$GILD (-0,12%)

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 (-3,99%) and Norbit $NORBT (+0,71%) .

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 (+0,29%) .

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 (+1,85%) AeroVironment. And the contract manufacturer $KIT (+1%) Kitron.

In the future-oriented robotics sector, I don't really want to invest in overvalued stocks such as $TSLA (-0,44%) Tesla or the contract manufacturer $JBL (+0,18%) Jabil. I see Japan as very innovative here. As shown by $7012 (+2,74%) Kawasaki shows. This is how I discovered the blade supplier $6481 (+1,64%) 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 (+0,41%) 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 (+2,51%) Lottomatica and $CAMX (-4,7%) 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 (+1%) 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 (-0,73%) discovered.

Nvidia supplier $HY9H (+4,56%) sk Hynix.

Where is the capex of the companies going?

Based on this question, I came across the AI infrastructure companies $IESC (+1,68%) IES Holding and $VRT (+0,91%) Vertiv.

The weakness of one company makes other companies strong.

The weakness of Boeing makes $AIR (-0,43%) and $ERJ (-0,18%) strong. That's how I came across Embraer and $MTX (-1,56%) MTU.

https://getqu.in/4hiSbt/

Research and reports, such as on coinbase $COIN (+3,08%) (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 (-0,12%) 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 (+0%) Alphawave was the case.

https://getqu.in/1NPNWI/

Or with Iveco $IVG (+0,18%)

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 (-0,12%)

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 (-0,12%)

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.

$GILD (-0,12%)

Gilead Sciences, Inc. (Nasdaq: GILD) today announced that the U.S. Food and Drug Administration (FDA) has approved Yeztugo (lenacapavir) - the company's injectable HIV-1 capsid inhibitor - as pre-exposure prophylaxis (PrEP) to reduce the risk of sexually transmitted HIV infection in adults and adolescents weighing at least 35 kg. This makes it the first and only twice-yearly option available in the U.S. for people who need or want PrEP. Data show that ≥99.9% of participants who received Yeztugo in the Phase 3 PURPOSE 1 and PURPOSE 2 trials remained HIV-negative.

"This is a historic day in the decades-long fight against HIV. Yeztugo is one of the most important scientific breakthroughs of our time and offers a real opportunity to end the HIV epidemic," said Daniel O'Day, Chairman and CEO of Gilead Sciences. "This drug only needs to be administered twice a year and has shown remarkable results in clinical trials. It could revolutionize HIV prevention. The scientists at Gilead have made it their life's work to defeat HIV. With the FDA approval of Yeztugo and in collaboration with our many partners, we can now help make this goal a reality."

The first PrEP drug, also developed by Gilead, was approved in the US in 2012. However, data from the Centers for Disease Control and Prevention (CDC) show that in 2022 (the most recent year with available data), only about one in three (36%) people in the U.S. who met the CDC's eligibility criteria for PrEP were prescribed some form of PrEP. CDC data show that not all populations in the U.S. are yet using PrEP at a rate that could end transmission of the virus at the population level. There are particular gaps among women, Blacks/African Americans and Hispanics/Latinos, as well as people in the U.S. South. The data also show that barriers such as adherence issues, stigma, and low awareness of existing PrEP options - among both healthcare providers and consumers - contribute to this low utilization of PrEP in many populations. The potential impact of this limited uptake, adherence and access is underscored by the fact that more than 100 people were diagnosed with HIV every day in the US in 2023.

Yeztugo could be the breakthrough PrEP option we've been waiting for - it offers the potential to increase PrEP uptake and persistence and is a powerful new tool in our goal to end the HIV epidemic," said Dr. Carlos del Rio, distinguished professor of medicine in the Division of Infectious Diseases at Emory University School of Medicine and co-director of the Emory Center for AIDS Research in Atlanta. "A twice-yearly injection could significantly reduce important barriers such as adherence and stigma that individuals may face with more frequent PrEP dosing regimens, particularly daily oral PrEP. We also know that studies have shown that many people who need or want PrEP prefer less frequent dosing."

The FDA approval of Yeztugo is supported by high efficacy and proven safety data in two clinical studies

FDA approval of Gilead's marketing applications for Yeztugo was supported by data from Gilead's Phase 3 PURPOSE 1 and PURPOSE 2 studies. In the PURPOSE 1 study ( NCT04994509 ), data from the primary analysis showed that Yeztugo administered subcutaneously twice yearly in 2.134 participants in the Yeztugo group had no HIV infections, reduced HIV infections by 100% and proved superior in preventing HIV infections compared to once-daily oral administration of Truvada (emtricitabine 200 mg and tenofovir disoproxil fumarate 300 mg; F/TDF) in cisgender women in sub-Saharan Africa. In the PURPOSE 2 study ( NCT04925752 ), there were two HIV infections among the 2,179 participants in the group receiving Yeztugo subcutaneously twice a year. This showed that 99.9% of participants in the Yeztugo group did not become infected with HIV and that prevention of HIV infection was superior to once-daily oral Truvada. This was demonstrated in a broad and geographically diverse range of cisgender men and sexually diverse individuals. In both studies, Yeztugo was also shown to be superior in preventing HIV infection compared to background HIV incidence (bHIV) and was generally well tolerated, with no significant or new safety concerns identified . Data from both studies were published in the New England Journal of Medicine and, based in part on the study results, the journal Science recognized lenacapavir as its "Breakthrough of the Year 2024" in December 2024.

