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Jefferies sees mega comeback of the super giants

$GILD (+6,06%)

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.

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