Accessibility StatementSkip Navigation Hanmi and HHP will grant Gilead an exclusive license to Encequidar and provide access to drug supply. Orascoveryâ"¢ is an innovative oral drug delivery proprietary platform owned by Hanmi that enables the conversion of injectable medicines into oral formulations. Encequidar is a P-gp inhibitor that was discovered through Hanmi's Orascoveryâ"¢ platform and originally developed by Hanmi. Under this agreement, Hanmi and HHP will grant Gilead exclusive global rights to Enc ...

该分析师指出，美国疾病控制与预防中心(CDC)近期已将吉利德的Yeztugo药物纳入艾滋病(HIV)暴露前 预防推荐用药。Flynn认为，这一推荐是对该药物疗效与安全性的权威认可。此外，他还表示，CDC的 推荐有望提升患者用药依从性，强化HIV预防效果，进而推动Yeztugo的市场需求增长。 与此同时，吉利德科学正积极推进Yeztugo的商业保险覆盖计划，预计到2025年底，该药物将获得大范 围的保险报销支持。 智通财经APP获悉，摩根士丹利分析师Terence Flynn发表研报，重申吉利德科学(GILD.US)"买入"评 级，并将目标价定为143美元。 作为一家生物制药企业，吉利德科学专注于研发治疗重大疾病的药物，其研发领域涵盖HIV、病毒性肝 炎、新型冠状病毒肺炎(COVID-19)及癌症等。 ...

Gilead Sciences, Inc. (NASDAQ:GILD) ranks among the most undervalued NASDAQ stocks to buy now. Citing momentum in Gilead Sciences, Inc. (NASDAQ:GILD)’s product pipeline, Moody’s updated the company’s outlook from stable to positive on September 18, maintaining the company’s A3 senior unsecured ratings. The forecast takes into account Gilead’s recent clearance by regulators and introduction of Yeztugo, the first HIV prevention twice-yearly subcutaneous injectable. According to Moody’s, Gilead’s liver and ...

Fair enough. Mike, hang tight with us for a second. We are going to turn to Beimo's Evan Seagerman for his reaction to President Trump's new tariffs on the pharma sector.Some pretty big numbers, but then Aan Jabvers is telling us bilateral trade agreements will be honored. So maybe not as bad as feared, and it it doesn't seem like uh the stocks themselves are really worried here either. Evan, explain to us why.>> Exactly. So it's a 100% tariff, but it doesn't apply if a pharmaceutical manufacturer is buildi ...

Gilead Sciences, Inc. (NASDAQ:GILD) is among the Renaissance Technologies Portfolio: 10 Biggest Stocks. On September 16, JPMorgan analyst Chris Schott lifted the stock’s price target to $145 from $135 while maintaining an Overweight rating for its shares. JPMorgan Lifts Gilead Sciences, Inc. (GILD)'s Price Target To $145, Maintains Overweight Rating While the firm left most of its large-cap biopharma estimates unchanged, it adjusted share price targets on a move from December 2025 to December 2026. The ...

In the latest trading session, Gilead Sciences (GILD) closed at $110.99, marking a -2.36% move from the previous day. The stock's performance was behind the S&P 500's daily loss of 0.5%. Meanwhile, the Dow experienced a drop of 0.38%, and the technology-dominated Nasdaq saw a decrease of 0.5%. Shares of the HIV and hepatitis C drugmaker have depreciated by 0.22% over the course of the past month, outperforming the Medical sector's loss of 0.7%, and lagging the S&P 500's gain of 2.74%.Analysts and investors ...

Gilead Sciences, Inc. (NASDAQ:GILD) is included among the 11 Cheap Quarterly Dividend Stocks to Buy Right Now. Why Gilead Sciences (GILD) Deserves Attention in the Cheap Quarterly Dividend Stocks Category Gilead Sciences, Inc. (NASDAQ:GILD) is a California-based biopharmaceutical company that offers a wide range of products and services to its consumers. The biotech company develops innovative treatments for viral hepatitis, COVID-19, and cancer, while maintaining a strong pipeline of new drugs expected ...

Key Takeaways Gilead shares rose 26.5% YTD, outpacing industry, sector, and S&P 500 benchmarks.FDA cleared HIV prevention drug Yeztugo, the first twice-yearly injectable PrEP.GILD's Trodelvy shows strength, while cell therapy faces competitive challenges.Gilead Sciences, Inc. (GILD) , one of the top biotech companies, has put up a robust performance so far in 2025. Shares of the company have surged 26.5% year to date compared with the industry’s growth of 6%.The stock has also outperformed the sector and th ...

