Gilead Sciences FY Conference Summary Company Overview - **Company**: Gilead Sciences (NasdaqGS: GILD) - **Event**: FY Conference held on March 03, 2026 Key Industry Insights 1. 2026 Guidance - Gilead provided a mid-single digit growth guidance of **4%-5%** for its base business in 2026, with an additional **2%** impact from ACA and MFN adjustments [13][14] - Specific guidance for the HIV segment indicates a **6%** year-over-year growth, primarily driven by the product **Biktarvy** [13][14] - The HIV prevention franchise, particularly **Descovy**, is expected to grow significantly, with guidance set at **$800 million**, up from **$150 million** in 2025 [14] 2. Product Performance - **Biktarvy** is recognized as the standard of care for HIV treatment, showing strong performance in both naive and switch patient populations [17][18] - The HIV prevention market is growing at approximately **55%**, with expectations for continued growth through 2026 [14][19] - **Yescarta**, an injectable product, is anticipated to see steady growth, supported by a **90%** access rate and a recent DTC campaign aimed at normalizing HIV prevention [21][25][26] 3. Market Dynamics - The overall HIV treatment market is projected to grow at **2-3%** annually, with **40%** of HIV-positive individuals in the U.S. not currently virologically suppressed [49][50] - Gilead is focusing on lifecycle management and patient-centric options to maintain its market leadership in HIV treatment [20][48] 4. Oncology Developments - Gilead announced the acquisition of **Arcellx**, which is expected to enhance its oncology portfolio, particularly in the multiple myeloma space, with a market potential of up to **$20 billion** [55][56] - The company is also preparing for a potential launch of **Trodelvy** in the first-line setting for breast cancer, following positive data from recent trials [60][61] 5. Inflammation Pipeline - Gilead's inflammation pipeline includes promising products in phase 2 trials, which are not yet fully recognized by investors [85][86] - The company aims to position its inflammation segment as a third pillar alongside its HIV and oncology businesses [85][86] Additional Considerations - Gilead is maintaining a disciplined approach to business development, with ongoing investments in early development deals while managing operational expenses [81][84] - The company is optimistic about its growth trajectory, particularly in the HIV prevention and treatment markets, and is focused on expanding its product offerings and market share [34][48][85]

Imagine if I told you that the choices we make every single day, what we eat, how we move, and how we take care of ourselves can influence something as profound as our blood health. Today I want to share with you the science behind leukemia and how understanding our bodies not only gives us the power to make informed decisions but also gives us the knowledge to perform personal agency every 3 minutes. Every 3 minutes somewhere in the world a child is diagnosed with leukemia.A that could be a classmate, a fr ...

Studies showed that if you are flossing, you can reduce your risk of dementia by nearly half, which is quite impressive. So I started to research the brain much more and it made me realize this link with the brain and the gut is absolutely crucial and how that influences many things in our brain. For example, things like depression, mood changes, fatigue and energy. But for 40 years, we've been going down the wrong path. We've got so distracted by treating the brain as something so different to the rest of ...

BGE-102 (NLRP3 Inhibitor) - BGE-102 is a potential best-in-class NLRP3 inhibitor with an IC90 of 18 nM by human ex-vivo whole blood stimulation[23] - In obese participants, BGE-102 achieved an 86% reduction in hsCRP and normalized hsCRP (<2 mg/L) in 93% of patients after 14 days of dosing at 120 mg QD[8, 35] - Phase 1 clinical trial full data is anticipated in H1 2026[7, 32] - BGE-102 demonstrated ≥90% suppression of IL-1β for 24 hours after 14 days of dosing at 60 mg QD in healthy volunteers[35] - BGE-102 resulted in a 44-62% reduction in IL-6 in obese participants[66] APJ Agonist - Preclinical models suggest APJ agonism has the potential to double weight loss and fully restore body composition when combined with an incretin[8] - IND submission for APJ agonist is anticipated by 2026 YE[8] Financial Status - The company reported a strong balance sheet with $2959 million in cash, cash equivalents, and marketable securities as of September 30, 2025[164] Therapeutic Areas - Normalizing hsCRP (<2 mg/L) can drive a 25% reduction in MACE[83, 84]

I have heart failure. I was diagnosed 12 years ago. At the time, I had a 3 to 5 year life expectancy.I was looking for a way to start to lose weight in a healthy way. Of course, you go to the doctor and they prescribe the anti-inflammatory medication. I wanted to augment that with as many natural things as I could with ChatGPT.You said you already have this in the garden. Virtually every single one of the herbs are anti-inflammatory. It knows what I have in the house. What I have in the garden.It knows the ...

