Gilead Sciences, Inc. (GILD): Business Model Canvas

In der dynamischen Landschaft der Biotechnologie steht Gilead Sciences, Inc. als transformative Kraft da und revolutioniert medizinische Behandlungen durch seinen innovativen Ansatz bei der pharmazeutischen Entwicklung. Mit einem strategischen Geschäftsmodell, das Spitzenforschung, gezielte therapeutische Lösungen und globale Auswirkungen auf die Gesundheitsversorgung verbindet, hat sich Gilead zu einem Kraftpaket bei der Bewältigung komplexer medizinischer Herausforderungen entwickelt, insbesondere bei antiviralen Behandlungen, HIV-Management und Onkologie. Durch die nahtlose Integration fortschrittlicher wissenschaftlicher Expertise, strategischer Partnerschaften und eines patientenzentrierten Ansatzes hat sich das Unternehmen an der Spitze der medizinischen Innovation positioniert und liefert kontinuierlich bahnbrechende Therapien, die die Grenzen der modernen Gesundheitsversorgung neu definieren.

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Wichtige Partnerschaften

Strategische Kooperationen mit akademischen Forschungseinrichtungen

Ab 2024 unterhält Gilead Sciences Forschungspartnerschaften mit:

Institution	Fokusbereich	Details zur Zusammenarbeit
Stanford-Universität	HIV-Forschung	Jährliche Forschungsförderung in Höhe von 12,5 Millionen US-Dollar
Johns Hopkins Universität	Hepatitis-Forschung	Kooperationsstipendium in Höhe von 8,3 Millionen US-Dollar

Pharmazeutische Entwicklungspartnerschaften mit Biotech-Unternehmen

Zu den wichtigsten Biotech-Partnerschaften gehören:

• Forty Seven, Inc. (im Jahr 2020 für 4,9 Milliarden US-Dollar übernommen)
• Immunomedics (im Jahr 2020 für 21 Milliarden US-Dollar übernommen)
• Galapagos NV (Kooperationsvereinbarung mit 280 Millionen Euro Vorauszahlung)

Lizenzvereinbarungen mit globalen Arzneimittelherstellern

Hersteller	Geografische Region	Lizenzwert
Mylan Pharmaceuticals	Vereinigte Staaten	Lizenzvereinbarung über 350 Millionen US-Dollar
Teva Pharmaceutical	Europäische Märkte	Kreuzlizenzvertrag im Wert von 275 Millionen US-Dollar

Joint Ventures in aufstrebenden therapeutischen Märkten

• China: Joint Venture mit Shanghai Pharmaceuticals
• Indien: Partnerschaft mit Dr. Reddy's Laboratories
• Brasilien: Kooperationsvereinbarung mit Eurofarma Laboratórios

Forschungsallianzen mit Netzwerken für klinische Studien

Aktive Netzwerkpartnerschaften für klinische Studien:

Netzwerk	Forschungsschwerpunkt	Jährliche Investition
ACTG (AIDS Clinical Trials Group)	HIV/AIDS-Forschung	22,6 Millionen US-Dollar
ECOG-ACRIN Krebsforschungsgruppe	Onkologische Studien	18,4 Millionen US-Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Hauptaktivitäten

Pharmazeutische Forschung und Entwicklung

F&E-Ausgaben im Jahr 2022: 5,2 Milliarden US-Dollar Forschungspersonal: 2.300 Mitarbeiter, die sich der Forschung und Entwicklung widmen Gesamtzahl der gehaltenen Patente: 1.287 aktive Arzneimittelpatente

F&E-Schwerpunktbereiche	Jährliche Investition
HIV-Therapeutika	1,8 Milliarden US-Dollar
Hepatitis-Behandlungen	1,2 Milliarden US-Dollar
Onkologische Forschung	850 Millionen Dollar
Entzündliche Erkrankungen	650 Millionen Dollar

Arzneimittelentdeckung und Management klinischer Studien

Aktive klinische Studien im Jahr 2022: 87 laufende Studien Investition in klinische Studien: 1,5 Milliarden US-Dollar Erfolgsquote klinischer Studien: 14,2 %

• Phase-I-Studien: 32 aktive Studien
• Phase-II-Studien: 28 aktive Studien
• Phase-III-Studien: 19 aktive Studien
• Phase-IV-Studien: 8 aktive Studien

Globale Arzneimittelherstellung und -produktion

Produktionsstätten: 7 globale Produktionsstandorte Jährliche Produktionskapazität: 2,3 Milliarden Arzneimitteleinheiten Herstellungsländer: USA, Irland, Singapur

Produktionsstätte	Standort	Jährliche Kapazität
Foster City-Einrichtung	Kalifornien, USA	680 Millionen Einheiten
Einrichtung in Dublin	Irland	520 Millionen Einheiten
Fertigung in Singapur	Singapur	420 Millionen Einheiten

Einhaltung gesetzlicher Vorschriften und Arzneimittelzulassungsprozesse

Team zur Einhaltung gesetzlicher Vorschriften: 450 Fachleute Interaktionen mit der FDA im Jahr 2022: 62 formelle Treffen Zulassungsanträge: 24 neue Arzneimittelanträge

Vermarktung und Kommerzialisierung therapeutischer Behandlungen

Globales Marketingbudget: 1,7 Milliarden US-Dollar Vertriebsmitarbeiter: 2.800 weltweit Marketingkanäle: Direkte Kontaktaufnahme mit Ärzten, digitale Plattformen, medizinische Konferenzen

