Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prices via Intrinio. Supplier and customer ties are extracted from SEC filings and carry the sentence they came from. Not investment advice.
Prev close 146.04 · gapped below the open, then crossed back over prior close. High/low 146.34 at 4:15 pm ET, 143.29 at 9:30 am ET.
Each disclosed tie as a share of both companies’ annual revenue. The bigger share is the side that would feel it if the relationship ended.
| Partner | % of their revenue | % of GILD revenue | Skew |
|---|---|---|---|
| LKFTLakefront Biotherapeutics NV | 97.00% | 4.30% | 23× |
| CAHCardinal Health, Inc. | 3.01% | 26.00% | 8.6× |
| MCKMcKesson Corporation | 1.46% | 20.00% | 14× |
| KYMRKymera Therapeutics, Inc. | 14.30% | 0.02% | 751× |
Sources
sec edgar · verbatim disclosureEach tie, with the sentence that disclosed it. Open a row for the wording and the filing it came from.
“Cardinal Health, Inc. 26 % 26 % 25 %”
$7.7B relationship8.6× more of GILD’s book than CAH’s
basisGILD fy2025 · closed 2025-12 $29.4BCAH fy2026 · closed 2026-06 $254B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000882095-25-000006cik 0000882095
“McKesson Corporation 20 % 21 % 20 %”
$5.9B relationship14× more of GILD’s book than MCK’s
basisGILD fy2025 · closed 2025-12 $29.4BMCK fy2026 · closed 2026-03 $403B
The two fiscal years close in different months, so the derived share compares periods that do not line up exactly.
FILING10-K0000882095-25-000006cik 0000882095
“Cencora, Inc. 18 % 19 % 18 %”
$5.3B relationship
basisGILD fy2025 · closed 2025-12 $29.4B
FILING10-K0000882095-25-000006cik 0000882095
“In December 2025, Gilead exercised its option to exclusively license our HPI program for the treatment of recurrent genital herpes, including 5366 and 1179.”
FILING10-K0001193125-26-115992cik 0001426800disclosed by ASMB
“The revenues from our collaboration partner Gilead represented 97 % of our total net revenues from continuing operations in 2025 ( 87 % in 2024, nearly 100 % in 2023). The remaining 3 % of the net revenues in 2025 ( 13 % in 2024) consisted of supply revenues of Jyseleca® products to Alfasigma (Italy).”
$1.3B relationship23× more of LKFT’s book than GILD’s
basisLKFT fy2025 · closed 2025-12 $1.3BGILD fy2025 · closed 2025-12 $29.4B
FILING20-F0001104659-26-035163cik 0001421876disclosed by LKFT
“Gilead received worldwide exclusive rights to our bispecific antibody, AGEN1423, and the exclusive option to license AGEN1223, a bispecific antibody, and AGEN2373, a monospecific antibody.”
FILING10-K0001193125-26-108632cik 0001098972disclosed by AGEN
“In June 2025, we announced a strategic collaboration with Gilead Sciences, Inc. ("Gilead") to develop novel oral molecular glue degraders for CDK2.”
FILING10-K0001193125-26-073395cik 0001815442disclosed by KYMR
“As part of the Gilead Agreement, Gilead paid us a non-refundable upfront payment of $60.0 million and we are eligible to receive up to $1.7 billion in target nomination, option fees, and development, regulatory and commercial milestones, assuming Gilead exercises the CD123 Option and Research Program Option, successfully develops and commercializes MGD024 or other CD123 products developed under the agreement, and products result from the two additional research programs .”
FILING10-K0001125345-26-000017cik 0001125345disclosed by MGNX
“Upon signing the Gilead Agreement, Gilead paid us an upfront payment of $45.0 million, plus $3.0 million in additional fees.”
FILING10-K0001549595-26-000016cik 0001549595disclosed by NRIX
“In 2020, we and Gilead entered into the Gilead Collaboration Agreement, as amended, under which Gilead obtained an exclusive license to zimberelimab and time-limited exclusive options to all of our then-current and future programs during the collaboration term.”
FILING10-K0001724521-26-000009cik 0001724521disclosed by RCUS
“In October 2023, we entered into an Option, License and Collaboration agreement (the Gilead Collaboration Agreement) with Gilead pursuant to which Gilead (1) exclusively licensed to us its HPI program and its NNPI program, while retaining opt-in rights to these programs, and (2) has an option to take an exclusive license, on a program-by-program basis, to all of our other current and future pipeline programs.”
FILING10-K0001193125-26-115992cik 0001426800disclosed by ASMB
“If any of our investigational products obtain marketing approval, we expect to continue to use third-party manufacturers and may also use Gilead's internal manufacturing infrastructure for their optioned products, as appropriate, to deliver commercial supply.”
FILING10-K0001724521-26-000009cik 0001724521disclosed by RCUS
“Effective December 2018, we entered into an agreement with Japan Tobacco to acquire the rights to market and distribute certain products in our HIV portfolio in Japan and to expand our rights to develop and commercialize elvitegravir to include Japan.”
