ViiV Healthcare

Executive Summary

ViiV Healthcare, a global specialty pharmaceutical company solely dedicated to HIV, has established a strong portfolio of innovative therapies including the long-acting injectable Cabenuva (cabotegravir/rilpivirine) and the oral integrase inhibitor Tivicay (dolutegravir). With a focus on treatment and prevention, the company continues to advance its pipeline with next-generation long-acting regimens and pediatric formulations. ViiV's holistic approach combines robust R&D with community engagement, positioning it as a leader in the HIV space. Despite being a private entity, its consistent revenue growth and pipeline depth underpin its competitive advantage in a market with high unmet need for simplified, durable options. The company is poised to maintain its trajectory through label expansions and new product introductions, targeting both treatment-experienced and prevention populations.

Upcoming Catalysts (preview)

• Q3 2026FDA decision on cabotegravir/rilpivirine long-acting regimen for pediatric use80% success
• Q4 2026Phase 3 data readout for oral once-daily combination regimen (investigational)65% success
• Q1 2027Expanded indication approval for Tivicay (dolutegravir) in specific patient subgroups75% success