GILD · 8-K · 20260804PR000028
Product Sales Performance
GILEAD SCIENCES, INC. · 2026-08-04 · Importance 52 · Surprise 56 · Contradicted
Biktarvy sales increased 7% year over year to $3.8 billion, driven by higher average realized price, favorable inventory dynamics and higher demand. Descovy sales increased 48% to $967 million, primarily because of higher average realized price and demand, including U.S. sales of $921 million versus $601 million. Trodelvy sales increased 26% to $457 million on higher demand, while Livdelzi sales increased to $167 million from $78 million. Cell Therapy sales decreased 14% to $417 million because of competition, including Yescarta down 12% to $346 million and Tecartus down 24% to $70 million.
Key facts
- Descovy sales in Q2 2026: $967 million, increased 48% compared to the same period in 2025 source
- Cell Therapy product sales in Q2 2026: $417 million, decreased 14% compared to the same period in 2025 source
- Trodelvy sales in Q2 2026: $457 million, increased 26% compared to the same period in 2025 source
- HIV product sales in Q2 2026: $5,693 million, increased 12% compared to Q2 2025 source
- Liver Disease portfolio sales in Q2 2026: $877 million, increased 10% compared to the same period in 2025 source
- Yescarta sales in Q2 2026: $346 million, decreased 12% compared to the same period in 2025 source
- Tecartus sales in Q2 2026: $70 million, decreased 24% compared to the same period in 2025 source
- Total second quarter 2026 product sales excluding Veklury: $7,604 million, increased 10% compared to the same period in 2025 source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +7.8% | HIV product sales in Q2 2026: $5,693 million, increased 12% compared to Q2 2025 |
| revenue | positive | realized | +4.0% | Descovy sales in Q2 2026: $967 million, increased 48% compared to the same period in 2025 |
| revenue | positive | realized | +3.2% | Biktarvy sales in Q2 2026: $3,772 million, increased 7% compared to the same period in 2025 |
| revenue | negative | realized | -1.3% | Veklury sales in Q2 2026: $23 million, decreased 81% compared to the same period in 2025 |
| revenue | positive | realized | +1.2% | Trodelvy sales in Q2 2026: $457 million, increased 26% compared to the same period in 2025 |
| revenue | positive | realized | +1.0% | Liver Disease portfolio sales in Q2 2026: $877 million, increased 10% compared to the same period in 2025 |
| revenue | negative | realized | -0.9% | Cell Therapy product sales in Q2 2026: $417 million, decreased 14% compared to the same period in 2025 |
| revenue | negative | realized | -0.6% | Yescarta sales in Q2 2026: $346 million, decreased 12% compared to the same period in 2025 |
| revenue | negative | realized | -0.3% | Tecartus sales in Q2 2026: $70 million, decreased 24% compared to the same period in 2025 |