{"id":42372,"date":"2025-08-09T11:35:06","date_gmt":"2025-08-09T11:35:06","guid":{"rendered":"https:\/\/quickassetsmarket.com\/index.php\/2025\/08\/09\/gilead-sciences-shares-soar-analysts-lift-targets-on-hiv-strength-and-yeztugo-outlook\/"},"modified":"2025-08-09T11:35:06","modified_gmt":"2025-08-09T11:35:06","slug":"gilead-sciences-shares-soar-analysts-lift-targets-on-hiv-strength-and-yeztugo-outlook","status":"publish","type":"post","link":"https:\/\/quickassetsmarket.com\/index.php\/2025\/08\/09\/gilead-sciences-shares-soar-analysts-lift-targets-on-hiv-strength-and-yeztugo-outlook\/","title":{"rendered":"Gilead Sciences shares soar; analysts lift targets on HIV strength and Yeztugo outlook"},"content":{"rendered":"
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Gilead Sciences\u2019 stock surged more than 8% on Friday, as its latest earnings drew the consensus from Wall Street that the company\u2019s HIV franchise is not only holding firm but expanding, with its new prevention drug Yeztugo poised to be a catalyst for future growth. <\/p>\n

Analysts from leading firms upgraded their price targets and reiterated bullish calls after the biopharmaceutical company posted steady second-quarter results and raised its 2025 guidance.<\/p>\n

The stock surged more than 8% on Friday, extending gains after Gilead reported adjusted earnings per share of $2.01, slightly ahead of the $1.97 expected by analysts, according to LSEG. <\/p>\n

Revenue rose 2% year-over-year to $7.1 billion, matching market forecasts.<\/p>\n

Street applauds clean beat and raise<\/h2>\n

BMO Capital Markets described the quarter as \u201ca breath of fresh air with a clean beat and raise,\u201d noting the HIV business was \u201cfiring on all cylinders.\u201d <\/p>\n

The firm maintained its \u2018Outperform\u2019 rating and $130 price target.<\/p>\n

Morgan Stanley went further, lifting its target to $143 from $135 while keeping an Overweight rating, citing \u201cstrong performance in the HIV segment\u201d and the promising trajectory of Yeztugo. <\/p>\n

J.P. Morgan (\u2018Overweight\u2019, PT: $135) highlighted the company\u2019s \u201cconfident\u201d commentary on the launch, suggesting encouraging early adoption trends.<\/p>\n

Bernstein (\u2018Outperform\u2019, PT: $120) called the US PrEP market \u201cripe\u201d for Yeztugo\u2019s success, while Oppenheimer (\u2018Outperform\u2019, PT: $128) pointed to the timing of the launch coinciding with a favourable US Supreme Court ruling that requires health insurers to cover certain recommended preventive services at no cost.<\/p>\n

Twice-yearly PrEP drug seen as competitive edge<\/h2>\n

Yeztugo, approved by US regulators in June, is the first long-acting injectable for HIV prevention administered just twice a year. <\/p>\n

Analysts say it addresses longstanding barriers to daily oral PrEP, such as adherence issues, stigma, and limited healthcare access.<\/p>\n

CEO Daniel O\u2019Day told Reuters that the drug\u2019s rollout began almost immediately after approval. <\/p>\n

“The first scrip was written within hours \u2026 the first dose was delivered within days,” he said, adding Gilead is on track to achieve its stated goal of 75% US insurer coverage of the twice-yearly injection within six months and 90% coverage within a year.<\/p>\n

Total HIV product sales rose 7% year-over-year to $5.1 billion in the quarter, a figure analysts believe underscores the segment\u2019s resilience despite generic competition for older products like Truvada.<\/p>\n

Guidance upgrade fuels optimism<\/h2>\n

Gilead now expects full-year adjusted earnings of $7.95 to $8.25 per share, up from $7.70 to $8.10, and raised its 2025 product sales outlook to between $28.3 billion and $28.7 billion. <\/p>\n

Chief Financial Officer Andrew Dickinson credited \u201cstrong HIV sales and continued expense discipline\u201d for the upgrade.<\/p>\n

Analysts at Zacks said, “It has been an eventful year for GILD so far. The recent FDA approval of lenacapavir under the brand name Yeztugo solidifies GILD\u2019s HIV portfolio as its other prevention drug, Truvada, faces generic competition.”<\/p>\n

While competitive pressures remain \u2014 and Gilead\u2019s cell therapy business continues to face headwinds \u2014 the consensus view is that the company\u2019s strengthened HIV franchise and disciplined execution have positioned it to navigate industry challenges and capture meaningful growth in the years ahead.<\/p>\n

The post Gilead Sciences shares soar; analysts lift targets on HIV strength and Yeztugo outlook<\/a> appeared first on Invezz<\/a><\/p>\n

<\/p>\n","protected":false},"excerpt":{"rendered":"

Gilead Sciences\u2019 stock surged more than 8% on Friday, as its latest earnings drew the consensus from Wall Street that the company\u2019s HIV franchise is not only holding firm but expanding, with its new prevention drug Yeztugo poised to be a catalyst for future growth. Analysts from leading firms upgraded their price targets and reiterated <\/p>\n","protected":false},"author":1,"featured_media":42373,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[],"class_list":{"0":"post-42372","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-investing"},"_links":{"self":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/42372","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/comments?post=42372"}],"version-history":[{"count":0,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/posts\/42372\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media\/42373"}],"wp:attachment":[{"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/media?parent=42372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/categories?post=42372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/quickassetsmarket.com\/index.php\/wp-json\/wp\/v2\/tags?post=42372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}