Report

Global HIV drugs market is projected to witness a CAGR of 4.21% during the forecast period 2025-2032, growing from USD 35.83 billion in 2024 to USD 49.83 billion in 2032. Increasing prevalence of HIV/AIDS, rising efforts of different governments to increase awareness about the condition, and growing awareness about the various treatment solutions available are some of the major factors driving the growth of the market. The World Health Organization estimates that approximately 39.9 million people across the globe were living with HIV by the end of 2023 of which 38.6 million were above the age of 15, while 1.4 million were 14 and younger.
HIV drug therapies include a wide array of antiretroviral medications designed to reduce viral load, boost immune function, and prevent HIV transmission. These drugs are critical for prolonging the life expectancy for HIV-positive individuals and in ensuring a better quality of life by managing symptoms and minimizing the risk of opportunistic infections.
Supportive Regulatory Initiatives Boost Market Growth
Supportive government policies and regulatory initiatives such as priority review incentivize leading market players and pharmaceutical companies to focus on product innovation and introduction of new technologies. Regulatory agencies such as the FDA and EMA are expediting drug approvals, particularly for innovative therapies such as long-acting injectables and fixed-dose combinations, ensuring that patients benefit from the latest advancements. For instance, in February 2025, Gilead Sciences, Inc. received approval from the US FDA for its New Drug Application (NDA) submission for lenacapavir, its injectable HIV-1 capsid inhibitor, indicated for the prevention of HIV as pre-exposure prophylaxis (PrEP). Furthermore, these agencies also facilitate the introduction of generics following the expiration of the patents, which increases competition, increases the affordability of the drugs, and improves their accessibility. Additionally, public health campaigns, early diagnosis initiatives, and insurance coverage reforms are raising awareness and reducing stigma about HIV infections, further driving the market's growth and expansion.
Strategic Partnerships and Collaborations Support Market Expansion
The key players of the market are heavily investing in research and development activities to develop safer and more effective treatments for HIV, targeting drug resistance and focusing on reducing long-term side effects. The shift toward long-acting formulations, including cabotegravir and rilpivirine injectables, exemplifies innovation aimed at improving adherence.
Moreover, strategic collaborations between public and private entities are streamlining drug approval and distribution processes and ensuring the affordability and accessibility of the medications. For instance, in October 2024, Gilead Sciences, Inc. signed a royalty-free and non-exclusive voluntary licensing agreement with six leading pharmaceutical manufacturers to sell and manufacture generic lenacapavir. The agreement also covers HIV treatment in adults with multi-drug-resistant HIV.
Additionally, in Africa and Asia, local production is increasingly supported by international partnerships, strengthening regional resilience and improving treatment access. Furthermore, digital health platforms and mobile clinics are being leveraged to extend patient monitoring and medication adherence support in remote areas. These technology-driven interventions are enhancing treatment efficacy and facilitating real-time health data collection, contributing to improved patient outcomes and rapid market growth.
Hospitals Pharmacies Account for Significant Share of the Market
The segment's dominance can be attributed to the central role played by hospitals in comprehensive treatment and management of HIV/AIDS. Hospital pharmacies provide counselling, close monitoring of the condition, and specialized medication management, which are essential for minimizing drug interactions, adjusting regimens, and optimizing adherence for complex cases. Additionally, the direct collaboration between hospital pharmacies and healthcare providers further allows for integrated care and provision of tailored therapy solutions, improving treatment outcomes.
Furthermore, leading hospital pharmacies across the globe are focusing on expanding their market presence, further contributing to the segment's growth. For instance, in March 2025, Apollo HealthCo Ltd, operator of Apollo Pharmacy and online platform Apollo 24/7, announced expansion of its offline pharmacy network in Bengal, India.
North America Holds Major Market Share
North America is expected to hold a significant share of the market in the coming years owing to the rising prevalence of HIV infections, increasing awareness among the general population, and the strong presence of leading pharmaceutical companies in the region. Additionally, the presence of robust healthcare systems in the regions ensures broad access to cutting-edge medications and healthcare technologies, while government initiatives such as the Ryan White HIV/AIDS Program and the Ending the HIV Epidemic plan subsidize treatment costs, improve the accessibility of HIV drugs, especially for vulnerable populations.
Meanwhile, the Asia-Pacific is expected to witness rapid growth over the forecast period owing to rapid population expansion, increasing efforts of leading pharmaceutical companies to bolster the availability of advanced therapeutic solutions in the region, and growing awareness among the population. Leading organizations are also joining forces to combat the growing threat of HIV infection in the region, providing lucrative growth opportunities for the market. For instance, in April 2025, the UNICEF, UNAIDS, and WHO launched the Regional Roadmap for the Triple Elimination of Mother-to-Child Transmission (EMTCT) of Syphilis, HIV, and Hepatitis B in the Asia-Pacific Region (2024-2030).
Impact of the U.S. Tariff on Global HIV Drugs Market
The recently introduced tariffs are expected to disrupt supply chains and impact the availability of antiretroviral therapies and reduce their affordability. Indian generic drug manufacturers are also expected to observe financial strains because of the tariffs as these manufacturers operate on thin margins, potentially forcing them to withdraw from the market in the United States. Additionally, various manufacturers across the globe might need to restructure their operations and move their manufacturing units to avoid tariffs, resulting in potential delays in drug availability. Such delays are particularly detrimental for HIV positive patients as medication adherence is crucial for managing the condition.
Key Players Landscape and Outlook
The key players of the market are focusing on receiving approvals from different regulatory and governing bodies across the globe to market and distribute their HIV drugs. For instance, in February 2023 ViiV Healthcare, a subsidiary of GlaxoSmithKline plc, received marketing authorization for Triumeq from the European Commission. By providing child-friendly dispersible tablets and lowering the minimum weight for Triumeq's administration, ViiV is aiding healthcare professionals in improving viral suppression rates and treatment adherence among younger patients. Such approvals support innovations and inclusivity in HIV therapy, encouraging leading market players and pharmaceutical companies to develop pediatric formulations, ensuring that the underserved patient population is provided with viable treatment solutions, providing lucrative growth opportunities for the market.