Access comprehensive financial analyses and make smarter investments - get the Manual of Investments on Amazon!

Gilead Sciences Acquires Arcellx for $7.8 Billion

Gilead Sciences has closed its acquisition of Arcellx in a deal valued at about $7.8 billion, paying $115 per share in cash plus a $5 contingent value right for each share.

The transaction gives Gilead full control of anitocabtagene autoleucel, or anito-cel, a BCMA-directed CAR T-cell therapy for multiple myeloma. Gilead said the acquisition eliminates future profit-share, milestone and royalty obligations tied to the program, and moves anito-cel fully under Kite, its cell therapy unit.

Gilead said it completed a tender offer for all outstanding Arcellx shares and accepted shares representing, together with stock it already owned, about 77.2% of Arcellx’s outstanding shares. After that, Gilead finished the merger and converted Arcellx shares into the same $115 cash payment and one $5 CVR per share.

The CVR will pay out if cumulative global net sales of anito-cel reach at least $6.0 billion from launch through the end of 2029.

Gilead said the deal is expected to reduce its 2026 diluted EPS by about $5.57 to $5.67 on both a GAAP and non-GAAP basis. Excluding acquired in-process research and development expenses, the company said the transaction should be modestly dilutive in 2026 and 2027, then accretive in 2028 and beyond, assuming FDA approval of anito-cel.

Arcellx is now a wholly owned subsidiary of Gilead, and its common stock will be delisted from Nasdaq. As a result of these announcements, the company's shares have moved -2.42% on the market, and are now trading at a price of $130.40. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

IN FOCUS