnosed with metastatic TNBC, particularly those who are younger, every second counts, and having an effective treatment option that can delay the progression of their disease is invaluable. This is the kind of meaningful advance our community needs.”

For many living with metastatic TNBC, the most aggressive form of breast cancer, first-line therapy may be their only line of treatment, creating an urgent need for effective treatment options to be used as early as possible.

“This approval represents a significant step forward in how we treat people with first-line metastatic TNBC in Europe,” said Mika Kakefuda Derynck, MD, Senior Vice President, Clinical Development, Oncology at Gilead Sciences. “We have long recognized the challenges that patients and clinicians face with this aggressive cancer, and we believe this approval will provide a much-needed new option for people with metastatic TNBC.”

The EC’s marketing authorization is based on data from the Phase 3 ASCENT-03 study which demonstrated a highly statistically significant and clinically meaningful progression-free survival for Trodelvy compared to standard of care chemotherapy as a first-line treatment. In ASCENT-03, Trodelvy demonstrated a 38% reduced risk of disease progression or death in patients who are not candidates for PD-1/PD-L1 inhibitors. The ASCENT-03 study utilized a patient-centered crossover design, which allowed patients in the chemotherapy arm to receive Trodelvy after their disease progressed. The EC’s approval, based on the strength of the PFS data, confirms the study's objective to demonstrate using Trodelvy earlier provides a clinical benefit over chemotherapy for metastatic TNBC patients.

Continued Global Regulatory Filings for Trodelvy in First-Line Metastatic TNBC

Gilead has submitted a supplemental filing to the European Medicines Agency for Trodelvy in combination with Keytruda® (pembrolizumab) for patients with PD-L1 positive unresectable locally advanced or metastatic TNBC, based on data from the Phase 3 ASCENT-04 study. This application is currently under review. If approved, Trodelvy has the potential to be a backbone treatment in 1L metastatic TNBC, across PD-L1 status in Europe. In the U.S., Gilead has also submitted supplemental filings to the Food and Drug Administration (FDA) for Trodelvy for the first-line treatment of adult patients with unresectable locally advanced or metastatic TNBC as a single agent for patients who are not candidates for PD-(L)1 inhibitor-based therapy, or in combination with Keytruda or Keytruda Qlex in patients whose tumors express PD-L1 (CPS ≥10) as determined by an FDA-authorized test.

KEYTRUDA® and KEYTRUDA QLEX™ are trademarks of Merck Sharp & Dohme LLC., a subsidiary of Merck & Co., Inc., Rahway, NJ, USA

About Triple-Negative Breast Cancer In Patients Who Are Not Candidates for PD-1/PD-L1 Inhibitors

TNBC is the most aggressive type of breast cancer and has historically been difficult to treat, accounting for approximately 15% of all breast cancers. TNBC disproportionally impacts younger, premenopausal, and Black and Hispanic women. TNBC cells do not have estrogen and progesterone receptors and have limited HER2 expression. Due to the nature of TNBC, treatment options are extremely limited compared with other breast cancer types. TNBC has a higher chance of recurrence and metastases than other breast cancer types. The average time to metastatic recurrence for TNBC is approximately 2.6 years compared with 5 years for other breast cancers, and the relative five-year survival rate is much lower. Among women with metastatic TNBC, the five-year survival rate is 12%, compared with 28% for those with other types of mBC.

About Trodelvy

Trodelvy (sacituzumab govitecan-hziy) is a Trop-2-directed antibody-drug conjugate. Trop-2 is a cell surface antigen highly expressed in multiple tumor types, including in more than 90% of breast and lung cancers. Trodelvy is intentionally designed with a proprietary hydrolyzable linker attached to SN-38, a topoisomerase I inhibitor payload. This unique combination delivers potent activity to both Trop-2 expressing cells and the tumor microenvironment through a bystander effect.

Outside of Europe, Gilead has submitted supplemental applications to the U.S. Food and Drug Administration (FDA) for approval of Trodelvy based on the ASCENT-03 and ASCENT-04 studies.

