Pharma Patent Cliffby readouts.io
Company · patent cliff and acquisitions

Gilead’s patent cliff

The 2 drugs tracked here made $17.1B of Gilead’s 2025 revenue (58%) and lose US exclusivity by 2036. Since 2023, Gilead has closed 3 acquisitions of $1B or more, worth $15.3B in total.

Losing US exclusivity by 2030
NoneFirst tracked loss is 2031
By 2037
$17.1B58% of $29.4B
Acquisitions since 2023
$15.3B3 deals of $1B or more
2025 sales from acquired products
NoneNo acquired product on sale
Bought with an approved product
0 of 3All pipeline only

2025 revenue losing US exclusivity, by year

2031–2037
0%25%50%75%100%
2031
9.4%$2.8B · Descovy
2036
49%$14.3B · Biktarvy

Bars are each drug's 2025 sales as a share of Gilead’s total revenue ($29.4B). Only drugs tracked here are counted, so full exposure can be higher. Tap a bar for the drug's page.

Acquisitions since 2023

ClosedCompany boughtValueAreaWhat it broughtAt closing
Mar 2024 CymaBay TherapeuticsGilead, March 2024 $4.3B Other Seladelpar (now Livdelzi) for the liver disease PBC, approved by the FDA in August 2024, after the deal closedGilead does not report Livdelzi sales separately. Pipeline only
Apr 2026 ArcellxGilead, April 2026 $7.8B Oncology Full ownership of anito-cel, a CAR-T therapy for multiple myeloma it already co-developedGilead's reported value, including a CVR of $5 per share. Pipeline only
May 2026 TubulisGilead, May 2026 $3.15B Oncology TUB-040, an antibody-drug conjugate in early trials for ovarian cancerUpfront payment; up to $1.85B more in milestones. Pipeline only
3 counted$15.3B

Acquisitions of whole companies closed since January 2023 with a headline price of $1B or more. Values are the price Gilead announced, excluding milestone payments unless noted. Licensing deals are not included. Compare all 65 deals →

Losing vs buying, by area

AreaAt risk by 2037Acquisitions since 2023
Infectious disease$17.1B–
Oncology–$11.0B
Other–$4.3B

Gilead has the most revenue at risk in infectious disease, but has spent the most on acquisitions in oncology. At risk is 2025 sales of tracked drugs losing US exclusivity by 2037; acquisitions are the headline value of counted deals closed since 2023.

How to read this

The two figures measure different things. Revenue at risk is what the drugs earned in 2025. A deal's value is what Gilead paid, not the sales it will bring in. None of the companies it bought had an approved product at closing, so any sales from them are years away and may never arrive. So this page shows the figures side by side rather than claiming how much of the gap the deals fill.

What changed for Gilead

  1. Acquisition
    Gilead completes its $7.8B Arcellx acquisition

    Gilead takes full ownership of anito-cel, a CAR-T therapy for multiple myeloma it already co-developed with Arcellx. Gilead

  2. Medicare price
    Trulicity, Biktarvy, Cosentyx and Entyvio selected for Medicare price negotiation

    Negotiated prices take effect in 2028. CMS must publish them by 30 November 2026. CMS

  3. Date pushed back · 2033 → 2036
    Settlements push Biktarvy's US generic entry to April 2036

    Settlements with Lupin, Cipla and Laurus Labs bar generics before 1 April 2036, more than two years after Gilead's previous December 2033 estimate. Fierce Pharma

Other companies

Sources

Revenue: Gilead FY2025. Drug sales and dates are sourced on each drug's page; each deal links to Gilead’s announcement or filing in the table above.

See all 45 drugs on the patent cliff →