Gilead at Cantor Global Healthcare Conference: Strategic Focus on Innovation

On Wednesday, 03 September 2025, Gilead Sciences Inc. (NASDAQ:GILD) presented at the Cantor Global Healthcare Conference 2025. Chief Medical Officer Dietmar Berger highlighted the company’s strategic emphasis on virology, oncology, and inflammation, aiming for innovation and expansion. Despite challenges such as clinical holds and existing portfolio headwinds, Gilead remains committed to advancing its therapeutic areas through internal development and strategic partnerships.

Key Takeaways

• Gilead is focusing on virology, oncology, and inflammation for innovation and growth.
• The company is addressing clinical holds in its HIV drug combinations.
• Strategic acquisitions are enhancing Gilead’s CAR T cell therapy capabilities.
• Gilead is developing new molecules and exploring strategic partnerships.
• The company aims to maintain its leading position in HIV treatment and prevention.

Operational Updates

Gilead’s operational strategy is centered around three therapeutic areas:

• Virology: Gilead is advancing HIV treatment with Sunlenca (S2Go) and long-acting options like lenacapavir. The company is addressing clinical holds on certain HIV drug combinations through preclinical studies and new product development.
• Oncology: Trodelvy is showing promise in breast cancer, supported by positive data from the Ascent 3 and 4 trials. Gilead’s acquisition of Interius supports its commitment to advancing CAR T cell therapy.
• Inflammation: Gilead is building a sustainable portfolio with early-stage molecules and potential business development opportunities.

Future Outlook

Gilead is actively pursuing innovation and long-term sustainability in its key therapeutic areas:

• The company aims to maintain its leadership in HIV treatment and prevention, with ongoing developments in ARTISTRY-1 and 2 trials.
• In oncology, Gilead is expanding its CAR T cell therapy capabilities and exploring new opportunities in the outpatient setting.
• In inflammation, Gilead is developing a commercial portfolio with promising early-stage molecules.

Q&A Highlights

During the Q&A session, Dietmar Berger emphasized Gilead’s commitment to innovation and patient-centric approaches:

• Berger acknowledged the challenges in the current portfolio but highlighted efforts to address them through strategic partnerships and new product development.
• He mentioned the move towards oral treatments in the IBD setting, reflecting broader industry trends.

In conclusion, for a detailed understanding, readers are encouraged to refer to the full transcript of the conference call.

Full transcript - Cantor Global Healthcare Conference 2025:

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. Good morning and welcome to the Cantor Global Healthcare Conference. My name is Carter Gould. This is my first one of these, so I’m I’m very pleased to be here and welcome Gilead Sciences to the stage. We are joined by Dietmar Berger, CMO of Gilead.

Dietmar, welcome very much. Thank you. Thank you for joining us today. Maybe before we get started, Demar, I don’t know if you wanted to make any opening comments and then we can kinda jump into q and a.

Dietmar Berger, CMO, Gilead Sciences: No. It’s just it’s just good to be here. Right? As you know, I’m with Gilead since nine months now. It’s been great so far and and happy to talk about, you know, the the portfolio and where we’re going.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Alright. So I think that’s a good way to kinda jump in here. And in that eight months, nine months since you joined, maybe talk about sort of your initial impressions, things that jumped out, maybe things that weren’t obvious at the outset that you’ve been, you know, pleasantly surprised with Achilles.

Dietmar Berger, CMO, Gilead Sciences: Yeah. No. It’s always. Right? When you when you start in a in a new role, in a new company, you never a 100% know what you’re getting yourself into.

I have to say the the first few months have been really good. What I’ve been I did know many people in the team, I did of course do my diligence on on the portfolio, but it was really good to see, you know, the depth of the science, the quality of the team, you know, how we approach research, you know, the how we approach manufacturing at Gilead and Kite. Right? To see that all of those elements are are really in place there. Of course, you know, development, the important piece is what do you think about the portfolio, and again diving deeper into the portfolio has been important and has been really good.

