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AIDS prevention drugs ushered in a major breakthrough, and the share prices of A-share AIDS drug listed companies fell sharply.
On June 20th, Gilead Science announced that the top line results of the mid-term analysis of the critical Phase 3 PURPOSE 1 clinical trial showed that the twice administered injection of the HIV-1 capsid inhibitor lenacapavir (lenacapavir) demonstrated 100% effectiveness in HIV prevention studies targeting cisgender women.
It is understood that the PURPOSE 1 trial has reached its key efficacy endpoint, showing the superiority of lenacapavir administered twice a year compared with the daily oral administration of Sufatai (entratabine 200mg/tenofovir fumarate dipivoxil 300mg, F/TDF) and HIV background incidence rate (bHIV). Based on these results, the Independent Data Monitoring Committee (DMC) recommends that Gilead discontinue the blinding of clinical trials and provide open label lenacapavir to all participants.
"Lenacapavir, which demonstrates zero infection and 100% effectiveness and is administered twice a year, has the potential to become a new and important solution for preventing HIV infection," said Dr. Merdad Parsey, Chief Medical Officer of Gilead Science. "We look forward to obtaining more results from ongoing PURPOSE clinical trials and continuing to move towards the goal of helping to end the global HIV pandemic."
Screenshot of Gilead Science official website

According to 21st Century Business Herald reporters, this project is the most comprehensive and diverse HIV prevention clinical trial project to date.
On June 24, the share price of A-share AIDS drug listed companies fell sharply. As of the early closing, Aidi Pharmaceutical fell more than 10% and Frontier Biology fell nearly 5%. Some investors said, "Is this killing logic? AIDS patients are gradually decreasing."
In this regard, the reporter of Nancai Express called Aidi Pharmaceutical as an investor, and relevant people said that Gilead Science did AIDS prevention for high-risk exposed groups in advance, while the company provided drugs for clinical trials of AIDS patients. When asked whether there will be no AIDS patients in the future, the above people said that according to the current test results, it may do some prevention, but there are still a large number of patients in stock who need medication.
The reporter also called Frontier Biology, but was not connected.
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