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Gilead Sciences to Acquire Arcellx in Major Cell-Therapy Deal

Tipranks - Tue Feb 24, 6:28AM CST

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Gilead Sciences ( (GILD) ) has shared an announcement.

On February 22–23, 2026, Gilead Sciences agreed to acquire Arcellx in a cash‑and‑CVR deal valuing the target at an implied $7.8 billion at closing. A Gilead subsidiary will launch a tender offer at $115 per share plus a $5 contingent value right tied to $6 billion in cumulative global net sales of Arcellx’s lead CAR T therapy anitocabtagene autoleucel (anito‑cel) by year‑end 2029.

The transaction, approved by both boards and expected to close in the second quarter of 2026 subject to antitrust and tender conditions, will give Gilead full control of anito‑cel and eliminate collaboration profit‑sharing, milestones and royalties, with the deal expected to be earnings‑accretive from 2028 after potential FDA approval. The U.S. Food and Drug Administration has accepted the Biologics License Application for anito‑cel as a fourth‑line treatment for relapsed or refractory multiple myeloma, underpinned by Phase 1 and pivotal Phase 2 data, positioning Gilead to strengthen its cell‑therapy franchise through Kite while leveraging Arcellx’s D‑Domain platform across future oncology and in vivo cell‑therapy programs.

The most recent analyst rating on (GILD) stock is a Hold with a $155.00 price target. To see the full list of analyst forecasts on Gilead Sciences stock, see the GILD Stock Forecast page.

Spark’s Take on GILD Stock

According to Spark, TipRanks’ AI Analyst, GILD is a Outperform.

The score is driven primarily by strong profitability and durable free-cash-flow generation, reinforced by constructive 2026 guidance and upbeat pipeline/commercial commentary. It is held back by leverage and balance-sheet data inconsistency risk, plus technically overbought conditions and a valuation multiple that is not clearly cheap versus the dividend yield.

To see Spark’s full report on GILD stock, click here.

More about Gilead Sciences

Gilead Sciences, Inc. is a global biopharmaceutical company focused on developing and commercializing innovative medicines for life‑threatening diseases, including HIV, viral hepatitis, COVID‑19 and cancer. The company operates in more than 35 countries, and in 2025 announced a planned $32 billion U.S. investment to expand its footprint, underpinning its ambitions in oncology and broader public health preparedness.

Arcellx, Inc. is a clinical‑stage biotechnology company developing a new class of cell‑based immunotherapies for cancer and other incurable diseases. Its pipeline centers on D‑Domain CAR technology, designed to improve specificity and binding affinity for next‑generation CAR T‑cell and bispecific therapies, with its lead asset anitocabtagene autoleucel targeting BCMA in multiple myeloma.

Average Trading Volume: 7,340,179

Technical Sentiment Signal: Buy

Current Market Cap: $189.5B

See more insights into GILD stock on TipRanks’ Stock Analysis page.

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