You’ve seen that we had some really positive readouts over the last few months, which was very reassuring. We also have a very clear strategy moving forward with the three TAs thinking about virology, oncology and inflammation, and we’re in different spots in in those portfolios, and and that’s another important realization where virology obviously industry leading capabilities, industry leading portfolio, really strong data more recently, for example, with the S2Go, we’re currently going through the launch, but there’s also really important portfolio behind that, and we’re looking forward to further data readouts, also we’ve communicated that later this year we’re going to have the ARTIS three one and two study with Biglen for example, which is something to look forward to, but also thinking about on the prevention side and on the therapeutic side, how do we bring more optionality on the prevention side, for example, we’ve started our study with once every twelve months lenacapavir, purpose three sixty five, which is an important step forward, on the treatment side really looking at daily, weekly, monthly options, etc. In oncology, we really had a strong boost more recently with the Ascent three and four data in breast cancer with Trodelvy, with our Trop-two ADC, and again, we have a plethora of studies coming after that, right, we have a study in hormone receptor positive breast cancer, we have an adjuvant study in triple negative, we have studies in non small cell and small cell lung cancer, also in endometrial, and the data of ASCENT-three and four, and we’ve presented the first data set at ASCO, and the second one will be at a conference later this year, right, has really given us reassurance about Trodelvy in triple negative breast cancer and the opportunity in the first line setting, and then also about the study readouts that will be coming.

And then inflammation, immunology is the third TA, I’ve worked in inflammation for some time, so I’m really behind this triplet of TA’s, and I think that’s the right strategy for Gilead, and in inflammation it’s an earlier portfolio, but there are some really interesting assets there as well. There’s an oral alpha four beta seven, which is in phase two testing currently for IBD, which could be a cornerstone on the IBD treatment side, and also a combination partner, but there’s also an IREC4 degrader, there’s a STAT6 degrader, all of those really strong molecules that of course we will need to bring through clinical development, but there’s a real opportunity there. So at this point in time, we have 52 molecules in development, and that’s one of the most diverse and richest portfolios that Gilead had, so quite a lot for me from a development perspective to focus on.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. I definitely wanna come back to inflammation. We’re gonna touch on HIV to start. No surprise there, you teed up artistry one and two coming later this year, phase three studies for both. And I guess I guess for those people, I guess, little bit less familiar with ARTISTRY one and two, I’m sure you’ll talk about this a little bit.

But as you think about that Biclen combo and what needs to be shown there to potentially move the market, how should we think about that, particularly with an endpoint that’s going to be a non inferiority endpoint?

Dietmar Berger, CMO, Gilead Sciences: Yeah. So so ARTISTRY one and two are two phase three trials, two different phase three trials with bictegravir, which is like the cornerstone integrase inhibitor, INSTI, plus Lenacapavir, our capsid inhibitor, right? ARTISTRY-one is a study that has been specifically designed for people with HIV who are currently on complex regimens. So there’s about six to eight percent of people with HIV who had a long disease journey, who developed resistance different types of therapies and who are currently on multi pill complex regimens, many of them have to take several pills daily at different times during the day, and for them to have something that’s really easy, daily oral pill, with a cornerstone integrase inhibitor and a cornerstone capsid inhibitor, will make their lives so much easier. Right?

So that’s what artistry one is, and then artistry two is for those people who are currently on Biktarvy, which is obviously our state of the art therapy for HIV, those people are virologically suppressed. Biktarvy is a three drug combination, there are specific markets, specific people, where there’s a preference also for two drug regimens, and that’s what BigLen brings, it brings that optionality for people, if people prefer a two drug regimen, they could theoretically switch for example, or they could choose Biclen. To say that very clearly, Biktarvy is standard of care, it has no resistance, it’s a therapy, somebody comes in with a newly diagnosed HIV case, can leave the practice with drug in hand basically at that point, is really well tolerated, so that’s our mainstay standard of care. But it’s really about optionality, right, for people on complex regimens or for people who are looking for something to switch.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. I think that’s clear. As we move on across the treatment portfolio, did have an update on the wonders program earlier this year. I guess first off, still on clinical hold, any updates there? And then I guess more broadly, as we think about that, you know, what that hold really then potentially then implies around the future development for for three one o three one zero seven?

I guess put differently, does the experience and wonders in any way shift how you think about the appropriate instate partner?

