CLAIM #27315 · GILD (GILD) · 2025Q3 earnings call · Oct 30, 2025 · due Mar 31, 2026
“We anticipate these headwinds to continue in the near future.”
Johanna Mercier · Chief Commercial Officer
In context
“ternational markets across metastatic breast cancer more than offset on a year-over-year basis, the expected impact from the bladder cancer withdrawal in the U.S. With Trodelvy's potential launch in first-line metastatic TNBC following the potentially practice-changing ASCENT-03 and ASCENT-04 readouts this year, we look forward to expanding the options available for patients in this earlier line setting. There are almost twice as many patients in the first-line metastatic setting compared to second line and patients typically have a longer duration of therapy. For cell therapy on Slide 13 and on behalf of Cindy and the Kite team, third quarter sales of $432 million, were down 11%, both year-over-year and sequentially with continued competitive headwinds from in and out of class therapies. We anticipate these headwinds to continue in the near future. We remain committed to increasing the adoption and utilization of cell therapies given their curative potential for many patients. Year-to-date, we've added more than 40 authorized treatment centers and now have more than 570 globally. As shared in prior quarters, our efforts to lower the hurdles to community adoption are progressing, but it's clear that we have more to do before all eligible patients have the opportunity to benefit from these cell therapies. In addition to the team's work to expand the reach of cell therapies, Kite is also progressing its next-generation pipeline to offer similar efficacy with better safety, which would result in enhanced outpatient usage potential. Additionally, we're very excited by the development of anito-cel, which continues to show potential best-i”
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SEC filings for GILD ↗ · Claim quote is verbatim from the 2025Q3 earnings call.