Gilead Sciences, Inc. (GILD): Modelo de negócios Canvas [Jan-2025 Atualizado]

No cenário dinâmico da biotecnologia, a Gilead Sciences, Inc. é uma força transformadora, revolucionando os tratamentos médicos por meio de sua abordagem inovadora ao desenvolvimento farmacêutico. Com um modelo de negócios estratégico que preenche a pesquisa de ponta, as soluções terapêuticas direcionadas e o impacto global da assistência médica, Gilead emergiu como uma potência para enfrentar desafios médicos complexos, principalmente em tratamentos antivirais, gerenciamento do HIV e oncologia. Ao integrar perfeitamente a experiência científica avançada, as parcerias estratégicas e uma abordagem centrada no paciente, a empresa se posicionou na vanguarda da inovação médica, fornecendo consistentemente terapias inovadoras que remodelam os limites da área da saúde moderna.

Gilead Sciences, Inc. (GILD) - Modelo de negócios: Parcerias -chave

Colaborações estratégicas com instituições de pesquisa acadêmica

A partir de 2024, a Gilead Sciences mantém parcerias de pesquisa com:

Instituição	Área de foco	Detalhes da colaboração
Universidade de Stanford	Pesquisa do HIV	US $ 12,5 milhões de financiamento de pesquisa anual
Universidade Johns Hopkins	Pesquisa de hepatite	Granda colaborativa de US $ 8,3 milhões

Parcerias de desenvolvimento farmacêutico com empresas de biotecnologia

As principais parcerias de biotecnologia incluem:

• Quarenta sete, Inc. (adquirida em 2020 por US $ 4,9 bilhões)
• Imunomedia (adquirida em 2020 por US $ 21 bilhões)
• Galapagos NV (Contrato de Colaboração com 280 milhões de pagamentos antecipados)

Acordos de licenciamento com fabricantes de medicamentos globais

Fabricante	Região geográfica	Valor de licenciamento
Mylan Pharmaceuticals	Estados Unidos	Contrato de licenciamento de US $ 350 milhões
Teva Pharmaceutical	Mercados europeus	US $ 275 milhões de acordo com licenciamento cruzado

Joint ventures em mercados terapêuticos emergentes

• China: joint venture com Shanghai Pharmaceuticals
• Índia: parceria com os laboratórios do Dr. Reddy
• Brasil: Acordo de Colaboração com Eurofarma Laboratórios

Alianças de pesquisa com redes de ensaios clínicos

Parcerias de rede de ensaios clínicos ativos:

Rede	Foco na pesquisa	Investimento anual
ACTG (Grupo de Ensaios Clínicos da AIDS)	Pesquisa de HIV/AIDS	US $ 22,6 milhões
Grupo de Pesquisa sobre Câncer Ecog-Acrina	Ensaios Oncológicos	US $ 18,4 milhões

Gilead Sciences, Inc. (GILD) - Modelo de negócios: Atividades -chave

Pesquisa e Desenvolvimento Farmacêutico

Despesas de P&D em 2022: US $ 5,2 bilhões Pessoal de pesquisa: 2.300 funcionários dedicados à P&D Total de patentes mantidas: 1.287 patentes farmacêuticas ativas

Áreas de foco em P&D	Investimento anual
HIV Therapeutics	US $ 1,8 bilhão
Tratamentos de hepatite	US $ 1,2 bilhão
Pesquisa de oncologia	US $ 850 milhões
Doenças inflamatórias	US $ 650 milhões

Descoberta de medicamentos e gerenciamento de ensaios clínicos

Ensaios clínicos ativos em 2022: 87 estudos em andamento Investimento de ensaios clínicos: US $ 1,5 bilhão Taxa de sucesso de ensaios clínicos: 14,2%

• Ensaios de Fase I: 32 estudos ativos
• Ensaios de Fase II: 28 estudos ativos
• Ensaios de Fase III: 19 estudos ativos
• Ensaios de Fase IV: 8 Estudos Ativos