Dietmar Berger, CMO, Gilead Sciences: Yeah. So so the one does one and two studies were were studies that were done with what we call seventeen twenty and four thousand one hundred eighty two. So these are, one is an insti, the other one is capsid pro drug, a lenacapavir pro drug. And in that combination we did see some decreases in T cells, which led to the clinical hold, the clinical hold is still there. What we’re currently doing is we’re trying to understand what is the culprit, right, which of these drugs, is it the Insty, is it the Lenacabevir prodrug?

What’s really important here to understand is we have a plethora of molecules behind that, so we have different other integrase inhibitors, we have different other lanacapavir pro drugs, so we will identify, and that’s what we’re currently doing in preclinical studies, which of the two is the culprit, and then we will exchange that drug in the combination and we’ll move forward with another combination for the weekly oral therapy. So we’re currently in that phase of preclinical testing, we think it will take us somewhere between three and six quarters to really replace the seventeen, twenty, forty one, eighty two with another combination for weekly. I also want to point out that we have a combination in clinical development in phase three, which is Islatrovir plus Lanacapavir, in collaboration with Merck, which is in that same spot, in that weekly oral spot. So we will bring something to patients much earlier, but we are obviously working on a wholly owned combination of an integrase inhibitor and a capsid inhibitor, right, because we believe in that combination of of those two principles.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And I I guess one of the questions I’ve you know, we always kind of bang our head against is as you think about those potential combos with the capsid, is there anything inherently would, I guess, bias that you think is inherently better around an insti versus an NRT NRTTI in this setting? Or is it really just going to be, as you pointed out earlier, more on optionality for the patient population?

Dietmar Berger, CMO, Gilead Sciences: No, if you compare the different principles, I think it’s important to go to those that have the highest efficacy and best tolerability. And that’s where we believe an integrase inhibitor and a capsid inhibitor really has benefit over a nuclease inhibitor, like over an NRTI. Okay.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Maybe moving to the PrEP side, you sort of teed up purpose three sixty five and I guess on the back of the data we’ve already seen for with lenacapavir and PrEP, just outstanding data. Is there I guess how much tolerance is there for diminution of efficacy as we think about moving from every six months to every twelve months? Or should we just think that the bar is now 99.9%, 100% for anything coming to market?

Dietmar Berger, CMO, Gilead Sciences: Yeah. We believe it’s really important to stick to those bars, right? When you look at the treatment side, we think the bar is big tarvy with no resistance, Right? When you think about the prevention side, ninety nine percent, a 100% really should be the bar. Right?

Because we want the best prevention possible for people out there, for the community. Important to note that purpose three sixty five is actually an interesting study that really looks at pharmacokinetics, right? So it’s smaller study, and what it’s intended to show is that when we give lenacapivir on an annual basis, intramuscularly, that we achieve levels of the drug pharmacologically that are basically the same or above the levels we reach with once every six month injection. So we want to have the same coverage with which then should lead to the same level of protection. Okay.

Great.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: We’re moving on to some other data that’s gonna come later this year. Anita cell, and we’re gonna get an update on Imagine One. Maybe help frame expectations on on that side of things for for folks. We’ve obviously seen a couple updates already. We’re gonna have more data.

But how should how should investors expect that to play out and kind of how you’re hoping to frame that for folks?

Dietmar Berger, CMO, Gilead Sciences: Yeah, needle cell is obviously our CAR T cell therapy for multiple myeloma. It’s imagine one is in the fourth line setting, there’s still clearly an unmet medical need in that setting. We have presented data at the EHA meeting earlier this year, I think it was somewhere around 120 patients, twelve months of follow-up. What we’ve seen is very competitive efficacy, right, with the PFS and OS rates, for example OS and ninety percent rate, basically after a year. But then also very good tolerability, and that’s important, and what we want to see in an update later this year, it’s an ongoing study, What we want to see in an update is clearly that same efficacy, but also the tolerability without major neurotoxicity or without colitis or any other of these events.

And so far what we’ve seen and what we presented at EHA has been very encouraging, both on the efficacy and tolerability side. So we believe that’s a very differentiated product, and we believe in that fourth line setting will make a difference for patients. We’ve communicated that we’re looking forward to bringing it to patients in 2026. Obviously behind that then we’re looking at earlier lines of myeloma therapy. Right.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: So I guess a couple follow ups on that upcoming data. So we should expect around eighteen months of follow-up, just sort of another six months beyond what we saw at EHA. Is that a sort of fair assumption and same sort of patient numbers?