Yeztugo received FDA approval under a priority review process. In addition, Yeztugo was granted breakthrough therapy status in October 2024. This is intended to accelerate the development and testing of new drugs that may represent a significant improvement over available therapies.

Gilead's US access strategy for Yeztugo is designed to enable broad adoption and availability to individuals with and without insurance coverage

In the U.S., Gilead is working closely with insurers, health systems and other payers to ensure broad insurance coverage for Yeztugo. In addition, Gilead's Advancing Access Co-Pay Savings Program reduces co-payments for eligible privately insured individuals to as low as zero dollars.

Gilead is also committed to ensuring that people without health insurance in the U.S. can benefit from Yeztugo. Eligible individuals receive Yeztugo at no cost through Gilead's Advancing Access medication assistance program.

Additional regulatory applications are currently being submitted in various countries around the world.

Outside the U.S., Gilead is pursuing an access strategy supported by global health advocates and organizations that prioritizes speed and enables the most efficient pathways for regulatory review, approval and access to twice-yearly lenacapavir for PrEP. Gilead has submitted a Marketing Authorization Application (MAA) and an EU Medicine for All (EU-M4all) to the European Medicines Agency (EMA), both of which have been validated by the EMA and are being reviewed under an accelerated assessment period. Gilead has also filed for regulatory approval of twice-yearly lenacapavir for PrEP with authorities in Australia, Brazil, Canada and South Africa. Now that Yeztugo has received FDA approval, Gilead is also preparing additional filings in countries that rely on FDA approval for regulatory submissions, including Argentina, Mexico and Peru. Gilead will continue to keep you informed of new applications for approval.

Lenacapavir for HIV prevention is not approved by any regulatory authority outside the United States.

There is currently no cure for HIV or AIDS.

Below is the U.S. indication and important safety information for Yeztugo, including the framed warning.

(see link)

https://www.wallstreet-online.de/nachricht/19487587-yeztugo-lenacapavir-is-now-the-first-and-only-fda-approved-hiv-prevention-option-offering-6-months-of-protection

Hello my dears,

I've just picked out a ranking for you for Easter of the companies and ETFs in which you are most invested.

I would have expected the "Magnificent Seven" to be at the top of the list.

I found it all the more astonishing how high up other companies are. And outrank the "Magnificent 7" here.

Apart from $NVDA (+0,41%) Nvidia and $MSFT (+0,3%) Microsoft, which are right at the top. But then comes the pharmaceutical stock $GILD (-0,12%) Gilead, which hardly anyone here would have expected.

Perhaps a little inspiration for you to discover new companies.

$GILD (-0,12%)

Gilead (NASDAQ: GILD ) reported fourth-quarter earnings per share of $1.90, $0.19 more than the analyst estimate of $1.71. Revenue for the quarter totaled $7.6 billion versus the consensus estimate of $7.16 billion.

Gilead expects fiscal 2025 earnings per share of $7.70 to $8.10 versus the analyst consensus of $7.54.

Gilead expects fiscal 2025 revenue of $28.20 billion to $28.60 billion versus analyst consensus of $28.00 billion.

Gilead's share price closed at $96.14. It has risen 8.76% in the last three months and 29.13% in the last twelve months.

https://www.investing.com/news/stock-market-news/gilead-earnings-beat-by-019-revenue-topped-estimates-3862828

Gilead drug effectively protects against HIV infection $GILD (-0,12%)

A six-monthly vaccination with the drug lenacapavir effectively protects against HIV infection.

This is confirmed by data from the pivotal Phase 3 study "Purpose 2", which is presented in the "New England Journal of Medicine" ("NEJM"). Astrid Berner-Rodoreda from Heidelberg University Hospital praised lenacapavir as a real breakthrough.

As a depot injection, lenacapavir provides long-term protection against HIV infection, with a booster scheduled every six months - previously used drugs for HIV pre-exposure prophylaxis (PrEP) such as Truvada must be taken daily as a tablet. Getting vaccinated twice a year is much more convenient than having to remember to take a tablet every day, said Berner-Rodoreda.

https://www.finanzen.net/nachricht/aktien/studie-gilead-aktie-steigt-gilead-wirkstoff-schuetzt-effektiv-vor-hiv-infektion-14054625