Jun 30, 2022

Gilead Sciences Q2 2022 Earnings Report

Gilead Sciences' financial performance was solid, marked by growth in HIV and oncology products, and strategic collaborations.

Key Takeaways

Gilead Sciences reported a strong second quarter in 2022, with total revenue increasing by 1% to $6.3 billion. Excluding Veklury, product sales grew 7% year-over-year. The company saw continued strong demand for its HIV portfolio and oncology revenues reached an all-time high.

Total second quarter 2022 revenue increased 1% to $6.3 billion compared to the same period in 2021.

HIV product sales increased 7% to $4.2 billion in the second quarter of 2022 compared to the same period in 2021.

Cell therapy product sales increased 68% to $368 million in the second quarter of 2022 compared to the same period in 2021.

Trodelvy sales increased by 79% to $159 million in the second quarter of 2022 compared to the same period in 2021.

Total Revenue
$6.26B
Previous year: $6.22B
+0.7%
EPS
$1.58
Previous year: $1.87
-15.5%
Product gross margin
76.5%
Previous year: 77.4%
-1.2%
Gross Profit
$4.82B
Previous year: $4.83B
-0.2%
Cash and Equivalents
$4.74B
Previous year: $4.89B
-3.1%
Free Cash Flow
$1.66B
Previous year: $2.2B
-24.5%
Total Assets
$62.9B
Previous year: $68B
-7.5%

Gilead Sciences

Gilead Sciences

Gilead Sciences Revenue by Segment

Gilead Sciences Revenue by Geographic Location

Forward Guidance

Gilead has updated its full-year guidance and now expects total product sales between $24.5 billion and $25.0 billion, total product sales, excluding Veklury, between $22.0 billion to $22.5 billion, total Veklury sales of approximately $2.5 billion, non-GAAP earnings per share between $6.35 and $6.75, and earnings per share between $2.90 and $3.30.

Positive Outlook

  • Total product sales between $24.5 billion and $25.0 billion.
  • Total product sales, excluding Veklury, between $22.0 billion to $22.5 billion.
  • Total Veklury sales of approximately $2.5 billion.
  • Non-GAAP earnings per share between $6.35 and $6.75.
  • Earnings per share between $2.90 and $3.30.

Challenges Ahead

  • Financial guidance excludes the impact of any expenses related to potential acquisitions or business development transactions that have not been executed.
  • Financial guidance excludes fair value adjustments of equity securities.
  • Financial guidance excludes discrete tax charges or benefits associated with changes in tax related laws and guidelines.
  • The financial guidance is subject to a number of risks and uncertainties, including uncertainty around the duration and magnitude of the COVID-19 pandemic.
  • The rate and degree of impacts as well as the corresponding recovery from the pandemic may vary across Gilead’s business.