Overview

• Dr Reddy’s Laboratories and Hetero Labs plan to sell generic lenacapavir for roughly $40 per person per year starting in 2027.
• The Gilead licences cover supply to 120 low- and middle-income countries, while some upper-middle-income nations such as Brazil remain excluded.
• Unitaid, the Clinton Health Access Initiative and Wits RHI are supporting Dr Reddy’s, with the Gates Foundation partnering with Hetero to enable low-cost production.
• WHO recommends the twice-yearly injection after trials showed near-complete protection, and the price target aligns with oral PrEP despite a U.S. list price near $28,000 for the branded drug.
• Gilead and major donors plan reduced-price branded supply for about 2 million people as generics scale, though experts estimate long-term demand closer to 10 million.