Gilead Strengthens HIV Growth Platform with Expanded Latin America Access

PAHO and Gilead Sciences agreed to provide lenacapavir, an HIV prevention drug, to 14 Latin American and Caribbean countries via PAHO's Regional Revolving Funds. The WHO recommended lenacapavir in 2025, citing near 100% efficacy. Gilead aims to advance technology transfer in Brazil for local production. PAHO supports countries with technical cooperation for implementation.

Gilead Sciences reports Yeztugo, an HIV prevention injection, is exceeding sales forecasts, with at least $1 billion expected in its first full year. The company also highlights advancements in its oncology and inflammation pipeline, including a potential launch for anito-cel in multiple myeloma and upcoming Phase II readouts for other candidates. According to Gilead, these developments mark an 'inflection point' for growth.

Gilead Sciences (GILD) won an appeals court ruling blocking imports of its HIV drug Biktarvy. The court found material differences between US and foreign versions, siding with Gilead's arguments. The case involved companies like Meritain Health and ProAct, accused of facilitating illegal imports. Gilead claims the ruling enhances patient safety by preventing non-FDA-approved drugs from entering the US market.

United Therapeutics (UTHR) stock rose 4.3% post-earnings, trading at $214.36. Myriad Genetics (MYGN) reported $190.7M revenue, down 10.5% YoY, missing estimates, and guidance fell short, causing a 40.9% stock drop to $3.18. Gilead Sciences (GILD) reported $7.8B revenue, up 10.2% YoY, beating estimates, with stock up 8.1% to $146.16. Novavax (NVAX) reported $56.7M revenue, down 76.3% YoY, but beat estimates, with stock up 32.2% to $10.18.

Gilead Sciences' Livdelzi (seladelpar) approved by the Scottish Medicines Consortium for NHS use in Scotland to treat primary biliary cholangitis (PBC). The drug is for adults with PBC, either in combination with UDCA or as monotherapy. Around 2,000 people in Scotland live with PBC, a rare autoimmune liver disease. The decision is based on evidence from the global phase 3 RESPONSE trial. Livdelzi is already available in England, Wales, and Northern Ireland.

Gilead Sciences (GILD) received FDA approval for Bixlenvo, a new HIV treatment. The company projects $34.5B revenue and $10.8B earnings by 2029, with analysts offering varied forecasts. Gilead's investment narrative focuses on HIV resilience and R&D expansion, including a new research center.