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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Tyler Buren | TD Cowen | 6 | 0% |
| Terence Flynn | Morgan Stanley | 6 | 0% |
| Geoff Meacham | Citigroup | 6 | 0% |
| Chris Schott | JPMorgan | 5 | 0% |
| Umer Raffat | Evercore ISI | 5 | 20% |
| Courtney Breen | Bernstein | 5 | 20% |
| Mohit Bansal | Wells Fargo | 5 | 20% |
| Daina Graybosch | Leerink Partners | 4 | 0% |
| Carter Gould | Cantor Fitzgerald | 4 | 25% |
| Brian Abrahams | RBC Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| TD Cowen | 1 | 6 | 0% |
| Citigroup | 1 | 6 | 0% |
| Morgan Stanley | 1 | 6 | 0% |
| Wells Fargo | 1 |
| 5 |
| 20% |
| Bernstein | 1 | 5 | 20% |
| Evercore ISI | 1 | 5 | 20% |
| JPMorgan | 1 | 5 | 0% |
| Bank of America | 2 | 4 | 75% |
Product sales grew 5% to $6.9 billion with non-GAAP EPS of $2.03 up 12% as the HIV treatment franchise sustained market leadership and YES2GO PrEP launch exceeded expectations. Management raised total product sales guidance to $30.0-$30.4 billion, a 1.3% midpoint increase driven by commercial outperformance. YES2GO's full-year target was increased to $1 billion, and strategic acquisitions expanded the pipeline across oncology platforms.
Product Launch | Demand | Innovation & R&D | Regulation Policy | Competitive Dynamics | Pricing | Revenue Growth | Geographic Expansion | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 7 | 5 | 4 | 1 | 3 | 2 | ||
| 2025Q1 | 8 | 7 | 3 | 9 | 5 | 1 | ||
| 2025Q2 | 6 | 3 | 2 | 3 | 1 | 2 | 1 | |
| 2025Q3 | 11 | 8 | 2 | 2 | 2 | 3 | 1 | 1 |
| 2025Q4 | 7 | 3 | 5 | 1 | 3 | 1 | ||
| 2026Q1 | 9 | 2 | 3 | 3 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Product Launch | 7 | 8 | 6 | 11 | 7 | 9 |
| Demand | 5 | 7 | 3 | 8 | 3 | 2 |
| Innovation & R&D | 4 | 3 | 2 | 2 | 5 | 3 |
| Regulation Policy | 1 | 9 | 3 | 2 | 1 | |
| Competitive Dynamics | 3 | 5 | 2 | 3 | 3 | |
| Pricing | 1 | 1 | 3 | 1 | ||
| Revenue Growth | 2 | 2 | 1 | |||
| Geographic Expansion | 1 | 1 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
GILD Gilead Sciences | 8 | +4.4% | |
| ABBV AbbVie | 9 | +12.4% | |
| AMGN Amgen Inc. | 8 | +5.8% | |
| BIIB Biogen | 4 | +1.9% | |
| BMY Bristol Myers Squibb | 4 | +2.6% | |
| JNJ Johnson & Johnson | 7 | +10.1% | |
| LLY Lilly (Eli) | 10 | +55.5% | |
| MRK Merck & Co., Inc. | 7 | +4.3% | |
| PFE Pfizer | 5 | +5.4% |