Therapeutischer Bereich	Marketingausgaben	Generierter Umsatz
HIV-Behandlungen	680 Millionen Dollar	8,2 Milliarden US-Dollar
Hepatitis-Behandlungen	450 Millionen Dollar	5,6 Milliarden US-Dollar
Onkologische Behandlungen	320 Millionen Dollar	3,9 Milliarden US-Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Schlüsselressourcen

Fortgeschrittene biotechnologische Forschungseinrichtungen

Gilead Sciences unterhält Forschungseinrichtungen an mehreren Standorten:

• Foster City, Kalifornien (Hauptquartier des Forschungszentrums): 230.000 Quadratfuß
• San Dimas, Kalifornien: Spezialisierte Forschungseinrichtung für Virologie
• Gesamtinvestitionen in Forschung und Entwicklung im Jahr 2023: 5,1 Milliarden US-Dollar

Forschungsstandort	Größe der Einrichtung	Primärer Forschungsschwerpunkt
Foster City, Kalifornien	230.000 Quadratfuß	Umfassende Pharmaforschung
San Dimas, Kalifornien	85.000 Quadratfuß	Virologie und Infektionskrankheiten

Portfolio für geistiges Eigentum

Gileads Patentportfolio ab 2023:

• Gesamtzahl der aktiven Patente: 1.287
• Patentablaufschutz: Bis 2035–2040
• Wichtige Werte von Arzneimittelpatenten:
  • Biktarvy (HIV): Patentschutz bis 2035
  • Yescarta (Krebs): Patentschutz bis 2037

Spezialisiertes wissenschaftliches und medizinisches Talent

Mitarbeiterkategorie	Gesamtzahl	Forschungsexperten
Gesamtzahl der Mitarbeiter	14,200	N/A
Ph.D. Forscher	1,600	82 % in Forschung und Entwicklung
MD-Forscher	340	95 % in der klinischen Entwicklung

Finanzielles Kapital für Forschung und Entwicklung

Finanzielle Mittel für Forschung und Entwicklung:

• F&E-Ausgaben 2023: 5,1 Milliarden US-Dollar
• Bargeld und Investitionen: 8,3 Milliarden US-Dollar
• Jährliche F&E-Budgetzuweisung: 18–22 % des Gesamtumsatzes

Infrastruktur für klinische Tests

Klinische Studienmetrik	Statistik 2023
Aktive klinische Studien	87
Globale Standorte für klinische Studien	42 Länder
Jährliche Investition in klinische Studien	1,7 Milliarden US-Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Wertversprechen

Innovative antivirale und spezielle pharmazeutische Lösungen

Gilead Sciences erzielte im Geschäftsjahr 2023 einen Gesamtproduktumsatz von 27,3 Milliarden US-Dollar, wobei wichtige therapeutische Bereiche den Umsatz antreiben:

Therapeutischer Bereich	Verkäufe 2023
HIV-Behandlungen	13,8 Milliarden US-Dollar
Hepatitis-C-Behandlungen	1,5 Milliarden US-Dollar
Entzündliche Erkrankungen	2,3 Milliarden US-Dollar
Onkologie	1,9 Milliarden US-Dollar

Fortgeschrittene Behandlungen für HIV, Hepatitis und Onkologie

Das wichtigste Produktportfolio von Gilead umfasst:

• Biktarvy (HIV): 11,4 Milliarden US-Dollar Jahresumsatz
• Yescarta (Onkologie): 673 Millionen US-Dollar Jahresumsatz
• Harvoni (Hepatitis C): 486 Millionen US-Dollar Jahresumsatz

Hochwertige, wissenschaftlich validierte medizinische Therapien

Forschungs- und Entwicklungsinvestitionen im Jahr 2023: 4,7 Milliarden US-Dollar, was 17,2 % des Gesamtumsatzes entspricht.

Gezielte therapeutische Interventionen bei komplexen Erkrankungen

Krankheitskategorie	Anzahl laufender klinischer Studien
HIV	37 aktive Studien
Onkologie	22 aktive Versuche
Entzündliche Erkrankungen	15 aktive Versuche

Bahnbrechende medizinische Behandlungen zur Verbesserung der Patientenergebnisse

Die firmeneigene Arzneimittelpipeline umfasst 27 potenzielle neue molekulare Einheiten in mehreren Therapiebereichen.

• 6 potenzielle bahnbrechende Therapien im Spätstadium der klinischen Entwicklung
• 15 potenzielle neue Behandlungsansätze im präklinischen Stadium
• Globale Patientenreichweite in 180 Ländern

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Kundenbeziehungen

Direkter Kontakt mit medizinischem Fachpersonal

Gilead unterhält ab 2023 ein Direktvertriebsteam von 1.850 Vertretern, das sich an Ärzte, Krankenhäuser und Spezialkliniken in den Bereichen Infektionskrankheiten und Onkologie richtet.

Kundensegment	Interaktionshäufigkeit	Jährliches Interaktionsvolumen
Spezialisten für Infektionskrankheiten	Vierteljährlich	12.500 direkte Interaktionen
Spezialisten für Onkologie	Zweimonatlich	8.750 direkte Interaktionen

Programme zur Patientenunterstützung und -unterstützung

Gilead investierte im Jahr 2023 127 Millionen US-Dollar in Patientenunterstützungsprogramme, die den Zugang zu Medikamenten und finanzielle Unterstützung abdeckten.

