JPM 2023 吉利德.pdf

1、Gilead in 2023 and BeyondJ.P.Mor ga n H ea lt h ca r e C on fer en ce9 Ja n u a r y 2 0 2 3Forward-Looking StatementsStatements 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.Gi

2、leadcautions readers that forward-looking statements are subject to certain risks and uncertainties that could cause actual results to differ materially.These risks and uncertainties include thoserelating to:the impact of the COVID-19 pandemic on Gileads business,financial condition and results of o

3、perations;the development,manufacturing and distribution of Veklury as atreatment for COVID-19,including the uncertainty of the amount and timing of future Veklury sales,and Gileads ability to effectively manage the global supply and distribution of Veklury;Gileads ability to achieve its anticipated

4、 full year 2022 financial results,including as a result of potential adverse revenue impacts from COVID-19 and potential revenues from Veklury;Gileads ability to make progress on any of its long-term ambitions or strategic priorities laid out in its corporate strategy;Gileads ability to accelerate o

5、r sustain revenues for its virology,oncology and other programs;Gileads ability to realize the potential benefits of acquisitions,collaborations or licensing arrangements;Gileads ability to initiate,progress or completeclinical trials within currently anticipated timeframes or at all,the possibility

6、 of unfavorable results from ongoing and additional clinical trials and the risk that safety and efficacy data fromclinical trials may not warrant further development of Gileads product candidates or the product candidates of Gileads strategic partners;Gileads ability to submit new drug applications

7、for new product candidates or expanded indications in the currently anticipated timelines;Gileads ability to receive regulatory approvals in a timely manner or at all,and the risk that anysuch approvals may be subject to significant limitations on use;Gileads ability to successfully commercialize it

8、s products;the risk of potential disruptions to the manufacturing and supplychain of Gileads products,including the risk that Kite may be unable to increase its manufacturing capacity,timely manufacture and deliver its products or produce an amount of supplysufficient to satisfy demand for such prod

9、ucts;pricing and reimbursement pressures from government agencies and other third parties,including required rebates and other discounts;alarger than anticipated shift in payer mix to more highly discounted payer segments;market share and price erosion caused by the introduction of generic versions

10、of Gilead products;therisk that physicians and patients may not see advantages of these products over other therapies and may therefore be reluctant to prescribe the products;and other risks identified fromtime to time in Gileads reports filed with the SEC,including annual reports on Form 10-K,quart

11、erly reports on Form 10-Q and current reports on Form 8-K.In addition,Gilead makesestimates and judgments that affect the reported amounts of assets,liabilities,revenues and expenses and related disclosures.Gilead bases its estimates on historical experience and onvarious other market specific and o

12、ther relevant assumptions that it believes to be reasonable under the circumstances,the results of which form the basis for making judgments about thecarrying values of assets and liabilities that are not readily apparent from other sources.There may be other factors of which Gilead is not currently

13、 aware that may affect matters discussedin the forward-looking statements and may also cause actual results to differ significantly from these estimates.Gilead directs readers to its press releases,annual reports on Form 10-K,quarterly reports on Form 10-Q and other subsequent disclosure documents f

14、iled with the SEC.Gilead claims the protection of the Safe Harbor contained in the Private Securities LitigationReform Act of 1995 for forward-looking statements.The reader is cautioned that forward-looking statements are not guarantees of future performance and is cautioned not to place undue relia

15、nce on these forward-looking statements.Allforward-looking statements are based on information currently available to Gilead and Gilead assumes no obligation to update or supplement any such forward-looking statements otherthan as required by law.Any forward-looking statements speak only as of the d

16、ate hereof or as of the dates indicated in the statements.Gilead owns or has rights to various trademarks,copyrights and trade names used in its business,including the following:GILEAD,GILEAD SCIENCES,AMBISOME,ATRIPLA,BIKTARVY,CAYSTON,COMPLERA,DESCOVY,DESCOVY FOR PREP,EMTRIVA,EPCLUSA,EVIPLERA,GENVOY

17、A,HARVONI,HEPCLUDEX,HEPSERA,JYSELECA,LETAIRIS,ODEFSEY,RANEXA,SOVALDI,STRIBILD,SUNLENCA,TECARTUS,TRODELVY,TRUVADA,TRUVADA FOR PREP,TYBOST,VEKLURY,VEMLIDY,VIREAD,VOSEVI,YESCARTAand ZYDELIG.This reportmay also refer to trademarks,service marks and trade names of other companies.2Gilead in 20233Portfoli

