{"slug":"gilead-sciences","name":"길리어드 사이언스","name_en":"Gilead Sciences, Inc.","ticker":"GILD","updated_at":"2026-09-24T12:38:40.858238+00:00","canonical":"https://valuechain.wiki/gilead-sciences","citable":"밸류체인 그래프 기준 길리어드 사이언스의 직접 연결 기업은 7곳(관계 기준 공급 4·매출 3)이고, 사슬을 2차까지 넓히면 14곳에 닿는다. 링크의 근거 출처는 9건이며 그중 1차공시가 6건이다 (valuechain.wiki, 2026-09-24 기준).","citable_en":"Per the valuechain.wiki graph, Gilead Sciences, Inc. is directly linked to 7 companies (4 supply, 3 revenue relationships) and reaches 14 companies within two hops; the links are backed by 9 dated sources, 6 of them primary filings (as of 2026-09-24).","kicker":"HIV 중심 바이오제약","kicker_en":"HIV-focused biopharma","lead":"길리어드 사이언스는 HIV 치료제를 중심으로 간질환, 항암제, 세포치료제에서 매출을 올리는 바이오제약사다. 미국 매출은 대형 의약품 도매사를 통해 유통하며, 외부 위탁생산과 공동 연구개발, 제품 로열티에 비용을 쓴다.","lead_en":"Gilead Sciences is a biopharmaceutical company whose revenue is led by HIV medicines, with additional sales from liver disease, oncology and cell therapy products. It distributes most U.S. products through large pharmaceutical wholesalers and spends on outsourced manufacturing, collaborative R&D and product royalties.","categories":[{"key":"pharma-biotech","ko":"제약·바이오텍","en":"Pharmaceuticals & Biotechnology","theme":"life-sciences","theme_ko":"바이오·헬스","theme_en":"Biopharma & Life Sciences","theme_kind":"sector","primary":true},{"key":"oncology-adc","ko":"항암·ADC","en":"Oncology & ADCs","theme":"life-sciences","theme_ko":"바이오·헬스","theme_en":"Biopharma & Life Sciences","theme_kind":"sector","primary":false}],"segments":{"parts":[{"name":"HIV","note":"FY2025 제품 매출 207억5,200만달러"},{"name":"간질환","note":"FY2025 제품 매출 32억1,700만달러"},{"name":"항암","note":"FY2025 제품 매출 32억3,600만달러"},{"name":"베클루리","note":"FY2025 제품 매출 9억1,100만달러"},{"name":"기타 제품","note":"FY2025 제품 매출 7억9,900만달러"},{"name":"로열티·계약·기타","note":"FY2025 매출 5억2,700만달러"}],"total":"FY2025 총매출 294억4,300만달러","track":"C"},"segments_en":{"parts":[{"name":"HIV","note":"$20.752 billion of FY2025 product 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Ltd.","tier":3,"returns_yearly":{"2023":45.6,"2024":39.7,"2025":-0.2,"2026":-9.7}},{"slug":"ionq","name":"IonQ","name_en":"IonQ","tier":3,"returns_yearly":{"2022":-79.3,"2023":259.1,"2024":237.1,"2025":7.4,"2026":-11.9}},{"slug":"constellation-energy","name":"Constellation Energy","name_en":"Constellation Energy","tier":3,"returns_yearly":{"2023":37.2,"2024":92.7,"2025":58.8,"2026":-15.3}},{"slug":"take-two-interactive","name":"테이크투 인터랙티브","name_en":"Take-Two Interactive Software, Inc.","tier":3,"returns_yearly":{"2021":-14.5,"2022":-41.4,"2023":54.6,"2024":14.4,"2025":39.1,"2026":-16.6}},{"slug":"ecopro-hn","name":"에코프로에이치엔","name_en":"Ecopro HN","tier":3,"returns_yearly":{"2022":4.6,"2023":17,"2024":-47.7,"2025":38,"2026":-38.7}},{"slug":"openai","name":"OpenAI","name_en":"OpenAI","tier":3,"returns_yearly":null}],"analysis":"HIV 중심 바이오제약 기업. 2026년 +24.5%다. 본주(+24.5%)와 공급단(평균 -20.6%)이 같은 보폭으로 움직인다. 연결 노드 중 가장 앞선 곳은 삼성바이오로직스(-17.1%), 가장 처진 곳은 유한양행(-24.2%)다. 격차가 사슬 논리로 설명되면 후자가 다음 전파 후보이고, 설명되지 않으면 그 연결 자체를 다시 봐야 한다.","analysis_en":"Gilead Sciences, Inc. operates across HIV-focused biopharma. It is +24.5% in 2026. The stock (+24.5%) and its supply side (avg -20.6%) are moving in step. Among connected nodes the furthest ahead is Samsung Biologics (-17.1%) and the furthest behind is Yuhan Corporation (-24.2%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. products through large pharmaceutical wholesalers and spends on outsourced manufacturing, collaborative R&D and product royalties.","analysis_asof":"2026-09-04"},"edges":[{"direction":"cost","counterparty":"유한양행","counterparty_slug":"yuhan","confidence":"high","metric":{"type":"amount","unit":"KRW","as_of":"2026-05","value":210191637904,"period":"HIV 