Company Profile
Gilead Sciences
— A long-acting medicines company that made the dosing interval itself part of the product value with a twice-yearly injection
Gilead Sciences, a pharmaceutical company on the left, specializes in a long-acting product that expands one molecule into a product with different dosage intervals. This idea has become a business strategy.Pharmaceutical CompanyThe HIV area occupies about 70% of sales. The most prominent aspect of drug discovery and DDS is the HIV capside in tor lenacapavirSubcutaneous injections per half a yearHow to use In June 2025, HIV’s pre-ex。 prevention (PrEP) drug Yeztugo was approved in the U.S., and the company’s strategy is “Maximizing the effect of long-acting HIV treatment”. In addition, in the cancer areaADC(Trodelvy, acquisition ofubulis) andCAR-T Cell Therapy(acquisition of Kite, Arcellx),Technology to make CAR-T cells in the body(Interius acquisition) In this article, the size of the company is concise,What to do with the modalities, and what to doFilter by
- 30-second Gilead Sciences and DDS standing position, (under development) and products with different dosage intervals. One molecule can be used as many times as possible in the design of the drug form and dosing route. This is an example of how the idea of DDS has become a business strategy.
- About logo and company name
- Where is this company in the world of drug discovery and DDS?
- Company Size (Concise)
- Drug discovery and DDS resources
- Past Initiatives
- Future plans
- What is DDS?
- Collaboration mapping of drug discovery and DDS
- Technologies, Products and Services
- The risk of this company
- Glossary/Source/Ins ment and Source Response Table
1. Standing position in 30 seconds and drug discovery and DDS
Long-acting injectionRenakapaville twice a year
Drug discovery and DDSPharmaceutical Company / Biotech / Contract Development Manufacturing (CDMO・CRO)3 types. GiliardPharmaceutical CompanyHowever, the axis of the competition is more than "new target""How much can I do at intervals?"Contact Us FactsHome The same renaka pavilion ,Subcutaneous injection twice a year（Yeztugo、Sunlenca）、1 tablet per day(Bixlenvo, August 2026), Tablets per weekContactAnnual injectionPlease refer to the technical descriptions of this series, 'Drug Biology and Preclinical Trials' and 'DDS and Targeting'.
2. Logo and company name
Giliardo is a trademark of the company. In this article, we do not reproduce the generated image,
Images obtained from the official websiteHome img/gilead_logo.svg Contact Us
Note: Corporate name Gilead Sciences, Inc. In Japanese, it is written as "Giliard Scients". CAR-T Cell Therapy (Yescarta, Tecartus)KiteKITE is also included in the 10-K trademark list. The brand name is different in the same product, and the PrEP drug of Lenakapaville is in the United StatesYeztugoin EuropeYeytuoComment
Official Site:https://www.gilead.com/3. Where is this company in the world of drug discovery and DDS?
When aligned by modalities, the gliads are: FactsHome The center of salesOral Low(Biktarvy, Descovy etc.)Long-acting subcutaneous injection（Yeztugo、Sunlenca）、 ADC（Trodelvy）、Home CAR-T Cell Therapy（Yescarta、Tecartus）、Liposome preparation（AmBisome）、 Nucleic acid analogue for injection(Veklury) In the development, Arcellx-derived CAR-T (anito-cel), Tubulis-derived next-generation ADC (TUB-040), Ouro Medicines-derived T-cell induction antibody (gamgertamig), InteriusBody CARTechnology
4. Company Scope (Concise)
The scale of the entire company stays in one table FactsHome The amount is USD, and the year is December.
| Index (US$ million) | 2023 year | 2024 views | 2025 years | January to June 2026 |
|---|---|---|---|---|
| Total revenues | 27,116 | 28,754 | 29,443 | 14,763 |
| R&D expenses | 5,718 | 5,907 | 5,799 | 3,136 |
| Acquisition R&D expenses | 1,155 | 4,663 | 1,024 | 11,290 |
| Acquisition of tangible fixed assets | 585 | 523 | 563 | ― |
For the 10-Q unaudited value from January to June 2026, Gilead Sciences acquired Arcellx (US$7.0 billion), Dubulis (US$3.1 billion), and Ouro Medicines (US$1.9 billion).