Fabricação e produção global de medicamentos

Instalações de fabricação: 7 locais de produção global Capacidade anual de produção: 2,3 bilhões de unidades farmacêuticas Países manufatureiros: Estados Unidos, Irlanda, Cingapura

Instalação de produção	Localização	Capacidade anual
Foster City Facility	Califórnia, EUA	680 milhões de unidades
Instalação de Dublin	Irlanda	520 milhões de unidades
Manufatura de Cingapura	Cingapura	420 milhões de unidades

Processos de conformidade regulatória e aprovação de medicamentos

Equipe de conformidade regulatória: 450 profissionais Interações FDA em 2022: 62 reuniões formais Submissões regulatórias: 24 novas solicitações de medicamentos

Marketing e comercialização de tratamentos terapêuticos

Orçamento global de marketing: US $ 1,7 bilhão Representantes de vendas: 2.800 globalmente Canais de marketing: alcance direto do médico, plataformas digitais, conferências médicas

Área terapêutica	Gasto de marketing	Receita gerada
Tratamentos do HIV	US $ 680 milhões	US $ 8,2 bilhões
Tratamentos de hepatite	US $ 450 milhões	US $ 5,6 bilhões
Tratamentos oncológicos	US $ 320 milhões	US $ 3,9 bilhões

Gilead Sciences, Inc. (GILD) - Modelo de negócios: Recursos -chave

Instalações avançadas de pesquisa de biotecnologia

A Gilead Sciences mantém instalações de pesquisa em vários locais:

• Foster City, Califórnia (Centro de Pesquisa da Sede): 230.000 pés quadrados
• San Dimas, Califórnia: Instalação Especializada de Pesquisa de Virologia
• Investimento total de P&D em 2023: US $ 5,1 bilhões

Localização de pesquisa	Tamanho da instalação	Foco de pesquisa primária
Foster City, CA.	230.000 pés quadrados	Pesquisa farmacêutica abrangente
San Dimas, CA.	85.000 pés quadrados	Virologia e doenças infecciosas

Portfólio de propriedade intelectual

O portfólio de patentes de Gilead a partir de 2023:

• Total de patentes ativas: 1.287
• Proteção de expiração de patentes: até 2035-2040
• Valores -chave da patente de drogas:
  • Biktarvy (HIV): Proteção de patentes até 2035
  • YesCarta (câncer): proteção de patente até 2037

Talento científico e médico especializado

Categoria de funcionários	Número total	Profissionais de pesquisa
Total de funcionários	14,200	N / D
Ph.D. Pesquisadores	1,600	82% em P&D
Pesquisadores de MD	340	95% no desenvolvimento clínico

Capital financeiro para P&D

Recursos financeiros para pesquisa e desenvolvimento:

• 2023 Despesas de P&D: US $ 5,1 bilhões
• Dinheiro e investimentos: US $ 8,3 bilhões
• Alocação anual de orçamento de P&D: 18-22% da receita total

Infraestrutura de teste clínico

Métrica do ensaio clínico	2023 Estatísticas
Ensaios clínicos ativos	87
Sites de ensaios clínicos globais	42 países
Investimento anual de ensaio clínico	US $ 1,7 bilhão

Gilead Sciences, Inc. (GILD) - Modelo de negócios: proposições de valor

Soluções farmacêuticas antivirais e especializadas inovadoras

A Gilead Sciences gerou US $ 27,3 bilhões em vendas totais de produtos para o ano fiscal de 2023, com as principais áreas terapêuticas gerando receita:

Área terapêutica	2023 VENDAS
Tratamentos do HIV	US $ 13,8 bilhões
Tratamentos da hepatite C.	US $ 1,5 bilhão
Doenças inflamatórias	US $ 2,3 bilhões
Oncologia	US $ 1,9 bilhão

Tratamentos avançados para HIV, hepatite e oncologia

O principal portfólio de produtos da Gilead inclui:

• Biktarvy (HIV): US $ 11,4 bilhões em vendas anuais
• YesCarta (Oncologia): US $ 673 milhões em vendas anuais
• Harvoni (Hepatite C): US $ 486 milhões em vendas anuais

Terapias médicas de alta qualidade, cientificamente validadas

Investimento de pesquisa e desenvolvimento em 2023: US $ 4,7 bilhões, representando 17,2% da receita total.

