Gilead Signs PAHO Deal to Expand Lenacapavir Access in 14 Latin American Countries

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Gilead Sciences has reached an agreement with the Pan American Health Organization to expand access to its twice-yearly HIV-prevention drug lenacapavir across Latin America and the Caribbean, creating a regional procurement pathway for 14 countries including Brazil, Mexico, Argentina, Colombia and Peru that were outside Gilead's existing voluntary generic-licensing arrangements. Availability will still depend on individual countries' regulatory approvals and decisions to adopt the drug. Gilead expects lenacapavir to generate about $1 billion in 2026 sales, and reported 12% year-over-year HIV sales growth in the second quarter of 2026, with Yeztugo sales reaching $232 million, above the $210 million analyst estimate, after which the company raised its expected 2026 HIV-product sales growth to 9%-10%. Reuters reported that new HIV infections in Latin America and the Caribbean rose 13% between 2010 and 2024, and that lenacapavir demonstrated nearly 100% efficacy in large prevention trials, while Yeztugo carries a U.S. annual list price above $28,000. Gilead has already granted royalty-free voluntary licenses to generic manufacturers for resource-limited countries and is still discussing possible local production with Brazil's Health Ministry, so the expanded access may come with lower pricing and margins than in wealthier markets.

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