Feed / Theme
Confirmed

Diabetes and HIV Treatments

2 names are moving together; 100% are participating in the current session.

Co-movement

Observed intraday paths are not available for this group yet.

Members

TICKERCompanySectorTodayObserved activity
GILDGilead Sciences, Inc.Healthcare+1.3%Most structurally connected
LLYEli Lilly and CompanyHealthcare+0.2%Group member

Why we believe this

Cohort

2 names

Participation

100% this session

Observed history

1 daily builds

Filing coverage

2/2 members

demand / volume affecting revenue

HIV HIV product sales increased 10% to $5.0 billion for the three months ended March 31, 2026, compared to the same period in 2025, primarily due to higher demand and average realized price, partially offset by unfavorable inventory dynamics.

GILD 10-Q

product pipeline / R&D affecting expense

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;

GILD 10-Q

demand / volume

This decrease was partially offset by higher demand for Livdelzi, Hepcludex and chronic hepatitis B virus (“HBV”) products.

GILD 10-Q

Diabetes and HIV Treatments can stay leader-led if secondary names fail to join while GILD keeps moving.

Connected, outside the group

No high-confidence filing-linked non-members are available for this group yet.

History

Historical cohort observations are not available yet.