---
title: "Gilead Sciences Faces Potential Threat From In Vivo CAR-T, RBC Says"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/289074958.md"
description: "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."
datetime: "2026-06-08T15:00:00.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/289074958.md)
  - [en](https://longbridge.com/en/news/289074958.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/289074958.md)
---

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

11:00 AM EDT, 06/08/2026 (MT Newswires) -- Gilead Sciences ( GILD ) faces a potential threat from in vivo CAR-T, an early-stage technology that could transform the cell therapy space and impact 10% to 15% of Gilead's future revenue, RBC Capital Markets said Monday.

Analysts expect Gilead's ex vivo CAR-T franchise to become an increasingly meaningful revenue driver. Its commercial Yescarta/Tecartus cell therapy portfolio generated $1.8 billion in 2025, and despite headwinds from bispecific competition and challenges scaling beyond academic centers, a gradual recovery is expected as anito-cel launches and ramps, the firm said. Total cell therapy sales could potentially exceed $4 billion around the end of the decade, the brokerage said.

While there is room for organic growth of the cell therapy franchise, management believes only 10% to 20% of patients are eligible to actually receive CAR-T, while in vivo cell therapy presents a better alternative, the brokerage added.

The company's in vivo focused transactions include the Interius BioTherapeutics acquisition, bringing a lentiviral vector-based in vivo CAR-T platform with preclinical proof of concept data and intellectual property now integrated into Gilead, and the Pregene collaboration, a complementary in vivo vector delivery platform adding intellectual property breadth and a distinct design approach, according to the note.

RBC kept a sector perform rating on Gilead Sciences ( GILD ) with a price target of $122.

Price: 128.63, Change: -0.53, Percent Change: -0.41

MT Newswires does not provide investment advice. Unauthorized reproduction is strictly prohibited.

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