Intervenções terapêuticas direcionadas para doenças complexas

Categoria de doença	Número de ensaios clínicos em andamento
HIV	37 ensaios ativos
Oncologia	22 ensaios ativos
Doenças inflamatórias	15 ensaios ativos

Avanços de tratamentos médicos melhorando os resultados dos pacientes

O oleoduto proprietário inclui 27 novas entidades moleculares em potencial em várias áreas terapêuticas.

• 6 terapias potenciais inovadoras no desenvolvimento clínico em estágio avançado
• 15 novas abordagens de tratamento em potencial em estágios pré -clínicos
• Alcance global de pacientes em 180 países

Gilead Sciences, Inc. (GILD) - Modelo de negócios: relacionamentos com o cliente

Engajamento direto com profissionais de saúde

A Gilead mantém a força de vendas diretas de 1.850 representantes em 2023, direcionando médicos, hospitais e clínicas especializadas em doenças infecciosas e segmentos de oncologia.

Segmento de clientes	Frequência de engajamento	Volume anual de interação
Especialistas em doenças infecciosas	Trimestral	12.500 interações diretas
Especialistas em oncologia	Bimensal	8.750 interações diretas

Programas de apoio e assistência ao paciente

A Gilead investiu US $ 127 milhões em programas de apoio aos pacientes em 2023, cobrindo o acesso a medicamentos e assistência financeira.

• Assistência ao Copay do paciente: Cobertura de até US $ 7.500 anualmente
• Programas de medicamentos gratuitos: atendendo 15.200 pacientes com recursos financeiros limitados
• Serviços de navegação do paciente: Apoiar 22.500 pacientes anualmente

Informações e recursos de saúde digital

As métricas de engajamento da plataforma digital para 2023 incluem:

Canal digital	Usuários ativos mensais	Taxa de engajamento anual
Portal Profissional de Saúde	48,750	72%
Site de informações do paciente	215,000	65%

Serviços personalizados de consulta médica

A Gilead opera serviços de consulta especializados com 325 ligações de ciências médicas dedicadas em 2023.

• Consultas de telemedicina: 17.500 sessões anuais
• Consultas especializadas sobre gerenciamento de doenças: 9.250 sessões anuais
• Monitoramento remoto de pacientes: apoiando 6.750 pacientes

Iniciativas contínuas de educação médica

A GILEAD alocou US $ 42,3 milhões para programas de educação médica em 2023.

Tipo de programa educacional	Participantes anuais	Investimento do programa
Conferências médicas online	37.500 profissionais de saúde	US $ 18,5 milhões
Oficinas de treinamento clínico	12.750 participantes	US $ 23,8 milhões

Gilead Sciences, Inc. (GILD) - Modelo de negócios: canais

Representantes de vendas farmacêuticas diretas

A partir de 2024, a Gilead mantém uma força de vendas dedicada de aproximadamente 1.850 representantes de vendas farmacêuticas nos Estados Unidos. Esses representantes têm como alvo aproximadamente 85.000 prestadores de serviços de saúde especializados em doenças infecciosas, oncologia e saúde do fígado.

Categoria representativa de vendas	Número de representantes	Especialidades de assistência médica -alvo
Equipe de vendas de doenças infecciosas	850	Especialistas em HIV/AIDS
Equipe de vendas de oncologia	550	Especialistas em oncologia
Equipe de vendas de doenças hepáticas	450	Especialistas em hepatologia

Conferências médicas profissionais de saúde

A GILEAD participa de aproximadamente 120 conferências médicas internacionais anualmente, com um investimento de US $ 18,5 milhões dedicados aos custos de patrocínio e exposição da conferência.

