异动解读 | 吉利德科学盘中大涨5.23%,分析师看好艾滋病药物销售前景

异动解读
Oct 18, 2025

今日盘中,生物制药公司吉利德科学(Gilead Sciences)股价大涨5.23%,引起市场广泛关注。据悉,这一涨幅主要受到分析师对公司核心产品销售预期的提振。

加拿大皇家银行资本市场(RBC Capital Markets)发布报告称,预计吉利德公司的艾滋病预防药物Yeztugo在第三季度的销售额将超过市场一致预期。分析师预计Yeztugo销售额可达4500万美元,远高于市场预期的3500万美元,主要得益于转换需求和早期市场吸收。此外,RBC还预计吉利德的另一款重磅艾滋病药物Biktarvy的第三季度销售额也将超出预期。

值得注意的是,吉利德科学将于本月底公布第三季度财报,投资者对此充满期待。尽管CVS暂时决定不覆盖Yeztugo,以及处方集延迟和继续使用仿制药Truvada可能会限制该药的近期使用量,但市场对吉利德的长期增长前景仍保持乐观。截至目前,该公司股价今年累计上涨33.98%,显示出强劲的市场表现。

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