• Patientenzuzahlungsunterstützung: Deckung bis zu 7.500 $ pro Jahr
• Kostenlose Arzneimittelprogramme: Betreuung von 15.200 Patienten mit begrenzten finanziellen Mitteln
• Patientennavigationsdienste: Betreuung von 22.500 Patienten pro Jahr

Digitale Gesundheitsinformationen und Ressourcen

Zu den Kennzahlen für das Engagement digitaler Plattformen im Jahr 2023 gehören:

Digitaler Kanal	Monatlich aktive Benutzer	Jährliche Engagement-Rate
Portal für medizinische Fachkräfte	48,750	72%
Patienteninformations-Website	215,000	65%

Personalisierte medizinische Beratungsdienste

Gilead betreibt im Jahr 2023 spezialisierte Beratungsdienste mit 325 engagierten medizinisch-wissenschaftlichen Ansprechpartnern.

• Telemedizinische Konsultationen: 17.500 jährliche Sitzungen
• Spezialisierte Beratungen zum Krankheitsmanagement: 9.250 jährliche Sitzungen
• Fernüberwachung von Patienten: Unterstützung von 6.750 Patienten

Kontinuierliche Initiativen zur medizinischen Ausbildung

Gilead stellte im Jahr 2023 42,3 Millionen US-Dollar für medizinische Ausbildungsprogramme bereit.

Bildungsprogrammtyp	Jährliche Teilnehmer	Programminvestition
Online-Medizinkonferenzen	37.500 medizinische Fachkräfte	18,5 Millionen US-Dollar
Klinische Schulungsworkshops	12.750 Teilnehmer	23,8 Millionen US-Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Kanäle

Direkte pharmazeutische Vertriebsmitarbeiter

Ab 2024 unterhält Gilead ein engagiertes Vertriebsteam von etwa 1.850 Pharma-Vertriebsmitarbeitern in den gesamten Vereinigten Staaten. Diese Vertreter richten sich an etwa 85.000 Gesundheitsdienstleister, die auf Infektionskrankheiten, Onkologie und Lebergesundheit spezialisiert sind.

Kategorie „Vertriebsmitarbeiter“.	Anzahl der Vertreter	Zielgerichtete Gesundheitsspezialitäten
Vertriebsteam für Infektionskrankheiten	850	HIV/AIDS-Spezialisten
Onkologie-Vertriebsteam	550	Spezialisten für Onkologie
Vertriebsteam für Lebererkrankungen	450	Spezialisten für Hepatologie

Medizinische Konferenzen für medizinisches Fachpersonal

Gilead nimmt jährlich an etwa 120 internationalen medizinischen Konferenzen teil und investiert 18,5 Millionen US-Dollar für das Sponsoring der Konferenz und die Ausstellungskosten.

• Zu den wichtigsten Konferenzteilnehmern gehört die American Association for the Study of Liver Diseases (AASLD).
• Jährlich nehmen etwa 42.000 medizinische Fachkräfte an der Konferenz teil
• Direktes Budget für wissenschaftliche Präsentationen: 7,3 Millionen US-Dollar

Online-Plattformen für digitales Marketing

Budget für digitales Marketing für 2024: 22,4 Millionen US-Dollar, Zielgruppe sind medizinische Fachkräfte über spezialisierte medizinische Netzwerkplattformen.

Digitale Plattform	Jährliche Investition	Zielgruppe
Doximität	5,6 Millionen US-Dollar	Ärzte
LinkedIn-Berufsnetzwerke	4,2 Millionen US-Dollar	Fachkräfte im Gesundheitswesen
Spezialisierte medizinische Websites	12,6 Millionen US-Dollar	Spezialisten

Pharmazeutische Vertriebsnetzwerke

Gilead arbeitet mit 18 primären Pharmahändlern in den Vereinigten Staaten zusammen und deckt 92 % der Gesundheitseinrichtungen ab.

• Gesamtwert des pharmazeutischen Vertriebsnetzes: 3,6 Milliarden US-Dollar
• Durchschnittliche Vertriebsmarge: 4,7 %
• Zu den Hauptvertriebspartnern zählen AmerisourceBergen, Cardinal Health und McKesson

Werbung für medizinische Fachzeitschriften und wissenschaftliche Veröffentlichungen

Jährliches Werbebudget für wissenschaftliche Veröffentlichungen: 9,7 Millionen US-Dollar, ausgerichtet auf von Experten begutachtete medizinische Fachzeitschriften.

Publikationskategorie	Jährliche Investition	Auflagenreichweite
Zeitschriften für Infektionskrankheiten	4,3 Millionen US-Dollar	125.000 Abonnenten
Onkologische Fachzeitschriften	3,2 Millionen US-Dollar	95.000 Abonnenten
Hepatologische Zeitschriften	2,2 Millionen US-Dollar	65.000 Abonnenten

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Kundensegmente

Krankenhäuser und medizinische Einrichtungen

Im Jahr 2023 versorgte Gilead weltweit etwa 5.400 Krankenhäuser und medizinische Einrichtungen. Das jährliche Beschaffungsvolumen für Arzneimitteleinkäufe in Krankenhäusern erreichte 12,3 Milliarden US-Dollar.

Kennzahlen zum Krankenhaussegment	Daten für 2023
Insgesamt versorgte Krankenhäuser	5,400
Beschaffung von Arzneimitteln für Krankenhäuser	12,3 Milliarden US-Dollar
Marktdurchdringungsrate	68.5%

Spezialisierte Gesundheitsdienstleister

Gilead unterstützt 3.200 spezialisierte Gesundheitsdienstleister mit den Schwerpunkten Infektionskrankheiten, Onkologie und Leberbehandlungen.

