AVAC Applauds Agreements to Accelerate Market Development for Lenacapavir for PrEP

Calls for Additional Commitments to Ensure Momentum Translates into Impact 

New York, NY, September 24, 2025 — AVAC welcomes parallel announcements from the Gates Foundation and Unitaid on strategic investments to accelerate the development of, access to and price reduction for generic versions of injectable lenacapavir (LEN), the highly effective six-monthly injection for HIV PrEP.   

“These investments are a vitally important step in translating the remarkable science of LEN into public health impact,” said Mitchell Warren, executive director of AVAC. “With these agreements, injectable LEN for PrEP gets closer to the price of daily oral PrEP, $40 per person per year, for low and middle-income national governments. This means national programs in many, but not all, countries can begin planning for 2027, at which time ongoing oral PrEP and LEN use will be available at similar prices, meaning many countries will be truly able to offer people who need prevention choice  when it comes to the PrEP method that best meets their needs. This could be a transformational moment in HIV prevention if political will, coordination, and further procurement investment meet this moment to deliver LEN with speed, scale and equity to all communities and populations who need and want prevention options. Many questions remain, but in this current environment, we need to seize opportunities and good news when we can.”   

These new commitments to accelerate access to generic versions of LEN come on the heels of the Global Fund and PEPFAR re-committing to their December 2024 announcement of reaching two million people with LEN for PrEP  within three years, with drug supplies coming from the originator company, Gilead Sciences. Among the outstanding questions from these new commitments is the price of the required oral loading dose for LEN, which is needed to achieve high efficacy. While the cost of ongoing use of LEN for PrEP would be similar to the cost of a year of daily oral PrEP, anyone initiating or restarting LEN for PrEP needs an oral loading dose of LEN. This oral loading dose is not included in the $40 price mentioned in the Gates and Unitaid deals and will add between $15-$17 in the first year of anyone initiating or re-starting LEN, and supply chains and purchasers need to include this extra cost in their calculations.  

“The ‘two million in three years’ ambition from Global Fund and PEPFAR must be seen as a floor and not a ceiling,” said Warren. “The global PrEP data that AVAC tracks show a more ambitious goal, getting LEN to at least 1.5 million next year alone, is achievable and necessary. Ultimately, LEN must reach more than five million people per year to have real impact, build a sustainable market, and drive prices down even further. This means we must act faster and think bigger.” 

AVAC calls on all stakeholders to do their part. Next steps require coordinated action and further investment to ensure the creation of a viable and sustained market. 

“This is the moment to ensure that LEN for PrEP lives up to its full potential, and to hold each other accountable for what must happen next,” said Wawira Nyagah, AVAC’s director of product introduction & access.  “Demand creation and program design for LEN must be fully resourced, evidence-based and community-centered. Volume commitments, manufacturing, and supply chains must be sustained and stable. But to make a difference at a global level, the HIV response must go beyond these essential, but minimum, steps with a bold vision to accelerate the entry of generics and trigger a virtuous cycle of price drops, which further drive-up PrEP use.”  

LEN, developed by Gilead Sciences, is a twice-yearly injectable PrEP option that showed nearly complete protection against HIV in the landmark PURPOSE 1 and 2 trials. Science Magazine named LEN the “Breakthrough of the Year” in 2024, a recognition that reflects its enormous potential. But fulfilling this potential is far from certain, and all stakeholders have critical work to do, as detailed in AVAC’s 2024 publication, Gears of Lenacapavir for PrEP Rollout

AVAC’s publication, Now What with Injectable LEN for PrEP How to Translate Ambition into Accelerated Delivery and Impact, includes forecasts demonstrating that instead of 2 million people in three years, the world could reach at least 1.5 million people in just one year. Gilead has confirmed that they can manufacture enough injectable LEN to reach in excess of 5 million LEN users over the next three years. These numbers suggest what is possible and this is no time to think small. 

“To achieve true impact against HIV requires early commitments from additional donors to procure large volumes of LEN, which will enable a bigger rollout, exceeding targets, and reaching more people who need PrEP in more places, which in turn secures the kind of market scale that accelerates further prices reductions,” said Nyagah. “It requires country regulators, ministries of health, implementers, advocates and communities where HIV prevention is needed to prepare with policies and programs that will succeed in connecting people with products that work in the context of their lives. The field has learned these lessons before. Technology alone gets you nowhere; it’s delivering the product with speed, scale and equity that gets the job done.” 

Global Health Watch: WHA78, Misinformation at Congressional Hearings, Global Fund Cuts & More

Issue 17

The US Secretary of State and the Secretary of Health and Human Services appeared before Congress this week defending foreign aid cuts and the dismantling of USAID. Advocates are responding, including the Treatment Action Group (TAG) which issued a stark warning: US agencies are engaging in “unethical, dishonorable, and potentially law-breaking machinations” under new leadership, particularly at the NIH. Meanwhile, the US was absent from the World Health Assembly, where the WHO Pandemic Agreement was ratified and where a high-level dialogue on long-acting HIV prevention took place. All this plus looming Global Fund shortfalls, and new COVID-19 vaccine policy changes in this week’s issue. 

Misinformation and Controversy at Congressional Hearings 

The US Secretary of State Marco Rubio appeared in front of the US Congress this week defending radical cuts to foreign aid and a proposed State Department reorganization that deprioritizes global health programs. In front of the Senate Foreign Relations Committee (of which he was once a member), Rubio was corrected when he wrongly claimed that only 12% of US funding goes to direct services. In fact, 12% is the proportion of funds going directly to local NGOs, with 85% of total funding going towards direct services. He also claimed – without evidence – that 85% of PEPFAR beneficiaries were still receiving services and denied any deaths linked to the US cuts. The Secretary repeated these claims before the House Foreign Affairs Committee and Appropriations State and Related Programs subcommittee and ignorantly characterized voluntary male medical circumcision (VMMC) as wasteful spending. VMMC is proven to reduce transmission of HIV. Congressional members challenged Secretary Rubio on the legality of the foreign aid freeze and dismantling of USAID and highlighted reported deaths resulting from the cuts. Meanwhile, some Republican Senators, including Senate State, Foreign Operations, and Related Programs (SFOPs) Chair Lindsay Graham, expressed support for foreign assistance amidst calls for transparency and metrics to transition countries off US funding. 

