Gilead Sciences announced that the U.S. State Department, the President’s Emergency Plan for AIDS Relief (PEPFAR), and the Global Fund have committed additional funding to expand access to its twice‑yearly injectable HIV prevention drug lenacapavir, marketed as Yeztugo. The new investment will enable the drug to reach an additional 1 million people, raising the total commitment to 3 million individuals in high‑incidence, resource‑limited countries through 2028.
Lenacapavir has already achieved 90 % payer coverage among U.S. insurers, a milestone that underpins its commercial momentum. The company projects $800 million in revenue for 2026, up from $150 million in 2025, driven by strong demand in core markets and the expanded reach in low‑resource settings. The 2026 forecast reflects a 5‑fold increase in sales volume, underscoring the drug’s rapid uptake.
The partnership with PEPFAR and the Global Fund is a strategic lever for Gilead’s HIV portfolio, reinforcing its leadership in the long‑acting PrEP segment and supporting the company’s broader diversification strategy. By providing lenacapavir at no profit to these agencies, Gilead is positioning the drug for widespread adoption while maintaining a robust cash‑flow foundation from its HIV business.
Daniel O’Day, Gilead’s Chairman and CEO, said, “Lenacapavir represents one of the most important breakthroughs ever seen in HIV prevention, and Gilead’s priority is to ensure broad access as quickly as possible.” The comment highlights the company’s commitment to global health and its confidence in the product’s clinical and commercial potential.
The expanded access initiative is expected to accelerate market penetration in high‑incidence countries, strengthen Gilead’s competitive position in the HIV prevention market, and contribute to the company’s long‑term revenue growth trajectory.
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