From Zacks Investment Research: 2025-04-16 14:10:00

Gilead Sciences, Inc. (GILD) and Bristol Myers Squibb (BMY) are leading biotechnology companies with diverse portfolios and global presence. Gilead is a pioneer in HIV treatments, while Bristol Myers focuses on oncology, hematology, and more. Both companies have strong footholds in their respective markets, making it challenging to choose between them.

Gilead’s flagship HIV drug, Biktarvy, holds a dominant position in the market. Collaboration with Merck for HIV treatment shows promise. Oncology portfolio, including Trodelvy, is performing well. However, competitive pressures on the Cell Therapy franchise remain a challenge. Debt-to-capital ratio is 59%.

Bristol Myers’ Growth Portfolio, with drugs like Reblozyl and Opdivo, stabilizes revenue despite generic competition. Strategic acquisitions broaden the portfolio, but legacy drug competition is a headwind. Debt-to-capital ratio is 75.2%. Despite challenges, Gilead is a better pick now due to strong fundamentals and growth prospects.



Read more at Zacks Investment Research: Gilead vs Bristol Myers: Which Biotech Bigwig is a Better Bet Now? – April 16, 2025