Galapagos Announces Phase 3 Results for GLPG3667
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 18 2025
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Should l Buy GILD?
Galapagos (GLPG) announced the topline results from two Phase 3-enabling studies evaluating the efficacy and safety of GLPG3667, a selective TYK2 inhibitor, in patients with dermatomyositis and active systemic lupus erythematosus. The GALARISSO DM study met its primary endpoint, showing that GLPG3667, administered once daily at 150 mg in addition to standard-of-care therapy, achieved a statistically significant clinical benefit in the Total Improvement Score at Week 24, compared to placebo. The pre-specified threshold of statistical significance was set at 10%. GLPG3667 also showed meaningful clinical improvements compared to placebo on several secondary endpoints of disease activity, including TIS20, TIS40, TIS60 and m-CDASI-A2. GLPG3667 demonstrated a favorable safety and tolerability profile throughout the 24-week treatment period. In the GALACELA SLE study, GLPG3667, administered once daily at 75 mg and 150 mg in addition to standard-of-care therapy, the primary endpoint analysis of dose-response on SLE responder index -4 at Week 32 did not meet statistical significance. However, GLPG3667 showed numerical improvements over placebo on several secondary endpoints, particularly on skin-related outcomes. The safety profile was consistent with previous studies with GLPG3667. The GALACELA study is currently ongoing, and the final Week 48 data, expected in the second quarter of 2026, will be essential to assess the totality of the evidence and determine potential next steps for the SLE program. The company aims to present data at an upcoming medical conference. Gilead (GILD) agreed to temporarily waive certain rights under the 10-year global option, license and collaboration agreement between Galapagos and Gilead, enabling Galapagos to pursue external partnership opportunities for GLPG3667.
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Analyst Views on GILD
Wall Street analysts forecast GILD stock price to fall
19 Analyst Rating
16 Buy
3 Hold
0 Sell
Strong Buy
Current: 148.560
Low
105.00
Averages
137.88
High
154.00
Current: 148.560
Low
105.00
Averages
137.88
High
154.00
About GILD
Gilead Sciences, Inc. is a biopharmaceutical company. It is engaged in advancing medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer, and inflammation. It is focused on discovering, developing, and delivering medicines to address unmet medical needs in virology, oncology, and other therapeutic areas. Its portfolio of marketed products includes Biktarvy, Genvoya, Descovy, Complera/Eviplera, Symtuza, Truvada, Stribild, Sunlenca, Epclusa, Vemlidy, Harvoni, Viread, Livdelzi, Veklury, Yescarta, Tecartus, Trodelvy, AmBisome, and Letairis. Its product candidates include Bulevirtide, Lenacapavir, Axicabtagene ciloleucel, Sacituzumab govitecan-hziy, and others. It also develops the HB-400 program and the HB-500 program. It develops therapies that are intended to provide functional cures for hepatitis B virus and human immunodeficiency virus-1. It has a cancer program, namely TREX1. It operates in more than 35 countries worldwide.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Gilead Sciences' Product Portfolio: Known for its leading HIV medications, including Biktarvy and Descovy, Gilead Sciences is expected to see continued demand for its key products even during economic downturns, with a market cap of $184 billion.
- Robust Dividend Policy: Gilead Sciences has a forward dividend yield exceeding 2.3% and has increased its payouts by 90.7% over the past decade, making it a solid anchor in a diversified portfolio during tough economic times.
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- Gilead Sciences' Product Portfolio: As a leading biotech firm, Gilead Sciences is renowned for its top HIV medications, and while recent sales growth has been sluggish, its robust pipeline, particularly in oncology, is anticipated to drive future sales growth.
- Strong Dividend Policy: Gilead Sciences boasts a forward dividend yield exceeding 2.3%, with a remarkable 90.7% increase in dividends over the past decade, making it a solid anchor for a diversified portfolio during tough economic times.
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