18、o with quality,depth and breadth,strong financial performance,and consistent execution.Leading HIV portfolio and poised to shape long-acting market following first lenacapavir approvals.Strong commercial performance and clinical momentum,including recent positive data.Transformation Impact is Tangib

19、leHIV Portfolio Positioned for Continued GrowthFast-GrowingOncology Business85121712364Strong Progress in First Years of TransformationFour-year comparison reflects the time period January 2019 December 2022(except as otherwise noted).Projects are by asset-indication,excluding components of combo pr

20、ojects(HBV Cure,HIV Cure,lenacapavir projects)1.Collaboration with Arcellx has been announced but not yet closed.Closing of transaction subject to regulatory clearances and other conditions.Agreement to acquire Tmunity has been announced but not yet closed.Closing of transaction subject to regulator

21、y clearances and other conditions.2.Approved indications reflects first approval in a major market or new indications,does not include line extensions(e.g.,expanded pediatric label).Count includes conditional approval of Hepcludex(bulevirtide)by the European Medicines Agency in July 2020.Gilead acqu

22、ired MYR/Hepcludex in December 2020.6 New Products with 9 Approved Indications,including 6 in Oncology2Illustration does not include opt-in assets3258Q119Q422InflammationVirologyOncology81%Increase in Pipeline Portfolio Pipeline Bolstered with M&A and Partnerships1Accelerating Progress with Strategi

23、c Priorities5Bring 10+Transformative Therapies to Patients by 2030Be the Biotech employerand partner of choiceDeliver Shareholder Value in a Sustainable,Responsible MannerCorporate AmbitionsKey Strategic Priorities for 2023+Maximize Near-Term Revenue GrowthMaximize Impact of Long-Acting HIV Therapie

24、sExpand and Deliver on Oncology ProgramsMaintaining HIV Leadership as Growth Continues6$12.4BQ322 YTD HIV Revenue2033Projected U.S.Biktarvy LOE12031Projected U.S.Descovy LOE2$7.5B Biktarvy Q322 YTD sales;+23%from Q321 YTD45%U.S.share3for Biktarvy in Q322;up 4%YoY from Q321Biktarvy extends lead as#1

25、in new starts&switch in U.S.4Biktarvy#1 in new starts in EUImpact of 2020 Truvada&Atripla LOEs now fully absorbedFirst U.S.and EU approvals for lenacapavir(Sunlenca)Expect HIV Revenue Growth Trend Through 2030Note:Q322 YTD reflects Q1Q3 2022 performance.Q321 YTD reflects Q1-Q3 2021 performance.YoY Y

26、ear-over-year growth for Q1-Q3 2022 vs Q1-Q3 2021.Biktarvy(bictegravir,emtricitabine,and tenofovir alafenamide)tablets.1.Estimated patent expiry corresponds to the latest expiring compound patent for one of the active ingredients in the single tablet regimen.2.In September 2022,Gilead and five gener

27、ic manufacturers(Lupin Ltd.,Apotex Inc.,Macleods Pharma Ltd.,Hetero Labs Ltd.,and Cipla Ltd.)reached agreements to settle the patent litigation concerning patents that protect tenofovir alafenamide in our Descovy product.3.Source:Monthly IQVIA NPA MD Regimen Market(NRTI Market,excl.PrEP+2-Drug Combo

28、s).4.IQVIA NPA MD Weekly;National data includes PAP.4.Reflects HIV PrEP TRxs from IQVIA NPA(retail&mail order).Maximize Near-Term Revenue GrowthAccelerating Oncology Business with$2B Annual Run-Rate7Note:Yescarta(TRx coalesce)for IV infusion,Tecartus(brexucabtagene autoleucel)for IV infusion,and Tro

29、delvy(sacituzumab govitecan-hziy)for injection.LBCL-large B cell lymphoma.MAA Marketing Authorization Application.mBC metastatic breast cancer.NSCLC non-small cell lung cancer.sBLA Supplemental biologics license application.R/R relapsed/refractory.1.YoY Year-over-year growth for Q1-Q3 2022 vs Q1-Q3

30、2021.2.YTD22 reflects Q1Q3 2022 performance.Highlights&Anticipated MilestonesSuccessful 2L R/R LBCL launch in U.S.in 2022New manufacturing site in Maryland and viral vector production at Oceanside approved in 202220+countries with reimbursed productPhase 2 ZUMA-24 in 2L LBCL outpatient interim analy

