GILD
Market read
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 37 directly disclosed connections are confirming.
Invalidation: The isolated read changes if GILD's group or a disclosed connection begins moving with it.
Research brief
The latest filing evidence is available. 0 of 1 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 37 directly disclosed connections are confirming.
No thresholded adverse filing evidence is available yet.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Interest expense decreased 5% to $487 million for the six months ended June 30, 2026, compared to the same period in 2025, primarily due to lower average debt balances, partially offset by a higher weighted-average interest rate on the debt.”10-Q · Aug 6, 2026 ↗
“Oncology Cell Therapy Cell Therapy product sales decreased 14% and 13% to $417 million and $824 million for the three and six months ended June 30, 2026, respectively, compared to the same periods in 2025, primarily due to lower demand reflecting ongoing comp…”10-Q · Aug 6, 2026 ↗
“33 Acquired in-process research and development expenses were $11.2 billion for the three months ended June 30, 2026, primarily related to the following transactions: • $7.0 billion Arcellx acquisition; • $3.1 billion Tubulis acquisition; and • $1.0 billion O…”10-Q · Aug 6, 2026 ↗
“The decrease was primarily due to: • Higher acquired IPR&D expenses related to our acquisitions of Arcellx, Tubulis and Ouro Medicines; • A pre-tax IPR&D impairment charge of $1.75 billion related to assets previously acquired from Immunomedics; and • Higher…”10-Q · Aug 6, 2026 ↗
Valuation discipline
Price/sales 6.2× · EV/sales 6.9×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for GILD. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment · baseline
10-Q filed 2026-05-07 against the comparable filing from 2025-05-07.
No thresholded deterioration was identified.
“28 Interest Expense and Other (Income) Expense, Net The following table summarizes our Interest expense and Other (income) expense, net and period-over-period changes: Three Months Ended March 31, (in millions, except percentages) 2026 2025 Change Interest expense $ 240 $ 260 (8) % Other (income) expense, net $ (235) $ 328 NM (Gain) loss from equity securities, net $ (142) $ 426 NM Interest income $ (95) $ (94) 1 % Other, net $ 2 $ (4) NM _______________________________ NM - Not Meaningful Interest expense decreased 8% to $240 million for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to lower debt balances.”
“The increase was primarily due to: • Net unrealized gains from equity securities compared to net unrealized losses in 2025; • Higher product sales; and • Lower acquired in-process research and development (“IPR&D”) expenses; partially offset by • Higher income tax expense; and • Higher selling, general and administrative expenses.”
“The increase was primarily due to: • Net unrealized gains from equity securities compared to net unrealized losses in 2025; • Higher product sales; and • Lower acquired in-process research and development (“IPR&D”) expenses; partially offset by • Higher income tax expense;”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Entered into an exclusive option and license agreement with Kymera Therapeutics, Inc.”
“For equity investments in our strategic partners, such as in connection with our collaborations with Arcus Biosciences, Inc.”
Depended on by
“In addition, our collaboration with Gilead also brings us an industry-leading partner and brings together the teams’ expertise in virology and provides an established partner for late-stage development and commercialization.”
Filing peers
Companies whose filings use similar operating language.
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What is moving around it
GILD is currently a Leader in the organic co-movement group Drug Manufacturers. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for GILD; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.