“Both Yes2Go and Descovy for PrEP sales are expected to meaningfully grow in 2026.”

In context

“urn 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. Turning to slide 11, Libdelzi sales of $133 million were more than tripled year-over-year as the launch continues to generate strong and growing demand in the U.S. as well as across Europe. Demand growth continues to be driven by expansion in prescriber adoption, confidence in Libdelzi’s clinica”