Department of Health and Human Services (HHS) Secretary, Robert F. Kennedy Jr. appeared before the Senate this week to defend cuts to public health programs and biomedical research. Similar to his appearance last week before the Senate Health, Education, Labor and Pensions (HELP) Committee, Kennedy’s remarks were controversial and contradicting.  

IMPLICATIONS: These hearings underscore the challenges facing US global health policy and programming amid shifting political priorities and leadership. Advocacy to counter mis- and dis-information, and a vision for this new era of global health financing, are more important than ever.  

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An Ethical and Legal Crisis

In a statement, TAG demands immediate action by the NIH to provide Congressionally appropriated and committed funding to the HIV clinical research networks (ACTG, HPTN, HVTN, IMPAACT). 

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World Health Assembly Updates 

The United States was notably missing from the World Health Assembly (WHA) this week, with no official delegation attending. This is a major change from previous years where delegations held leadership and diplomacy roles. In contrast, China sent more than 180 delegates and pledged an additional $500 million over the next five years to help stabilize the agency following the withdrawal of the United States, reinforcing its growing influence in global health governance. 

Meanwhile, the WHA formally voted to adopt the WHO Pandemic Agreement, a legally binding accord that lays the foundation for future pandemic prevention and response, including real-time sharing of vaccines, treatments, and diagnostics. For three years, member states negotiated critical issues, with pressure from civil society to embrace key provisions on equity and intellectual property. Some of those provisions have been addressed, but negotiations on an annex detailing the new Pathogen Access and Benefit Sharing (PABS) mechanism will continue with the aim of concluding at next year’s WHA. PABS refers to a proposed system where countries share genomic information about novel pathogens and share tools developed to combat those pathogens, regardless of which country discovered the pathogen or developed effective tools—it has been one of the most contested areas of negotiation. Though the treaty is less ambitious than earlier drafts, nations at the WHA have largely welcomed the agreement as a major achievement.  

Many events and discussions were held on the sidelines of the WHA, including Wednesday’s high-level dialogue organized by the Global HIV Prevention Coalition (GPC). The event, A New Era of HIV Prevention: Accelerating Access to Long-Acting Prevention Options, was co-hosted by UNAIDS, in collaboration with the United Nations Population Fund (UNFPA), United Nations Development Fund, (UNDP), WHO, the Federal Republic of Brazil and Kingdom of the Netherlands. AVAC’s Mitchell Warren, who also co-chairs the GPC, opened the session with urgency and optimism, calling it “one of our greatest opportunities in 44 years of HIV prevention,” even as global solidarity is waning. Dr. Lilian Benjamin Mwakyosi, a past AVAC Fellow and director of DARE in Tanzania issued a powerful reminder that “choice for HIV prevention is not a luxury. It’s a right,” stressing that adolescent girls and young women need accessible, discreet prevention options like long-acting PrEP. The dialogue underscored the need for political will, financing, and community-centered action to turn scientific breakthroughs like lenacapavir for PrEP into sustained prevention at scale. 

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Global Fund Financial Challenges 

More than 260 civil society advocates joined a conversation organized by the Coalition to build Momentum, Power, Activism, Strategy & Solidarity (COMPASS), Eastern Africa National Networks of AIDS and Health Service Organizations (EANNASO), CHANGE, and others to explore the financial constraints facing the Global Fund following its Board meeting earlier this month. Advocates learned unmet pledges and declining global health aid will mean that the current Global Fund Grant Cycle 7 will reduce allocations to countries to align with available resources, moving from pledge-based to cash-based allocations. Countries will receive reduced funding envelopes in mid-June 2025, which will trigger a two-week reprioritization process to focus on life-saving services like treatment continuity and community-led monitoring while deferring lower-priority items. 

IMPLICATIONS: These changes could jeopardize essential programs, especially those supporting key populations. And they also raise significant questions about the recently launched Global Fund replenishment for the next grant cycle. Civil society must prepare now to advocate for transparent processes, protect vital community interventions and support the Global Fund’s ambition to introduce injectable lenacapavir with speed, scale and equity. 

New US COVID-19 Vaccine Policy 

The US Food and Drug Administration (FDA) outlined in a new blueprint for COVID-19 vaccines, one that shifts from a recommended annual COVID vaccine for everyone 6 months and older, to adults over 65 and individuals with high-risk conditions, such as compromised immune systems. This shift requires vaccine manufacturers to conduct extensive clinical trials before approving vaccines for healthy individuals aged 6 months to 64 years, potentially delaying access for this group. Rather than proposing the new guidelines through the typical regulatory processes, including opportunities for public comment, this framework was devised and published by the head of the FDA along with the new head of FDA’s Center for Biologics Evaluation and Research (CBER).  

IMPLICATIONS: This unorthodox process could complicate future vaccine approvals, as well as leave interpretation and coverage decisions up to insurers, which would create major access barriers for many. 

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New Resources: Tracking the Impact of US Cuts to Foreign Aid, USAID, and Research

As the US administration continues to dismantle foreign aid infrastructure and retreat from its commitments to science and global health, AVAC is tracking the impacts and consequences. 

  • What Happened to PEPFAR? provides an in-depth look at the stop work orders and contract terminations disrupting HIV prevention access. 

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