Gilead Sciences

Gilead is based in Foster City. Biktarvy combines bictegravir with emtricitabine and tenofovir alafenamide, and Descovy is the prevention pill used for PrEP after Truvada lost exclusivity and generics arrived.

ViiV's Dovato and Cabenuva are the regimens clinicians set beside Biktarvy. Hepatitis C products such as Epclusa shrank that epidemic and are no longer the growth engine, while Yescarta, the CAR-T from Kite, competes with other cell therapies at a short list of authorized hospitals.

HIV clinics, public health departments, and 340B covered entities buy these combinations under guideline-driven protocols. A change in the preferred starting regimen moves thousands of patients, because once-daily combinations are not casually swapped.

Biktarvy's patent estate is the barrier between Gilead and a generic single-tablet HIV regimen.

PrEP coverage decisions decide whether Descovy or a generic tenofovir pill is the default prevention drug.

Yescarta can be given only at certified centers, so hospital slots are the capacity constraint.

People living with HIV depend on an uninterrupted single tablet, and a formulary switch is a clinical event.

Public clinics stretching 340B discounts feel acquisition cost on Descovy and Biktarvy directly.