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Will Yescarta’s Stronger Second-Line Lymphoma Role Change Gilead Sciences’ (GILD) Cell Therapy Narrative?

Simply Wall St · 2d ago
  • Kite, a Gilead company, recently presented new analyses showing that Yescarta delivers durable efficacy and a consistent safety profile as a one-time second-line treatment for relapsed or refractory large B-cell lymphoma, including patients who were previously ineligible for intensive chemotherapy and stem cell transplant.
  • By strengthening the case for Yescarta as a standard second-line option, these data highlight how Gilead’s cell therapy portfolio could shape future cancer care pathways.
  • We’ll now examine how Yescarta’s strengthened position in second-line lymphoma care could influence Gilead’s broader investment narrative and outlook.

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Gilead Sciences Investment Narrative Recap

To own Gilead, you need to believe its HIV cash flows and growing oncology franchise can offset policy pressures and future patent cliffs. The Yescarta data strengthen Gilead’s case in cell therapy, but they do not materially change the near term focus on pricing risk and execution on new launches as the main swing factors for the stock.

Among recent developments, Kite’s long term Yescarta results stand out because they reinforce Gilead’s push to diversify beyond HIV into oncology. If CAR T therapies like Yescarta gain broader second line use, they could become a more meaningful contributor alongside existing cash flows and help counter longer term concerns around pricing pressure and eventual HIV patent expiries.

Yet, against this improving oncology story, investors should also be aware that...

Read the full narrative on Gilead Sciences (it's free!)

Gilead Sciences' narrative projects $32.3 billion revenue and $10.0 billion earnings by 2028. This requires 3.8% yearly revenue growth and a $3.7 billion earnings increase from $6.3 billion.

Uncover how Gilead Sciences' forecasts yield a $130.63 fair value, a 8% upside to its current price.

Exploring Other Perspectives

GILD 1-Year Stock Price Chart
GILD 1-Year Stock Price Chart

Some of the most optimistic analysts were already assuming Gilead could grow revenue to about US$33.9 billion and earnings to roughly US$10.8 billion by 2028, so fresh Yescarta data may either reinforce that bullish view or highlight how much still depends on execution in oncology and pricing power in HIV.

Explore 11 other fair value estimates on Gilead Sciences - why the stock might be worth 22% less than the current price!

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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.