Conference Transcript - GILD 2026-09-09

Daniel O'Day, CEO

those therapeutic areas we are already you know supplementing our portfolio with earlier stage opportunities that's like like our standard ongoing business development we also have really good molecules coming out of our internal research our research group had also made great progress over the last five years you know in those different areas virology oncology and in phlegm so we're really trying to boost the portfolio both internally but also externally and then the key will be to have more shots on goal early, but then also to have the data that allow us to then kill those programs early and then to prioritize and move only the most important ones forward.

Speaker 1

Awesome. Thank you for this. One last question, which I ask every management team. Fast forward one year, 2027 Wells Fargo Conference. I hope you are here. I hope I am here. What would make you look back at the year and say it was a great year for us?

Daniel O'Day, CEO

Oh, I think we're at this point where we really also need to execute and deliver, right? 2026 was a year we really focused on shaping the portfolio, bringing new molecules, both internal and external, into the fold. We have some, and we had some very meaningful readouts. out we have a number of launches actually for Gilead an unprecedented number of launches we just launched Bix Lenvo yeah right we're now working on you know the lanacapavir prevention on a weekly basis for next year we're focusing on isletrovir lanacapavir we had the Trudelvi first line launches you know really nice growth there with Trudelvi looking forward to a nidocell launch so I think it will be a great year if we can live if we can deliver on those and then if we can look at the portfolio development you know for example in inflammation in oncology also in virology that really give us a path forward from a portfolio perspective and and allow us to really prepare for the future awesome on that high note thank you very much deep I really appreciate it thanks for it thank you pleasure