The above numbersCompany OverviewGIRIAD’s research and development costsWe do not disclose the treatment area by modalities. Undetermined / FutureHome In the 20-year period ending April to June 2026, Gilead Sciences incurred a total net loss of US$10,496 million, with losses related to Trodelvy (US$1.75 billion) and acquisitions. FactsHome The power of the business fell,The cost of buying candidates from outside was summarized in that period
5. Drug discovery and DDS resources
| Resource Types | ||
|---|---|---|
| People (Research Center) | Research and development bases include Foster City, Oceanside, Santa Monica, Frederic, Philadelphia, Edmonton, Dublin, Cambridge Oxford, UK | Facts |
| Number of people | About 17,000 people No R&D personnel | FactsNot confirmed） |
| Pharmaceutical and Device Development | Development and analysis of manufacturing processes in Foster CityDevelopment of preparation and devicesContact Us | Facts |
| Manufacturing | Rawan (AmBisome production, aseptic preparation), Oceanside (retroviral vector), Elsegund Santa Monica, Frederic Haoftodrape (Netherlands), Cell therapy, Original medicine in Edmonton, Cork | Facts |
| Manufacturing (ex ) | Original medicine and preparationMoreConsigned to a contract manufacturing institution (CMO) and a contract testing institution. HIV products are mainly supplied by CMOs. | Facts |
| Gold | US$32 billion by 2030 | Facts |
| Interius (2025, approximately US$350 million), Arcellx (April 2026, about US$6.4 billion), Tubulis (May 2026, about US$3.2 billion), Ouro Medicines (June 2026, about US$1.9 billion, Lakefront and halves) | Facts | |
| Introduction and Joint Research | LEO Pharma (oral STAT6 in)tor, T) US$250 million), Pregene (US$200 million in next-generation body therapy, T) and Milestone), Arcus (anti-TIGIT antibody, etc.), USA Merck (oral HIV pills once a week) | Facts |
| Cooperation with public organizations | Partnership with the U.S. Department of Administration and PEPFAR to deliver PrEP Lenakapa Building to up to 2 million countries supported by PEPFAR and the World Fund for three years | Facts |
| Collaboration with universities | Specific joint research with universities on drug discovery and DDS is not included in 10-K・10-Q | Not confirmed |
While guiliado outsources the majority of drugs and preparations,Cell therapy (4 bases), virus vector, liposome preparation (AmBisome)We manufacture FactsHome It is easy to secure more than one contractor like a tablet.The method itself is know-how, and the subcontractor is difficult to findIt looks like a line pull that is written on the hand Undetermined / FutureHome 10-K is independently responsible for the risk of cell therapy’s own factory.
6. Past Initiatives
| Time | Home | The meaning of drug discovery and DDS |
|---|---|---|
| Year 2020 | Acquisition of Immunomedics and Acquisition of ADC Trodelvy | Full-scale entry into ADC |
| 2024 views | The phase 3 trial of Trodelvy for non-small cell lung cancer (KEKE-01) did not achieve the primary endpoints of overall survival, as the development of the same adaptation was discovered. | The difficulty of ADC adaptation expansion |
| January 2025 | A partnership between LEO Pharma and Oral STAT6 Inhibitors | Low s in the in mmatory area |
| 18 June 2025 | Yeztugo Approved as PrEP in the United StatesHome First PrEP by subcutaneous injection twice a year. After approval as Yeytuo in Europe | Long-acting formulation that extends the dose interval for half a year |
| 2025 years | Announced a partnership with the U.S. Department of Business and PEPFAR to record up to 2 million Renakapa Buildings | Supply system for low-income countries |
| 2025 years | Interd Interius (CAR in the body) and partnered with Pregene | Cloth stone to CAR-T that does not process cells outside the body |
| April 2026 | Acquisition of Arcellx(about US$6.4 billion) CAR-T anito-cel | From joint development to complete acquisition |
| May 2026 | Acquisition of toulis(about US$3.2 billion) Topoisomerase I in、tor ADC TUB-040 aiming for NaPi2b acquires the basic technology to make ADC | The technical foundation for the next generation ADC technology |
| May 2026 | Hepcludex Quickly approves US with hepatitis D | Approval of hepatitis area (direct relationship with DDS is thin) |
| June 2026 | Acquisition of Ouro Medicines (T-cell induction antibody gamgertamig). Trodelvy + Pembrolizumab disco)ed non-small cell lung cancer phase 3 (KEKE-03) | Double-specific antibody to autoimmune and withdrawal of ADC lung cancer development |
| August 27, 2026 | Bixlenvo (Victegravir 75 mg/Lenakapaville 50 mg) approved in the United StatesThe company explains, 'the smallest single tablet taken once a day' | Expand the same to daily tablets |
Clinical trial example: PURPOSE 1・PURPOSE 2 in Lenakapaville
Yeztugo approval is based on two phase 3 Facts。 PURPOSE 1(NCT04994509) is a sigender woman in South Africa,PURPOSE 2(NCT04925752) Both comparison contrastsTruvadaHomeBackground HIV infection rateComment Company announcementAt the time of major analysisThe HIV infection of the subcutaneous injection group twice a year was 2,134 people in PURPOSE 1, and 2,179 people in PURPOSE 2. This document is not a number of inferior prophylaxis, but it is determined by consultation with the medical person to determine which prophylaxis is appropriate.
