Gilead’s Hepcludex Becomes First Approved Treatment for Chronic Hepatitis Delta
FDA approves first HDV drug Hepcludex in US after prior rejection; lowers virus, but needs monitoring for safety risks.
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Arcus Biosciences Stops Phase 3 STAR-121 Lung Cancer Trial and Updates Gilead Partnership
Arcus stops a lung cancer trial early after poor outlook, ends a partner study, and gains more control as Gilead scales back the deal.
Gilead’s $5B Tubulis Deal Validates ADC Space – Bullish for Sutro Biopharma
Leerink sees major tailwind for Sutro Biopharma and initiates coverage with $38 price target.
Gilead’s Third Deal of 2026: $3.15B Buyout of ADC Specialist Tubulis
Gilead buys German biotech Tubulis for $3.15B to boost cancer-fighting “smart” drugs called ADCs. Deal closes Q2 2026.
Clear Street: Gilead Deal Highlights Huge Potential in Cullinan’s Pipeline
Gilead’s up to $2.2B acquisition of Ouro Medicines highlights strong potential for Cullinan Therapeutics’ velinotamig. Clear Street maintains Buy rating with $33 PT.
Gilead Acquires Ouro Medicines for $2.18 Billion to Boost Autoimmune Pipeline
Gilead to acquire Ouro Medicines for $1.675B upfront + $500M milestones, adding clinical-stage BCMAxCD3 therapy gamgertamig for severe autoimmune conditions. Partnership with Galapagos announced.