Senior Director - Opinion Leader Programming HIV Treatment

Gilead Sciences sees Yeztugo powering HIV growth as oncology pipeline advances. September 15, 2026 Key points. * Yeztugo is exceeding launch expectations, with Gilead forecasting at least $1 billion in sales during its first full year. The six-month HIV prevention injection is benefiting from demand among new and existing PrEP users, while more than 70% of patients returned for a second injection. * Gilead is expanding its HIV franchise beyond Biktarvy through Bixlenvo and planned weekly oral and longer-acting treatment regimens. The company raised its HIV growth outlook to 10% and expects additional PrEP options, including a weekly pill next year and a once-yearly injection targeted for 2028. * Oncology and inflammation programs are advancing, led by the potential launch of anito-cel for later-line multiple myeloma and additional antibody-drug conjugate programs. Phase II readouts for inflammation and immunology candidates are expected later this year, supporting management's view that Gilead is at an "inflection point" for growth. * MarketBeat previews the top five stocks to own by October 1st. Gilead Sciences NASDAQ: GILD executives outlined plans to expand the company's HIV prevention and treatment franchises while advancing oncology and inflammation programs, with Chairman and Chief Executive Officer Dan O'Day describing the company as being at an "inflection point in value." Speaking at a Morgan Stanley event, O'Day said Gilead has its most robust portfolio of his more than seven years leading the company. He highlighted a cadence of launches across HIV, oncology and inflammation, along with the company's expectation that it faces no major patent expirations until 2036. "We are in a unique position to drive value and growth," O'Day said, citing Gilead's operating model, cash flow generation and commitment to industry-leading margins. HIV prevention growth and Yeztugo launch. Chief Commercial and Corporate Affairs Officer Johanna Mercier said the launch of Yeztugo, Gilead's every-six-month HIV prevention option, has exceeded expectations. The company expects Yeztugo to generate $1 billion in its first full year on the market, according to Mercier. Mercier said the HIV pre-exposure prophylaxis, or PrEP, market is expanding at roughly 14% to 15%, supported by awareness efforts and new treatment choices. Gilead's total prevention portfolio exceeded $1 billion in quarterly sales, representing an annualized run rate of about $4 billion, she said. The company is seeing uptake among both people new to PrEP and patients switching from other prevention options. Mercier added that growth through buy-and-bill channels has been faster than anticipated, which she said could signal that clinics are preparing to treat more patients with the six-month regimen. Gilead reported that more than 70% of patients returned for their second Yeztugo injection, based on the company's longitudinal claims analysis. Mercier said Gilead is supporting persistence through specialty pharmacy and clinic outreach, digital reminders and a nurse call center program called Ready to Go. * Gilead expects to launch a weekly oral PrEP option in the first quarter of next year. * The company is targeting a once-yearly injectable version of Yeztugo for 2028. * Mercier said the weekly oral option is expected to draw mainly from Descovy and generic Truvada users, while the six-month injection has a broader potential source of demand, including new PrEP users, daily oral users and users of other long-acting products. Mercier said the Centers for Disease Control and Prevention estimates that 2.2 million people in the U.S. could be candidates for PrEP, compared with a current user base of about 550,000. She said Gilead believes the opportunity could be larger, noting that the U.S. records approximately 13 million sexually transmitted disease diagnoses annually. Discover more Financial News Space Stocks Report Dividend Screener Tool Outside the U.S., Mercier said Gilead is working with The Global Fund and the U.S. Department of State in lower- and middle-income countries, particularly in sub-Saharan Africa. In developed markets, she said reimbursement discussions can be challenging because health technology assessment systems often compare newer long-acting therapies with daily generic oral options. HIV treatment portfolio expansion. O'Day and Mercier also described Gilead's strategy to