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Gilead Wins FDA Nod for Bixlenvo in Adults Living With HIV Infection
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Key Takeaways
Gilead won FDA approval for Bixlenvo, a once-daily single-tablet HIV regimen for select adults.
Bixlenvo combines bictegravir and lenacapavir to maintain viral suppression after treatment simplification.
Phase III studies showed non-inferior efficacy through week 48, with Bixlenvo generally well tolerated.
Gilead Sciences (GILD - Free Report) announced the FDA approval of Bixlenvo (bictegravir 75 mg/lenacapavir 50 mg), a once-daily single-tablet regimen for virologically suppressed adults with HIV, including those taking complex treatment regimens and unable to use currently available single-tablet options.
Bixlenvo combines bictegravir, a guideline-recommended integrase strand transfer inhibitor with a high barrier to resistance, and lenacapavir, a first-in-class capsid inhibitor with a novel mechanism of action and no cross-resistance to existing antiretrovirals. The approval makes Bixlenvo the smallest single-tablet regimen available and the first and only such option specifically addressing virologically suppressed patients on complex regimens.
Gilead’s lenacapavir is marketed under two brand names, Yeztugo and Sunlenca. Yeztugo is approved for pre-exposure prophylaxis, while Sunlenca is approved for treating HIV-1 infection in heavily treatment-experienced adults.
The FDA nod for Bixlenvo marks a notable milestone for Gilead's HIV franchise as it broadens the company's single-tablet treatment portfolio to a population whose needs may not be adequately addressed by existing therapies. Bixlenvo provides a once-daily oral option that combines two agents targeting different stages of the HIV life cycle, expanding treatment choices for patients who cannot use existing single-tablet regimens. However, there is currently no cure for HIV or AIDS.
Year to date, GILD shares have gained 21.3% compared with the industry's growth of 11.8%.
Image Source: Zacks Investment Research
Rationale Behind FDA Nod for Gilead’s Bixlenvo in HIV
The FDA’s decision was supported by results from Gilead’s phase III ARTISTRY-1 and ARTISTRY-2 studies of Bixlenvo for HIV. ARTISTRY-1 evaluated virologically suppressed adults switching from complex multi-tablet regimens, while ARTISTRY-2 assessed patients switching from Biktarvy. Both studies demonstrated non-inferior efficacy in maintaining virologic suppression through Week 48, supporting the regimen's ability to preserve viral control after treatment simplification.
The phase III ARTISTRY-1 study was particularly relevant as it closely reflected the patient population Bixlenvo is intended to treat. Participants had a median age of 60 years and extensive HIV treatment histories, with a median treatment duration of 28 years. At the start of the study, the patients were taking between two and 11 pills a day, and around 40% were taking antiretroviral therapy more than once daily. In addition, 67% had resistance to nucleoside reverse transcriptase inhibitors, while 81% were on complex treatment regimens due to antiretroviral resistance. Findings from the study highlighted Bixlenvo’s potential value for patients with long and complex treatment histories.
GILD’s Bixlenvo was also generally well tolerated across the ARTISTRY studies, with no new or significant safety concerns. The most common side effects, reported in at least 2% of participants, were headache, nausea and diarrhea. In ARTISTRY-1, patients who switched from complex multi-tablet regimens also showed improvements in certain fasting lipid measures and treatment satisfaction. Meanwhile, ARTISTRY-2 found that switching to Bixlenvo did not significantly affect body weight.
Bixlenvo's dosing profile further strengthens its value as a treatment-simplification option. Patients require a two-day initiation dose with Sunlenca, followed thereafter by once-daily oral Bixlenvo. Its distinct mechanism of action expands Gilead's HIV treatment offering while addressing an important gap for virologically suppressed adults who cannot readily transition to existing single-tablet therapies.
Over the past 30 days, estimates for Precigen’s 2026 loss per share have improved from a loss of 2 cents to earnings of 25 cents. Over the same period, earnings estimates for 2027 have risen from 25 cents to 86 cents. PGEN shares have surged 72% year to date.
Precigen’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 108.96%.
Over the past 30 days, estimates for AC Immune’s 2026 loss per share have narrowed from 84 cents to 60 cents. Over the same period, earnings estimates for 2027 remained unchanged at 17 cents. ACIU shares have lost 13.7% year to date.
AC Immune’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 33.25%.
Over the past 30 days, loss per share estimates for Aldeyra Therapeuticshave narrowed from 43 cents to 39 cents for 2026. Over the same period, estimates for 2027 loss per share have narrowed from 22 cents to 16 cents. ALDX shares have plunged 70.3% year to date.
Aldeyra Therapeuticsbeat earnings in each of the trailing four quarters, delivering an average surprise of 29.25%.
Image: Bigstock
Gilead Wins FDA Nod for Bixlenvo in Adults Living With HIV Infection
Key Takeaways
Gilead Sciences (GILD - Free Report) announced the FDA approval of Bixlenvo (bictegravir 75 mg/lenacapavir 50 mg), a once-daily single-tablet regimen for virologically suppressed adults with HIV, including those taking complex treatment regimens and unable to use currently available single-tablet options.
