GILD · 10-Q · 2026Q2 · Full report

Product Launch and Transition

GILEAD SCIENCES, INC. · 2026-08-06 · Importance 40 · Surprise 42

Yeztugo generated product sales in the second quarter and first half of 2026, with growth primarily attributed to higher demand. The product is being developed as a once-weekly oral HIV pre-exposure prophylaxis formulation, and its supplemental NDA was accepted by the FDA. Biktarvy also gained demand from patients switching from Genvoya and other Gilead HIV products, indicating ongoing product migration within Gilead’s HIV portfolio. FDA acceptance of the bictegravir and lenacapavir NDA under priority review could further expand treatment options for virologically suppressed people with HIV.