The recent collaboration between Gilead Sciences and the Global Fund to supply lenacapavir for HIV prevention, alongside the FDA's approval of Yeztugo for PrEP, enhances Gilead's growth narrative by positioning it in expanding markets. These developments underline Gilead's efforts to strengthen its portfolio and could potentially accelerate revenue and earnings growth through increased market penetration and reduced competition. The emphasis on innovative HIV and oncology therapies aligns with Gilead's strategy to sustain revenue growth amid market uncertainties.