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Gilead Sciences Gains as Investors Weigh New Oncology Collaboration

Investivoq PriceTracker

Gilead Sciences (GILD) is up 3.1% today. Here is some analysis on what might have caused this price movement.

Analysis: The most likely catalyst is Gilead’s newly disclosed oncology collaboration with Vir Biotechnology, which expands its push into solid-tumor immunotherapy. Investors may also be viewing the structure of the deal as a measured way to add pipeline upside without taking on a large near-term cash commitment.

Details:

  • Vir Biotechnology disclosed a collaboration and license agreement with Gilead to discover and develop three novel dual-masked T-cell engager candidates aimed at selected solid-tumor targets.
  • The arrangement gives Gilead exclusive rights to develop and commercialize candidates generated under the partnership, strengthening its oncology pipeline.
  • The deal includes $90 million in upfront consideration and up to $45 million in near-term preclinical milestones, with larger downstream milestone potential tied to development, regulatory, and commercial progress.
  • Gilead has been highlighting oncology as an area of strategic focus in its corporate communications, so the new partnership may have reinforced confidence in that growth theme.

    • Sources:

    SEC, Vir Biotechnology, Gilead Sciences

    Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.

    $GILD Insider Trading Activity

    GILD Insider Trades

    $GILD insiders have traded $GILD stock on the open market 44 times in the past 6 months. Of those trades, 0 have been purchases and 44 have been sales.

    Here’s a breakdown of recent trading of $GILD stock by insiders over the last 6 months:

    • DANIEL PATRICK O'DAY (Chairman & CEO) has made 0 purchases and 15 sales selling 85,000 shares for an estimated $11,560,648.
    • JOHANNA MERCIER (Chief Comm & Corp Aff Officer) has made 0 purchases and 14 sales selling 68,000 shares for an estimated $9,147,152.
    • ANTHONY WELTERS has made 0 purchases and 4 sales selling 18,000 shares for an estimated $2,675,219.
    • ANDREW D DICKINSON (Chief Financial Officer) has made 0 purchases and 6 sales selling 18,000 shares for an estimated $2,436,616.
    • JEFFREY BLUESTONE has made 0 purchases and 5 sales selling 5,000 shares for an estimated $725,077.

    To track insider transactions, check out Investivoq's insider trading dashboard. You can access data on insider stock transactions through the Investivoq API insider transaction endpoint.

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    $GILD Hedge Fund Activity

    We have seen 1,076 institutional investors add shares of $GILD stock to their portfolio, and 1,001 decrease their positions in their most recent quarter.

    Here are some of the largest recent moves:

    • INVESCO LTD. added 24,292,815 shares (+156.5%) to their portfolio in Q2 2026, for an estimated $3,069,154,247
    • JPMORGAN CHASE & CO added 20,820,621 shares (+inf%) to their portfolio in Q2 2026, for an estimated $2,630,477,257
    • SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 8,155,281 shares (+inf%) to their portfolio in Q2 2026, for an estimated $1,030,338,201
    • CAPITAL RESEARCH GLOBAL INVESTORS removed 7,734,237 shares (-28.5%) from their portfolio in Q2 2026, for an estimated $977,143,502
    • FMR LLC removed 5,035,474 shares (-7.0%) from their portfolio in Q2 2026, for an estimated $636,181,785
    • SG AMERICAS SECURITIES, LLC added 3,812,458 shares (+393.8%) to their portfolio in Q2 2026, for an estimated $481,665,943
    • PRICE T ROWE ASSOCIATES INC /MD/ added 3,748,586 shares (+14.3%) to their portfolio in Q2 2026, for an estimated $473,596,355

    To track hedge funds' stock portfolios, check out Investivoq's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Investivoq API 13F endpoint.

    $GILD Congressional Stock Trading

    Members of Congress have traded $GILD stock 2 times in the past 6 months. Of those trades, 2 have been purchases and 0 have been sales.

    Here’s a breakdown of recent trading of $GILD stock by members of Congress over the last 6 months:

    • REPRESENTATIVE JARED MOSKOWITZ has traded it 2 times. They made 2 purchases worth up to $30,000 on 05/06 and 0 sales.

    To track congressional stock trading, check out Investivoq's congressional trading dashboard. You can access data on congressional stock trades through the Investivoq API Congress trades endpoint.

    $GILD Price Targets

    Multiple analysts have issued price targets for $GILD recently. We have seen 6 analysts offer price targets for $GILD in the last 6 months, with a median target of $155.5.

    Here are some recent targets:

    • Matthew Harrison from Morgan Stanley set a target price of $166.0 on 07/08/2026
    • Gregory Renza from Truist Securities set a target price of $156.0 on 07/07/2026
    • Brian Abrahams from RBC Capital set a target price of $120.0 on 07/07/2026
    • Morten Herholdt from HSBC set a target price of $155.0 on 07/06/2026
    • Carter Gould from Cantor Fitzgerald set a target price of $155.0 on 07/06/2026
    • Michael Okunewitch from Maxim Group set a target price of $165.0 on 05/20/2026

    This article is not financial advice. See Investivoq's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.