Gilead Sciences Soars 3.01% on Strong Q2 Earnings, Raised Outlook

Gilead Sciences' stock rose 3.01% in pre-market trading on August 8, 2025, driven by strong second-quarter earnings and an upward revision in its full-year outlook.

Gilead Sciences reported a 2% increase in total revenue for the second quarter of 2025, reaching $7.1 billion. This growth was primarily driven by higher sales in the HIV, Livdelzi® (seladelpar), and Trodelvy® segments. The company's HIV franchise generated $5.1 billion, marking a 7% year-over-year increase. This performance was bolstered by the strong demand for HIV products, particularly Biktarvy and Descovy, which saw significant year-over-year growth.

The company also raised its 2025 sales and profit forecasts, citing the growing demand for its HIV products. This upward revision in guidance reflects confidence in the company's HIV portfolio and the potential for new drugs like Yeztugo to capture market share. Yeztugo, a twice-yearly injectable HIV prevention drug, contributed $107 million in sales during its debut quarter, signaling a shift toward long-acting therapies.

Despite the strong performance in the HIV segment, the oncology division faced challenges. While Trodelvy saw a 14% year-over-year increase, Yescarta and Tecartus experienced declines, reflecting competitive pressures in the cell therapy market. Gilead's collaboration with Merck on islatravir and lenacapavir for HIV treatment may help offset some of these headwinds, but results are still pending.

Overall, Gilead Sciences' strong second-quarter performance and revised guidance have positioned the company favorably in the biopharmaceutical sector. The company's leadership in HIV treatments and strategic pivots in oncology are expected to drive future growth, making it a compelling investment opportunity for those with a long-term horizon.