GILD Stock: Insider Activity, Filings & Research
Drillr aggregates AI research, SEC filings, earnings signals and alt-data for GILD. 3 published articles.
Insider Activity
Over the trailing 90 days, insiders recorded 0 open-market purchases and 15 sales, a net selling of $10.4M. The largest was Mercier Johanna (officer: Chief Comm & Corp Aff Officer) selling $1.5M. The stock fell 13.7% over three months. Institutional holders were net accumulators over recent 13F filings. Insider sentiment scores 0/100.
Updated Jun 4, 2026 · based on SEC Form 4 filings · not investment advice
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jun 2, 2026 | O'Day Daniel Patrickdirector, officer: Chairman & CEO | Sell | 3,062 | $132.22 |
| Jun 2, 2026 | O'Day Daniel Patrickdirector, officer: Chairman & CEO | Sell | 10,900 | $131.10 |
| Jun 2, 2026 | O'Day Daniel Patrickdirector, officer: Chairman & CEO | Sell | 1,038 | $132.97 |
| May 18, 2026 | Mercier Johannaofficer: Chief Comm & Corp Aff Officer | Sell | 7,749 | $130.29 |
| May 18, 2026 | Mercier Johannaofficer: Chief Comm & Corp Aff Officer | Sell | 700 | $132.75 |
| May 18, 2026 | Mercier Johannaofficer: Chief Comm & Corp Aff Officer | Option | 25,000 | $66.64 |
| May 18, 2026 | Mercier Johannaofficer: Chief Comm & Corp Aff Officer | Sell | 11,177 | $131.19 |
| May 18, 2026 | Dickinson Andrew Dofficer: Chief Financial Officer | Sell | 3,000 | $132.27 |
| May 18, 2026 | Mercier Johannaofficer: Chief Comm & Corp Aff Officer | Sell | 8,374 | $132.23 |
| May 4, 2026 | WELTERS ANTHONYdirector | Grant | 1,146 | — |
| May 4, 2026 | BARTON JACQUELINE Kdirector | Grant | 4,884 | $130.84 |
| May 4, 2026 | BARTON JACQUELINE Kdirector | Grant | 1,146 | — |
| May 4, 2026 | LOVE TED Wdirector | Grant | 1,146 | — |
| May 4, 2026 | Horning Sandradirector | Grant | 4,884 | $130.84 |
| May 4, 2026 | LOVE TED Wdirector | Grant | 4,884 | $130.84 |
Source: GILD SEC Form 4 filings, latest Jun 2, 2026. For informational purposes only — not investment advice.
Research
LLY: $2.3B Ajax Buy Hedges Mounjaro Patent Cliff
Eli Lilly's $2.3 billion Ajax Therapeutics acquisition reveals a critical divergence in large-cap pharma M&A strategy that the market has mispriced. While Merck and Pfizer scramble to replace patent cliff revenue with expensive blockbuster acquisitions, Lilly is buying rare-disease optionality from a position of GLP-1 strength. Long LLY versus short MRK/PFE targets 8-12% relative return over six months as earnings reveal the cost of desperate dealmaking.
LLYMRKPFEGILD's $5B Tubulis Deal: Oncology ADC Bet as HIV Growth Slows — Undervalued or Overpaid?
Gilead's $5B Tubulis acquisition on April 9, 2026, targets oncology ADCs to complement HIV strength, backed by $9.5B FCF and undervalued multiples. Shares edged up 0.75% amid pipeline promise, but clinical success is key to unlocking upside.
GILD's $5B Tubulis Deal: Can This Acquisition Finally Unlock Its Oncology Turnaround?
Gilead's $5B Tubulis acquisition announced April 7, 2026, targets ADC tech to bolster oncology amid HIV strength. Solid finances support close, but regulatory and execution risks linger. Bullish for pipeline diversification and undervalued stock.
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