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Gilead Sciences Highlights HIV Pipeline, Market Expansion at Cantor Fitzgerald Conference

Gilead Sciences outlined a robust HIV prevention and treatment strategy, with Sunlenca (lenacapavir) nearing $1 billion in 2024 sales and BIKTARVY dominating U.S. market share at 52%. R&D productivity surged to over 10 molecules annually, while patent cliff risks from TRUVADA are being mitigated through strategic acquisitions and IRA pricing negotiations.

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Sophie Laurent · FX & Rates Desk · 21 Sept 2026 · 04:38 · 1 Min. Lesezeit
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Gilead Sciences Highlights HIV Pipeline, Market Expansion at Cantor Fitzgerald Conference

Gilead Sciences presented a strategic outlook at the 12th Annual Cantor Fitzgerald Global Healthcare Conference, emphasizing growth in its HIV prevention and treatment portfolio. The company’s HIV prevention business has expanded to a $4 billion run rate, driven by a mid-teens annual growth rate in the broader market. Sunlenca (lenacapavir), approved at the end of Q2 2023, is projected to generate $1 billion in sales for 2024, with a 70% persistence rate among users. The drug’s success underscores its role as a cornerstone in HIV prevention, alongside its weekly oral and injectable variants expected by 2025 and 2028, respectively.

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Sophie Laurent
FX & Rates Desk

Sophie covers currency markets and central bank policy across Europe, with a focus on how rate decisions ripple through FX pairs. She has been tracking the ECB's policy path since the start of the current easing cycle.

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