$GILD (+0,16 %)

I remain invested in Gilead.

The takeover merry-go-round in the biotech sector seems to be spinning faster and faster from week to week. It was only on Easter Monday that Neurocrine Biosciences announced the billion-euro takeover of Soleno Therapeutics. Today, Tuesday, the next bombshell is set to follow: Gilead Sciences is making a bid for the Munich-based biotech company Tubulis.

The American biotech giant intends to strengthen its oncology research division with the acquisition. Tubulis is already working with Gilead in the field of antibody drug conjugates, so-called ADCs. Several billion-dollar takeovers have taken place in this area in recent years (see Pfizer/Seagen, Gilead/Immunomedics or AbbVie/Immunogen).

The takeover of Munich-based Tubulis by Gilead now joins this prestigious list: The Americans are initially putting 3.15 billion dollars on the table. A further up to 1.85 billion dollars may follow if milestones set by the companies are reached.

The American biotech company, which is known worldwide for its HIV and hepatitis drugs, is thus continuing its "shopping spree". After the Americans announced the acquisition of their partner Arcellx on February 23, the acquisition of privately held Ouro Medicines was announced exactly one month later.

Tubulis does not yet have a product on the market. However, the flagship project TUB-040 and TUB-030 are currently in clinical development.

https://www.deraktionaer.de/artikel/pharma-biotech/breaking-fuer-bis-zu-5-milliarden-dollar-gilead-kauft-biotech-firma-aus-muenchen-20398537.html

$GILD (+0,16 %)
$ACLX

I remain invested in Gilead.

The US pharmaceutical company Gilead Sciences is acquiring the biotech company Arcellx for 7.8 billion dollars. The deal gives Gilead control of the promising cancer therapy anito-cel.

23.02.2026 - 12:55 pm

The US pharmaceutical company Gilead Sciences is strengthening its cancer business and acquiring the biotech company Arcellx for 7.8 billion dollars. With the acquisition, Gilead secures full access to the promising cancer therapy anito-cel.

Gilead is paying 115 dollars per Arcellx share in cash, the company announced on Monday. An additional conditional payment of five dollars per share will also be made. Arcellx shares shot up by almost 78 percent in pre-market US trading.

"The acquisition underscores our belief in the potential of anito-cel," said Gilead CEO Daniel O'Day. The drug could become a fundamental treatment for multiple myeloma, even in earlier lines of therapy.

The two companies have already been working together on the development of the drug via Gilead's subsidiary Kite since 2022. The acquisition gives Gilead full control and eliminates future profit sharing, milestone payments and royalties to Arcellx.

The US Food and Drug Administration (FDA) has already accepted the application for approval of anito-cel. A decision is expected by the end of 2026. The deal is expected to be finalized in the second quarter.

https://www.handelsblatt.com/unternehmen/industrie/pharmaindustrie-gilead-staerkt-krebsgeschaeft-mit-milliarden-uebernahme-von-arcellx/100202587.html

$GILD (+0,16 %)

Hello my dears,

Even the big biotech stocks can be fun. Especially when there is growth and a great dividend yield. That's why I'm staying invested. And enjoy the time while other investors consider whether to buy or sell Novo 🙈.

It's not just the small biotechs that can pull away dynamically. The breakout announcement for the Gilead Sciences share could not have been better timed

While I generally like to look at volatile small caps in the biotech sector, I focused on a "sleeping giant" in January: Gilead Sciences.

In meiner Analyse von Anfang Januar war das Setup glasklar: After years of bottoming out and a healthy consolidation at a high level, the stock delivered a wonderful breakout setup. The procyclical buy signal when the USD 128.70 mark was exceeded was immediately seized upon.

The result? Just a few weeks later, readers can look back on a share price increase of around 20 % at its peak. Gilead has clearly outperformed heavyweights such as Eli Lilly and Novo Nordisk in this period!