31、sis in 1H23Highlights&Anticipated MilestonessBLA for HR+/HER2-mBC accepted for priority review;with PDUFA date in 1H23MAA for HR+/HER2-mBC accepted for reviewExpect to initiate Phase 3 ASCENT-07 in endocrine-resistant HR+/HER2-mBC in 2023Phase 3 EVOKE-01 in NSCLC expected to be fully enrolled in 1H2

32、365%YoY1growth96%manufacturing reliability$1,040MQ322 YTD SALES2$485MQ322 YTD SALES2 85%YoY1growthNow reimbursed in 16 countriesMaximize Near-Term Revenue GrowthReinvesting to Maximize Impact of COVID-19 TherapiesNote:GS-5245 is an investigational product and is not approved anywhere globally;its sa

33、fety and efficacy have not been established.1.Represents number of treatments of Veklury or remdesivir made available by Gilead,its distributors and voluntary licensees.2.Estimated prevalence in the U.S.and EUCAN6;Source:Gilead Market Research,Komodo Claims Data(May-July 2022).3.Defined as patients

34、without underlying medical conditions associated with higher risk for severe COVID-19 per CDC guidelines.4.Defined as patients with 1+(if unvaccinated)or 2+(if vaccinated)risk factors,such as 50 years of age,cardiovascular disease,and chronic lung disease.5.350mg tablet twice-daily,no booster requir

35、ed.8Standard-RiskPeople treated with remdesivir1Countries with remdesivir access160%Plan to enroll non-hospitalized patients without risk factors for progression to severe disease3 U.S.First Patient In(FPI)expected in Q123Initiating 2 Pivotal Trials of Oral GS-5245High-Risk Enrolling non-hospitalize

36、d patients at high-risk of progression to hospitalization4 Sites open in two countries with additional expected shortly55%COVID patients seeking care are standard-risk245%COVID patients seeking care are high-risk2Maximize Near-Term Revenue Growth12 million170+U.S.hospitalized patients treated for CO

37、VIDToday:Coming:Dosing:GS-5245 one tablet,twice-daily for 5 days5New Disclosure9Lenacapavir:Foundation of HIV Long-Acting Portfolio2022Approved for Heavily Treatment-Experienced1-2%of People Living with HIVApproval1in U.S.and EUOnly Twice-Yearly HIV Subcutaneous OptionPrevention Pivotal Trials:PURPO

38、SE-1 and PURPOSE-2 Lenacapavir under evaluation as monotherapy for PrEP Expect to double prevention utilization by end of decadeMultiple Studies Ongoing for Treatment10 potential partner agents for lenacapavir7 in clinical,3 pre-clinical Testing multiple frequency and modality options1.Sunlenca shou

39、ld be taken with an optimized background regimen.Note:Sunlenca is not approved for HIV prevention(PrEP)by any regulatory authority globally;its safety and efficacy have not been established for this use.Maximize Impact of Long-Acting HIV TherapiesDiverse Pipeline of HIV Long-Acting Treatment Options

40、FrequencyBackbonePartnerLenacapavirLenacapavirNNRTIPhase 11 WeekIslatravirPhase 21LenacapavirINSTI OralPhase 1Once-Daily LenacapavirBictegravirPhase 2/3 ComboOral6 Months3 MonthsModalityINSTI 2Pre-INDLenacapavirLenacapavirLenacapavirINSTI Inj.Phase 1LenacapavirNRTIPre-INDINSTI 1Pre-INDInjectableModa

41、lity Mix Expected to be Driven by Gilead Innovation20212030MTRsLA InjectablesDaily OralsDaily OralsLong-ActingOrals&InjectablesMTRsIllustrativeNote:the combinations and dosing regimens shown are investigational and are not approved by any regulatory authority for any use;Their safety and efficacy ar

42、e not established.Mercks islatravir is an investigational agent and is not approved by any regulatory authority for any use;its safety and efficacy are not established.1.Lenacapavir+Islatravir oral combo is expected to commence in 1H 2023.bNabs-Broadly neutralizing antibody;IND Investigational New D

43、rug;INSTI Integrase strand transfer inhibitor;LA Long-acting;MTR Multi-tablet regimen.NNRTI Non-nucleoside reverse transcriptase inhibitor;NRTI Nucleoside reverse transcriptase inhibitor;POC Proof of concept.Updated Disclosure2 bNAbs Phase 1b POC ComboLenacapavirNew Disclosure10100%0%Maximize Impact

