Gilead Sciences, Inc. (NASDAQ: GILD) announced fourth quarter and full-year 2025 financial results, with total revenues rising 2% to USD 29.4 billion driven by HIV and Liver Disease portfolio strength, offset by a sharp 49% decline in Veklury (remdesivir) sales as COVID-19 hospitalizations normalized. The biotechnology leader issued 2026 guidance of USD 29.6–30.0 billion in product sales, signaling stable growth trajectory excluding pandemic-related volatility.
Financial Performance Summary
Metric
2025 Result
YoY Change
Key Driver
Total Revenues
USD 29.4 billion
+2%
HIV and Liver Disease growth offsetting Veklury decline
Q4 Revenues
USD 7.9 billion
+5%
Quarterly momentum in core franchises
HIV Product Sales
USD 20.8 billion
+6%
Biktarvy and Descovy market share gains
Liver Disease
USD 3.2 billion
+6%
Hepatitis B and C portfolio stability
Cell Therapy
USD 1.8 billion
-7%
Yescarta growth offset by broader portfolio pressures
Trodelvy (ADC)
USD 1.4 billion
+6%
Solid tumor expansion
Veklury
USD 911 million
-49%
Post-pandemic demand normalization
Franchise Deep Dive
HIV: Core Growth Engine
Product
2025 Sales
YoY Change
Strategic Position
Biktarvy
USD 14.3 billion
+7%
#1 prescribed HIV regimen globally; single-tablet regimen dominance
Descovy
USD 2.8 billion
+31%
PrEP and HIV treatment backbone; tenofovir alafenamide safety profile
HIV Market Leadership: Gilead maintains >50% global HIV market share; Biktarvy’s high barrier to resistance and tolerability drive prescriber loyalty and payer preference
Cell Therapy: Mixed Signals
Product
2025 Sales
YoY Change
Clinical Context
Yescarta
USD 1.5 billion
+5%
CD19 CAR-T in LBCL; label expansion to PCNSL (Feb 2026)
Tecartus
USD 344 million
+15%
BCMA CAR-T in mantle cell lymphoma; growth trajectory
Portfolio Pressure: Overall Cell Therapy decline reflects competition from bispecific antibodies (epcoritamab, glofitamab) and manufacturing capacity constraints
Trodelvy: ADC Validation
Sacituzumab govitecan maintains 6% growth in triple-negative breast cancer and urothelial carcinoma; faces datopotamab deruxtecan competition in HR+/HER2- breast cancer
Yescarta label expansions; Trodelvy TNBC data; HIV long-acting injectable launch
Innovation pipeline execution
Forward‑Looking Statements This brief contains forward‑looking statements regarding Gilead Sciences’ 2026 revenue performance, HIV franchise sustainability, and cell therapy competitive positioning. Actual results may differ due to generic competition in HIV, pricing pressure from national reimbursement programs, and biosimilar entry in oncology.-Fineline Info & Tech
By Fineline Cube 