Number check: Fundamental confirmation

The figures published yesterday evening for the fourth quarter of 2025 underpin my bullish assessment:

• Earnings beat: With adjusted earnings of USD 1.86 per share, Gilead clearly beat expectations (consensus: USD 1.81).
• HIV dominance: Sales in the core HIV segment rose strongly. The "gamechanger" Yeztugo (HIV prevention) in particular is showing impressive momentum.
• Dividend bonus: As icing on the cake, management announced an increase in the quarterly dividend to USD 0.82. (@Dividendenopi , @SAUgut777 )

Although the share price fell briefly after a slightly more cautious outlook for 2026, it is precisely such setbacks that often offer new opportunities.

Strong HIV business: Needham raises Gilead price target to 170 US dollars

Analysten-Ratings

Published on 11.02.2026, 13:59

Bernstein raises price target for Gilead Sciences to $160 due to growth prospects

Analysten-Ratings

Published on 11.02.2026, 16:22

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$GILD (+0,16 %)
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$GILD (+0,16 %)

Well, I'll stay invested in this growth and dividend stock.

Because I'm also happy about a dividend. And if the stock also generates performance, all the better.

Summary of the article on Gilead Sciences

Key message

Leerink Partners raises the price target for Gilead Sciences significantly from 114 USD to 146 USD and confirms the rating Outperform. The main reason is the strong confidence in the HIV pipelinepipeline, in particular the successful launch of Yeztugo (lenacapavir) for PrEP.

Key points

1. yeztugo drives reassessment

• Very strong prescription trends: market share in Q4 2025 already comparable to GSK's Apretude.
• High acceptance by insurance companies: 75 % of lives covered without co-payment covered.
• Expectation of positive updates on Q4-2025 earnings (in 11 days).

2. growth expectations

• Leerink forecast for Q4 2025:
• Sales growth: 3.9% (consensus: 3.6%).
• Profit growth: 8.4% (consensus: 9.8%).
• Share price close to 52-week high (USD 141.71) after 48 % return in the previous year.

3. financial strength

• InvestingPro rates Gilead with an "excellent" financial health score of 3.27.
• Dividend yield: 2,26 %stable for 11 years.

4. pipeline highlights

• Lenacapavir is seen as a long-term "anchor" for HIV therapies (rare dosage).
• Oncology 2026: Expected FDA approvals for Anito-Cel and Trodelvy.
• Trodelvy + Keytruda shows in Phase 3 study 35 % lower risk of progression/death in metastatic TNBC.

5. further analyst comments

• Truist Securities: Buy, target price USD 145.
• BMO Capital: Outperform, target price USD 150.
• Bernstein SocGen: Outperform, target price USD 135. → Common tenor: HIV franchise + Yeztugo launch = main driver for 2026.

Short summary

The market clearly sees Gilead on the upswing: the strong HIV pipeline, the successful launch of Yeztugo and positive oncology data lead to a broad increase in price targets. The stock benefits from momentum, solid financial position and several potential catalysts in 2026.

Leerink Partners raises Gilead Sciences stock price target to $146 on HIV pipeline By Investing.com

$GILD (+0,16 %)

Good dividend stock with growth potential.

I remain invested.

Investing.com - Needham maintained its Buy rating and $133.00 price target on Gilead Sciences (NASDAQ:GILD) stock on Monday, emphasizing that the company's pipeline in early inflammation therapies is a key element of its long-term growth strategy. The stock is currently trading at 112.69 dollars and has a market capitalization of 140 billion dollars. Analysis from InvestingPro suggests that the stock is undervalued, supported by strong financial metrics and an "OUTSTANDING" Total Health Score.

The research firm noted that while these anti-inflammatories are not expected to contribute to near-term sales, they are increasingly important and could serve as a commercial bridge before Gilead's HIV drug Biktarvy loses its exclusivity at the end of 2033. The company's solid financial position, with a healthy liquidity ratio of 1.32 and strong cash flows, provides ample resources to develop its pipeline.

Needham identified several promising candidates in Gilead's inflammation pipeline, including edecesertib (oral IRAK4 inhibitor for lupus), GS-1427 (oral α4β7 inhibitor for IBD), tilpisertib fosmecarbil (oral TPL2 inhibitor for IBD) and a preclinical oral STAT6 program.

The company indicated that Gilead may become more active in business development as part of its diversification strategy beyond HIV and oncology and would likely focus on earlier stage assets to complement its pipeline.

