“Given the outperformance of Yes2Go in the first quarter and our growing confidence in the trends we are seeing, we are increasing our 2026 Yes2Go guidance to $1 billion, potentially achieving blockbuster status in its first full year.”

In context

“nce across our key Yes2Go launch metrics. This includes access, where now approximately 95% of individuals are covered in the U.S., of which 95% can access Yes2Go with $0 copay; market share, where we are now the leading long-acting injectable in switch, and we continue to see a higher-than-expected number of naive PrEP users initiating on Yes2Go with early signs of growing momentum in this segment; persistency, where our initial experience of return users is encouraging. Although it is still early, we expect Yes2Go persistency to be the highest in the HIV prevention category; and the impact of our direct-to-consumer campaign, where we are creating strong brand awareness and interest in Yes2Go through our omnichannel approach focusing on communities and geographies with the highest needs. Given the outperformance of Yes2Go in the first quarter and our growing confidence in the trends we are seeing, we are increasing our 2026 Yes2Go guidance to $1 billion, potentially achieving blockbuster status in its first full year. Beyond 2026, we continue to expect a steady and durable build in sales over many years as we work to eliminate stigma associated with HIV PrEP and broaden adoption to all communities and individuals who can benefit. Both Yes2Go and Descovy for PrEP sales are expected to meaningfully grow in 2026. Reflecting this increase to our Yes2Go guidance, in addition to first quarter strength across HIV, we are now expecting 2026 total HIV sales including both treatment and prevention to grow approximately 8% year-over-year compared to the 6% previously shared in our February guidance. This is inclusive of headwinds of approximately 2% associated with the drug pricing agreement with the U.S. government to lower Medicaid pricing for some of our products and proposed changes to the Affordable Care Act”