44、 of Long-Acting HIV TherapiesSelect Partnerships4:Solid Tumors1Hematological Cancers2Acute Myeloid LeukemiaMantle Cell LymphomaFollicular LymphomaMyelodysplastic SyndromeLarge B-cell LymphomaAcute Lymphocytic LeukemiaMultiple MyelomaRare B-Cell Malignancies111.Trodelvy received full approval for 2L

45、metastatic triple-negative breast cancer in the US,EU,and Project Orbis countries;Trodelvy received accelerated approval for 2L metastatic urothelial cancer in the US.2.Yescarta is approved for 3L+relapsed/refractory(R/R)large B-cell lymphoma in the US and EU,among others,and received accelerated ap

46、proval in 3L+R/R follicular lymphoma in the US.Tecartus was granted accelerated approval for R/R mantle cell lymphoma in the US and EU,and full approval for R/R adult acute lymphoblastic leukemia.4.Collaboration with Arcellx has been announced but not yet closed.Closing of transaction subject to reg

47、ulatory clearances and other conditions.Chronic Lymphocytic LeukemiaOncology Portfolio Now Addresses Most Tumor TypesApproved or Accelerated ApprovalClinical ProgramsPotential DiseasesUnder Review Bladder CancerCervical CancerNon-Small Cell Lung CancerHead and Neck CancerHR+/HER2-Breast Cancer Ovari

48、an CancerTriple-Negative Breast CancerPancreatic CancerGastric and Gastroesophageal Junction CancerProstate CancerSmall Cell Lung Cancer Renal Cell CarcinomaColorectal CancerEndometrial Cancer Hepatocellular Carcinoma Expand and Deliver on Oncology ProgramsSolid Tumors112Trodelvy is a Cornerstone of

49、 our Oncology ProgramApproved or Accelerated ApprovalClinical ProgramsPotential DiseasesUnder Review 1.Trodelvy received full approval for 2L+metastatic triple-negative breast cancer in the US,EU,and Project Orbis countries;Trodelvy received accelerated approval for 2L+metastatic urothelial cancer i

50、n the US.2.Industry-sponsored clinical phase trials(excluding ISRs and regional bridging studies)3.Source:Custom Equinox Epi Model of potentially addressable patient population;2030 estimates in the US and Europe.Includes epi based on addressable population in trials that have already initiated,whic

51、h excludes colorectal,pancreatic and cervical cancer.1.3MAddressable patients35Active combination trials26On-going Phase 3 trials210Total ongoing trials2Bladder CancerCervical CancerNon-Small Cell Lung CancerHead and Neck CancerHR+/HER2-Breast Cancer Triple-Negative Breast CancerProstate CancerSmall

52、 Cell Lung Cancer Colorectal CancerEndometrial Cancer OvarianCancerHepatocellular Carcinoma Renal Cell CarcinomaGastric and Gastroesophageal Junction CancerPancreatic CancerSelect Partnerships:Expand and Deliver on Oncology Programs1.Patient segment size estimates reflect 2030 incidence rates in bre

53、ast cancer.Source:Custom Epi Model by Equinox for US/EU5.2.Post-neoadjuvant,in patients without pCR.3.NCT04958785 cohort 1 includes 1L patients with PD-L1-mTNBC and cohort 2 includes 2L patients with mTNBC(must have had prior PD-L1 inhibitor if PD-L1+).4.Estimate approximately 25K patients have had

54、ET,CDK4/6i,and 2 prior chemotherapy in the EU5/US13TNBCAddressable Population1Neo-adjuvantNeoSTAR(DCFI Collab)Ph3 Low Risk(WSG Collab)11KAdjuvant2ASCENT-05SASCIA(GBG Collab)40K1LASCENT-03ASCENT-04Magrolimab(NCT04958785)324K2LASCENTFDA and EMA Approvals in 2L mTNBCMagrolimab(NCT04958785)326K3L+HR+/HE

55、R2-Addressable Population1Neo-adjuvantNeoSTAR(DCFI Collab)44KAdjuvantSASCIA(GBG Collab)280K1LASCENT-07210K2L3L+TROPiCS-02107K44Ongoing Phase 3 Trials in Breast Cancer700KAddressable Patients1Across Breast Cancer by 2030Comprehensive Trodelvy Breast Cancer ProgramExpand and Deliver on Oncology Progra

56、msChemotherapyor2 Chemotherapies4,59-11MonthsmPFSWhen Approved1First and only TROP2 ADC to demonstrate OS benefit in endocrine resistant,chemo treated patients with HR+/HER2-mBCFuturePotential to displace chemotherapy in earlier treatment lines214Treatments Received4-6MonthsmPFSASCENT-07TROPiCS-02No