원료 공급계약"},"note":"길리어드는 유한양행 자회사 유한화학에서 에이즈(HIV)·C형간염(HCV) 치료제 원료의약품(API)을 조달한다. HIV 원료 공급계약 2,101.9억원(US$1억3,981만, 유한양행 2025 연결매출의 9.61%, 2026.05.19), HCV 원료 공급계약 849.7억원(US$6,130만, 2025.08.26).","note_en":"Gilead sources HIV and hepatitis C (HCV) active pharmaceutical ingredients from Yuhan Chemical, a Yuhan subsidiary. HIV API contract KRW 210.2bn (US$139.8m, 9.61% of Yuhan's 2025 consolidated revenue, 2026-05-19); HCV API contract KRW 85.0bn (US$61.3m, 2025-08-26).","sources":[{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-05-20","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260520800079","title":"단일판매ㆍ공급계약체결 (원료의약품 공급계약, 길리어드)","title_en":"Single Supply Contract (API supply, Gilead)","excerpt":"체결계약명 원료의약품(API) 공급계약. 계약금액(원) 210,191,637,904 (USD 139,810,854). 최근매출액 2,186,637,586,358, 매출액대비 9.61%. 계약상대 길리어드 사이언스(Gilead Sciences). 계약기간 2026-05-19~2027-12-31.","excerpt_en":"API supply contract. Value KRW 210,191,637,904 (USD 139,810,854), 9.61% of recent revenue KRW 2,186,637,586,358. Counterparty Gilead Sciences. Term 2026-05-19 to 2027-12-31."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2026-03-12","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260312001236","title":"유한양행 사업보고서 (2025.12)","title_en":"Yuhan Corporation Annual Report (FY2025)","excerpt":"해외사업부문... 수출 FTC 외 에이즈치료중간체 외 386,541 (17.7%). 유한화학 원료의약품(FTC 외) 생산.","excerpt_en":"Overseas segment: exports of HIV/AIDS treatment intermediates etc. KRW 386,541m (17.7%); Yuhan Chemical produces APIs (FTC etc.)."},{"stance":"confirms","publisher":"금융감독원 전자공시(DART)","publisher_en":"FSS DART","kind":"filing","lang":"ko","published_at":"2025-08-27","url":"https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20250827800028","title":"단일판매ㆍ공급계약체결 (HCV 치료제 원료의약품 공급계약, 길리어드)","title_en":"Single Supply Contract (HCV API supply, Gilead)","excerpt":"체결계약명 HCV 치료제 원료의약품(API) 공급계약. 계약금액(원) 84,973,258,500 (USD 61,295,000). 매출액대비 4.11%. 계약상대 길리어드 사이언스.","excerpt_en":"HCV treatment API supply contract. Value KRW 84,973,258,500 (USD 61,295,000), 4.11% of revenue. Counterparty Gilead Sciences."}]},{"direction":"investment","counterparty":"Arcus Biosciences","counterparty_slug":null,"confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2024-01-29","basis":"Arcus Biosciences 보통주 1,520만주 추가 지분투자 총액","value":320000000,"period":"Q1 2024","basis_en":"Total equity investment for 15.2 million additional Arcus Biosciences common shares","qualifier":null},"note":"길리어드는 2024년 Arcus Biosciences 보통주 1,520만주를 주당 21달러, 총 3억2,000만달러에 추가 매입했다. 거래 뒤 Arcus에 대한 지분율은 약 33%가 됐다.","note_en":"Gilead purchased an additional 15.2 million shares of Arcus Biosciences common stock in 2024 for $21 per share and $320 million in total. The transaction raised its ownership stake to about 33%.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-25","url":"https://www.sec.gov/Archives/edgar/data/1724521/000172452125000040/rcus-20241231.htm","title":"Arcus Biosciences FY2024 Form 10-K","title_en":"ARCUS BIOSCIENCES, INC. 2024 Form 10-K","excerpt":"Arcus는 길리어드가 2024년 보통주 1,520만주를 총 3억2,000만달러에 매입했다고 공시했다.","excerpt_en":"Gilead purchased 15.2 million shares of our common stock for total gross proceeds of $320 million."},{"stance":"confirms","publisher":"Arcus Biosciences 투자자관계","publisher_en":"Arcus Biosciences Investor Relations","kind":"ir","lang":"en","published_at":"2024-01-29","url":"https://investors.arcusbio.com/investors-and-media/press-releases/press-release-details/2024/Gilead-and-Arcus-Announce-Amended-Collaboration-and-Equity-Investment/default.aspx","title":"길리어드와 Arcus, 협업 개정과 지분투자 발표","title_en":"Gilead and Arcus Announce Amended Collaboration and Equity Investment","excerpt":"양사는 길리어드가 Arcus 보통주를 주당 21달러, 총 3억2,000만달러에 취득하는 별도 지분투자를 발표했다.","excerpt_en":"a separate equity investment by Gilead of $320 million in Arcus common stock at $21.00 per share."