Healthcare professionals have substantial clinical experience with Trodelvy, with more than 75,000 breast cancer patients treated since 2020. In addition to its first-line indication approval, Trodelvy is currently approved in more than 60 countries for patients with second-line or later mTNBC and in over 50 countries for certain patients with pre-treated HR+/HER2- metastatic breast cancer. It is the only ADC with four positive Phase 3 trials in HER2-negative metastatic breast cancer and the only Trop-2-directed ADC to demonstrate a meaningful overall survival benefit in two distinct types of metastatic breast cancer.

Trodelvy is currently being evaluated in multiple ongoing Phase 3 trials across different tumor types, including in small cell lung cancer and gynecologic cancers, where previous proof-of-concept studies have demonstrated clinical activity.

U.S. Indications for Trodelvy

TRODELVY® (sacituzumab govitecan-hziy) is a Trop-2-directed antibody and topoisomerase inhibitor conjugate indicated for the treatment of adult patients with:

Unresectable locally advanced or metastatic triple-negative breast cancer (mTNBC) who have received two or more prior systemic therapies, at least one of them for metastatic disease. Unresectable locally advanced or metastatic hormone receptor (HR)-positive, human epidermal growth factor receptor 2 (HER2)-negative (IHC 0, IHC 1+ or IHC 2+/ISH–) breast cancer who have received endocrine-based therapy and at least two additional systemic therapies in the metastatic setting. U.S. Important safety information FOR TRODELVY
BOXED WARNING: NEUTROPENIA AND DIARRHEA

TRODELVY can cause severe, life-threatening, or fatal neutropenia. Withhold TRODELVY for absolute neutrophil count below 1500/mm3 or neutropenic fever. Monitor blood cell counts periodically during treatment. Primary prophylaxis with G-CSF is recommended for all patients at increased risk of febrile neutropenia. Initiate anti-infective treatment in patients with febrile neutropenia without delay. TRODELVY can cause severe diarrhea. Monitor patients with diarrhea and give fluid and electrolytes as needed. At the onset of diarrhea, evaluate for infectious causes and, if negative, promptly initiate loperamide. If severe diarrhea occurs, withhold TRODELVY until resolved to ≤ Grade 1 and reduce subsequent doses. CONTRAINDICATIONS

Severe hypersensitivity reaction to TRODELVY. WARNINGS AND PRECAUTIONS

Neutropenia: Severe, life-threatening, or fatal neutropenia can occur as early as the first cycle of treatment and may require dose modification. Neutropenia occurred in 64% of patients treated with TRODELVY. Grade 3-4 neutropenia occurred in 49% of patients. Febrile neutropenia occurred in 6%. Neutropenic colitis occurred in 1.4%. Primary prophylaxis with G-CSF is recommended starting in the first cycle of treatment in all patients at increased risk of febrile neutropenia, including older patients, patients with previous neutropenia, poor performance status, organ dysfunction, or multiple comorbidities. Monitor absolute neutrophil count (ANC) during treatment. Withhold TRODELVY for ANC below 1500/mm3 on Day 1 of any cycle or below 1000/mm3 on Day 8 of any cycle. Withhold TRODELVY for neutropenic fever. Treat neutropenia with G-CSF and administer prophylaxis in subsequent cycles as clinically indicated or indicated in Table 2 of USPI.

Diarrhea: Diarrhea occurred in 64% of all patients treated with TRODELVY. Grade 3-4 diarrhea occurred in 11% of patients. One patient had intestinal perforation following diarrhea. Diarrhea that led to dehydration and subsequent acute kidney injury occurred in 0.7% of all patients. Withhold TRODELVY for Grade 3-4 diarrhea and resume when resolved to ≤ Grade 1. At onset, evaluate for infectious causes and if negative, promptly initiate loperamide, 4 mg initially followed by 2 mg with every episode of diarrhea for a maximum of 16 mg daily. Discontinue loperamide 12 hours after diarrhea resolves. Additional supportive measures (e.g., fluid and electrolyte substitution) may also be employed as clinically indicated. Patients who exhibit an excessive cholinergic response to treatment can receive appropriate premedication (e.g., atropine) for subsequent treatments.

