In recent weeks, Gilead Sciences announced Health Canada’s conditional approval of LYVDELZI (seladelpar) for primary biliary cholangitis, and presented new positive clinical data across its liver disease and oncology pipeline at major global conferences.
This wave of regulatory and clinical milestones underscores Gilead’s momentum in diversifying beyond its HIV franchise with late-stage therapies addressing major unmet needs.
We’ll examine how Health Canada’s approval for LYVDELZI and strong late-stage clinical updates may influence Gilead’s investment narrative.
Rare earth metals are the new gold rush. Find out which 36 stocks are leading the charge.
To be a Gilead Sciences shareholder, you need confidence in the company’s ability to expand beyond its dominant HIV business into new high-need areas such as liver disease and oncology. The recent Health Canada approval for LYVDELZI (seladelpar) in primary biliary cholangitis and positive clinical data reinforce this diversification, but do not materially shift the most important near-term catalyst: the commercial uptake of new therapies in larger markets. The biggest risk remains the potential for ongoing policy and pricing pressures to weigh on future growth and margins.
Among recent company announcements, the three-year interim data for LYVDELZI in PBC is most relevant. These real-world and late-stage clinical findings support Gilead’s efforts to build revenue streams outside of HIV and may help mitigate longer-term concerns about overreliance on legacy products. However, as Gilead continues to pursue approvals and broaden its liver and oncology portfolios, the key question is whether these pipeline advances can translate into meaningful, sustainable topline growth.
By contrast, investors should also be aware of potential regulatory changes that could quickly impact pricing power and …
Read the full narrative on Gilead Sciences (it’s free!)
Gilead Sciences’ outlook anticipates $32.3 billion in revenue and $10.0 billion in earnings by 2028. This projection is based on 3.8% annual revenue growth and a $3.7 billion increase in earnings from the current $6.3 billion level.
Uncover how Gilead Sciences’ forecasts yield a $127.23 fair value, a 7% upside to its current price.
GILD Community Fair Values as at Oct 2025
Some analysts were forecasting much higher growth for Gilead, expecting revenues to reach US$33.9 billion and margins to climb over 32 percent within three years. For those following the most optimistic outlook, the focus is less on risks like pricing pressure and more on how new launches like lenacapavir and Trodelvy could push Gilead into much bigger markets. Analyst opinions differ widely, so take time to explore these alternative views as news like this emerges and expectations shift.
Explore 11 other fair value estimates on Gilead Sciences – why the stock might be worth over 2x more than the current price!
Disagree with existing narratives? Create your own in under 3 minutes – extraordinary investment returns rarely come from following the herd.
Right now could be the best entry point. These picks are fresh from our daily scans. Don’t delay:
This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.
Companies discussed in this article include GILD.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com