Gilead's inflammation drug pipeline reflects the company's efforts to broaden its therapeutic focus and develop new revenue streams before the patents for its core HIV business expire.

https://www.investing.com/news/analyst-ratings/needham-reiterates-buy-rating-on-gilead-stock-sees-promise-in-inflammation-pipeline-93CH-4272678

Hello my dears,

the love @yngfinn has asked me how I find shares. I would like to share my answer with you.

@yngfinn

Hello my dear,

as I have enough positions in my portfolio at the moment, I am no longer looking so intensively for new companies. I don't trade and am more long-term oriented.

My approach is quite different.

By sector:

I often look at which sectors and areas are currently on the move. Or what the areas of the future are, such as robotics, defense and aerospace, AI, etc.

But I also look at which sectors and countries in my portfolio are undervalued.

Or also in which sectors I see a need to catch up because they have been driven down unjustifiably. Like the healthcare sector, for example 🍊.

I watch reports and documentaries. Like exploring the oceans and seas. And discovering Kraken Robotic $PNG (-0,91 %) and Norbit $NORBT (-1,43 %) .

https://getqu.in/Ey45a0/

After Powel's speech on Friday, for example, it would now make sense to look for real estate and homebuilders. Like Buffet did with his stock Dr. Horten $DHI (-0,53 %) .

Unfortunately, the ongoing wars show the importance of drones and drone defense.

But also the increasing importance in agriculture (I have already written a post about this).

https://getqu.in/SdXvMm/

In the end, my choice here was $AVAV (-4,56 %) AeroVironment. And the contract manufacturer $KIT (-2,55 %) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (+0,6 %) Tesla or the contract manufacturer $JBL (-4,55 %) Jabil. I see Japan as very innovative here. As shown by $7012 (-3,41 %) Kawasaki shows. This is how I discovered the blade supplier $6481 (-3,55 %) THK (there was a post from me about this).

https://getqu.in/fZudqX/

By country:

When Iran attacked Israel, I took advantage of the dip and picked Israeli stocks.

For example, I discovered Gilat $GILT (-3,46 %) for example.

But as a long-term investor, I still see the USA in the lead. I also like to take a look at small and mid caps.

But I also often look at countries that are not quite so much in focus. Scandinavia or Italy.

I have found $LTMC (+1,59 %) Lottomatica and $CAMX (+0,33 %) Camurus.

I often only look at the companies by momentum from the various indices in these countries.

By company:

I also often look at which companies are currently the stars on the stock market. Like Rheinmetall, for example, but then I don't go into the overvalued shares, but look for suppliers, i.e. blade suppliers. That's how I came across Kitron $KIT (-2,55 %) for example. Kitron as a contract manufacturer for the defense sector.

Or when Novo Nordisk was still a star, I discovered the Novo supplier $YPSN (+0,21 %) discovered.

Nvidia supplier $HY9H (-6,01 %) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (-7,77 %) IES Holding and $VRT (-0,62 %) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (-2,68 %) and $ERJ (-2,94 %) strong. That's how I came across Embraer and $MTX (-1,29 %) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (-7,18 %) (CAUTION never buy based on a story).

https://getqu.in/OIiwhP/

Good company figures with a growth story could also be a reason. As for example with $GILD (+0,16 %) Gilead.

https://getqu.in/iF8BDY/

Takeover fantasies:

Takeover rumors usually mean that the share price of the company to be taken over rises.

As was the case with $AWE Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (+0,51 %)

https://getqu.in/WJnLFp/

https://getqu.in/VnK4Xk/

CAUTION: Something can always go wrong here and send the share price plummeting.

I experienced this myself with i robot when the UK did not agree to a takeover by Amazon.

No matter in which area. My approach is usually to pick out the momentum stocks. I then look at the multiples, news, order situation and, of course, the company.

Compounders and long-term runners:

In my core, I only invest in quality stocks with a moat.

Here it makes sense not to buy at the ATH, but on the dip.

Multiples:

What is important to me with multiples:

-profitable company, or in the next year

Profitable.

Preferably double-digit profit growth with a falling P/E ratio.

-Percentage profit growth is higher than sales growth.

-good and rising EbiT margin.

-PEG below or around 1

-increasing free cash flow taking into account capex.

