Gilead Sciences

Gilead Sciences struck an agreement with the Pan American Health Organization to create a regional procurement pathway for twice-yearly HIV-prevention drug lenacapavir across 14 countries, including Brazil, Mexico, Argentina, Colombia and Peru. The arrangement could broaden lenacapavir's commercial footprint and supports Gilead's plan to make the drug a major HIV growth driver, with about $1 billion in expected 2026 sales and recent quarter-to-quarter HIV sales gains. Actual revenue growth will depend on country-level regulatory approvals, government adoption and procurement terms, and wider access or local production could depress pricing and margins versus U.S. levels. The deal strengthens long-term volume potential but leaves near-term earnings exposure to timing and pricing risks across individual markets. » Plus sur finance.yahoo.com

At the Wells Fargo Healthcare Conference, Gilead presented an expanded growth plan with three strategic pillars: virology, oncology and inflammatory medicine, with HIV remaining the core business. The company reported a full pipeline and several upcoming launches in late 2026/2027, highlighted Anito‑cel (CAR‑T) with a differentiated safety profile and strong growth signals in PrEP and TRODELVY revenues. Gilead emphasized the need for selective prioritization within its broad pipeline and plans further data readouts as well as potential partnerships and external transactions. » Plus sur de.investing.com

Assembly Biosciences has exercised its option and will assume 40% of U.S. development costs and profits for the helicase–primase inhibitor program against herpes, while Gilead will handle clinical development and commercialization. Assembly secures rights to up to $280 million in milestone payments and tiered royalties outside the U.S.; additionally, a $75 million payment from Gilead in Q4 2026 extends the company’s cash runway to 2029. Lead candidate GS-1179 was selected for further development and provides a phase‑2 catalyst; the shares rose 4.9% in after-hours trading to $37. » Plus sur de.investing.com