Morgan Stanley Expects Gilead Sciences (GILD) to Thrive as Biopharma Policy Uncertainties Fade in 2026

Gilead Sciences Inc. (NASDAQ:GILD) is one of the best stocks for the next decade. On December 12, Morgan Stanley raised the firm’s price target on Gilead to $151 from $147 with an Overweight rating on the shares. The firm informed investors that the regulatory and political uncertainties currently weighing on biopharma are expected to subside. As these policy overhangs fade, Morgan Stanley anticipates a shift in market attention back to the industry’s core financial and operational performance.

Later, on December 15, Gilead Sciences Inc. (NASDAQ:GILD) announced positive topline results from its Phase 3 ARTISTRY-2 clinical trial. The study demonstrated that an investigational once-daily, single-tablet regimen combining bictegravir (75 mg) and lenacapavir (50 mg), referred to as BIC/LEN, is statistically non-inferior to the current standard-of-care, BIKTARVY. This trial focused on virologically suppressed adults with HIV-1 who switched from BIKTARVY to the new combination, meeting the primary efficacy endpoint of maintaining HIV-1 RNA levels below 50 copies/mL at Week 48.

Morgan Stanley Expects Gilead Sciences (GILD) to Thrive as Biopharma Policy Uncertainties Fade in 2026

Gilead plans to use the results from ARTISTRY-2 alongside data from the ARTISTRY-1 trialwhich announced similar non-inferiority results in November, as the foundation for upcoming regulatory submissions. The company aims to present detailed findings at a future scientific congress. These advancements represent a significant step in Gilead’s 35-year history of HIV innovation, potentially offering a new, simplified treatment option for the millions of people living with the virus globally.

Gilead Sciences Inc. (NASDAQ:GILD) is a biopharmaceutical company that discovers, develops, and commercializes medicines in the areas of unmet medical need in the US, Europe, and internationally.

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Disclosure: None. This article is originally published at Insider Monkey.