broaden its HIV treatment business beyond Biktarvy. The company recently launched Bixlenvo, a daily oral treatment intended to help Gilead participate more extensively in the treatment-switch market. Mercier said Biktarvy remains the leading global HIV treatment, with more than 50% market share and more than two-thirds of the market among treatment-naive patients. However, she said new options are needed for patients seeking to move from Biktarvy to another regimen. Bixlenvo has indications for virally suppressed patients and for patients on complex regimens, Mercier said. The latter group represents about 5% to 6% of the overall HIV patient population and may be able to reduce multi-pill regimens to one pill daily. Gilead also expects to launch a weekly oral treatment regimen combining lenacapavir and islatravir next year through its collaboration with Merck. Longer-term development includes potential every-four-month and every-six-month treatment regimens built around lenacapavir and the investigational integrase inhibitor GS-3242. Mercier said Gilead increased its HIV growth outlook during its second-quarter update to 10% from a prior 8% to 9% range. She attributed a temporary slowing in market growth during the second quarter partly to Affordable Care Act-related effects, but said the company expects the overall HIV market to return to historical growth of 2% to 3% over the next several quarters. Oncology and inflammation pipeline. In oncology, executives highlighted anito-cel, Gilead's planned cell therapy launch for fourth-line and later multiple myeloma. O'Day described the product profile as potentially "best in disease" and said Gilead is focused on enabling longer treatment-free periods for patients. The company has fully enrolled a second-line-plus multiple myeloma study, with data expected next year. Mercier said Gilead had just under 180 authorized treatment centers for anito-cel and expects to reach about 200 by its December PDUFA date. She said the company estimates the fourth-line multiple myeloma market represents a $3.5 billion opportunity. Executives also pointed to Gilead's antibody-drug conjugate work, including Trodelvy in first-line triple-negative breast cancer and the recently acquired Tubulis ADC platform, initially targeting platinum-resistant ovarian cancer. In inflammation and immunology, O'Day said Gilead expects Phase II readouts later this year for programs targeting alpha-4 beta-7 and IRAK4. The company also has a STAT6 program and acquired a BCMA T-cell engager, gamgertamig, for potential use in rare diseases where B-cell depletion may be beneficial. O'Day said Gilead remains open to external collaborations in immunology, similar to its partnerships in HIV, particularly when combinations of differentiated medicines could accelerate patient access. About Gilead Sciences (NASDAQ:GILD). Gilead Sciences, Inc is a biopharmaceutical company that discovers, develops and commercializes medicines for serious and life-threatening diseases. The company's research focuses primarily on virology, oncology, inflammation and related areas, with products serving patients in the United States and international markets. Gilead is best known for its HIV treatments, including Biktarvy, Genvoya, Descovy and other antiretroviral therapies. Its portfolio also includes medicines for viral hepatitis, such as Epclusa and Vemlidy, and Veklury (remdesivir), an antiviral treatment for COVID-19. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. Before you consider Gilead Sciences, you'll want to hear this. MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Gilead Sciences wasn't on the list. While Gilead Sciences currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys. A strong long-term portfolio starts with companies that can survive recessions, inflation, changing consumer habits, and shifting market leadership. This report names seven blue-chip stocks across technology, retail, consumer staples, healthcare, networking, sporting goods, and utilities that offer investors a mix of stability, income, growth, and staying power. Continue following MarketBeat

Gilead launches research facility in US for new medicine development. Sep 9, 2026, 9:59 AM Translate article text Choose a language and wait for the translated text. Gilead Sciences has opened a new 182,000ft^2 research centre at its Foster City headquarters in California, US, for advancing medicines to treat challenging diseases.