Hypersensitivity and Infusion-Related Reactions: TRODELVY can cause serious hypersensitivity reactions including life-threatening anaphylactic reactions. Severe signs and symptoms included cardiac arrest, hypotension, wheezing, angioedema, swelling, pneumonitis, and skin reactions. Hypersensitivity reactions within 24 hours of dosing occurred in 35% of patients. Grade 3-4 hypersensitivity occurred in 2% of patients. The incidence of hypersensitivity reactions leading to permanent discontinuation of TRODELVY was 0.2%. The incidence of anaphylactic reactions was 0.2%. Pre-infusion medication is recommended. Have medications and emergency equipment to treat such reactions available for immediate use. Observe patients closely for hypersensitivity and infusion-related reactions during each infusion and for at least 30 minutes after completion of each infusion. Permanently discontinue TRODELVY for Grade 4 infusion-related reactions.

Nausea and Vomiting: TRODELVY is emetogenic and can cause severe nausea and vomiting. Nausea occurred in 64% of all patients treated with TRODELVY and Grade 3-4 nausea occurred in 3% of these patients. Vomiting occurred in 35% of patients and Grade 3-4 vomiting occurred in 2% of these patients. Premedicate with a two or three drug combination regimen (e.g., dexamethasone with either a 5-HT3 receptor antagonist or an NK1 receptor antagonist as well as other drugs as indicated) for prevention of chemotherapy-induced nausea and vomiting (CINV). Withhold TRODELVY doses for Grade 3 nausea or Grade 3-4 vomiting and resume with additional supportive measures when resolved to Grade ≤ 1. Additional antiemetics and other supportive measures may also be employed as clinically indicated. All patients should be given take-home medications with clear instructions for prevention and treatment of nausea and vomiting.

Increased Risk of Adverse Reactions in Patients with Reduced UGT1A1 Activity: Patients homozygous for the uridine diphosphate-glucuronosyl transferase 1A1 (UGT1A1)*28 allele are at increased risk for neutropenia, febrile neutropenia, and anemia and may be at increased risk for other adverse reactions with TRODELVY. The incidence of Grade 3-4 neutropenia was 58% in patients homozygous for the UGT1A1*28, 49% in patients heterozygous for the UGT1A1*28 allele, and 43% in patients homozygous for the wild-type allele. The incidence of Grade 3-4 anemia was 21% in patients homozygous for the UGT1A1*28 allele, 10% in patients heterozygous for the UGT1A1*28 allele, and 9% in patients homozygous for the wild-type allele. Closely monitor patients with known reduced UGT1A1 activity for adverse reactions. Withhold or permanently discontinue TRODELVY based on clinical assessment of the onset, duration and severity of the observed adverse reactions in patients with evidence of acute early-onset or unusually severe adverse reactions, which may indicate reduced UGT1A1 function.

Embryo-Fetal Toxicity: Based on its mechanism of action, TRODELVY can cause teratogenicity and/or embryo-fetal lethality when administered to a pregnant woman. TRODELVY contains a genotoxic component, SN-38, and targets rapidly dividing cells. Advise pregnant women and females of reproductive potential of the potential risk to a fetus. Advise females of reproductive potential to use effective contraception during treatment with TRODELVY and for 6 months after the last dose. Advise male patients with female partners of reproductive potential to use effective contraception during treatment with TRODELVY and for 3 months after the last dose.

ADVERSE REACTIONS

In the pooled safety population, the most common (≥ 25%) adverse reactions including laboratory abnormalities were decreased leukocyte count (84%), decreased neutrophil count (75%), decreased hemoglobin (69%), diarrhea (64%), nausea (64%), decreased lymphocyte count (63%), fatigue (51%), alopecia (45%), constipation (37%), increased glucose (37%), decreased albumin (35%), vomiting (35%), decreased appetite (30%), decreased creatinine clearance (28%), increased alkaline phosphatase (28%), decreased magnesium (27%), decreased potassium (26%), and decreased sodium (26%).