My dears,

I hope my brief summary of my approach perhaps offers you a little added value.

Please let me know in the comments.

Suggestions for improvement are also welcome. 😘😘

$GILD (+0,16 %)

Hello my dears,

In the Novo hype that has broken out, a cheap share that increases the good dividend and still has the chance to perform is being completely overlooked.

In contrast to Novo, it also delivered on the figures.

Some analysts are recommending a buy today and have raised their price targets.

The US biotech company Gilead Sciences presented strong figures on Thursday evening. The share offers investors an attractive overall package.

This quarterly season is particularly selective for biotech stocks

In the biotechnology and pharmaceutical sector, the wheat is being separated from the chaff in the current reporting season. While companies such as Bayer and Eli Lilly failed to impress, groups such as Halozyme and Amgen reported strong business.

On Thursday evening, another company, Gilead Sciences, known primarily for its HIV drugs, presented satisfactory figures.

Figures above expectations, net profit up significantly

Compared to the same quarter of the previous year, sales climbed by 1.9 percent to 7.08 billion US dollars. This exceeded expectations by 120 million US dollars; experts had expected zero growth.

Adjusted earnings per share of USD 2.01 were also above expectations and exceeded them by 5 cents. However, Gilead Sciences (Gilead Sciences shares) did not achieve an improvement compared to the same quarter of the previous year - net profit did.

This climbed by 21.7 percent from a total of 1.61 billion US dollars to 1.96 billion US dollars. The company reported an operating cash flow of 827 million US dollars, with free cash flow of 720 million US dollars. This was used to finance the dividend of 994 million US dollars and share buybacks worth 527 million US dollars.

Outlook raised, higher profit expected

Gilead Sciences has raised its outlook for the current financial year, citing the high demand for its HIV therapies. The forecast range for adjusted earnings per share has been raised from 7.70 to 8.10 US dollars to 7.95 to 8.25 US dollars. The sales forecast was raised by USD 100 million to USD 28.3 to 28.7 billion.

Quarterly report could provide tailwind for breakout

Figures above expectations, an increase in net profit and a confident outlook - this was well received on the US after-hours market, where the shares traded with a premium of 3.4 percent.

If these gains hold up before the weekend, Gilead Sciences has the opportunity to put the stagnation of the past weeks and months behind it and break out above the resistance level of USD 117.60.

Conclusion: Attractively valued overall package

In addition to the satisfactory business development, the moderate valuation of the share also provides support for this. Based on the company's own estimate, Gilead Sciences is valued at a price/earnings ratio of 14.1. This is a significant discount to the industry average of 16.7.

The valuation is also significantly below the comparative values for other key figures. Above all, the profit growth with a PEG of 0.65 and the cash flow with a KCV of 11.9 are currently favorable. In addition, the company offers a dividend yield of around 2.8%. This makes the share a promising overall package for investors.

Author: ARIVA.DE Editorial team/mg

https://www.ariva.de/aktien/gilead-sciences-inc-aktie/news/starke-zahlen-angehobener-ausblick-und-guenstige-bewertung-11718743

$GILD (+0,16 %)

Good morning, my dears,

I also continue to see potential and remain invested.

You don't find dividend growth stocks that often.

GILEAD: WITH AN INJECTION AGAINST HIV - AND A JUMP IN SHARE PRICE

Gilead Sciences has just achieved something historic in HIV prevention: Yeztugo (lenacapavir) is the first and only HIV drug approved for pre-exposure prophylaxis (PrEP) that only needs to be injected twice a year. In the large-scale PURPOSE study, 100% of the test subjects remained infection-free - including pregnant women.

What does this mean for investors? The potential is huge: analysts expect Yeztugo alone to generate billions in sales. Despite launch challenges, firms such as Bernstein and BMO Capital see price targets of up to 140 dollars (currently: approx. 80 USD). In addition, there is a solid dividend yield of almost 3% and strong partnerships such as with the Global Fund.

In addition to HIV, Gilead is also pushing ahead with oncology - for example through its partnership with Kymera Therapeutics to develop novel cancer drugs. The biotech heavyweight combines substance with innovation - and therefore deserves a firm place in the long-term portfolio.