Gilead's HIV product sales reached $20.8 billion in 2025 (up 6%), driven by flagship treatments Biktarvy ($14.3B, +7%) and Descovy ($2.8B, +31%), establishing the company as a leading HIV care provider. The company is executing a multi-year strategy to drive growth across virology, oncology, and inflammation with planned $32 billion U.S. investment through 2030.
Cyborg Score Rationale
Gilead delivered a sharp 2025 earnings rebound, powered by HIV growth and lower IPR&D charges, while guiding to steady 2026 performance. Science named lenacapavir its 2024 breakthrough of the year. However, the company faces execution risks in oncology pipeline and dependent on HIV franchise.
Top Insights
HIV segment drove 2025 growth with Biktarvy sales up 7% to $14.3B and Descovy surging 31% to $2.8B
2026 pipeline includes potential new cancer therapies and additional HIV treatment options, building on Yeztugo and Livdelzi liver disease launches
$32 billion U.S. investment through 2030 projected to generate $43 billion in economic value with AI-enabled manufacturing capabilities
Veklury COVID revenues declined 49% to $911 million in 2025, reflecting normalized post-pandemic demand
Named Competitors
Biktarvy Alternatives — HIV treatment competition
HIV Therapeutics — Competing HIV antiretrovirals
Oncology Portfolio — Cancer therapy competition
Virology/Hepatitis — Viral disease treatment
Recent Developments
(February 2026) Announced Q4 2025 revenues of $7.9B (+5% YoY) with strong HIV and liver disease product growth; declared quarterly dividend of $0.82 per share
(February 2026) Reported Phase 3 ARTISTRY-1/2 positive data for BIC/LEN investigational once-daily HIV regimen maintaining virologic suppression
(December 2025) Achieved Science magazine's breakthrough of the year award for lenacapavir, twice-yearly HIV prevention therapy
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