Gsk's HIV Franchise Seems Underappreciated

Dow Jones06-25 14:06

0605 GMT - HIV treatments look set to undergo a major transformation in the coming decades, and GSK's potential in this market seems underappreciated, Bernstein analysts say in a research note. With Britain's GSK and American rival Gilead Sciences commanding a combined 90% share of the U.S. HIV market, this is essentially a duopoly, according to Bernstein. Existing HIV drugs are already very effective, but upcoming innovations that will help move patients to long-acting injectable drugs from daily tablets is expected to drive future market growth, the analysts say. The U.S. HIV market is expected to grow to $37 billion in 2040, up from $26 billion last year, with GSK's share projected to rise to 44% from 26% over the same time horizon, they estimate. (adria.calatayud@wsj.com)

(END) Dow Jones Newswires

June 25, 2026 02:06 ET (06:06 GMT)

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