智通财经网·2025-06-20 03:47Group 1 - The FDA has approved Gilead Sciences' long-acting HIV therapy, Yeztugo (lenacapavir), which requires only two injections per year for HIV prevention [1][2] - Goldman Sachs maintains a "neutral" rating on GlaxoSmithKline (GSK) with a target price of $42, indicating limited impact on GSK's stock price due to the approval of Yeztugo [1][3] - The approval aligns with expectations and is supported by Phase 3 trial data showing over 99.9% of participants maintained an HIV-negative status while on lenacapavir [2] Group 2 - Goldman Sachs believes the introduction of the long-acting PrEP injection will enhance education on PrEP usage, expanding its reach among healthcare providers and potential users [2] - Currently, only one-third of eligible individuals are using PrEP, highlighting the importance of access and coverage in evaluating the overall market opportunity [2] - GSK's Apretude, which is administered every two months, has some market potential, but Yeztugo is expected to become the market leader due to its superior characteristics [3]