On Monday, October 6, 2025, Gilead Sciences announced it had signed agreements with three generic drug manufacturers to delay the launch of Biktarvy copycats. The agreements are intended to extend the exclusivity period for Gilead’s flagship HIV treatment, Biktarvy, which remains a key revenue driver for the company.
The deals are part of Gilead’s broader strategy to protect its HIV franchise amid increasing competition from generic competitors. By securing these agreements, Gilead can maintain market share and revenue from Biktarvy for several additional years, mitigating the impact of generic entry.
The announcement was welcomed by investors, who view the move as a proactive step to safeguard the company’s core business and preserve profitability. The agreements reinforce Gilead’s position as a leader in HIV treatment and demonstrate its commitment to maintaining a competitive moat.
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