• A grande participação da conferência inclui a Associação Americana para o Estudo de Doenças do Fígado (AASLD)
• A participação na conferência atinge aproximadamente 42.000 profissionais de saúde anualmente
• Orçamento de apresentação científica direta: US $ 7,3 milhões

Plataformas de marketing digital online

Orçamento de marketing digital para 2024: US $ 22,4 milhões, visando profissionais de saúde por meio de plataformas especializadas em redes médicas.

Plataforma digital	Investimento anual	Público -alvo
Porção	US $ 5,6 milhões	Médicos
Redes profissionais do LinkedIn	US $ 4,2 milhões	Profissionais de saúde
Sites médicos especializados	US $ 12,6 milhões	Especialistas

Redes de distribuidores farmacêuticos

Gilead colabora com 18 distribuidores farmacêuticos primários nos Estados Unidos, cobrindo 92% das instalações de saúde.

• Valor da rede de distribuição farmacêutica total: US $ 3,6 bilhões
• Margem de distribuição média: 4,7%
• Os distribuidores primários incluem Amerisourcebergen, Cardinal Health e McKesson

Jornal Médico e Publicação Científica Publicidade

Publicação científica anual Orçamento de publicidade: US $ 9,7 milhões, direcionando os periódicos médicos revisados ​​por pares.

Categoria de publicação	Investimento anual	Alcance da circulação
Revistas de doenças infecciosas	US $ 4,3 milhões	125.000 assinantes
Revistas oncológicas	US $ 3,2 milhões	95.000 assinantes
Revistas de hepatologia	US $ 2,2 milhões	65.000 assinantes

Gilead Sciences, Inc. (GILD) - Modelo de negócios: segmentos de clientes

Hospitais e instituições médicas

Em 2023, a Gilead serviu aproximadamente 5.400 hospitais e instituições médicas em todo o mundo. O volume anual de compras atingiu US $ 12,3 bilhões em compras farmacêuticas hospitalares.

Métricas de segmento hospitalar	2023 dados
Hospitais totais servidos	5,400
Compras farmacêuticas hospitalares	US $ 12,3 bilhões
Taxa de penetração de mercado	68.5%

Provedores de assistência médica especializados

A GILEAD suporta 3.200 prestadores de serviços de saúde especializados com foco em doenças infecciosas, oncologia e tratamentos hepáticos.

• Especialistas em doenças infecciosas: 1.450 fornecedores
• Centros Oncológicos: 890 Provedores
• Clínicas de hepatologia: 860 provedores

Centros de tratamento de doenças infecciosas

Em 2023, a Gilead colaborou com 1.100 centros dedicados de tratamento de doenças infecciosas em todo o mundo, com um valor total de contrato de US $ 7,6 bilhões.

Populações de pacientes imunocomprometidos

Gilead atende a aproximadamente 620.000 pacientes imunocomprometidos em várias áreas terapêuticas, com o segmento de tratamento do HIV representando 72% dessa população de pacientes.

Segmento de pacientes	Pacientes totais	Quota de mercado
Pacientes com HIV	446,400	72%
Pacientes com hepatite	98,600	16%
Outros pacientes imunocomprometidos	75,000	12%

Sistemas globais de saúde e governos

A GILEAD mantém contratos com 142 sistemas nacionais de saúde em 68 países, com compras governamentais totais atingindo US $ 9,4 bilhões em 2023.

