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Gilead's Newly Approved HIV Prevention Drug Poised To Add Billions To Future Sales

1. FDA approved Gilead's Yeztugo as the first twice-yearly PrEP option. 2. ≥99.9% HIV negative results from Yeztugo in Phase 3 trials. 3. Positive EMA recommendation could grant EU market exclusivity. 4. Needham upgraded Gilead's rating, predicting significant revenue growth from Yeztugo. 5. Yeztugo could generate up to $6.4 billion by 2035.

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FAQ

Why Very Bullish?

Yeztugo's FDA approval positions GILD for significant revenue growth, similar to trends seen with Truvada post-approval.

How important is it?

Yeztugo's approval and market potential signal substantial future revenue growth, impacting overall GILD profitability.

Why Long Term?

With an expected growth in the HIV prevention market, Yeztugo's impact will materialize over the next several years.

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