Sunlenca - Beechwood Capital

Sunlenca lenacapavir APPROVED

Drug Profile

ModalitySmall molecule

RouteSC

Therapy AreaInfectious Disease

Launch2022-12-22

US LOE2037-12-22

Peak Sales Est$8000M

Formulations[{"id":"sunlenca-sc","route":"SC","setting":"HCP_ADMINISTERED","duration":"Q6M injection","frequency

Companies

GILD (ORIGINATOR)100%

Mechanism: Capsid inhibitor

Expert: First-in-class HIV-1 capsid inhibitor interfering with multiple stages of viral replication.

Everyday: Disrupts the protective shell of HIV, preventing it from replicating.

Targets: ["HBV CAPSID"]

Revenue History

Programs (2)

Indication	Stage	Key Study	Regional Status
HIV-1 treatment	APPROVED	CAPELLA	[{"stage":"APPROVED","region":"US","approval_date":"2022-12-22"},{"stage":"APPRO
HIV-1 PrEP	APPROVED	PURPOSE-1/2	[{"stage":"APPROVED","region":"US","approval_date":"2025-06-20"}]

Upcoming Catalysts (2)

Lenacapavir PrEP - Global Rollout 2026

Sunlenca + bNAbs - HIV Treatment - Ph3 Initiation H2 2026

Notes

First-in-class HIV capsid inhibitor. Twice-yearly dosing for treatment-experienced patients. Also approved as Yeztugo for PrEP (Jun 2025).

Data from Supabase · Updated 2026-03-24