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A Lonely ISLEND After Trodelvy Fails To EVOKE Confidence

发布日期: 2026-06-08研究机构: Wolfe Research公司 / 股票: GILD.OQ,MRK.N报告页数: 6原文语言: 英语证据页码: 1

研报英文原文证据摘录

A Lonely ISLEND After Trodelvy Fails To EVOKE Confidence

Pharmaceuticals (Major) & Large Cap Biotechnology

FLASH

FLASH: A Lonely ISLEND After Trodelvy Fails To June 8, 2026

EVOKE Confidence

Gilead Sciences (GILD), Merck (MRK)

ISLEND-1 and -2 trials support switching patients onto ISL/LEN. Partners Merck

(MRK) & Gilead (GILD) announced top-line data from their two pivotal phase 3 trials,

ISLEND-1 and ISLEND-2, investigating MK-8591D, or ISL/LEN, a once-weekly oral

combination of MRK's islatravir (ISL, 2 mg) and GILD's lenacapavir (LEN, 300 mg) for Alexandria Hammond

ahammond@wolferesearch.com

HIV-1 treatment. Both trials demonstrated that patients who were well-controlled (646) 582-9320

for ≥6 months on their current, daily antiretroviral (i.e., virologically suppressed) View Alexandria’s Research

maintained that suppression after switching to the once-weekly pill. ISLEND-1 moved View Comp Table

patients off BIC/FTC/TAF (i.e., GILD's Biktarvy) and onto ISL/LEN, while ISLEND-2 Cameron DeGuzman

took patients off a broader range of SoC regimens. cdeguzman@wolferesearch.com 646-582-9324

●ISLEND-1: In this double-blind trial, ISL/LEN showed non-inferiority against Hannah Tran

BIC/FTC/TAF on the primary endpoint of proportion of participants with HIV-1 htran@wolferesearch.com (646) 582-9391

RNA ≥50 copies/mL. Here, ISL/LEN was found to be statistically non-inferior to

Biktarvy.

●ISLEND-2: Similarly, in this open-label trial, ISL/LEN demonstrated non-

inferiority to the comparator SoC regimen on the same primary endpoint of

patients crossing 50 copies/mL in HIV-1 RNA. Again, ISL/LEN showed statistical

non-inferiority to standard of care daily oral antiretroviral therapy regimens.

Safety relatively undifferentiated against comparator regimens. MRK/GILD further

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