}]},{"direction":"cost","counterparty":"시오노기제약","counterparty_slug":"shionogi","confidence":"high","metric":{"type":"amount","unit":"USD","as_of":"2026-02-24","basis":"Genvoya와 Stribild 관련 시오노기 로열티 비용","value":112000000,"period":"FY2025","basis_en":"Royalties due to Shionogi related to Genvoya and Stribild","qualifier":null},"note":"시오노기는 2025년 일본담배의 길리어드 계약상 권리와 의무를 승계했다. 길리어드는 Genvoya와 Stribild 관련 제품 매출을 기준으로 시오노기에 로열티를 지급했고, FY2025 비용은 1억1,200만달러였다.","note_en":"Shionogi assumed Japan Tobacco's rights and obligations under the Gilead agreements in 2025. Gilead pays product-sales-based royalties tied to Genvoya and Stribild, recording $112 million of expense in FY2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm","title":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","title_en":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","excerpt":"길리어드는 2025년 시오노기에 지급할 로열티 1억1,200만달러를 매출원가로 비용 처리했다.","excerpt_en":"We expensed royalties due to Shionogi of $112 million."}]},{"direction":"revenue","counterparty":"카디널 헬스","counterparty_slug":"cardinal-health","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-24","basis":"카디널 헬스와 전문 유통 계열사의 길리어드 총 gross product sales 비중","value":29,"period":"FY2025","basis_en":"Cardinal Health and specialty distributor affiliates' share of Gilead total gross product sales","qualifier":null},"note":"카디널 헬스와 그 전문 유통 계열사는 길리어드의 주요 미국 도매 고객이다. FY2025 길리어드 총 gross product sales의 29%를 차지했다.","note_en":"Cardinal Health and its specialty distributor affiliates are major U.S. wholesale customers of Gilead. They represented 29% of Gilead's total gross product sales in FY2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm","title":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","title_en":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","excerpt":"주요 고객 매출 표에서 카디널 헬스의 FY2025 비중을 총 gross product sales의 29%로 공시했다.","excerpt_en":"Cardinal Health, Inc. 29%."}]},{"direction":"revenue","counterparty":"맥케슨","counterparty_slug":"mckesson","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-24","basis":"맥케슨과 전문 유통 계열사의 길리어드 총 gross product sales 비중","value":24,"period":"FY2025","basis_en":"McKesson and specialty distributor affiliates' share of Gilead total gross product sales","qualifier":null},"note":"맥케슨과 그 전문 유통 계열사는 길리어드의 주요 미국 도매 고객이다. FY2025 길리어드 총 gross product sales의 24%를 차지했다.","note_en":"McKesson and its specialty distributor affiliates are major U.S. wholesale customers of Gilead. They represented 24% of Gilead's total gross product sales in FY2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm","title":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","title_en":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","excerpt":"주요 고객 매출 표에서 맥케슨의 FY2025 비중을 총 gross product sales의 24%로 공시했다.","excerpt_en":"McKesson Corporation 24%."}]},{"direction":"revenue","counterparty":"센코라","counterparty_slug":"cencora","confidence":"high","metric":{"type":"revenue_share","unit":"%","as_of":"2026-02-24","basis":"센코라와 전문 유통 계열사의 길리어드 총 gross product sales 비중","value":21,"period":"FY2025","basis_en":"Cencora and specialty distributor affiliates' share of Gilead total gross product sales","qualifier":null},"note":"센코라와 그 전문 유통 계열사는 길리어드의 주요 미국 도매 고객이다. FY2025 길리어드 총 gross product sales의 21%를 차지했다.","note_en":"Cencora and its specialty distributor affiliates are major U.S. wholesale customers of Gilead. They represented 21% of Gilead's total gross product sales in FY2025.","sources":[{"stance":"confirms","publisher":"SEC EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2026-02-24","url":"https://www.sec.gov/Archives/edgar/data/882095/000088209526000006/gild-20251231.htm","title":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","title_en":"GILEAD SCIENCES, INC. 10-K (2026-02-24)","excerpt":"주요 고객 매출 표에서 센코라의 FY2025 비중을 총 gross product sales의 21%로 공시했다.","excerpt_en":"Cencora, Inc. 21%."