How does the market expect the new twice‑yearly HIV prevention option to affect Gilead’s market share versus competitors like ViiV and Pfizer?

The press release you shared reports Gilead’s financial results and highlights the FDA approval of Yeztugo, the world’s first twice‑yearly HIV‑prevention product. However, the release does not contain any commentary, analyst estimates, or market‑share projections about how this new therapy will impact Gilead’s position relative to competitors such as ViiV Healthcare or Pfizer.

Because the article provides no data on:

• Expected uptake or pricing of Yeztugo,
• Market‑share forecasts from analysts,
• Comparative sales figures for existing HIV‑prevention products from ViiV or Pfizer,
• Any strategic commentary on how Gilead plans to compete,

it isn’t possible to answer the question about market expectations using only the information provided. To gauge how the twice‑yearly option might shift Gilead’s market share, you would need to consult:

1. Equity research reports (e.g., from JPMorgan, Goldman Sachs, or Morgan Stanley) that model the product’s revenue potential and competitive impact.
   
2. Industry analyst commentary on the HIV‑prevention market, especially any coverage of ViiV’s Cabotegravir (Apretude) and Pfizer’s pipeline.
   
3. Guidance from Gilead’s investor‑relations materials (e.g., earnings call transcripts) where management may discuss anticipated market share gains.
   
4. Third‑party market‑size forecasts from firms such as IQVIA or EvaluatePharma.

Until such external sources are reviewed, any estimate of the product’s effect on Gilead’s market share would be speculative. If you have access to analyst reports or additional market data, I can help interpret those numbers and project potential share changes.