7. Future plans
| Candidates | Development stage | |
|---|---|---|
| Lenacapaville once a year injection (long-acting injection) | PrEP | Undetermined / Future |
| Yeztugo 300mg tablets (oral once a week) | Additional applications are accepted in the United States. 2 February 2027 | Undetermined / Future |
| islatravir+Lenakapa Building (collaborate with oral, US Merck once a week) | Evaluation for people who are infected with viruses that include HIV | Undetermined / Future |
| anito-cel（BCMA CAR-T） | Dec. 23, 2026 Evaluating even faster lines | Undetermined / Future |
| TUB-040（ADC） | Platinum resistance ovarian cancer and non-small cell lungs phase 1b/2 | Undetermined / Future |
| Trodelvy（ADC） | High-risk postoperative triple negative lactose carcinoma, etc. | Undetermined / Future |
| gamgertamig | Clinical stage in autoimmune disease | Undetermined / Future |
10-K・10-Q Undetermined / Future。
US$32 billionHow much products and modalities are/Lenakapaville InjectionProduction base and production capacity/ Interius PregeneContents of delivery technologyTrodelvyChanged manufacturing process。
8. What is this company aiming for drug discovery and DDS?
This includes parts that the company does not directly state.Calculation in the range that can be read from primary informationand write with the basis.
| Read | Primary Information | |
|---|---|---|
| HIVSelect all options for the intervalProtect the market | We have two injections per year, one tablet per day, one tablet per week, and one injection per year. The first strategy is to maximize the effect of long-acting HIV treatment | |
| Patents of Renakapaville (2037)Next Key Power Mounting | While Biktarvy and Descovy account for the majority of sales, Lenakapaville’s U.S. and EU patent expiration was 2037 and later than the existing product | |
| CAR-TFrom homemade to internal productionPrepare for migration | CARs Interius of CAR in the body while holding its own cell therapy factory, and partners with Pregene and body therapy | |
| ADCFrom Trodelvy to TechnologySwitch | Trodelvy’s lung cancer development has been disco、ed twice, but the acquisition of Tubulis with ADC’s base technology at approximately US$3.2 billion | |
| Candidates for cancer and inflammationTake care of the acquisition | Acquisition of Arcellx, Tubulis and Ouro only in the first half of 2026, the acquisition of R&D costs US$ 11,290 million | Facts |
Line up the product development of LenakapavilleSubcutaneous injection twice a year (Sunlenca, Yeztugo, approved)、One tablet per day (Bixlenvo, August 2026)、 Tablets per week (Yeztugo 300 mg tablets, while applying)、One tablet per week (Developed with Islatravir in Merck, USA)、One injection per year (under development) FactsHome Find new、sSeparates one molecule that stays long in the body at the intervals of the administration according to the patient’s requirementsIt has a high probability of development, and the patent protection period is easy. This article reads the GIRIAD HIV strategy like this Undetermined / FutureHome However, the company does not clarify this idea.
9. Collaboration mapping of drug discovery and DDS
10. Technologies, Products and Services
Main products related to drug discovery and DDS are indicated by modalities and formulations. Facts(US$ million)
| Products | Modality/Drug Shape | Main target (company description) | 2025 sales | January to June 2026 |
|---|---|---|---|---|
| Biktarvy | Oral Single Tablets (Low 3 Agents) | HIV-1 In HIious Disease Treatment | 14,334 | 7,133 |
| Yeztugo／Yeytuo | Subcutaneous injection twice a year + tablet at start (Lenaka pavilion) | HIV PrEP | Other HIV | 397 |
| Trodelvy | ADC (Trop-2 targeted, combined topoisomerase in)tors) | Milk cancer | 1,397 | 859 |
| Yescarta／Tecartus | Home CAR-T | Lymphoma, etc. | 1,495／344 | 679／146 |
| AmBisome | Liposome preparation (Amhotericin B) | Heavy Invasive Fungal In ions | 509 | 248 |
| Veklury | Nucleic acid analogue for injection | COVID-19 | 911 | ― |
2025 sales of HIV products US$20,752 million is about 70% of total sales, and cell therapy (US$1,839 million) is about 6.2% (cal。ating this article).