57、te:No data available on the use of Trodelvy after HER2 ADCDisclaimer:mPFS ranges represent estimates based on published clinical trial data.The data do not represent the duration of treatment,efficacy of the treatment used sequentially,or outcomes intended for cross-trial comparisons.1.Trodelvy for

58、HR+/HER2-mBC is investigational and is currently under review by FDA.It is not guaranteed that FDA will approve Trodelvy for this use.sBLA for pre-treated HR+/HER2-mBC submitted;PDUFA action date 1Q23.2.Chemotherapy is expected to remain a treatment option for select patients.3.Patient segment size

59、reflect 2030 incidence rates in HR+/HER2-metastatic breast cancer.Source:Custom Epi Model by Equinox for US/EU5 4.mPFS of 4-6 months for chemotherapy based on the Ph3 OlympiAD,EMBRACA,and TNT studies.5.Enhertu:mPFS of 5 months for chemotherapy and 10 months for Enhertu based on the DESTINY-Breast04

60、Trial.6.mPFS of 4 months for chemotherapy and 6 months for Trodelvy based on TROPiCS-02 study.ADC antibody drug conjugate.mBC metastatic breast cancer.mPFS median progression free survival.OS overall survival.Tx treatment.Trodelvy Could Address Significant Unmet NeedHER2-low65%of HR+BCHER2 IHC-035%o

61、f HR+BCChemotherapy5or HER2 ADC55-10MonthsmPFSASCENT-07Chemotherapy44-6MonthsmPFSASCENT-07Endocrine Tx+/-CDK4/6i Tx28-44MonthsmPFSHR+/HER2-mBC317K addressable patients36Expand and Deliver on Oncology Programs15Gilead AssetExternal AssetStudiesAddressable Population1Stage III28K1L Stage IVTrodelvyDOM

62、ZIMETRUMAQUEMLIPembrolizumab190K2L+(IO/chemo exposed)Magrolimab120KDomvanalimabEtrumadenantTrodelvyQuemliclustatZimberelimabNote:Arcus is leading and operationalizing ARC-7,ARC-10,and EDGE Lung Platform.EVOKE-02 and EVOKE-03 are done in collaboration with Merck,with Merck operationalizing EVOKE-03.A

63、stra Zeneca is operationalizing PACIFIC-8 in collaboration with Arcus and Gilead.Source:Johnson et al.,2022 ASCO December Plenary Session.Dom domvanalimab.Etruma etrumadenant.IA4 interim analysis 4.Quemli quemliclustat.Zim zimberelimab.1.Source:Based on 2030 Estimates from a Custom Epi Model by Equi

64、nox for the US/EU5.2.Industry-sponsored clinical phase trials(excluding ISRs and regional bridging studies).3.Phase 3 program.4.FPI expected in 2023.5.ELEVATE Lung&UC trial is listed as NCT04827576 on clinicaltrials.govComprehensive Lung Clinical Program UnderwayDomvanalimabDurvalumabChemotherapyPem

65、brolizumabDomvanalimabEtrumadenantMagrolimabTrodelvyZimberelimabPACIFIC-8ChemotherapyunresectableARC-7ARC-103EDGE Lung4EVOKE-02EVOKE-033,4STAR-1213VELOCITY LungEDGE Lung4ELEVATE Lung5EVOKE-013TROPiCS-03VELOCITY Lung486Ongoing combination trials28Ongoing NSCLC trials2Investigational assets2Data reado

66、ut for the pivotal Ph3 EVOKE-01 in 2-3L mNSCLC estimated by 2024Expand and Deliver on Oncology ProgramsARC-7:Dom Shows Potential to be Best-in-Class TIGITDoublet and triplet showed clinically meaningful efficacyPotentially differentiated safety profilePotential for novel and differentiated IO combin

67、ationsStage III NSCLCPACIFIC-828K addressable population1Gastric/Esophageal/GEJ AdenocarcinomaSTAR-22170K addressable population11L mNSCLCARC-10&STAR-121190K addressable population116Note:Domvanalimab is an investigational product and is not approved anywhere globally;its safety and efficacy have no

68、t been established1.Based on 2030 Estimates from a Custom Epi Model by Equinox for the US/EU5.Dom-domvanalimabSource:Johnson,et al.ASCO Plenary Session.2022ARC-7 Interim Analysis 4Expand and Deliver on Oncology Programs4Indications with Phase 1/2 Data2Trials Completed Enrollment in 2022Solid TumorsH

