| Quarter | Call date | Disclosure | Financial quality | Kept | Missed | |
|---|---|---|---|---|---|---|
| Q2'26 | August 4, 2026 | 10/12 | 2 medium, 1 low flags | 4 | 0 | Call sheet → |
| Q1'26 | May 7, 2026 | 10/12 | 2 medium, 4 low flags | 4 | 0 | Call sheet → |
| Q4'25 | February 10, 2026 | 10/12 | 1 medium, 4 low flags | 6 | 0 | Call sheet → |
| Marked | Status | Promise |
|---|---|---|
| Q2'26 | Pending | It is less likely that Gilead will pursue more sizable M&A this year Ongoing-period commitment reaffirmed: 'we do not currently anticipate pursuing additional sizable M&A transactions this year'. |
| Q2'26 | Pending | Full-year 2026 Yeztugo sales of approximately $1 billion Full-year period has not ended; management reaffirmed the ~$1 billion target this quarter. |
| Q2'26 | Delivered | Phase II trial combining GS3242 with lenacapavir to begin in the second half of 2026 Management confirmed the program started in June. |
| Q2'26 | Delivered | FDA regulatory decisions for Trodelvy in first-line metastatic TNBC expected in the second half of 2026 Approval was reported by the August call. This does not establish approval before the second-half window; the exact event date is needed for an exceeded-timing claim. |
| Q2'26 | Delivered | Regulatory decision and potential U.S. launch of Hepcludex for chronic HDV expected later in Q2 2026 FDA granted accelerated approval in May and the U.S. launch occurred this quarter. |
| Q2'26 | Delivered | Phase III updates from ISLEND-1 and ISLEND-2 studies evaluating islatravir plus lenacapavir, expected later in Q1/Q2 Positive Phase 3 results were reported. The cited conference discussion alone does not establish when the originally expected top-line update first occurred. |
| Q2'26 | Pending | Full-year 2026 HIV sales growth of approximately 8% Full-year period has not ended; guidance was raised to 9-10% this quarter, an upward revision. |
| Q2'26 | Pending | Full-year 2026 Veklury sales guidance of approximately $600 million Full-year period has not ended; guidance was cut to approximately $300 million this quarter, a downward revision, not a miss. |
| Q1'26 | Pending | Phase 3 updates from ILLAND-1 and -2 later in Q1 2026 Still expected 'later this quarter' per Dietmar |
| Q1'26 | Pending | Four potential launches in 2026 Still on track: Trodelvy first-line, Biclen, Anitocel, Hepcludex |
| Q1'26 | Exceeded | 90% Yes2Go coverage within one year Achieved 95% coverage in under 6 months, well ahead of target |
| Q1'26 | Delivered | Cell therapy revenue to decline with competitive headwinds Now expecting 10% decline in 2026, consistent with prior warnings |
| Q1'26 | Exceeded | HIV sales to grow approximately 6% in 2026 Upgraded to 8% growth driven by Yes2Go and Descovy strength |
| Q1'26 | Exceeded | Yes2Go 2026 revenue of approximately $800 million Upgraded to $1 billion based on Q1 outperformance and growing confidence |
| Q4'25 | Delivered | R&D expenses roughly flat on dollar basis for 2025 R&D down 1% compared to 2024, in line with guidance |
| Q4'25 | Delivered | Cell therapy revenue decline ~10% for 2025 Delivered -7% for full year, better than expected |
| Q4'25 | Delivered | HIV revenue growth ~5% for full year 2025 Achieved 6% growth, beating updated guidance from Q3 |
| Q4'25 | Delivered | Anidocel update from iMagine-1 study in Q4 Shared data at ASH in December with strong efficacy and safety profile |
| Q4'25 | Delivered | Phase III ARTISTRY updates by end of 2025 Announced positive top-line results from ARTISTRY I and II in Q4 |
| Q4'25 | Exceeded | 75% YES2GO coverage by end of Q4 2025 Achieved 90% coverage, beat target by 15 percentage points and ahead of schedule |
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