A twice-yearly injection described as the most promising HIV prevention tool in decades is poised to reach millions more people, with new generic versions priced at about $40 per patient per year. The Gates Foundation and Indian drugmaker Hetero Labs Ltd. are among the groups moving to produce the medication, lenacapavir, which Gilead Sciences Inc. sells in the US for a list price of more than $28,000 annually under the brand name Yeztugo.Another Indian manufacturer, Dr. Reddy’s Laboratories Ltd., is also s ...

2025年国家医保与商保目录调整进展 - 国家医保局公布2025年国家基本医保目录与首版商业健康保险创新药目录复评结果 534个品种通过国家基本医保目录初审 121款药品入围商保创新药目录 [1] - 79款药品同时通过两个目录初审 "双报"比例超过六成 涉及74家药企 其中4家药企申报两种及以上药品 卫材申报3款药品数量最多 [1] - "双报"药品涵盖19款罕见病药品和3款CAR-T疗法 年治疗费用区间从日均几元至高达200万元 [1] 药企"双报"策略动机分析 - "双报"反映企业对医保价格谈判的不确定心态 高价药倾向"参与医保谈判 主攻商保" 更多药品采取"主攻医保 商保托底"策略 [2] - 企业将"双报"视为低成本战略试探 主要投入为人员和精力成本 竞品申报行为直接驱动企业跟进申报 [3] - 商保目录综合评审通过率不足30% 专家估计通过专家评审药品数量约30多个 远低于医保目录通过率 [3] 罕见病药品"双报"特点与前景 - 19款罕见病药物参与"双报" 年治疗费用从几万元至百万元不等 武田制药的注射用维拉苷酶α年治疗费用约150-200万元 [8] - 罕见病药品进医保希望大于进商保 2024年医保目录初审48种罕见病药仅13种进入医保 占比不足30% [9] - 商业保险公司对罕见病药保障兴趣有限 因适应证人群少（如戈谢病全国仅500余患者）且长期用药赔付压力大 [9] CAR-T疗法申报格局分析 - 5款CAR-T药物中2款单独申报商保目录 3款选择"双报" 治疗费用均在百万级别 [10] - "双报"的3款CAR-T均为2023年后上市：合源生物纳基奥仑赛注射液定价99.9万元/针 科济生物泽沃基奥仑赛注射液115万元/针 驯鹿生物伊基奥仑赛注射液116.6万元/针 [10] - 单独申报商保的2款CAR-T为2020年上市：复星凯特阿基仑赛注射液120万元/针 药明巨诺瑞基奥仑赛注射液129万元/针 已分别被80余款和70余款商业医疗险产品纳入 [11][12] ADC与双抗药物申报策略 - ADC与双抗各仅一款选择"双报"：吉利德注射用戈沙妥珠单抗和百济神州注射用贝林妥欧单抗 [12] - 其他ADC药物如中美华东索米妥昔单抗、科伦博泰注射用芦康沙妥珠单抗等仅申报医保目录 [13] - 双抗药物中康方生物卡度尼利单抗、罗氏格菲妥单抗仅报医保 强生特立妥单抗等仅报商保 [13] 跨国药企申报表现 - 79款"双报"药品中14款来自10家跨国药企 百时美施贵宝2款抗肿瘤药物通过初审 卫材3款药物涵盖睡眠障碍、阿尔茨海默病和痛风领域 [20] - 卫材莱博雷生片治疗睡眠障碍 月费用约500元 礼多多奈单抗注射液治疗阿尔茨海默病 年费用18万元 两者形成直接竞争 [22] - BMS的"O药"纳武利尤单抗和"Y药"伊匹木单抗联合治疗年费用36-144万元 O药已被纳入139个城市惠民保目录 [23] 惠民保与商保目录联动效应 - O药在2022-2024年惠民保中年理赔金额2000-2600万元 覆盖600-700名患者 [27] - 惠民保为创新药提供临床价值和市场价值证明 赔付实践表明高风险药品也可实现可控管理 [28][29] - 2024年惠民保药品目录包含299款肿瘤创新药 超过50%产品纳入罕见病用药 创新药总支付金额预估约18亿元 [31] 商保目录落地挑战与机遇 - 商保目录首选落地渠道为惠民保等社商融合保险产品 但199款惠民保市场高度分散 政策引导难度较大 [32] - 药企预期商保协商降价幅度10%-20% 更关注创新药进院政策支持 包括直接挂网和流程简化等措施 [34] - 2035年中国创新药械市场规模预计达1万亿元 商业健康险支付规模预估4400亿元 为当前规模的数十倍 [35]