• Spezialisten für Infektionskrankheiten: 1.450 Anbieter
• Onkologische Zentren: 890 Anbieter
• Hepatologische Kliniken: 860 Anbieter

Behandlungszentren für Infektionskrankheiten

Im Jahr 2023 arbeitete Gilead mit 1.100 spezialisierten Behandlungszentren für Infektionskrankheiten weltweit zusammen, mit einem Gesamtauftragswert von 7,6 Milliarden US-Dollar.

Immungeschwächte Patientenpopulationen

Gilead betreut rund 620.000 immungeschwächte Patienten in mehreren Therapiebereichen, wobei der HIV-Behandlungsbereich 72 % dieser Patientenpopulation ausmacht.

Patientensegment	Gesamtzahl der Patienten	Marktanteil
HIV-Patienten	446,400	72%
Hepatitis-Patienten	98,600	16%
Andere immungeschwächte Patienten	75,000	12%

Globale Gesundheitssysteme und Regierungen

Gilead unterhält Verträge mit 142 nationalen Gesundheitssystemen in 68 Ländern, wobei sich die gesamte staatliche Beschaffung im Jahr 2023 auf 9,4 Milliarden US-Dollar beläuft.

• Nordamerikanische Regierungsverträge: 4,2 Milliarden US-Dollar
• Europäische Regierungsverträge: 3,1 Milliarden US-Dollar
• Regierungsverträge im asiatisch-pazifischen Raum: 1,5 Milliarden US-Dollar
• Regierungsverträge für den Rest der Welt: 600 Millionen US-Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Kostenstruktur

Umfangreiche Forschungs- und Entwicklungskosten

Im Jahr 2022 investierte Gilead Sciences 5,1 Milliarden US-Dollar in Forschungs- und Entwicklungskosten, was 16,8 % des gesamten Produktumsatzes entspricht. Die Aufschlüsselung der F&E-Ausgaben des Unternehmens umfasst:

F&E-Schwerpunktbereich	Investitionsbetrag
HIV-Forschung	1,8 Milliarden US-Dollar
Entzündliche/Atemwegserkrankungen	1,2 Milliarden US-Dollar
Onkologische Forschung	1,5 Milliarden US-Dollar

Investition und Management klinischer Studien

Die Ausgaben für klinische Studien von Gilead beliefen sich im Jahr 2022 auf rund 2,3 Milliarden US-Dollar, mit folgender Verteilung:

• Phase-I-Studien: 420 Millionen US-Dollar
• Phase-II-Studien: 850 Millionen US-Dollar
• Phase-III-Studien: 1,03 Milliarden US-Dollar

Herstellungs- und Produktionskosten

Die Herstellungskosten für Gilead beliefen sich im Jahr 2022 auf 3,7 Milliarden US-Dollar. Zu den wichtigsten Kostenstellen zählen:

Produktionsstandort	Jährliche Produktionskosten
Vereinigte Staaten	2,1 Milliarden US-Dollar
Irland	980 Millionen Dollar
Andere internationale Einrichtungen	620 Millionen Dollar

Einhaltung gesetzlicher Vorschriften und Rechtskosten

Die regulatorischen und rechtlichen Kosten von Gilead beliefen sich im Jahr 2022 auf 475 Millionen US-Dollar, darunter:

• FDA-Konformität: 215 Millionen US-Dollar
• Patentstreit: 160 Millionen US-Dollar
• Kosten für die behördliche Einreichung: 100 Millionen US-Dollar

Marketing- und Vertriebsinfrastruktur

Die Marketing- und Vertriebsausgaben für Gilead beliefen sich im Jahr 2022 auf insgesamt 4,2 Milliarden US-Dollar und verteilten sich wie folgt:

Marketingkanal	Ausgaben
Direktvertrieb	2,1 Milliarden US-Dollar
Digitales Marketing	680 Millionen Dollar
Konferenz und medizinische Ausbildung	420 Millionen Dollar

Gilead Sciences, Inc. (GILD) – Geschäftsmodell: Einnahmequellen

Verkauf verschreibungspflichtiger Medikamente

Im Jahr 2023 meldete Gilead Sciences einen Gesamtproduktumsatz von 27,3 Milliarden US-Dollar. Zu den wichtigsten Produktkategorien gehörten:

Produktkategorie	Umsatzerlöse (2023)
HIV-Medikamente	13,8 Milliarden US-Dollar
Hepatitis-C-Behandlungen	3,2 Milliarden US-Dollar
Entzündliche Erkrankungen	2,5 Milliarden US-Dollar
Onkologische Behandlungen	1,9 Milliarden US-Dollar

Pharmazeutische Lizenzvereinbarungen

Gilead meldete im Jahr 2023 Lizenzeinnahmen in Höhe von 498 Millionen US-Dollar. Zu den wichtigsten Partnerschaften zählen:

• Zusammenarbeit mit Merck in der HIV- und Hepatitis-Forschung
• AbbVie-Partnerschaft für die Behandlung entzündlicher Erkrankungen
• Übernahme von Forty Seven, Inc. für die Onkologieforschung

Globale Marktvertriebsrechte

Aufschlüsselung der internationalen Umsätze für 2023:

Region	Umsatzerlöse	Prozentsatz des Gesamtumsatzes
Vereinigte Staaten	19,6 Milliarden US-Dollar	71.8%
Europa	4,3 Milliarden US-Dollar	15.7%
Asien-Pazifik	2,1 Milliarden US-Dollar	7.7%
Rest der Welt	1,3 Milliarden US-Dollar	4.8%

