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CLAIM #27393 · GILD (GILD) · 2025Q4 earnings call · Feb 10, 2026 · due Dec 31, 2026

So we do expect as we come into 2026, we have strong growth momentum already. So Q1 will be we'll start with modest growth and then kind of build on that quarter after quarter

Johanna Mercier · Chief Commercial and Corporate Affairs Officer

PENDING
graded after results covering Dec 31, 2026 are reported

How to check this claim

Look at: YES2GO (or successor PrEP product) quarter-over-quarter net sales growth, FY2026

It came true if: Q1 2026 sequential growth positive but modest (roughly low single-digit % or less), with each subsequent quarter (Q2, Q3, Q4) showing sequential growth greater than the prior quarter's sequential growth rate

Where: Company-reported product sales by quarter (Gilead 10-Q/10-K and quarterly earnings materials)

In context

he ability to serve the market at launch. With 99% reliability and sixteen-day turnaround time, which, again, is very differentiated from the existing products on the market today. Rebecca: Our next question comes from Tazeen Ahmad at Bank of America. Tazeen, go ahead. Your line is open. Tazeen Ahmad: Okay, great. Thanks for taking my questions. On YES2GO, how should we be thinking about the growth outlook? Are you expecting to begin to see cannibalization of Descovy PrEP sales as early as this year? And then connected to that, how should we be thinking about the evolution of net price for YES2GO throughout the launch? Should we expect to see a decay over time like we've seen with other HIV therapies? Thanks. Johanna Mercier: Sure. Hi, it's Johanna again. Thanks, Tazeen, for the question. So we do expect as we come into 2026, we have strong growth momentum already. So Q1 will be we'll start with modest growth and then kind of build on that quarter after quarter in light of all the different pieces including access, including the DTC awareness campaign, including a lot of the work that we're doing in the field to drive YES2GO awareness. So all of that will build on that growth momentum. And in addition to that, we're also doing it market expansion strategies as well with very targeted communities. And so we do believe that YES2GO is going to be the strong performer. And over time, we believe that YES2GO will be the market leader in HIV prevention just because of the incredible profile that it offers for folks. Having said that, in 2026, we believe that Descovy continues to grow through in 2026, As you saw, in 2025, we had the highest performance share for Descovy we've ever seen. This is driven by many factors, namely commercial execution, really

Verify independently

SEC filings for GILD · Claim quote is verbatim from the 2025Q4 earnings call.