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Morgan Stanley Expects Gilead Sciences (GILD) to Thrive as Biopharma Policy Uncertainties Fade in 2026
Yahoo Finance· 2025-12-31 16:25
Gilead Sciences Inc. (NASDAQ:GILD) is one of the best stocks for the next decade. On December 12, Morgan Stanley raised the firm’s price target on Gilead to $151 from $147 with an Overweight rating on the shares. The firm informed investors that the regulatory and political uncertainties currently weighing on biopharma are expected to subside. As these policy overhangs fade, Morgan Stanley anticipates a shift in market attention back to the industry’s core financial and operational performance. Later, on ...
Gilead Sciences, Inc. (GILD) TD Cowen 45th Annual Healthcare Conference (Transcript)
Seeking Alpha· 2025-03-04 19:04
文章核心观点 TD Cowen第45届年度医疗保健会议第二天举办吉利德科学公司炉边谈话,分析师询问公司2025年业绩指引假设及未来发展情况,公司首席商务官回应相关问题 [1][4] 会议基本信息 - 会议名称为TD Cowen第45届年度医疗保健会议 [1] - 时间为2025年3月4日上午11:10(美国东部时间) [1] - 公司参会人员为首席商务官Johanna Mercier [1] - 电话会议参会人员为TD Cowen高级生物科技分析师Tyler Van Buren [1] 公司情况 - 吉利德是少数在糟糕的生物科技市场中表现出色的股票之一 [1] - 2024年公司业绩增长约8%,进入2025年,需求带动的销量增长将持续推动必妥维(BIKTARVY)、达可挥(DESCOVY)、肿瘤产品组合和肝脏业务的发展 [4] - 2025年除必妥维外产品销售增长中点约为 -0.5%或基本持平,分析师询问相关假设及未来几年发展和对盈利增长的影响 [4]