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Daniel O'day

Chairman & Chief Executive Officer, Gilead Sciences

Search every verified Daniel O'day interview, podcast appearance, and on-the-record quote — each transcript cross-checked by AI and human review to confirm speaker identity. Daniel O'Day, chairman and chief executive officer of Gilead Sciences, discussed the company's second quarter 2026 financial results during an earnings call on August 6, 2026. He reported that base business sales grew 10% year-over-year, citing strong performance in the HIV portfolio, including Biktarvy and the company's pre-exposure prophylaxis (PrEP) business, which he said doubled year-over-year to exceed $1 billion in quarterly sales. O'Day stated that the company raised its full-year HIV growth expectations to 9–10% and updated total product sales guidance to a range of $30.1–30.4 billion. He also noted the company does not currently anticipate pursuing additional sizable M&A transactions this year, while remaining open to strategic opportunities. O'Day said Gilead expects potential launches in the second half of 2026, including a once-daily oral HIV treatment combining bictegravir and lenacapavir, with an FDA decision anticipated by the end of August, and an oncology product. He described the company's objective as diversifying the business both within virology and outside of it, and mentioned progress in developing two phase 2 HIV regimens with plans to select one for phase 3. In earlier remarks from a February 2025 earnings call, O'Day highlighted the company's pipeline and stated there were no major loss of exclusivity events until late 2033, while also noting the anticipated impact of Medicare Part D reform on HIV revenue growth in 2025.

Recent appearances

Notable quotes

“There are fundamental issues in our system that have to be addressed and we lean into those as long as we're continuing to preserve innovation. We've got to do it in a way that protects innovation, but also reduces the cost of medicines for patients in this country.”

“We immediately voluntary licensed the medicine to generic manufacturers when we saw this data. No royalties. This is not a part of our business model. It's a part of our responsibility to society.”

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