Bixlenvo combines bictegravir, a guideline-recommended integrase strand transfer inhibitor with a high barrier to resistance, and lenacapavir, a first-in-class capsid inhibitor with a novel mechanism of action and no cross-resistance to existing antiretrovirals. The approval makes Bixlenvo the smallest single-tablet regimen available and the first and only such option specifically addressing virologically suppressed patients on complex regimens.
Gilead’s lenacapavir is marketed under two brand names, Yeztugo and Sunlenca. Yeztugo is approved for pre-exposure prophylaxis, while Sunlenca is approved for treating HIV-1 infection in heavily treatment-experienced adults.
The FDA nod for Bixlenvo marks a notable milestone for Gilead's HIV franchise as it broadens the company's single-tablet treatment portfolio to a population whose needs may not be adequately addressed by existing therapies. Bixlenvo provides a once-daily oral option that combines two agents targeting different stages of the HIV life cycle, expanding treatment choices for patients who cannot use existing single-tablet regimens. However, there is currently no cure for HIV or AIDS.
Year to date, GILD shares have gained 21.3% compared with the industry's growth of 11.8%.
Image Source: Zacks Investment Research
Rationale Behind FDA Nod for Gilead’s Bixlenvo in HIV
The FDA’s decision was supported by results from Gilead’s phase III ARTISTRY-1 and ARTISTRY-2 studies of Bixlenvo for HIV. ARTISTRY-1 evaluated virologically suppressed adults switching from complex multi-tablet regimens, while ARTISTRY-2 assessed patients switching from Biktarvy. Both studies demonstrated non-inferior efficacy in maintaining virologic suppression through Week 48, supporting the regimen's ability to preserve viral control after treatment simplification.
The phase III ARTISTRY-1 study was particularly relevant as it closely reflected the patient population Bixlenvo is intended to treat. Participants had a median age of 60 years and extensive HIV treatment histories, with a median treatment duration of 28 years. At the start of the study, the patients were taking between two and 11 pills a day, and around 40% were taking antiretroviral therapy more than once daily. In addition, 67% had resistance to nucleoside reverse transcriptase inhibitors, while 81% were on complex treatment regimens due to antiretroviral resistance. Findings from the study highlighted Bixlenvo’s potential value for patients with long and complex treatment histories.
GILD’s Bixlenvo was also generally well tolerated across the ARTISTRY studies, with no new or significant safety concerns. The most common side effects, reported in at least 2% of participants, were headache, nausea and diarrhea. In ARTISTRY-1, patients who switched from complex multi-tablet regimens also showed improvements in certain fasting lipid measures and treatment satisfaction. Meanwhile, ARTISTRY-2 found that switching to Bixlenvo did not significantly affect body weight.
Bixlenvo's dosing profile further strengthens its value as a treatment-simplification option. Patients require a two-day initiation dose with Sunlenca, followed thereafter by once-daily oral Bixlenvo. Its distinct mechanism of action expands Gilead's HIV treatment offering while addressing an important gap for virologically suppressed adults who cannot readily transition to existing single-tablet therapies.
Gilead Sciences, Inc. Price and Consensus
Gilead Sciences, Inc. price-consensus-chart | Gilead Sciences, Inc. Quote
GILD’s Zacks Rank and Stocks to Consider
Gilead currently carries a Zacks Rank #3 (Hold).
Some better-ranked stocks in the biotech sector are Precigen (PGEN - Free Report) , which sports a Zacks Rank #1 (Strong Buy), while AC Immune (ACIU - Free Report) and Aldeyra Therapeutics (ALDX - Free Report) carry a Zacks Rank #2 (Buy) each at present. You can see the complete list of today’s Zacks #1 Rank stocks here.
Over the past 30 days, estimates for Precigen’s 2026 loss per share have improved from a loss of 2 cents to earnings of 25 cents. Over the same period, earnings estimates for 2027 have risen from 25 cents to 86 cents. PGEN shares have surged 72% year to date.
Precigen’s earnings beat estimates in three of the trailing four quarters and missed in the remaining one, with the average surprise being 108.96%.
Over the past 30 days, estimates for AC Immune’s 2026 loss per share have narrowed from 84 cents to 60 cents. Over the same period, earnings estimates for 2027 remained unchanged at 17 cents. ACIU shares have lost 13.7% year to date.
AC Immune’s earnings beat estimates in each of the trailing four quarters, with the average surprise being 33.25%.
Over the past 30 days, loss per share estimates for Aldeyra Therapeuticshave narrowed from 43 cents to 39 cents for 2026. Over the same period, estimates for 2027 loss per share have narrowed from 22 cents to 16 cents. ALDX shares have plunged 70.3% year to date.
Aldeyra Therapeuticsbeat earnings in each of the trailing four quarters, delivering an average surprise of 29.25%.