69、ematological CancersAcute Myeloid LeukemiaMantle Cell LymphomaFollicular LymphomaMyelodysplastic SyndromeLarge B-cell LymphomaAcute Lymphocytic LeukemiaMultiple MyelomaRare B-Cell Malignancies17Chronic Lymphocytic LeukemiaExploring Full Potential of MagrolimabApproved or Accelerated ApprovalClinical

70、 ProgramsUnder Review Bladder CancerNon-Small Cell Lung CancerHead and Neck CancerHR+/HER2-Breast Cancer Triple-Negative Breast CancerGastric and Gastroesophageal Junction CancerProstate CancerSmall Cell Lung Cancer Colorectal CancerEndometrial Cancer Cervical CancerOvarian CancerPancreatic CancerRe

71、nal Cell CarcinomaHepatocellular Carcinoma Note:FPI first patient in8Trials Achieved FPI in 2021-22Expand and Deliver on Oncology Programs1L HR MDS1L TP53m AML1L Unfit AMLTrialENHANCEENHANCE-2ENHANCE-3StagePhase 3Phase 3Phase 3StatusFully enrolled Q3 2022FPFVQ4 2021FPFVQ3 2022Combinationmagro+azamag

72、ro+aza magro+aza+venetoclaxNext Update12H232H242H24Advancing and Investing in Magrolimab ProgramsNo new safety signals identifiedGilead remains blinded to the dataContinued commitment to the potential for magrolimab 18Phase 2Pivotal TrialsBroad program across hematological cancers and solid tumorsFo

73、llowing First Interim Analysis,ENHANCE Study is OngoingNote:AML acute myeloid leukemia;FPFV first patient first visit;HR-MDS-high risk myelodysplastic syndrome.Magrolimab is an investigational product and is not approved anywhere globally;its safety and efficacy have not been established 1.Expected

74、update timing is provisional and reflects potential data readouts for interim analyses which are event-driven;studies are powered for final analyses.Expand and Deliver on Oncology ProgramsSolid TumorsHematological CancersAcute Myeloid LeukemiaMantle Cell LymphomaFollicular LymphomaMyelodysplastic Sy

75、ndromeLarge B-cell LymphomaAcute Lymphocytic LeukemiaMultiple Myeloma2Rare B-Cell Malignancies19Chronic Lymphocytic LeukemiaCell Therapy Portfolio Continues to ExpandApproved or Accelerated ApprovalClinical Programs1Under Review Bladder CancerHead and Neck CancerHR+/HER2-Breast Cancer Gastric and Ga

76、stroesophageal Junction CancerProstate CancerSmall Cell Lung Cancer Colorectal CancerEndometrial Cancer Cervical CancerRenal Cell CarcinomaHepatocellular CarcinomaPotential DiseasesPancreatic Cancer1Triple-Negative Breast Cancer1Non-Small Cell Lung Cancer1Ovarian Cancer1Expand and Deliver on Oncolog

77、y Programs1.These clinical programs are led by Tmunity which is being acquired by Kite.The transaction is expected to close in Q123,subject to regulatory clearances and other conditions.2.This clinical program is currently led by Arcellx,and will transition to Kite when the collaboration agreement c

78、loses(expected in Q123,subject to regulatory clearances and other conditions).Count includes partnered assets but does not include potential partner opt-in programs.Clinical stage programs3Early stage assets3Strategic partnerships91610Capital Priorities Unchanged:Returned$5B+in 2022$3.7BDividends Pa

79、id in FY22$1.4BShares Repurchased in FY2218.9M shares at average$73.76Continue to invest in our business and R&D pipeline while managing expensesContinue ordinary course partnerships and business development transactionsGrow our dividendRepurchase shares to offset dilution and opportunistically redu

80、ce share count$1.5BDebt Repaid in FY2220Note:Gileads results for the full-year ended December 31,2022 have not been finalized and are subject to Gileads financial statement closing procedures.Actual results could differ from the preliminary estimates described above.Gilead in 202321Portfolio with qu

81、ality,depth and breadth,strong financial performance,and consistent execution.Leading HIV portfolio and poised to shape long-acting market following first lenacapavir approvals.Strong commercial performance and clinical momentum,including recent positive data.Transformation Impact is TangibleHIV Positioned for Continued GrowthFast-GrowingOncology BusinessGilead in 2023 and Beyond:Q&AJ.P.Mor ga n H ea lt h ca r e C on fer en ce9 Ja n u a r y 2 0 2 3