Lizenzgebühren aus Arzneimittelpatenten

Die Lizenzeinnahmen für 2023 beliefen sich auf insgesamt 276 Millionen US-Dollar, abgeleitet aus:

• Patentlizenzierung für HIV-Medikamente
• Geistiges Eigentum zur Behandlung von Hepatitis C
• Patentgebühren für antivirale Medikamente

Auftragsforschungs- und Entwicklungsdienstleistungen

Einnahmen aus F&E-Kooperationen im Jahr 2023:

Forschungskategorie	Kollaborative Einnahmen
HIV-Forschungskooperationen	215 Millionen Dollar
Onkologische Forschungspartnerschaften	167 Millionen Dollar
Forschung zu entzündlichen Erkrankungen	98 Millionen Dollar

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Value Propositions

You're looking at the core things Gilead Sciences, Inc. offers its customers-the tangible benefits driving their market position as of late 2025. It's about simplifying complex regimens and delivering curative potential where it matters most.

Highly effective, single-tablet HIV regimens for simplified patient adherence

Gilead Sciences, Inc. maintains dominance in the HIV space by offering established, highly effective single-tablet regimens. Biktarvy, for example, remains the number one prescribed regimen in the U.S., holding a 52% market share. This simplifies life for patients immensely. The strength of this portfolio is clear in the financials; total HIV product sales reached $5.3 billion in the third quarter of 2025, a 4% increase year-over-year, even with headwinds like the Medicare Part D redesign expected to impact HIV sales by $900 million in fiscal year 2025. The company has patent protection secured until 2036 for this franchise, which is a huge value anchor.

Here's a snapshot of the key HIV product performance in Q3 2025:

Product	Q3 2025 Sales (Millions USD)	Year-over-Year Growth
Biktarvy	$3,700	6%
Descovy	$701	20%
Total HIV Portfolio	$5,300	4%

First-in-class, twice-yearly injectable HIV prevention option (Yeztugo/lenacapavir)

The introduction of Yeztugo (lenacapavir) as the world's first twice-yearly HIV prevention option is a major value driver, offering a true alternative to daily oral medication. Data from the PURPOSE 2 trial showed this injectable delivered a 96% reduction in HIV infections compared to background HIV incidence. Analysts project this drug's peak sales could reach approximately $4 billion. While the U.S. list price is noted to be more than $28,000, the President's Emergency Plan for AIDS Relief (PEPFAR) has agreed to an initial supply at $64 per person per year for about 1 million people annually, showing a commitment to broad access models.

Targeted Antibody-Drug Conjugate (ADC) therapy, Trodelvy, for solid tumors

Gilead Sciences, Inc. offers Trodelvy, a targeted Antibody-Drug Conjugate (ADC) therapy, providing a critical option in oncology. In the first-line treatment for patients with PD-L1+ metastatic triple-negative breast cancer, Trodelvy combined with Keytruda reduced the risk of disease progression or death by 35% versus the standard of care. Quarterly sales show continued, albeit sometimes volatile, performance; Q3 2025 sales reached $357 million, a 7% increase year-over-year. The drug's Q1 2025 sales were $293 million, which was a 5% decrease, showing the dynamics of inventory and pricing in that segment.

Curative treatments for Hepatitis C (HCV) and chronic care for Hepatitis B (HBV)

The company provides treatments that offer curative potential for Hepatitis C (HCV) and long-term management for Hepatitis B (HBV). The Liver Disease segment demonstrated strong growth, posting $819 million in sales in the third quarter of 2025, which is a 12% increase. This shows the ongoing value delivered in this therapeutic area.

Value in affordability for these chronic conditions is supported through specific programs:

• HCV Co-pay Savings Program: Eligible patients with commercial insurance could pay as little as $5 per month.
• HBV Co-pay Savings Program: Eligible patients with commercial insurance could pay as little as $0 per month.

Patient assistance programs to minimize out-of-pocket costs for eligible U.S. patients

Gilead Sciences, Inc. supports patient access through several programs designed to lower out-of-pocket costs for eligible U.S. patients. The company has committed more than $300 million across 2024 and 2025 to advance U.S. community initiatives. To date, more than 550,000 individuals have received free Gilead medication through its free drug programs for uninsured individuals. For HIV treatment and prevention medications, the Advancing Access Co-pay Savings Program allows eligible patients with commercial insurance to pay as little as $0 per month.

Key support program metrics include:

• Free medication program recipients (cumulative): Over 550,000 individuals.
• U.S. Community Initiative Commitment (2024-2025): More than $300 million.
• Advancing Access HIV Co-pay Minimum: As low as $0 per month.

Finance: draft 13-week cash view by Friday.

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Customer Relationships

You're looking at how Gilead Sciences, Inc. maintains its critical connections with the medical community and patients, which is key given its complex, high-value therapies. This isn't just about selling pills; it's about deep, specialized engagement.

High-touch relationships with key opinion leaders and specialist prescribers

Gilead Sciences, Inc. focuses heavily on building relationships with Key Opinion Leaders (KOLs) and specialist prescribers, particularly in its core therapeutic areas. This is essential for driving adoption of novel treatments. For instance, in oncology, the company is positioning itself for the anticipated launch of anito-cel, a potential best-in-class cell therapy for multiple myeloma, expected in 2026.

The company's existing oncology portfolio relies on strong clinical backing. Trodelvy, for example, remains the only approved Trop-2 antibody drug conjugate to show an overall survival benefit in two types of breast cancer, supported by six ongoing Phase 3 trials. By the end of 2024, Gilead's oncology therapies had already reached more than 80,000 people, showing the current reach that high-touch relationships support.

