Gilead Might’ve Cured HIV… But Marjorie Taylor Greene’s $15K Bet Could Get Wrecked by Her Own Party

Look, I never thought I’d be writing about Marjorie Taylor Greene’s stock portfolio and HIV prevention in the same sentence, but here we are in 2025, folks. Greene just dropped some cash (of up to $15,000) on Gilead Sciences right after they got FDA approval for what might be the most effective HIV prevention drug we’ve ever seen. And for once, MTG might’ve actually nailed a trade that doesn’t involve Jewish space lasers or whatever conspiracy she’s peddling with Alex Jones (to entertain us all). 

Before you roll your eyes as if this is just another politician buy… Gilead’s new drug, Yeztugo, actually isn’t your typical “take a pill every day and hope for the best” situation. This drug is a twice-yearly injection that’s proving to be 99.9% effective at preventing HIV (read that again). For instance, in clinical trials, over 2,000 women got the shot. Zero contracted HIV. In another study with nearly 2,200 people, only two people got infected. Gilead’s CEO, Daniel O’Day, called it a “historic day” and said Yeztugo could help “end HIV.” Maybe calm down a bit Daniel, but I will say… the numbers back his confidence. 

On June 6th, Greene went on a little stock-buying bender, scooping up shares in six companies. Her portfolio looks like someone threw darts at a “Hot Stocks for 2025” board and somehow hit all the right targets. Besides Gilead, she picked up Adobe, Netflix, Snowflake, and ServiceNow… basically every company that’s trying to strap AI onto their business model and call it innovation. 

As for Gilead, analysts are already doing their back of the napkin math. RBC Capital Markets sees Yeztugo pulling in $3 billion in peak sales, while more bullish Street estimates have it closer to $4 billion. That’s a hefty payday for a drug that only has to be administered twice a year. But RBC’s Brian Abrahams is keeping his optimism in check. He’s worried about the usual suspects like insurance companies being allergic to paying for anything expensive, patients not wanting to mess with appointment scheduling for biannual injections, and the general inertia of people who’d rather pop a pill every day than deal with a shot twice a year. 

But here’s where things start to get sketchy. Because of course, even preventing HIV isn’t immune to American politics. Yeztugo’s success could be threatened by (what do you know, politics). Religious groups have long opposed HIV prevention drugs like PrEP, claiming they promote “immoral behavior.” On top of that, several red states have already tried to restrict access to PrEP drugs under Medicaid or attempted to block federal mandates requiring coverage… sometimes even citing “religious freedom” as the reason people shouldn’t have access to this medicine. 

Insurance companies could also play the big bad villain. They’re not exactly known for rolling out the red carpet when new, more expensive treatments hit the market. And since daily HIV prevention pills like Truvada and Descovy already exist… and are available as generics… you can bet the insurance lobby is going to scream bloody murder before covering a higher-cost injectable. So yeah, the fight over Yeztugo isn’t going to happen in labs or boardrooms… it’s going to happen in state legislatures, insurance offices, and on whatever cable news panel can shout the loudest (since Tucker’s on twitter, it’s all up to you Hannity).

Greene’s timing on Gilead might actually turn out to be one of the sharpest trades she’s made. Gilead’s HIV franchise brought in $19.6 billion in 2024 alone, up 8% year-over-year, and now they’ve got a drug that on top of treating HIV… it could stop it before it starts (if her buddies don't kill it first).

At the time this article was published Stocks.News had positions in Netflix as mentioned in article.