• Contratos do governo norte -americano: US $ 4,2 bilhões
• Contratos do governo europeu: US $ 3,1 bilhões
• Contratos do governo da Ásia-Pacífico: US $ 1,5 bilhão
• Resto de contratos do governo mundial: US $ 600 milhões

Gilead Sciences, Inc. (GILD) - Modelo de negócios: estrutura de custos

Extensas despesas de pesquisa e desenvolvimento

Em 2022, a Gilead Sciences investiu US $ 5,1 bilhões em despesas de pesquisa e desenvolvimento, representando 16,8% do total de vendas de produtos. O colapso de gastos com P&D da empresa inclui:

Área de foco em P&D	Valor do investimento
Pesquisa do HIV	US $ 1,8 bilhão
Doenças inflamatórias/respiratórias	US $ 1,2 bilhão
Pesquisa de oncologia	US $ 1,5 bilhão

Investimento de ensaios clínicos e gestão

As despesas de ensaios clínicos de Gilead em 2022 totalizaram aproximadamente US $ 2,3 bilhões, com a seguinte distribuição:

• Ensaios de Fase I: US $ 420 milhões
• Ensaios de Fase II: US $ 850 milhões
• Ensaios de Fase III: US $ 1,03 bilhão

Custos de fabricação e produção

As despesas de fabricação para Gilead em 2022 foram de US $ 3,7 bilhões, com os principais centros de custo, incluindo:

Local de fabricação	Custo anual de produção
Estados Unidos	US $ 2,1 bilhões
Irlanda	US $ 980 milhões
Outras instalações internacionais	US $ 620 milhões

Conformidade regulatória e despesas legais

Os custos regulatórios e legais de Gilead em 2022 totalizaram US $ 475 milhões, incluindo:

• Conformidade da FDA: US $ 215 milhões
• Litígio de patente: US $ 160 milhões
• Despesas de arquivamento regulatório: US $ 100 milhões

Infraestrutura de marketing e vendas

As despesas de marketing e vendas da Gilead em 2022 totalizaram US $ 4,2 bilhões, distribuídos da seguinte forma:

Canal de marketing	Gasto
Força de vendas direta	US $ 2,1 bilhões
Marketing digital	US $ 680 milhões
Conferência e Educação Médica	US $ 420 milhões

Gilead Sciences, Inc. (GILD) - Modelo de negócios: fluxos de receita

Vendas de medicamentos prescritos

Em 2023, a Gilead Sciences registrou vendas totais de produtos de US $ 27,3 bilhões. As principais categorias de produtos incluídas:

Categoria de produto	Receita de vendas (2023)
Medicamentos do HIV	US $ 13,8 bilhões
Tratamentos da hepatite C.	US $ 3,2 bilhões
Doenças inflamatórias	US $ 2,5 bilhões
Tratamentos oncológicos	US $ 1,9 bilhão

Acordos de licenciamento farmacêutico

A Gilead reportou a receita de licenciamento de US $ 498 milhões em 2023, com parcerias importantes, incluindo:

• Colaboração Merck para pesquisa de HIV e hepatite
• Parceria Abbvie para tratamentos de doenças inflamatórias
• Quarenta sete, Inc. Aquisição para pesquisa de oncologia

Direitos de distribuição do mercado global

Repartição internacional de vendas para 2023:

Região	Receita de vendas	Porcentagem de vendas totais
Estados Unidos	US $ 19,6 bilhões	71.8%
Europa	US $ 4,3 bilhões	15.7%
Ásia -Pacífico	US $ 2,1 bilhões	7.7%
Resto do mundo	US $ 1,3 bilhão	4.8%

Pagamentos de royalties de patentes de drogas

A renda royalty de 2023 totalizou US $ 276 milhões, derivada de:

• Licenciamento de patentes de medicamentos para HIV
• Propriedade intelectual do tratamento da hepatite C
• Royalties antivirais de patentes de drogas

Serviços de Pesquisa e Desenvolvimento de Contrato

Receitas colaborativas de P&D em 2023:

Categoria de pesquisa	Receita colaborativa
Colaborações de pesquisa do HIV	US $ 215 milhões
Parcerias de pesquisa de oncologia	US $ 167 milhões
Pesquisa de doenças inflamatórias	US $ 98 milhões

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.