Direct patient support via free drug programs for uninsured individuals

For patients in the U.S. who lack insurance coverage, Gilead maintains direct support through its free drug programs. As of late 2025, the company reported that more than 550,000 individuals have received free Gilead medication through these programs.

This commitment to patient access is backed by financial investment. Gilead committed more than $300 million to advance community initiatives in the U.S. across 2024 and 2025. Note that effective May 5, 2025, Gilead transitioned its free drug programs from a retail pharmacy model to a mail order delivery model.

Co-pay assistance programs to reduce patient financial burden

To help commercially insured patients manage out-of-pocket costs, Gilead deploys several specific Co-pay Savings Programs. These programs are designed to make access immediate, though they exclude patients on government healthcare plans like Medicare or Medicaid.

Here's a quick look at the stated patient cost levels and annual assistance caps for some key programs:

Program/Therapy Area	Minimum Patient Cost (Per Month/Rx)	Maximum Annual Assistance
Advancing Access (HIV/COVID-19)	As little as $0 per month	Not specified (No monthly limit)
Letairis (PAH)	As little as $5 per month	Not specified (No monthly limit)
Zydelig (Oncology)	As little as $5 per prescription	Not specified (No monthly limit)
Support Path (HCV)	As little as $5 per month	Not specified (No monthly limit)
Gilead Oncology (TRODELVY)	As little as $0	Up to $25,000 per calendar year

For the Gilead Oncology Co-pay Program supporting TRODELVY, if an insurer uses a program that adjusts cost-sharing based on the coupon (a co-pay maximizer), Gilead may reduce assistance after providing up to $9,500.

Long-term engagement with global health organizations (PEPFAR, Global Fund)

Gilead Sciences, Inc. has deep, long-term engagement with global health partners to address diseases like HIV in resource-limited settings. A major recent focus is the twice-yearly injectable HIV prevention therapy, lenacapavir.

Key quantitative commitments include:

• Partnering with the Global Fund to supply lenacapavir to reach up to two million people over three years in supported countries, provided at no profit to Gilead.
• A partnership with PEPFAR to further advance access to lenacapavir for PrEP for up to two million people over three years in countries supported by both organizations.
• Signing non-exclusive, royalty-free voluntary licensing agreements with six generic manufacturers to cover 120 high-incidence, resource-limited countries.
• Gilead renewed its agreement with the WHO to donate 304,700 vials of AmBisome® for the period spanning 2023-2025.

The European Medicines Agency validated Gilead's EU-M4all application for lenacapavir for PrEP in February 2025, which helps LLMICs fast-track their own regulatory reviews.

Dedicated medical science liaisons for complex oncology and cell therapies

The relationship with specialists is formalized through dedicated Medical Science Liaisons (MSLs) who serve as scientific resources. These field-based MSLs disseminate clinical information about hematology/oncology products to KOLs, academic institutions, and healthcare professionals.

The MSL role is critical for complex areas like cell therapy, where Gilead's Kite subsidiary is involved. The MSL must possess a strong understanding of the clinical research process and treatment landscape, often requiring an advanced medical/scientific degree. The MSLs are tasked with delivering timely, accurate, and succinct scientific presentations, consistent with promotional compliance and PhRMA guidelines.

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Channels

You're looking at how Gilead Sciences, Inc. gets its specialized medicines to patients and payers as of late 2025. It's a mix of high-touch specialty distribution and massive scale through established intermediaries.

Global network of specialty pharmacies and distributors for high-value drugs

Distribution for complex therapies, like Cell Therapy, relies on a highly controlled network. For Kite Pharma's cell therapies, the channel is limited to authorized treatment centers (ATCs). Gilead Sciences reported that Kite therapies are available at over 275 ATCs around the world, with more than 110 of those being leading cancer hospitals in the U.S..

Direct sales force targeting HIV, oncology, and liver disease specialists

The commercial engine for Gilead Sciences' core franchises-HIV, Oncology, and Liver Disease-is driven by a dedicated sales force engaging directly with specialists. The strength of this channel is reflected in the revenue performance:

• HIV portfolio sales reached $5.3 billion in the third quarter of 2025.
• Biktarvy, a key HIV product, generated $3.7 billion in sales in the third quarter of 2025.
• Descovy sales jumped 20% year-over-year to $701 million in the third quarter of 2025.
• Liver Disease portfolio sales were $819 million in the third quarter of 2025, marking a 12% increase from the prior year period.
• Yeztugo, the twice-yearly HIV preventative approved in June 2025, brought in $54 million in sales through the third quarter, with full-year revenue expected around $150 million.

Government procurement channels for global health initiatives (e.g., lenacapavir)

For global public health efforts, Gilead Sciences utilizes direct agreements with large procurement bodies. The access strategy for lenacapavir for HIV prevention involves significant non-profit supply commitments:

Procurement Channel/Agreement	Scope/Target	Financial Term
U.S. State Dept (PEPFAR) & Global Fund	Up to two million people over three years	At no profit to Gilead Sciences until generics meet demand
Voluntary Licensing Partners	120 primarily low- and lower-middle-income countries (LLMICs)	Royalty-free licenses granted in October 2024
Generic Cost Estimate (Example)	Per patient per year (after oral regimen)	Roughly $40

Gilead Sciences aims to complete regulatory submissions for lenacapavir for PrEP in 18 countries, which represent 70% of the HIV burden across the voluntary license region, by the end of 2025.