Dietmar Berger, CMO, Gilead Sciences: Yeah. Mean, that’s that’s when you look at the when you look at the time that has passed, that’s a fair assumption.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And at one point, do do you think you can definitively say you’re sort of in the clear on the neurotox side? Is it after twelve months, after eighteen months?

Dietmar Berger, CMO, Gilead Sciences: And there’s two components. One is a number of patients treated. Right? And at EHA, it was there was roughly a 120 patients already. So that already gives us a good level of reassurance.

And then as you said, it’s really the duration of follow-up. Twelve month follow-up for the neurotox is already pretty good follow-up, but of course we will need to see the data. Okay.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: There’s also been some reports of using GPCR5D antibodies approaches here as a bridging therapy before CAR T to potentially reduce does that guess I’d love to hear your view on that approach, and does that reduce a potential source of differentiation on safety for a needle cell?

Dietmar Berger, CMO, Gilead Sciences: Yeah, the concept of a bridging therapy before or a CAR T therapy in myeloma has been around for some time, right, because when you look at larger data sets, for example, from EBMT or CIMTR of the large transplant regimens. When you go into a transplant or a CAR T cell with a lower tumor load, a lower myeloma load, the outcomes of the transplant or the CAR T cell therapy are better. Right, so you’re trying to bridge before the transplant. You can use different things for bridging, classically people have used chemotherapy for bridging, so now to use another type of therapy for bridging, for example GPC five R5D based, is a very reasonable approach. It will not impact the transplant.

Right? For the transplant, you still want the most effective and most tolerable approach. Right? If anything, going in with another biologic or ADC or any type of therapy like that, means that the focus on safety in your transplant will be even higher. Right?

So I don’t think it’s taking away anything. I think if it will help to improve the long term outcomes after CAR T, then I think it’s a good thing.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And how should we think about sort of gating steps to seeing the broader development plan for a needle cell? Obviously you teed up imagine two already, but in terms of, you know, really kind of maximizing the opportunity for a need to sell, are there is is it getting getting past the filing, etcetera, before we kind of see the the the plan to move up into earlier lines?

Dietmar Berger, CMO, Gilead Sciences: It’s obviously a stepwise approach. Right? Let’s get to the data for imagine one first. You know that we’re looking at earlier lines. Right?

For for example, at at second, third line, then then eventually we’ll also look at first line. But the exact timelines and approach for that, will communicate once we have done the first step.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And on the market in ’26, but still no color on when you’re gonna file? No. Okay. Great.

Alright. Maybe as you think then about the broader oncology portfolio, you kinda teed up already some of the the the an update coming on Trodelvy. I I kinda thought about this year as a little bit more of an execution year for Trodelvy. Some of the prior years have been a little bit more data rich. So I guess where should investors focus on on the Trudelvy side this year?

Should it be more on things like Sento seven where we’ve been interested, but maybe you just talked a little haven’t talked about as much, or is it really been more about novel novel combos in in in the coming in down the pipe?

Dietmar Berger, CMO, Gilead Sciences: No. We will have you’re right. A lot of the kind of the phase three opportunities for Trodelvy are currently set up. It will be important to see the data around those. So so there is an execution component to that, but there’s also a component of, you know, how does based on data for Trodelvy, how will the market size shape up.

Right? Obviously really happy about ASCENT three and four, because that takes us firmly into the first line setting, obviously we need to get the filings and approvals done, but there’s a real potential in the first setting to make a difference for patients, but also to really grow the market obviously, because many patients don’t make it from first line to second line, having that first line opportunity will increase the addressable patient population, and will also increase duration of therapy. So there’s a real opportunity around that, with some cannibalization obviously in second line once you go into first. But then beyond that, as you said, there’s ASCENT07, which takes us into the first line hormone receptor positive, HER2 negative setting, which is a larger patient population, but also with more competition. So it will be really important at one point to see the data, we have not communicated the exact timelines for that because these are event driven studies, but they have been ongoing for some time.