FILING10-K0000882095-25-000006cik 0000882095
“This unique technology has enabled 17 FDA-approved products, including Gilead's Veklury, Amgen's Kyprolis, Baxter's Nexterone, and Acrotech Biopharma's Evomela.”
FILING10-K0000886163-26-000006cik 0000886163disclosed by LGND
“Acquired in-process research and development expenses were $4.7 billion in 2024, primarily related to the following transactions: • $3.8 billion CymaBay acquisition; • $320 million Janssen Pharmaceutica NV future royalty obligation extinguishment related to seladelpar; • $100 million Arcus Biosciences, Inc. collaboration continuation fee; • $68 million Arcellx, Inc. ("Arcellx") collaboration milestones met; and • $47 million Tmunity Therapeutics, Inc. ("Tmunity") acquisition milestones met.”
FILING10-K0000882095-25-000006cik 0000882095
“Entered into an amended license agreement featuring the buy-out of global seladelpar royalties from Janssen Pharmaceutica NV for $320 million.”
FILING10-K0000882095-25-000006cik 0000882095
“Acquired in-process research and development expenses were $4.7 billion in 2024, primarily related to the following transactions: • $3.8 billion CymaBay acquisition; • $320 million Janssen Pharmaceutica NV future royalty obligation extinguishment related to seladelpar; • $100 million Arcus Biosciences, Inc. collaboration continuation fee; • $68 million Arcellx, Inc. ("Arcellx") collaboration milestones met; and • $47 million Tmunity Therapeutics, Inc. ("Tmunity") acquisition milestones met.”
FILING10-K0000882095-25-000006cik 0000882095
“Acquired in-process research and development expenses were $1.2 billion in 2023, primarily related to the following transactions: • $313 million Arcellx collaboration; • $269 million Tmunity acquisition; • $218 million XinThera, Inc. acquisition; • $97 million Assembly Biosciences, Inc. collaboration; and • $60 million Compugen Ltd. licensing agreement.”
FILING10-K0000882095-25-000006cik 0000882095
“We are conducting a Phase 1/2 clinical trial pursuant to a Clinical Study Collaboration and Supply Agreement (CSCSA) with Gilead to evaluate IDE397 in combination with Trodelvy (sacituzumab govitecan-hziy), Gilead's Trop-2 directed TOP1 ADC, in patients with MTAP-deletion urothelial cancer (UC), and non-small cell lung cancer (NSCLC).”
FILING10-K0001193125-26-054533cik 0001676725disclosed by IDYA
“In addition, we have an authorized generic version of Epclusa distributed by our separate subsidiary, Asegua Therapeutics LLC.”
FILING10-K0000882095-25-000006cik 0000882095
“On December 19, 2018, we entered into a three-year collaboration with Gilead to discover and develop therapeutics that target TGFβ-driven signaling, a central regulator of fibrosis ("the Gilead Agreement").”
FILING10-K0001104659-26-022551cik 0001727196disclosed by SRRK
“Our life sciences customers range from the largest global pharmaceutical and biotechnology companies such as Bayer AG, Boehringer Ingelheim GmbH, Eli Lilly and Company, Gilead Sciences, Inc., Merck Sharp & Dohme Corp., and Novartis Pharma AG, to emerging growth pharmaceutical and biotechnology companies, including Alkermes Inc., Alnylam Pharmaceuticals, Inc., bluebird bio, Inc., and Idorsia Pharmaceuticals Ltd.”
FILING10-K0001393052-26-000014cik 0001393052disclosed by VEEV
“Acquired in-process research and development expenses were $1.2 billion in 2023, primarily related to the following transactions: • $313 million Arcellx collaboration; • $269 million Tmunity acquisition; • $218 million XinThera, Inc. acquisition; • $97 million Assembly Biosciences, Inc. collaboration; and • $60 million Compugen Ltd. licensing agreement.”
FILING10-K0000882095-25-000006cik 0000882095
“Symtuza is commercialized by Janssen, and we receive a share in revenue for the components that we contribute.”
FILING10-K0000882095-25-000006cik 0000882095
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Gilead Sciences, Inc.
Price, suppliers and customers from SEC filings, institutional ownership and the next report.
Nasdaq · Biological Products, (No Diagnostic Substances)
Gilead Sciences, Inc. has 16 disclosed suppliers and 10 disclosed customers. Each one is named in an SEC filing, either Gilead Sciences, Inc.’s own annual report or the counterparty’s, and carries the sentence that discloses it.
GILD (Gilead Sciences, Inc.) has 16 disclosed suppliers and 10 disclosed customers, strongest disclosure first.
Suppliers:
Customers:
Select a tie for the filing sentence that discloses it; select again to open the company. Lines are disclosed suppliers and customers, coloured by industry; the closer to the centre, the more the filings disclose. A dot is green or red by today’s move, and a bundle sits past the rings until you open it. Extended: satellites hang off single companies, not bundled sectors.
Largest move on the map today: ASMB −9.93%, in the health bundle.