Filings monitor · GILD

What GILEAD SCIENCES, INC.'s SEC filings said

10-Q for 2026Q3, filed 30 Oct 2026. Each line is something a filing stated, ranked by score and linked to its source.

Ranked highest

1. Acquisition-Related R&D Charges93 · importance in its document · 8-K exhibit · 29 Oct 2026
   Gilead’s full-year 2026 guidance includes approximately $12.4 billion of acquired IPR&D charges related to the Arcellx, Tubulis, Ouro Medicines and PepStar transactions, net of the Lakefront collaboration and related taxes. The charges…
2. Acquisition and Restructuring65 · importance in its document · 10-Q · 2026Q3
   Acquired in-process research and development expenses totaled $11.3 billion for the nine months ended September 30, 2026, primarily reflecting $7.0 billion for Arcellx, $3.1 billion for Tubulis and $1.0 billion net for Ouro Medicines…
3. Product Sales Performance64 · importance in its document · 8-K exhibit · 29 Oct 2026
   Biktarvy sales increased 10% year over year to $4.059 billion, driven by higher demand, realized price and favorable inventory dynamics. Descovy sales rose 49% to $1.046 billion, primarily on higher realized price and favorable inventory…
4. Medicare Drug Price Negotiation48 · importance in its document · 10-Q · 2026Q3
   In October 2026, the Centers for Medicare and Medicaid Services completed setting the Maximum Fair Price for Biktarvy under Medicare. The negotiated price takes effect on January 1, 2028, and management states that it will affect Biktarvy…
5. Trodelvy Demand Growth46 · importance in its document · 10-Q · 2026Q3
   Trodelvy product sales rose 42% to $506 million in the third quarter and 35% to $1.4 billion for the first nine months of 2026. Gilead attributed the growth in both periods primarily to higher demand. The filing also reports expanded…

Ranked by score, 0–100. A topic read from a document carries its importance within that document; an 8-K event carries the rule score that ranks a filing among filings. Neither is about the share price, and the two scales are named on each row because they are not the same measure.

Latest report: 10-Q · 2026Q3 filed 30 Oct 2026

Full report · Filing on EDGAR

• Acquisition and Pipeline ExpansionImportance 71
  During the second quarter of 2026, Gilead completed acquisitions of Arcellx, Tubulis and Ouro Medicines, adding oncology and inflammation assets and capabilities. The filing reports acquired in-process R&D expenses of…
• Acquisition and RestructuringImportance 65
  Acquired in-process research and development expenses totaled $11.3 billion for the nine months ended September 30, 2026, primarily reflecting $7.0 billion for Arcellx, $3.1 billion for Tubulis and $1.0 billion net for…
• Medicare Drug Price NegotiationImportance 48
  In October 2026, the Centers for Medicare and Medicaid Services completed setting the Maximum Fair Price for Biktarvy under Medicare. The negotiated price takes effect on January 1, 2028, and management states that it…
• Trodelvy Demand GrowthImportance 46 · +1 more on this subject
  Trodelvy product sales rose 42% to $506 million in the third quarter and 35% to $1.4 billion for the first nine months of 2026. Gilead attributed the growth in both periods primarily to higher demand. The filing also…
• Revenue Performance and MixImportance 43 · +1 more on this subject
  Total revenues increased 7% to $8.3 billion for the three months and $23.1 billion for the nine months ended September 30, 2026, compared with the same periods in 2025. Nine-month HIV product sales rose 14% to $17.0…
• Operating Expense TrendsImportance 40
  Selling, general and administrative expenses increased 21% to $1.6 billion for the three months ended September 30, 2026, and 26% to $5.0 billion for the nine months. Selling and marketing costs rose primarily because…
• Research and Development ExpenseImportance 35
  Research and development expenses increased 19% to $1.6 billion for the three months ended September 30, 2026, and increased 13% to $4.7 billion for the nine months. Nine-month personnel, infrastructure and support…
• Oncology Product ExpansionImportance 34
  Trodelvy received European Commission authorization in combination with Keytruda for eligible first-line metastatic triple-negative breast cancer patients whose tumors express PD-L1. The FDA also approved Trodelvy for…
• Regulatory Approval MilestonesImportance 34
  Gilead received FDA approval for Bixlenvo for adults with HIV who are virologically suppressed on a stable antiretroviral regimen, and FDA accelerated approval for Hepcludex for chronic hepatitis delta virus infection…
• Liquidity and Cash PositionImportance 25
  Cash and cash equivalents were $6.4 billion as of September 30, 2026. Net cash provided by operating activities increased to $11.152 billion for the nine months ended September 30, 2026, primarily due to lower income…
• In-Process R&D ImpairmentImportance 22
  Gilead recorded a $1.75 billion impairment charge during the nine months ended September 30, 2026, eliminating the remaining carrying value of its NSCLC in-process R&D intangible asset. The impairment followed the June…
• Cell Therapy CompetitionImportance 20
  Cell Therapy product sales declined 18% to $355 million in the third quarter and 15% to $1.2 billion in the first nine months of 2026. Gilead attributed the decreases to lower demand reflecting ongoing competitive…

8-K filings last 12 months

• Results, no stated guidance change29 Oct 2026 · 8-K Item 2.02 · Routine · rule score 10
  Read from the attached exhibit: Acquisition-Related R&D Charges · Product Sales Performance · U.S. Research Investment
• Results (release not read)4 Aug 2026 · 8-K Item 2.02 · Routine · rule score 20
  Read from the attached exhibit: Guidance / Outlook · Operating Margin Drivers · Operating Expense Trends
• New debt20 May 2026 · 8-K Items 1.01, 2.03 · Routine · rule score 10
  “On May 20, 2026, Gilead Sciences, Inc. (the “Company”) and Computershare Trust Company, National Association, as successor to Wells Fargo Bank, National Association, as trustee (the “Trustee” and, together with the Company, the…”
• Guidance raised7 May 2026 · 8-K Item 2.02 · Flagged · rule score 60
  “We have raised our full year revenue guidance as a reflection of our performance," said Daniel O’Day, Gilead’s Chairman and Chief Executive Officer.”
• Agreement to be acquired23 Feb 2026 · 8-K Item 1.01 · Flagged · rule score 95
  “On February 22, 2026, Gilead Sciences, Inc., a Delaware corporation (“ Parent ” or “ Gilead ”), entered into an Agreement and Plan of Merger (the “ Merger Agreement ”), among Parent, Arcellx, Inc., a Delaware corporation (the “ Company…”
• Results (release not read)10 Feb 2026 · 8-K Item 2.02 · Routine · rule score 20
• Other officer change19 Nov 2025 · 8-K Item 5.02 · Routine · rule score 15
  “On November 19 , 2025, Gilead Sciences, Inc., a Delaware corporation (the “Company”), announced that Deborah H. Telman will no longer serve as Executive Vice President, Corporate Affairs and General Counsel of the Company as of December…”

Earlier reports

• 10-Q · 2026Q2filed 6 Aug 2026
  Liquidity and Cash Position · Operating Expense Trends · In-Process R&D Impairment

Topics are read from the text of the 10-K, 10-Q or the exhibit attached to an 8-K, each linked to the passage it came from. 8-K events are labelled by fixed rules from the item codes and the filing text — the same rules for every company and every year. The Full Picture merges these with earnings calls and news.