CDC权威推荐成催化剂 大摩：看好吉利德(GILD.US)HIV新药市场前景 重申“买入”评级

Core Viewpoint - Morgan Stanley analyst Terence Flynn reiterated a "Buy" rating for Gilead Sciences (GILD.US) with a target price of $143, highlighting the recent CDC recommendation for Gilead's Yeztugo drug as a pre-exposure prophylaxis for HIV [1] Group 1: Drug Approval and Market Impact - The CDC's recent inclusion of Yeztugo in its HIV pre-exposure prophylaxis recommendations is seen as authoritative recognition of the drug's efficacy and safety [1] - This recommendation is expected to enhance patient adherence to medication, strengthen HIV prevention efforts, and subsequently drive market demand for Yeztugo [1] Group 2: Insurance Coverage and Future Outlook - Gilead Sciences is actively advancing its commercial insurance coverage plan for Yeztugo, with expectations that the drug will receive widespread insurance reimbursement support by the end of 2025 [1] - As a biopharmaceutical company, Gilead focuses on developing treatments for major diseases, including HIV, viral hepatitis, COVID-19, and cancer [1]