CLAIM #27163 · GILD (GILD) · 2024Q3 earnings call · Nov 6, 2024 · due Dec 31, 2030
“So we do believe that it's at least 600,000 by 2030.”
Johanna Mercier · Chief Commercial Officer
How to check this claim
Look at: Number of people on PrEP (HIV pre-exposure prophylaxis) in the U.S. market
It came true if: >= 600,000 people on PrEP by end of 2030
Where: Company disclosures / management commentary (earnings calls, HIV franchise investor events) or third-party PrEP market tracking cited by Gilead
In context
“at as well, so more to come. Thanks for the question. Operator: Next, Salveen Richter from Goldman Sachs. Salveen, go ahead. Your line is open. Salveen Richter: Hi. Can you hear me? Operator: Salveen? Salveen Richter: Yes. Thank you. Sorry about that. Good afternoon. So you've noted that prior, with regard to your long-acting HIV PrEP market, that about 400,000 people are on PrEP today, and that could increase to 600,000 by 2030. Is that still a fair assumption? And if so, where does this growth likely come from? And what do you view as a fair estimate for the portion of that 600,000 that'll prefer an oral option? Thank you. Johanna Mercier: Yes. So Salveen, I'll try to address that one and you'll hear more about that actually as we go into the HIV analyst event as well in early December. So we do believe that it's at least 600,000 by 2030. Now, this is a market in the past that we've really worked at through social media, direct-to-consumer, etc., to really make sure we activate it and that's how it's grown thus far to about 350,000 to 400,000 consumers today. We think there's a real opportunity and most of the growth is going to come from different consumers to be honest. So thus far, the vast majority of consumers of HIV PrEP are white MSMs. And so we think with PURPOSE 1, PURPOSE 2, and actually other PURPOSE studies to follow, this is the broadest clinical trial program that we've ever done in prevention or that's ever been done in prevention. And it includes many other consumers that I think really may need or even want prevention, and that includes Latino, black individuals, women, cisgender women, transgender, and th”
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SEC filings for GILD ↗ · Claim quote is verbatim from the 2024Q3 earnings call.