Dec 31, 2021

Gilead Sciences Q4 2021 Earnings Report

Announced results for the fourth quarter of 2021, with Biktarvy sales increasing year-over-year by 22% amid a decrease in total revenue due to reduced Veklury demand.

Key Takeaways

Gilead Sciences reported a 2% decrease in total Q4 2021 revenue to $7.2 billion, impacted by lower Veklury sales, but HIV product sales increased by 7%. Diluted EPS decreased to $0.30, and non-GAAP diluted EPS decreased to $0.69, primarily due to charges related to a legal settlement and the Arcus collaboration opt-in.

Total Q4 2021 revenue decreased by 2% year-over-year to $7.2 billion.

Biktarvy sales increased 22% year-over-year in Q4 2021.

Diluted EPS decreased to $0.30 for Q4 2021, while non-GAAP diluted EPS decreased to $0.69.

Gilead generated $3.2 billion in operating cash flow during Q4 2021.

Total Revenue
$7.24B
Previous year: $7.42B
-2.4%
EPS
$0.69
Previous year: $2.19
-68.5%
Product gross margin
63.3%
Previous year: 80.9%
-21.8%
Gross Profit
$4.53B
Previous year: $6.02B
-24.7%
Cash and Equivalents
$5.34B
Previous year: $7.91B
-32.5%
Free Cash Flow
$3.05B
Previous year: $1.74B
+75.7%
Total Assets
$68B
Previous year: $68.4B
-0.7%

Gilead Sciences

Gilead Sciences

Gilead Sciences Revenue by Segment

Gilead Sciences Revenue by Geographic Location

Forward Guidance

Gilead provided full-year 2022 guidance, including total product sales between $23.8 billion and $24.3 billion, Veklury sales of approximately $2.0 billion, and non-GAAP earnings per share between $6.20 and $6.70.

Positive Outlook

  • Total product sales between $23.8 billion and $24.3 billion.
  • Total product sales, excluding Veklury, between $21.8 billion and $22.3 billion.
  • Veklury sales of approximately $2.0 billion.
  • Earnings per share between $4.70 and $5.20.
  • Non-GAAP earnings per share between $6.20 and $6.70.

Challenges Ahead

  • Uncertainty around the duration and magnitude of the COVID-19 pandemic.
  • Potential adverse revenue impacts from COVID-19.
  • Increases in R&D expenses.
  • Uncertainty in potential revenues from Veklury.
  • Financial guidance is subject to a number of risks and uncertainties.