{"schema_version":"1.0","type":"article","title":"HIV 新藥很好賺呀...吉利德財報披露","url":"https://drugnews.com.tw/articles/2026-05-19-gilead-hiv-yeztugo-prep-growth.html","markdown_url":"https://drugnews.com.tw/articles/2026-05-19-gilead-hiv-yeztugo-prep-growth.md","lang":"zh-Hant","date":"2026-05-19","publish_at":"2026-05-19T10:30:00+08:00","updated_at":"2026-05-19","category":"商業分析系列","topic":"商業分析系列","tags":["Dcard","免費文章","CAR-T","ADC","J&J","FDA","Pfizer","Gilead"],"summary":"【Gilead 的 HIV 王朝沒有老去：Yeztugo 超預期，正在把 PrEP 推進「半年打一針」時代】💉 Gilead 最新一季財報，表面看起來只是一份穩健的藥廠成績單。2026 年第一季，Gi","key_points":[],"facts":[],"sections":["01｜Yeztugo 為什麼超預期？重點不是藥效，而是它解決了 PrEP 最大痛點","02｜從 Apretude 到 Yeztugo：HIV 預防市場正式進入長效競爭","03｜Yeztugo 不是單點爆發，而是 Gilead HIV 版圖的延伸","04｜Biktarvy 仍是現金流核心，但專利懸崖已經開始倒數","05｜肝病有亮點，腫瘤仍在補課：Gilead 多元化還沒有完全成功","06｜Gilead 這一季真正告訴市場的是：HIV 不是老市場，而是長效化後的新市場","07｜這和台灣生技股有什麼關係？"],"references":[{"title":"[0]:各公司官網＆公開資料","source":"","date":"","url":""},{"title":"[1]:","source":"","date":"","url":""},{"title":"Gilead Sciences, Inc. - Gilead Sciences Announces First Quarter Financial Results","source":"","date":"","url":""},{"title":"Product Sales Excluding Veklury Increased 8% Year-Over-Year to $6.8 billion Biktarvy Sales Increased 7% Year-Over-Year to $3.4 billion Gilead Sciences, Inc. (Nasdaq: GILD) announced today its results of operations for the first quarter 2026. “Gilead teams","source":"","date":"","url":""},{"title":"investors.gilead.com","source":"","date":"","url":""},{"title":"[2]:","source":"","date":"","url":""},{"title":"Gilead says long-acting PrEP Yeztugo in line for $1B in '26 sales","source":"","date":"","url":""},{"title":"The company raised its previous guidance of $800 million in revenues from the long-acting injectable.","source":"","date":"","url":""},{"title":"www.fiercepharma.com","source":"","date":"","url":""},{"title":"[3]:","source":"","date":"","url":""},{"title":"Taiwan Pharmaceutical Alliance","source":"","date":"","url":""},{"title":"https://tpatw.org.tw/en/event_page.php","source":"","date":"","url":"https://tpatw.org.tw/en/event_page.php"},{"title":"tpatw.org.tw","source":"","date":"","url":""},{"title":"[4]:","source":"","date":"","url":""},{"title":"Yeztugo® (Lenacapavir) Is Now the First and Only FDA Approved HIV Prevention Option Offering 6 Months of Protection","source":"","date":"","url":""},{"title":"Yeztugo® (Lenacapavir) Is Now the First and Only FDA Approved HIV Prevention Option Offering 6 Months of Protection","source":"","date":"","url":""},{"title":"www.gilead.com","source":"","date":"","url":""},{"title":"[5]:","source":"","date":"","url":""},{"title":"FDA Approves First Injectable Treatment for HIV Pre-Exposure Prevention","source":"FDA","date":"","url":""},{"title":"Today, the FDA approved Apretude (cabotegravir extended-release injectable suspension) for use in at-risk adults and adolescents weighing at least 35 kilograms (77 pounds) for pre-exposure prophylaxis (PrEP) to reduce the risk of sexually acquired HIV.","source":"","date":"","url":""},{"title":"www.fda.gov","source":"","date":"","url":""}],"images":[{"alt":"Dcard 原圖：HIV 新藥很好賺呀...吉利德財報披露","url":"https://drugnews.com.tw/assets/articles/gilead-hiv-yeztugo-prep-growth/dcard-01.webp"},{"alt":"Dcard 原圖：HIV 新藥很好賺呀...吉利德財報披露","url":"https://drugnews.com.tw/assets/articles/gilead-hiv-yeztugo-prep-growth/dcard-02.png"},{"alt":"Dcard 原圖：HIV 新藥很好賺呀...吉利德財報披露","url":"https://drugnews.com.tw/assets/articles/gilead-hiv-yeztugo-prep-growth/dcard-03.png"}],"cover_image":"https://drugnews.com.tw/assets/articles/gilead-hiv-yeztugo-prep-growth/dcard-01.webp","publisher":{"name":"Drugnews｜藥時事","url":"https://drugnews.com.tw/","profile":"https://drugnews.com.tw/brand-profile.json"},"citation":"Drugnews｜藥時事（2026-05-19）。HIV 新藥很好賺呀...吉利德財報披露。https://drugnews.com.tw/articles/2026-05-19-gilead-hiv-yeztugo-prep-growth.html","disclaimer":"本文僅供產業研究與知識分享，不構成投資、醫療、募資或個股建議。","translations":{"en":"2026-05-19-gilead-hiv-yeztugo-prep-growth-en.html"},"relationship":"independent_editorial","disclosure_url":"https://drugnews.com.tw/policy/"}