In the ASCENT study (locally advanced or metastatic triple-negative breast cancer), the most common adverse reactions (incidence ≥25%) were fatigue, diarrhea, nausea, alopecia, constipation, vomiting, abdominal pain, and decreased appetite. The most frequent serious adverse reactions (SAR) (>1%) were neutropenia (7%), diarrhea (4%), and pneumonia (3%). SAR were reported in 27% of patients, and 5% discontinued therapy due to adverse reactions. The most common Grade 3-4 lab abnormalities (incidence ≥25%) in the ASCENT study were reduced neutrophils, leukocytes, and lymphocytes.

In the TROPiCS-02 study (locally advanced or metastatic HR-positive, HER2-negative breast cancer), the most common adverse reactions (incidence ≥25%) were diarrhea, fatigue, nausea, alopecia, and constipation. The most frequent serious adverse reactions (SAR) (>1%) were diarrhea (5%), febrile neutropenia (4%), neutropenia (3%), abdominal pain, colitis, neutropenic colitis, pneumonia, and vomiting (each 2%). SAR were reported in 28% of patients, and 6% discontinued therapy due to adverse reactions. The most common Grade 3-4 lab abnormalities (incidence ≥25%) in the TROPiCS-02 study were reduced neutrophils and leukocytes.

DRUG INTERACTIONS

UGT1A1 Inhibitors: Concomitant administration of TRODELVY with inhibitors of UGT1A1 may increase the incidence of adverse reactions due to potential increase in systemic exposure to SN-38. Avoid administering UGT1A1 inhibitors with TRODELVY.

UGT1A1 Inducers: Exposure to SN-38 may be reduced in patients concomitantly receiving UGT1A1 enzyme inducers. Avoid administering UGT1A1 inducers with TRODELVY.

Please see full Prescribing Information, including BOXED WARNING.

About Gilead and Kite Oncology

Gilead and Kite Oncology are working to transform how cancer is treated. We are innovating with next-generation therapies, combinations and technologies to deliver improved outcomes for people with cancer. We are purposefully building our oncology portfolio and pipeline to address the greatest gaps in care. From antibody-drug conjugate technologies and small molecules to cell therapy-based approaches, we are creating new possibilities for people with cancer.

About Gilead Sciences

Gilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer and inflammation. In 2025, Gilead announced a planned $32 billion investment to further strengthen its U.S. footprint to power the next era of discovery, job creation and public health preparedness – while continuing to invest globally to ensure patients everywhere benefit from its scientific innovation. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, Calif.

Forward-Looking Statements

This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks, uncertainties and other factors, including Gilead’s ability to initiate, progress or complete clinical trials or studies within currently anticipated timelines or at all, and the possibility of unfavorable results from ongoing and additional clinical trials or studies, including those involving Trodelvy; uncertainties relating to regulatory applications and related filing and approval timelines, including such as the pending applications for Trodelvy in 1L mTNBC and potential applications for programs and/or indications currently under evaluation, and the risk that any regulatory approvals, if granted, may be subject to significant limitations on use or subject to withdrawal or other adverse actions by the applicable regulatory authority; the possibility that Gilead may make a strategic decision to discontinue development of these programs and, as a result, these programs may never be successfully commercialized for the indications currently under evaluation; and any assumptions underlying any of the foregoing. These and other risks, uncertainties and factors are described in detail in Gilead’s Quarterly Report on Form 10-Q for the quarter ended March 31, 2026, as filed with the U.S. Securities and Exchange Commission. These risks, uncertainties and other factors could cause actual results to differ materially from those referred to in the forward-looking statements. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. The reader is cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and is cautioned not to place undue reliance on these forward-looking statements. All forward-looking statements are based on information currently available to Gilead, and Gilead assumes no obligation and disclaims any intent to update any such forward-looking statements.

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U.S. Prescribing Information for Trodelvy, including BOXED WARNING, is available at www.gilead.com.

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