Yeztugo continuous administration927mg is divided into 2 injections of 1.5mL.It is designed to beat every 6 months (26 weeks). The summary of the attachment can cause heavy injection site reactions, including necrosis and ulcers, if injected in the skin by mistake. “Dosing only under the skin” FactsHome In a formulation that packs a lot of medicine into a small amount of liquid, and can take a half a year from the bottom of the skin,Injecting depthto be part of the performance of the product. The design of syringes and needles, and the release behavior of drugs at the injection site is the point of the material and device side ( The detailed composition of the preparation is not written in the primary information confirmed by this article.
AmBisome Antifungal Amhotericin Bliposome (liposome follicle)GIRIAD is an enclosed formulation in Rabang, CA. FactsHome liposome is difficult to keep the composition, particle size, sealing rate, and aseptic,Virtual barriers to manufacturingThis article explains the difficulty of AmBisome being manufactured in-house while Giliard entrusts most products. Undetermined / FutureHome The difference between lipid nanoparticles is refer to the technical description of this series "lipid nanoparticles".
11. Risks that this company has
| Risks | ||
|---|---|---|
| Focus on HIV | About 70% of sales in 2025 are HIV products. Biktarvy alone US$14,334 million | Facts ( ulation of this article) |
| ADC Adaptation Expansion Failure | Trodelvy’s lung cancer development stopped KEKE-01 (2024) and KEKE-03 (2026). US$4.2 billion in 2024, US$1.75 billion in 2026 | Facts |
| Change of manufacturing process | ro US$568 million in Trodelvy’s inventory made in a new manufacturing process before FDA approval (as of June 2026) | Facts |
| Large investment delay | 10-K of US$32 billion U.S. investments include delays in construction and launch, increased costs, and pointing out regulatory inspections | Facts |
| Cell Therapy | The quality, reliability and speed of your CAR-T factory directly connects to your business. | Facts |
| Dependency on external manufacturing | Consigned the majority of original medicine and preparation to CMO | Facts |
| Collection of acquisition costs | A total of US$ 11,290 million R&D expenses for the first half of 2026. Cannot be recovered unless the candidate is approved |
12. Glossary
- Long-acting formulation
- A formulation designed to continue to work for several weeks to several months in one dose. reduces the number of doses.
- Capsid Inhibitor
- Drugs that block the working of shells (capsids) that contain the genes of the virus. Lenakapaville is a HIV drug that works.
- PrEP
- How to prevent infection using drugs before possible infection.
- Single tablet (STR)
- Treatments that combine multiple active ingredients into one tablet and make one tablet per day.
- Liposome
- A small bag made of a double layer of lipid. the drug inside and change the distribution and toxicity in the body.
- ADC
- A drug that connects strong drugs through a linker to antibody.
- Home CAR-T
- Treatment that removes the patient’s T-cell and modifies the gene and returns. Manufacture per person.
- T-Cell Induction Antibody (TCE)
- Double-specific antibodies that simultaneously catch T cells and targeted cells and attack T cells.