Brian Johnson. >> Brian Johnson. Brian Johnson. Venture capitalist who is obsessed with living forever. It's not science. >> And I even used my own son as my blood. >> It's just attention. >> As of yet undefined in the future, you will die. The only objective we have is don't die. for a new era of longevity [music] is here. We already have the ability to go from 30 years of age to zero. And I think we're going to have our first longevity [music] drugs or therapies in the coming years. And when that happens, ...

Core Technology & Innovation - Development of molecular pendulums, a specific type of biosensor, to detect proteins, the body's messengers, earlier than symptoms appear [8] - The innovation lies in applying a controlled oscillating voltage to the sensor to detach proteins, enabling continuous, real-time monitoring [12][13] - Creation of an electrode-integrated micro-needle device for in-body measurement of interstitial fluid, allowing real-time tracking of cytokines and inflammation [15][16] Medical & Healthcare Implications - Real-time monitoring of inflammation allows for early intervention and treatment adjustment, potentially stopping diseases in their tracks [16] - The technology enables the tracking of over a thousand protein biomarkers linked to diseases like cancer, heart disease, infections, and autoimmune conditions [18] - The technology offers a window into life itself, providing the opportunity to hear the full symphony of the body where every protein is an instrument playing its part in a score of health and diseases [17][20] Research & Development - The research team published their work in Science last year, leading to adaptation and exploration by dozens of research groups worldwide [20] - The sensor is made of affordable and scalable materials, making it a potentially accessible technology [21] Future Impact - The technology aims to replace guesswork with clarity and give people back time to act early, recover fully, and live as people, not just patients [22]

Group 1 - Inflammation can be classified as either acute or chronic, with acute inflammation being beneficial for healing and chronic inflammation being harmful to health [1][2][6] - Acute inflammation is a short-term response to injury, while chronic inflammation can persist for months or years and is linked to various diseases [21][22] - Chronic inflammation is associated with serious health issues such as heart disease, stroke, type 2 diabetes, cancer, and chronic obstructive pulmonary disease (COPD), contributing to a significant portion of global mortality [22][31] Group 2 - The inflammatory process involves various mediators, including histamines, cytokines, and immune cells, which play roles in both acute and chronic inflammation [12][13][15] - Chronic inflammation can result from the body's inability to eliminate harmful substances or from autoimmune disorders where the immune system attacks healthy tissues [26][28] - Lifestyle factors such as diet, smoking, and physical inactivity can contribute to chronic inflammation, while a healthy diet and active lifestyle may help mitigate it [32][33] Group 3 - Treatments for chronic inflammation include nonsteroidal anti-inflammatories (NSAIDs), corticosteroids, immunosuppressants, and biologics, each with their own benefits and risks [34][36][38] - NSAIDs work by inhibiting prostaglandins, while corticosteroids mimic cortisol to reduce inflammation, and biologics target specific inflammatory agents [35][37][38] - Managing chronic inflammation is crucial due to its association with various diseases and overall health deterioration [41]

[applause] For 5,000 years, humans have been trying to solve one thing. Not cancer, not aging, not heartbreak, the hangover. The history of hangover cures reads like a comedy of errors.Ancient Egypt dried bird beaks. The Greeks laurel reefs soaked in olive oil. Mongolia tickled sheep eyeballs in tomato juice.Today we call that the bloody mary. [laughter] Alcohol isn't just a drink. It's woven into all cultures.It marks celebrations and connections. And it's part of everyday life. But the biggest myth of all ...

For 5,000 years, humans have been trying to solve one thing. Not cancer, not aging, not heartbreak, the hangover. The history of hangover cures reads like a comedy of errors.Ancient Egypt, dried bird beaks. The Greeks laurel reefs soaked in olive oil. Mongolia pickled sheep eyeballs in tomato juice.Today we call that the bloody Mary. Alcohol isn't just a drink. It's woven into nearly every culture.It marks celebrations and connections and everyday life. But the biggest myth still lives on. This hangover is ...