GILD · 8-K · 20260804PR000028

Competition and Market Share

GILEAD SCIENCES, INC. · 2026-08-04 · Importance 48 · Surprise 40

Cell Therapy product sales decreased 14% to $417 million because of ongoing competitive headwinds. Yescarta sales fell 12% to $346 million, primarily due to both in-class and out-of-class competition. Tecartus sales declined 24% to $70 million, primarily due to in-class competition. The declines indicate competitive pressure across Gilead’s CAR T-cell therapy portfolio, affecting more than $234 million of quarterly sales in aggregate.