Gilead Sciences, Inc. · NASDAQ:GILD
Gilead Sciences — 40th Annual J.P. Morgan Healthcare Conference 2022
19 slides from Gilead Sciences's conference presentation, Jan 10, 2022
Slide 1: Innovation for Sustainable Growth
Innovation for Sustainable Growth J . P. M o r g a n H e a l t h c a r e C o n f e r e n c e 10 January 2022
Slide 2: Forward Looking Statements
Forward Looking Statements Statements included in this presentation that are not historical in nature are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Gilead cautions readers that forward-looking statements are subject to certain risks and un
Slide 3: Gilead Today: Accelerating Path to Sustainable Growth
Gilead Today: Accelerating Path to Sustainable Growth 2019 TODAY 2030 Growing HIV revenues • Stabilized post-HCV decline • Expanding virology leadership: expect stable or growing HIV • Virology >90% of revenue Executing on oncology strategy, business tracking to exceed $1B in revenue • Oncology <5%
Slide 4: Expanding Virology Leadership Across Portfolio
Expanding Virology Leadership Across Portfolio VIRAL HIV 2 EMERGING HEPATITIS1 VIROLOGY $11.8B $2.2B Q321 YTD SALES $4.2B Q321 YTD SALES Q321 YTD SALES Biktarvy #1 Prescribed Treatment in U.S. HCV Market Share Veklury as Standard of Care ~60% in U.S. and ~50% in EU3 for Hospitalized Patients ~75% HI
Slide 5: HIV Franchise Well-Positioned For Growth
HIV Franchise Well-Positioned For Growth TREATMENT PREVENTION $6B Biktarvy Q321 YTD Market back to growth sales; 17% YoY growth Biktarvy patent ~75% Only ~20% penetrated today in U.S.2 ~45% On GILD-based On Descovy for expiration in 20331 Tx regimen in PrEP in 20213 20212 Future long-acting Future l
Slide 6: HIV: Sustainable Revenue Through 2030 and Beyond
HIV: Sustainable Revenue Through 2030 and Beyond Evolution of Gilead’s HIV business Gilead’s multiple long- Biktarvy growth expected acting options to launch to continue at least and reshape treatment through mid-2020s Lenacapavir’s potential market after 2027 6-month dosing transforms PrEP market s
Slide 7: Targeting HIV Lifecycle With Long-Acting Portfolio
Targeting HIV Lifecycle With Long-Acting Portfolio GS-2872 + GS-5423 bNAb 1 Class: bNAb Class: bNAb Phase: 1b Phase: Exploratory Islatravir1 GS-5894 GS-1614 LA Tenofovir 2 Class: NRTI Class: NNRTI Class: NRTI Class: NRTI Phase: 2 Phase: 1 Phase: Pre-IND Phase: Discovery 1 Virus Entry Human Immunodef
Slide 8: Long-Acting Pipeline Positioned To Be Best-in-Disease
Long-Acting Pipeline Positioned To Be Best-in-Disease Treatment Prevention Dosing Every Foundation Partner Dosing Every Foundation Lenacapavir NNRTI Lenacapavir PURPOSE 1 and 2 Phase 1 6 Months Phase 3 1 Week Lenacapavir Islatravir1 Potential Approval in 2025 Phase 2 LA Bictegravir 1-3 Months Lenaca
Slide 9: Applying Antiviral Expertise to COVID-19 and Beyond
Applying Antiviral Expertise to COVID-19 and Beyond 87% Growth of Virology Pipeline Reduction in risk for hospitalization in investigational PINETREE study1 HIV cure / remission Viral Hepatitis Respiratory Viruses 3 in 5 ~10M 127 Pandemic / Emerging Viruses Hospitalized COVID-19 Patients treated Cou
Slide 10: Oncology Revenue Growing to Exceed $1B in 2021
Oncology Revenue Growing to Exceed $1B in 2021 TRODELVY • 97% manufacturing • Launched in 2L mTNBC reliability $632M and 2L mUC $262M • ~42% YoY1 growth Q321 YTD SALES2 • 2L mTNBC new patient Q321 YTD SALES2 starts increased to 1 in 43 Key Anticipated Milestones Key Anticipated Milestones • 2L LBCL
Slide 11: Delivering a World-Class Oncology Portfolio
Delivering a World-Class Oncology Portfolio Today By 2030 18 >30 13 ✓ Clear pathway to deliver 20+ transformative indication Oncology Oncology New Clinical Trial approvals Assets Clinical Trials Initiations in 2021 ✓ Positively impact 400,000+ Establishing Robust Portfolio patient lives • Portfolio
Slide 12: Oncology Scientific Framework Shaping Pipeline
Oncology Scientific Framework Shaping Pipeline Trigger Tumor-Intrinsic Cell Death Promote Immune-Mediated Tumor-Killing Antibody-Drug Conjugate Tumor Cell Apoptosis T & NK Cell Checkpoint Engineered T-cells Macrophage-Mediated and Co-Stimulation Phagocytosis • TROP2 • MCL-1 Trodelvy GS-9716 • TIGIT
Slide 13: Combination Potential For Novel Oncology Portfolio
Combination Potential For Novel Oncology Portfolio Trigger Tumor-Intrinsic Cell Death Active and Potential Combinations1 TROP2 MCL1 Trodelvy GS-9716 Promote Immune-Mediated Tumor-Killing TIGIT PD-1 A2AR/A2BR domvanalimab zimberelimab etrumadenant CD47 CD19 CD19/20 CLL1 TIGIT magrolimab KITE-363 domv
Slide 14: Expanding Across Breadth of Indications
Expanding Across Breadth of Indications Solid Tumors1 Hematological Cancers2 Triple- HR+ / HER2- Non-Small Acute Negative Bladder Head and Large B-cell Follicular Breast Cell Lung Lymphocytic Breast Cancer Neck Cancer Lymphoma Lymphoma Cancer Cancer Leukemia Cancer Acute Prostate Pancreatic Colorect
Slide 15: Strong Oncology Pipeline Execution and Expansion
Strong Oncology Pipeline Execution and Expansion >30 >20 clinical trials today new trials planned to initiate in 2022 (Includes Gilead-sponsored or partnered / co-developed studies expected to start in 2022) 13 new trial starts in 2021 Sacituzumab Approved 2L mTNBC Domvanalimab Ph3 1L NSCLC 4 with B
Slide 16: Upcoming Investor Events
Upcoming Investor Events 1 Q4 & FY Results FEB Tuesday, 1 February 2022 17 Virology Deep Dive FEB Thursday, 17 February 2022 14 Oncology Deep Dive APR Thursday, 14 April 2022 16
Slide 17: Looking Forward: Diversified, Sustainable Growth
Looking Forward: Diversified, Sustainable Growth TODAY 2030 Expanding virology leadership: expect stable or • Growing HIV revenues growing HIV business • Executing on oncology strategy, tracking to exceed $1B in revenue Delivering a world-class oncology portfolio: expect to be a third of revenues •
Slide 18: Appendix
Creating Possible APPENDIX
Slide 19: Robust Pipeline with Upcoming Catalysts
Robust Pipeline with Upcoming Catalysts PHASE 1 PHASE 2 PHASE 3, FILED, or APPROVED Magrolimab anti-CD472 DLBCL Sacituzumab govitecan-hziy Basket study (incl. NSCLC) Sacituzumab govitecan-hziy 1L mTNBC (PD-L1+) Sacituzumab govitecan-hziy HR+/HER2- mBC Trodelvy® 2L mUC 55 Magrolimab anti-CD47 Magroli
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