Gilead said Yeztugo generated $232 million in Q2 sales, beating Wall Street estimates as its twice-yearly HIV prevention franchise pushed above $1 billion per quarter for the first time. Company executives highlighted continued injection persistence above 70% at six months. Analysts, however, questioned the long-term durability of Yeztugo’s growth, pointing to the still-dominant daily oral market and a potential weekly oral formulation under FDA review. The debate centers on whether patient preferences for oral convenience will cap adoption.