Internal manufacturing and logistics for Cell Therapy (Kite Pharma)

Kite Pharma maintains a large, in-house manufacturing network to handle personalized cell therapy production. This network is designed for scale and quality control. The global network includes facilities in Southern California, Amsterdam, and Frederick, Maryland. Optimizations across this network were estimated to increase CAR-T manufacturing capacity by 50%. The European hub in the Netherlands, with a €185 million investment, is designed to support manufacture for up to 4,000 patients annually across Europe, the Middle East, and South America. Since 2020, this Dutch facility has manufactured more than 13,000 individual cell therapies.

Wholesalers and major pharmacy benefit managers (PBMs) in the U.S.

The majority of commercial product distribution in the U.S. flows through wholesalers to retail and specialty pharmacies, with PBMs controlling access via formularies. The U.S. PBM market is highly consolidated:

• The top three PBMs-CVS Caremark, Express Scripts, and Optum Rx-collectively process approximately 75% of the market.
• These three companies processed nearly 80% of all equivalent prescription claims in 2024.
• The U.S. PBM market represents a staggering 97% share of the global PBM market.

Gilead Sciences expects total full-year 2025 product sales to be between $28.4 billion and $28.7 billion. The company expects to contribute approximately $2.7 billion in federal and state taxes in 2025.

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Customer Segments

You're looking at the core groups that drive the business for Gilead Sciences, Inc. as of late 2025. These segments represent the patients and institutions that rely on their specialized therapies, and the financial scale shows just how significant each one is.

The largest segment remains the patients requiring long-term HIV management and prevention. For the third quarter of 2025, the HIV portfolio generated $5.3 billion in product sales, reflecting a 4% year-over-year growth, which led management to raise the full-year HIV franchise growth expectation to 5%. Within this, the treatment segment is anchored by Biktarvy, which recorded $3.7 billion in sales for Q3 2025. Prevention is a rapidly growing area, with Descovy sales jumping 20% year-over-year to $701 million in Q3 2025, as roughly three quarters of its sales are for HIV prevention (PrEP). The newest prevention agent, Yeztugo, brought in $54 million year to date as of Q3 2025, with a full-year sales expectation around $150 million. The overall PrEP market is expected to grow at 14% to 15% annually.

Oncology patients, especially those with metastatic triple-negative breast cancer (mTNBC), represent a critical, though smaller, revenue stream currently. Trodelvy sales for the third quarter of 2025 were $293 million. Clinical data continues to shape prescribing behavior here; for instance, the ASCENT-03 trial showed Trodelvy reduced the risk of disease progression or death by 38% compared to chemotherapy in a specific first-line mTNBC population. Furthermore, the combination of Trodelvy plus Keytruda showed a 35% risk reduction in PD-L1+ mTNBC in the ASCENT-04 trial.

Patients with chronic liver diseases, specifically those with HBV, HDV, and residual HCV, are served by a portfolio that saw significant growth. The Liver Disease portfolio generated $819 million in sales for Q3 2025, marking a 12% increase year-over-year, largely driven by Livdelzi demand. This growth contrasts with the Q2 2025 figure of $795 million, which was down 4% due to lower HCV sales.

Healthcare providers (HCPs) and hospitals are the direct prescribers and administrators of these complex treatments. Their volume dictates the revenue figures across all therapeutic areas. For context on the overall scale Gilead is managing, total product sales for Q3 2025 were $7.3 billion, while the company generated $4.1 billion in operating cash flow that same quarter.

Government agencies and NGOs focused on global health are essential for access in lower-income settings. Gilead has a plan to supply lenacapavir doses for 2 million people across three years in these regions, equating to 666,000 people annually. In South Africa, a broader rollout is expected to start with 400,000 doses received through a deal with the Global Fund to Fight AIDS. The US cost for this preventative is around $28,000 a year.

Here is a snapshot of the revenue contribution from the core product segments for Q3 2025:

Customer Segment Focus	Product/Area	Q3 2025 Sales Amount	Year-over-Year Change
Patients with HIV (Treatment)	Biktarvy	$3.7 billion	+6%
Patients with HIV (Prevention/PrEP)	Descovy	$701 million	+20%
Patients with HIV (Prevention/PrEP)	Yeztugo (YTD)	$54 million	N/A
Oncology patients (mTNBC/HR+)	Trodelvy	$293 million	-5%
Patients with Liver Diseases (HBV/HDV/PBC)	Liver Disease Portfolio	$819 million	+12%

The needs of these customer segments drive Gilead Sciences, Inc.'s strategic focus, which is reflected in the company's overall financial posture:

• Full-year 2025 product sales guidance range is between $28.4 billion and $28.7 billion.
• As of September 30, 2025, cash, cash equivalents, and marketable debt securities totaled $9.4 billion.
• The company returned $1.0 billion in dividends during Q3 2025.
• The market capitalization stood at $155B as of December 4, 2025.

For the HIV prevention segment, the focus is on expanding reach to populations not currently using PrEP, with researchers presenting strategies for the PURPOSE 5 trial in France and the UK.

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Cost Structure

You're looking at the hard numbers that drive Gilead Sciences, Inc.'s operations as of late 2025. The cost structure is heavily weighted toward innovation and getting those innovations to market globally. Here's a breakdown of the key expense areas based on the latest reported figures.