}]},{"direction":"cost","counterparty":"코그니전트","counterparty_slug":"cognizant","confidence":"high","metric":{"type":"contract_value","unit":"USD","as_of":"2025-02-05","basis":"길리어드 확대 계약액","value":null,"period":"2025 expanded agreement","basis_en":"Value of the expanded Gilead agreement","qualifier":"confirmed_no_disclosed_value"},"note":"길리어드 사이언스는 고객 서비스, 직원 경험과 사업가치 관리를 위한 AI 기반 솔루션을 코그니전트로부터 제공받으며 2025년 기존 관계를 확대했지만 계약액은 공개하지 않았다.","note_en":"Gilead Sciences receives AI-driven solutions from Cognizant for customer service, employee experience, and business value management, and the companies expanded their existing relationship in 2025 without disclosing the contract value.","sources":[{"stance":"confirms","publisher":"미국 증권거래위원회 EDGAR","publisher_en":"SEC EDGAR","kind":"filing","lang":"en","published_at":"2025-02-05","url":"https://www.sec.gov/Archives/edgar/data/1058290/000105829025000007/exhibit99112312024.htm","title":"코그니전트 2024년 4분기 및 연간 실적 발표, Exhibit 99.1","title_en":"Cognizant Reports Fourth Quarter and Full-Year 2024 Results, Exhibit 99.1","excerpt":"코그니전트는 길리어드와의 장기 관계를 확대하고 AI 기반 솔루션을 제공한다고 밝혔다.","excerpt_en":"Expanded its longstanding relationship with biopharmaceutical leader Gilead Sciences. Cognizant will provide AI-driven solutions."},{"stance":"confirms","publisher":"코그니전트 투자자 관계","publisher_en":"Cognizant Investor Relations","kind":"ir","lang":"en","published_at":"2025-01-30","url":"https://investors.cognizant.com/news-and-events/news/news-details/2025/Cognizant-and-Gilead-Expand-Partnership-to-Drive-Greater-Value-Through-Advanced-Technology-Applications/","title":"코그니전트와 길리어드, 첨단 기술 적용을 위한 파트너십 확대","title_en":"Cognizant and Gilead Expand Partnership to Drive Greater Value Through Advanced Technology Applications","excerpt":"확대 계약은 고객 서비스와 직원 상호작용 등 여러 영역에 머신러닝과 생성형 AI를 적용한다.","excerpt_en":"the work addresses multiple use cases across customer service, employee interactions, and business value management."}]},{"direction":"cost","counterparty":"삼성바이오로직스","counterparty_slug":"samsung-biologics","confidence":"mid","metric":{"type":"contract_value","unit":"KRW","as_of":"2023-01-30","basis":"삼성바이오로직스의 Gilead(구 Immunomedics) 대상 위탁생산 계약금","value":300500000000,"period":"계약 누계 공개액","basis_en":"Samsung Biologics contract-manufacturing value for Gilead, formerly Immunomedics","qualifier":null},"note":"하나증권이 정리한 삼성바이오로직스 공급계약 내역에는 길리어드가 위탁생산 고객으로 기재돼 있다. 표는 계약금 3,005억원과 2021년 계약상대 변경 및 물량 증가를 함께 기록했다.","note_en":"A Hana Securities review of Samsung Biologics' supply contracts identifies Gilead as a contract-manufacturing customer. The table records a KRW 300.5 billion contract and notes the 2021 counterparty change and volume increase.","sources":[{"stance":"confirms","publisher":"하나증권","publisher_en":"Hana Securities","kind":"research","lang":"ko","published_at":"2023-01-30","url":"https://www.hanaw.com/download/research/FileServer/WEB/industry/enterprise/2023/01/29/SamsungBiologics_230130.pdf","title":"삼성바이오로직스: 4Q22 Re: 23년, 이후 도약을 위한 안정기","title_en":"Samsung Biologics: 4Q22 Review, a Stabilization Year Before the Next Leap","excerpt":"공급계약 표는 'Gilead (Immunomedics) 300.5 위탁생산계약'으로 적고, 2021년 6월 4일 계약상대방 변경과 물량 증가를 설명한다.","excerpt_en":"The supply-contract table lists Gilead, formerly Immunomedics, with a KRW 300.5 billion contract-manufacturing agreement and notes increased volume."}]}]}