O’Day Lays Out Plan For Gilead’s Continued HIV Dominance

Still less than a year on the job, Gilead Sciences Inc. CEO Daniel O’Day knows skeptics question the long-term viability of the firm’s dominance in the HIV space. Speaking at the J.P. Morgan Healthcare Conference on 13 January, he asserted that Biktarvy and an investigational capsid inhibitor will enable his company to maintain its status in HIV for years to come.

Despite competition from ViiV Healthcare and other companies, O’Day pointed to Gilead’s 14% compound annual growth rate (CAGR) for HIV since 2011, with the period from the third quarter of 2018 to the third quarter of 2019 seeing a 13% growth rate