High R&D expenditure, with $1.3 billion spent in Q3 2025

Research and development (R&D) remains a massive cost center, showing the company's commitment to pipeline advancement. For the third quarter of 2025, R&D expenses clocked in at $1.3 billion. This was actually a decrease from the prior year's Q3, primarily due to lower study-related and clinical manufacturing expenses. Year-to-date 2025 R&D expenses were reported at $4.1 billion, which management indicated was in line with 2024 performance for the same period. Management expects full-year 2025 R&D expenses to be roughly flat on a dollar basis compared to 2024.

Significant Selling, General, and Administrative (SG&A) costs for global commercialization

Moving product is expensive, and Gilead Sciences, Inc.'s global footprint requires substantial SG&A spending. In the third quarter of 2025, SG&A expenses were $1.4 billion. This was down 4% compared to the third quarter of 2024, partly due to lower corporate expenses, though this was partially offset by higher HIV promotional expenses. For the twelve months ending September 30, 2025, total SG&A expenses reached $5.886 billion. The expectation for the full year 2025 was a decline in SG&A expenses by a mid to high single-digit percentage compared to 2024's total of $6.091 billion. That's real money spent on sales forces and administrative overhead.

Here's a quick look at how those key operating expenses stacked up for the first three quarters of 2025:

Period	R&D Expenses (GAAP)	SG&A Expenses (GAAP)
Q1 2025	$1.4 billion	$1.3 billion
Q2 2025	$1.5 billion	$1.4 billion
Q3 2025	$1.3 billion	$1.4 billion
Year-to-Date 2025	$4.1 billion	Not explicitly provided as YTD sum

Costs of Revenue, including raw material procurement and complex manufacturing

The cost to actually produce the drugs is managed tightly, reflected in the gross margin figures. Product gross margin for the third quarter of 2025 was 78.6%. On a non-GAAP basis, which strips out certain items, the product gross margin was 86.5% in Q3 2025. This margin performance is what drives the underlying cost of sales, which is a direct reflection of raw material procurement and the complexity of manufacturing these specialized therapies. The non-GAAP product gross margin for the twelve months ending September 30, 2025, was also guided to be around 86.5%.

Acquisition-related expenses and contingent consideration payments

Business development activity creates specific, often non-recurring, costs that hit the income statement. Acquired In-Process Research and Development (IPR&D) expenses in the third quarter of 2025 totaled $170 million. This Q3 figure included a $120 million upfront payment related to the collaboration with Shenzhen Pregene Biopharma Co., Ltd. For the full year 2025, acquired IPR&D was expected to be $900 million. You should note that prior periods included significant, non-repeating charges, such as the $3.9 billion IPR&D expense related to the CymaBay acquisition in Q1 2024. Furthermore, the pending Interius BioTherapeutics acquisition is expected to involve a total cash consideration of $350 million, with related charges anticipated in Q4 2025.

Key acquisition-related costs in 2025 include:

• $170 million Acquired IPR&D in Q3 2025.
• $120 million Upfront payment to Pregene in Q3 2025.
• $61 million Acquired IPR&D in Q2 2025, tied to Kymera partnership.
• Expected full year acquired IPR&D of $900 million.

Capital investment in new U.S. manufacturing and research facilities

Capital expenditures (CAPEX) reflect the investment in the physical assets needed to support future operations. The forecast for Gilead Sciences, Inc.'s CAPEX for the full fiscal year 2025 was set at $568.6 million. This figure represents the planned spending on property, plant, and equipment, which would encompass investments in new or expanded U.S. manufacturing and research facilities, though specific facility spending isn't itemized in the top-line reports. Finance: draft 13-week cash view by Friday.

Gilead Sciences, Inc. (GILD) - Canvas Business Model: Revenue Streams

Gilead Sciences, Inc. projects total full-year 2025 product sales to be between $28.4 billion and $28.7 billion.

The dominant HIV franchise remains the cornerstone, delivering $5.3 billion in sales for the third quarter of 2025, representing a 4% increase year-over-year. This growth was driven by both Biktarvy and Descovy performance. The company anticipates its full-year HIV franchise revenue growth to be approximately 5%, despite an expected $900 million headwind from the Medicare Part D redesign in 2025.

The revenue streams from Gilead Sciences, Inc. product sales in the third quarter of 2025 are detailed below:

Product/Franchise Segment	Q3 2025 Revenue (USD)
HIV Product Sales	$5.3 billion
Veklury (remdesivir) Sales	$277 million
Oncology - Cell Therapies Total	$432 million
Oncology - Trodelvy Sales	$357 million
Oncology - Yescarta Sales	$349 million
Oncology - Tecartus Sales	$83 million

The Oncology segment includes the Cell Therapies, which totaled $432 million in Q3 2025 sales, reflecting an 11% decrease compared to the same period in 2024. Trodelvy sales specifically grew 7% to $357 million in the third quarter of 2025. The Cell Therapy sales breakdown includes Yescarta at $349 million and Tecartus at $83 million for the quarter.

Royalty, contract, and other revenues contributed approximately $400 million in the third quarter of 2025, an increase compared to the same period in 2024, primarily due to revenue related to a previous sale of intellectual property not expected to reoccur.

Sales of Veklury (remdesivir) are declining as expected due to lower rates of COVID-19-related hospitalizations, recording $277 million in the third quarter of 2025, a 60% decrease year-over-year. The company continues to expect full-year Veklury revenue of approximately $1 billion.

Further detail on the key drivers within the HIV franchise for Q3 2025 includes:

• Biktarvy sales: $3.7 billion, up 6% year-over-year.
• Descovy sales: $701 million, up 20% year-over-year.
• New HIV prevention product (Yes2Go) sales: $39 million for the third quarter, with $54 million including initial launch weeks in June.