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Gilead Sciences, Inc. (GILD) Presents at RBC Capital Mark...
2026-05-20 · via All Articles on Seeking Alpha

Gilead Sciences, Inc. (GILD) RBC Capital Markets Global Healthcare Conference 2026 May 19, 2026 11:00 AM EDT

Company Participants

Dietmar Berger - Chief Medical Officer

Conference Call Participants

Brian Abrahams - RBC Capital Markets, Research Division

Presentation

Brian Abrahams
RBC Capital Markets, Research Division

Welcome back, everyone. I'm Brian Abrahams, senior biotech analyst here at RBC Capital Markets. We're really pleased to have our next featured company, Gilead Sciences, represented by their Chief Medical Officer, Dietmar Berger. Dietmar, thanks again for joining us.

Dietmar Berger
Chief Medical Officer

Yes. Thanks for having us. Pleasure to be here.

Question-and-Answer Session

Brian Abrahams
RBC Capital Markets, Research Division

So a lot to cover. So I'll kick it off and maybe just start with Trodelvy because I know we're going to see a big data point this year on EVOKE-03. Can you talk a little bit more about, I guess, what you're looking for out of those results? In particular, what specific efficacy thresholds on PFS or OS do you think this trial would need to show in order to justify the positioning of a TROP2 ADC in frontline. How are you thinking about the competitive landscape overall here? And really just what should we be looking...

Dietmar Berger
Chief Medical Officer

Trodelvy is obviously our TROP2 ADC, where we had positive data recently in first-line triple-negative breast cancer. That's the ASCENT-3 and -04 study. And that's where we're looking forward also to hopefully get an approval later this year for that setting. And EVOKE-03, the study that you're talking about is a study in first-line PD-L1 high non-small cell lung cancer, very straightforward study design. You basically have pembro as the standard of care and you add Trodelvy to that, right?

So what we want to see in this setting, this is an