@adamfeuersteinJun 8, 2026 · 8:50 PM

$GILD $MRK discontinued the Trodelvy-Keytruda EVOKE-03 study in lung cancer due to weak PFS. A sac-TMT competitor falls off. https://t.co/21T3pI3zFg

@jacobpliethMay 30, 2026 · 1:39 PM

Check this out from Tubulis (bought by $GILD for $ 3.15bn): responses to TUB-040 appear to be deepening. Now cORR 61% (28/46) at #Asco26, versus 50% (23/46) at #Esmo25 https://t.co/XvGmJ2Iqn9

@ftr_investorsApr 10, 2026 · 12:31 PM

$TEM $GILD Tempus AI expands its multi-year partnership with Gilead Sciences to accelerate oncology R&D using AI and real-world data 🧬 Gilead gets broader access to Tempus’ data platform and analytics to improve trial design, biomarker strategy, and drug development 📊 https://t.co/oHOnJG8wfG

@adamfeuersteinFeb 23, 2026 · 11:58 AM

Couple of deal notes: $GILD confirmed FDA acceptance of anito-cel application, but with decision date of Dec. 23, so no priority review. $ACLX gets the all-time high takeout price it wanted, if just barely. Still, not bad in an era where many deals are takeunders.

@acinvestorblogFeb 23, 2026 · 11:16 AM

$GILD $ACLX Gilead Sciences to Acquire Arcellx to Maximize Long-term Potential of Anito-cel Gilead Sciences, Inc. today announced that it has entered into a definitive agreement to acquire Arcellx for $115 per share in cash at closing and one contingent value right of $5 per share, which represents an implied equity value of $7.8 billion payable at closing.