Gilead opens state-of-the-art Research Center to advance the next generation of medicines. - Brings Together Oncology, Inflammation and Research Data Science Teams to Foster Scientific Collaboration - - One of Three Foster City Projects Supporting Gilead's $32 Billion U.S. Investment and 3,000 High-Quality Domestic Jobs - FOSTER CITY, Calif.-(BUSINESS WIRE)- Gilead Sciences, Inc. (Nasdaq: GILD) today celebrated the opening of its 182,000-square-foot Research Center at its Foster City headquarters, expanding capabilities in oncology, inflammation and research data science to advance medicines for some of the world's most challenging diseases. The new Research Center builds on Gilead's longstanding presence in California. Today, Gilead employs approximately 11,000 people across the United States, including more than 7,400 in California and nearly 4,700 in the Bay Area. Gilead's new 182,000-square-foot Research Center in Foster City, Calif., marks the latest milestone in the company's $32 billion investment in U.S. research, development and manufacturing through 2030. Gilead marked the milestone with a ribbon-cutting ceremony attended by company leaders, scientists and government and community guests, including U.S. Representative Kevin Mullin of California's 15th Congressional District and California State Assemblymember Diane Papan. "We are in a moment of unprecedented opportunity in science and technology. Our new Research Center will help Gilead scientists make the most of that opportunity, delivering more breakthrough medicines faster," said Daniel O'Day, Chairman and Chief Executive Officer, Gilead Sciences. "As part of our broader $32 billion investment in the United States, this new facility also reflects our long-term commitment to American innovation." The Research Center is one of three major Foster City projects advancing Gilead's broader U.S. investment in research, development and manufacturing through 2030. The Technical Development Center, expected to open in 2027, and the biologics facility, which broke ground in August and is expected to open in 2029, will further strengthen Gilead's U.S. research and development infrastructure. "The future of biomedical innovation depends on bringing together exceptional science, advanced technologies and diverse expertise," said Flavius Martin, MD, Executive Vice President, Research, Gilead Sciences. "This center was designed to do exactly that. By co-locating key research disciplines and expanding our data science capabilities, we are strengthening the infrastructure needed to accelerate discovery and advance meaningful innovations." Designed with input from Gilead research colleagues, the five-story center will support approximately 325 employees, including 260 laboratory scientists. Flexible laboratory neighborhoods, specialized collaboration spaces and shared technology platforms will enable teams to adapt as scientific needs evolve. All-electric systems, energy-efficient design and water-saving landscaping featuring California native plants are expected to support LEED Gold certification. "Foster City is home to some of the most important biomedical research happening anywhere in the world, and Gilead's continued investment here is a vote of confidence in California's life sciences workforce," said Kevin Mullin, U.S. Representative for California's 15th Congressional District. "The new center expands Gilead's research capacity in Foster City, supporting the region's biotechnology leadership and skilled workforce." A dedicated bridge to an adjacent building streamlines the transfer of equipment and research materials, while the new Research Quad provides a central gathering space for collaboration and scientific exchange. "San Mateo County is one of the most important and vital biotechnology centers in the world," said Diane Papan, California State Assemblymember, 21st District. "Gilead's sustained support for science, infrastructure and skilled jobs only strengthens our position." About Gilead Sciences Gilead Sciences, Inc. is a biopharmaceutical company that has pursued and achieved breakthroughs in medicine for more than three decades, with the goal of creating a healthier world for all people. The company is committed to advancing innovative medicines to prevent and treat life-threatening diseases, including HIV, viral hepatitis, COVID-19, cancer and inflammation. In 2025, Gilead announced a $32 billion investment to further strengthen its U.S. footprint to power the next era of discovery, job creation and public health preparedness - while continuing to invest globally to ensure patients everywhere benefit from its scientific innovation. Gilead operates in more than 35 countries worldwide, with headquarters in Foster City, Calif. Forward-Looking Statements This press release includes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 that are subject to risks, uncertainties and other factors, including Gilead's ability to effectively manage or realize the anticipated benefits from its U.S. investment strategy, including the new Research Center, the Technical Development Center or the biologics facility; difficulties or unanticipated challenges in executing the investment strategy, including Gilead's ability to complete planned initiatives in a timely basis or at all and uncertainties relating to regulatory approvals that may be required; any resulting adverse impacts to its corporate reputation; and any assumptions underlying any of the foregoing. These and other risks, uncertainties and factors are described in detail in Gilead's Quarterly Report on Form 10-Q for the quarter ended June 30, 2026, as filed with the U.S. Securities and Exchange Commission. These risks, uncertainties and other factors could cause actual results to differ materially from those referred to in the forward-looking statements. All statements other than statements of historical fact are statements that could be deemed forward-looking statements. The reader is cautioned that any such forward-looking statements are not guarantees of future performance and involve risks and uncertainties and is cautioned not to place undue reliance on these forward-looking statements. All forward-looking statements are based on information currently available to Gilead, and Gilead assumes no obligation and disclaims any intent to update any such forward-looking statements.