Gilead Sciences Faces Potential Threat From In Vivo CAR-T, RBC Says

Fidelity
2026.06.08 15:00
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RBC Capital Markets warns Gilead Sciences faces a potential threat from in vivo CAR-T technology, which could impact 10-15% of its future revenue. While Gilead's ex vivo franchise is expected to grow, reaching over $4 billion by decade-end, in vivo therapy offers a broader patient eligibility alternative. RBC maintains a sector perform rating with a $122 price target, noting Gilead's acquisitions of Interius and collaboration with Pregene to integrate in vivo platforms.