So so really focusing on bringing that to a close, and then thinking about how does that stack up competition, obviously in that area. And then we have ASCEND-five, which is currently still recruiting, which is in the adjuvant setting, so that will take us even earlier. And Trodelvy at this point in time, triple negative breast cancer has been a real mainstay and a real focus area for the drug, that’s an important piece. Beyond that, you have non small cell lung cancer, Evoke three, which is ongoing, and also small cell lung cancer, which is currently recruiting. In small cell lung cancer we also have breakthrough therapy designation, these are additional opportunities, and we also got the endometrial study ongoing.

So there is an overall package which we’re also supporting with additional cooperative group studies, etcetera. So there will be really good news flow around Trodelvy for years to come.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And should we expect that development program to continue to enlarge or do you feel like it’s sort of settled settled business now for in terms of how how broad you’re

Dietmar Berger, CMO, Gilead Sciences: thinking about? I think we’re we’re set up for the key opportunities, but Trodelvy has, you know, quite a few years before LOE. So really trying to to maximize opportunity, and some of it will be data driven, what we see in the in those ongoing studies. Okay.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Maybe circle back. Guess since we came up with the questions there, you did have another deal in the CAR T space that got announced. You acquired Enterius, an in vivo CAR T platform. Can you talk a little bit about how you see that fitting in within the portfolio? I think, obviously, it’s Kite had such a strong track record of success kinda out out of the gates.

And I think there’s been a lot of questions around what’s next for the CAR T platform. To what extent does Interius kind of address that?

Dietmar Berger, CMO, Gilead Sciences: Mhmm.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Or maybe just put that in the the the context of the other kind of innovation efforts within the CAR T portfolio.

Dietmar Berger, CMO, Gilead Sciences: Yeah. It’s a it’s a great question because I feel at Kite, there has been a lot happening, but you really need to put the different pieces together to to really understand where the journey is going. We’ve spoken for some time about headwinds, obviously, with current product portfolio, and we’re working intensively to address that, right, we’re working to open up opportunities in the outpatient setting for example, with the current portfolio, and then we’ve already spoken about a needle cell as an addition to the portfolio that really will put us firmly, we hope, on growth trajectory. Beyond that, we have a refocused effort on research and bringing new products forward at KITE. We have spoken at ASCO for example, and also about EHA, about next generation CAR T approaches, for example, bispecific, bisistronic CD19, CD20 CAR Ts, which would be a next generation for the current indications in leukemia and lymphoma, but also be a next generation based on efficacy and tolerability that we’re thinking about for inflammatory conditions, right, say lupus for example, or also for neuroinflammatory conditions, Those are early efforts at this point in time, but what we’re seeing in early data, and we’ve communicated some of that, is really encouraging.

We also have spoken about taking CAR T cells into the solid tumor setting. We presented some data, for example in glioblastoma, that are early, together with the University of Pennsylvania, the group there, but that are the direction that are really interesting. And then on top of that, we’re investing now in in vivo CAR Ts, really to make sure that, you know, that’s an area we also focus on, we also understand, and we can also lead in, right, because that could be a disruptive move, the in vivo CAR T progression could be disruptive for the current autologous CAR T approaches, and with the interiors acquisition and also with different other acquisitions around, for example, technology and IP, we we are in a leadership position for that and and want to be in a leadership position for that development as well. Again, it’s about you know, covering different avenues and developing a more consistent vision that consists in how can we really focus on the current portfolio, and bring that forward and optimize, how can we add to the portfolio with a needle cell and CD19, CD20, and grow into different areas like inflammation, and then how can we cover our bases and really lead also on the in vivo CAR T side.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Maybe the last question on oncology. I think we just kind of hit the two major thrusts, I think, when people think about Gilead oncology. What else are people missing? What else is there going on that maybe we haven’t talked about, you haven’t touched yet?

Dietmar Berger, CMO, Gilead Sciences: Yeah. There’s obviously an earlier portfolio. We pruned some of that earlier portfolio more recently because we felt that we had done enough evaluation around those molecules. But we will bring more molecules into the oncology portfolio. For example, there’s CCR8 molecule that targets regulatory T cells, there’s different other, like early portfolio molecules in phase one that we’ve currently developed.