Concept diagram of AI generation13. Source
- Gilead Sciences, Inc. Form 10-K for the) year ended December 31, 2025 Product and drug form, manufacturing bases and consignment policies, R&D bases, sales, R&D expenses, capital investments, personnel, product sales, patent expiration, strategic priority, partnership and acquisition of 2025, US$32 billion investment, risk factors https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm
- Gilead Sciences, Inc. Form 10-Q for the quarterly period ended June 30, 2026 Acquisition of Arcellx, Tubulis and Ouro Medicines, application status and target date, disco。ation and loss of KEKE-03, inventory before approval of Trodelvy. https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm
- Gilead Sciences, Inc. Yeztugo (Lenacapavir) Is Now the First and Only FDA Approved HIV Prevention Option Offering 6 Months of Protection (official announcement, June 18, 2025). Approve content, resulting from PURPOSE 1 or 2, note of usage and dosage, injection site reaction. https://www.gilead.com/news/news-details/2025/yeztugo-lenacapavir-is-now-the-first-and-only-fda-approved-hiv-prevention-option-offering-6-months-of-protection
- Gilead Sciences, Inc. FDA Approves Gi 's Bixlenvo ARTISTRY-1・2 https://www.gilead.com/news/news-details/2026/u-s--fda-approves-gileads-bixlenvo-a-new-once-daily-single-tablet-option-for-virologically-suppressed-adults-with-hiv-including-those-on-complex-regimens
- ClinicalTrials.gov NCT04925752(PURPOSE 2). Phase, Key Evaluation Items. https://clinicaltrials.gov/study/NCT04925752
- ClinicalTrials.gov NCT04994509(PURPOSE 1). Phase, Key Evaluation Items. https://clinicaltrials.gov/study/NCT04994509
- Gilead Sciences, Inc. Official website (for confirmation of the company profile) https://www.gilead.com/
14. Response table of claims and sources
| Content | ||
|---|---|---|
| Businesses in over 35 countries | Facts | Source 1・2 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| Sales, R&D, acquisition R&D, capital investment, sales by product from 2023 to 2025 | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| Sales, R&D, Acquisition R&D, Sales by Product, Net Loss for Fiscal Period 6-June | Facts | Source 2 https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm |
| Sunlenca・Yeztugo form (tablets and subcutaneous injections) and Lenakapavil development product (injected once a year, compounded tablets) | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| U.S. approval of Yeztugo (June 18, 2025), results of PURPOSE 1 and 2 (in contrast to major analysis, Truvada and background infection), usage and dosage, attention to injection site reaction | Facts | Source 3 https://www.gilead.com/news/news-details/2025/yeztugo-lenacapavir-is-now-the-first-and-only-fda-approved-hiv-prevention-option-offering-6-months-of-protection |
| PURPOSE 2・PURPOSE 1 | Facts | Source 5・6 https://clinicaltrials.gov/study/NCT04925752 |
| Explanation of Bexlev’s US approval (August 27, 2026) and the Smallest single tablet (STR) | Facts | Source 4 https://www.gilead.com/news/news-details/2026/u-s--fda-approves-gileads-bixlenvo-a-new-once-daily-single-tablet-option-for-virologically-suppressed-adults-with-hiv-including-those-on-complex-regimens |
| Yeztugo 300mg tablet application and goal date, Anito-cel application and goal date, fast approval of Hepcludex | Facts | Source 2 https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm |
| Consignment of the majority of original medicines and preparations to CMO | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| R&D base, strategy priority, 2030 target, US$32 billion investment | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| Collaboration with Interius, LEO Pharma, Pregene, Arcus, USA Merck | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| Arcellx・Tubulis・Ouro Medicines | Facts | Source 2 https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm |
| Acquisition of Immunomedics (2020), KEKE-01, KEKE-03 and its losses, inventory before Trodelvy’s approval | Facts | Source 1・2 https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm |
| AmBisome is a liposome formulation that is manufactured in Rabang | Facts | Source 1 https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm |
| Classification of three types of drug discovery and DDS companies | The calculation of this paper | The company name is an example from the target company in this series. |
| Sales ratio of HIV products: 70%, cell therapy sales ratio: 6.2% | The calculation of this paper | This document is calculated from the number of source 1 |
| Development costs for different modalities, breakdown of U.S. investments, production capacity of lenakapaville injections, delivery technology for body therapy, content of new manufacturing process of Trodelvy | Undetermined / Future | Not listed in Source 1 and 2. Media-based numbers are not adopted https://www.sec.gov/Archives/edgar/data/882095/000088209526000031/gild-20260630.htm |
| Read that Lenakapa Building is the foundation of the next main force, which protects the market by identifying the choice of intervals of administration | Interpretation of papers from product development and patent expiration | |
| Read that CAR-T converts from home-made to internal generation to the holding of technology foundation | Interpre of this paper from the composition of acquisitions and alliances | |
| Read AmBisome’s manufacturing process is a barrier to entry. | Interpre of this paper from the description of manufacturing base and consignment policy | |
| Risk of Acquisition Costs | Interpre of this paper from the scale of acquisition work R&D expenses |
Last Updated:September 26, 2026/Troy Technical
All figures in this article are based on legal disclosure documents submitted by Giliard Scients to the U.S. Securities and Exchange Commission (SEC), the official announcement of the company, and the ClinicalTrials.gov。 information. We do not use estimates and media-based numbers of survey companies. The "、ulation" section is an interpretation that the article reads from the primary information and is not an announcement of the company. This paper is not recommended for use of certain medicines, but please consult your doctor or pharmacist for medical decisions.