Strong HIV Portfolio Performance
HIV therapies saw impressive growth with Biktarvy up 6% year-over-year, Descovy up 20% year-over-year, and a 35% sequential growth for Livdelzi. Overall, HIV sales increased 4% versus the prior year.
Yeztugo Launch Success
Yeztugo achieved 75% payer coverage nearly 3 months ahead of schedule, contributing $39 million in sales for Q3, indicating a strong start for the new HIV prevention therapy.
Rising Revenue Expectations
Gilead increased its full-year HIV revenue growth expectations to approximately 5% despite a $900 million headwind from the Medicare Part D redesign.
Livdelzi Growth
Livdelzi sales reached over $100 million for the first time, showing a 12% year-over-year growth in the liver portfolio.
Trodelvy Advancements
Trodelvy demonstrated a 38% reduction in disease progression or death in first-line metastatic triple-negative breast cancer patients, with regulatory decisions expected in 2026.