One of the questions around the oncology portfolio, and we’re thinking about that also from an internal research perspective and from business development perspective is, how do you make this really a sustainable portfolio over the long term, right? We have a really nice trajectory at this point between a needle cell and what we’ve seen with Trodelvy and the Trodelvy data, but we need more sustainable portfolio behind that. So we’re working on the internal portfolio with different mechanisms, A lot of it is early, but we’re also looking actively from business development perspective.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Maybe switching gears to immunology. I think from the outside looking in, it’s I think immunology has been one of those TAs that’s been listed for quite some time. I think from the outside looking in, it’s been sometimes difficult to discern exactly what the Gilead strategy has been or to the extent that you guys might focus there in terms of BD? You highlighted some some of the earlier stage assets there. What does it take to to win an immunology, particularly if you’re gonna focus sort of organically?

Dietmar Berger, CMO, Gilead Sciences: Yeah. The the I’m fully behind this strategy of virology oncology inflammation. Right? And as we’re going through the portfolios, you understand that these different components are at very different stages. Industry leading virology, I think really good trajectory for oncology, earlier portfolio in inflam.

So your question is exactly right, what does it take to win? Currently, there is a portfolio of around 10 molecules in this early inflam portfolio, some of them in phase two, like the oral alpha four beta seven, or the IREC4 inhibitor. We will of course focus on developing that early portfolio, and then there are some other early molecules like, for example, the Stead6 degrader, the IREC4 degrader, that have the potential to become real drivers for the portfolio. But again, it’s early, we’re talking about phase one stage molecules at this point in time. So it’s really about how can we further build a sustainable portfolio in Flame as well.

Of it may be development of the early molecules, we also have very active research efforts ongoing in inflammation, but it’s also about how can we build a commercial portfolio. At this point in time, we have lived LZ, we’re grouping liver and inflammation together internally, which is on a good trajectory in PBC and we think about how can we further develop that, and some studies are also ongoing to increase the addressable patient population. But then we will actively look also and see are there other anchor assets that that we can bring into the immunology portfolio.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. And I I guess as we then approach that alpha four beta seven readout, I guess as you think about it, just I you’ve obviously been in inflammation for a long time. As you think about sort of the trajectory of of of things like IBD, do you see that ultimately, you know, moving into a combination MOA kind of market, which it hasn’t been historically? I feel like we’ve been talking about that for a decade, but haven’t really moved the ball forward there. So would it be things like an oral alpha four beta seven or other kind of mechanisms here?

I guess, try to pick your brain a little bit in terms of how you see, you know, major markets like IBD that Gilead historically has focused on.

Dietmar Berger, CMO, Gilead Sciences: Yeah. I think there there are there are two areas that I would like to focus on with that. One is, of course there’s a move to orals, right, in the IBD setting, and you see that also with competing mechanisms, You see oral IL-twenty three, you see oral TL-1A, you see oral JAKs, so that move to orals is very clear. There’s no oral alpha four beta seven at this point in time, that’s a really good addition to that, and we’ll need to see the phase two data obviously. But then combinations is an area that people are asking about, right?

Because we have not been able with the current monotherapy approach to break the efficacy ceiling. And there are some early combination data that give us some hope that combinations could actually be necessary and could help to break that efficacy ceiling, and then having an oral alpha four beta seven could be a cornerstone of that combination strategy. And there are obvious combination partners, some of them we have internal, we currently have four molecules in the IBD space that we’re evaluating, and some of those could be internal combinations, but we are also open to look at external combinations, with some of the very established mechanisms in the field.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Okay. Maybe just we’ve got about a minute left here. And only because you guys haven’t talked about it in a while, just sort of the latest updates on how you’re thinking about your GLP one program. Obviously, there’s been some competitor oral data. And if that in any way has kind of evolved your thinking around your internal program.

Dietmar Berger, CMO, Gilead Sciences: Yeah. That that molecule comes out of, you know, the the really strong chemistry and and research efforts at Gilead, and they came up with this molecule. It it’s currently in evaluation in phase one. Right, and obviously what we want to see is we need to identify the dose, obviously, and then we want to see what’s the impact on obesity and diabetes. So that’s currently ongoing, I don’t have anything new to tell you at this point in time, but the molecule is in active early development.

Perfect. I’ll have to to leave it there.

Carter Gould, Cantor Global Healthcare Conference Host, Cantor: Plenty going on at Gilead beyond the s two go launch, but great to talk to you, Deepmar. Thanks for

Dietmar Berger, CMO, Gilead Sciences: the time. Thanks very much,

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