CLAIM #27246 · GILD (GILD) · 2025Q1 earnings call · Apr 24, 2025 · due Jun 19, 2026
“We think about 75% or so access within the first six months. To a peak covered lives at about 90%. At a twelve-month mark,”
Johanna Mercier · Chief Commercial Officer
In context
“es. Go ahead. Your line is open. Michael Yee: Hey, great. Thanks. Congrats on the quarter and progress. We wanted to ask about your expectations for the PrEP one. And assuming approval on time, how you think about the dynamics in the second half related to commercial reimbursement and Medicaid reimbursement? And whether guideline changes and other factors also need to play a role. Thanks. Johanna Mercier: Hi, Michael. It's Johanna. Thanks for the question. Yeah. So we're excited about the opportunity with the PDUFA date around the corner. We are counting, I think Dan referred to weeks. The team is counting days. And we are absolutely ready for the launch. From an access standpoint, what we've said is we believe that around it was gonna take a couple of months, right, as it builds. Access. We think about 75% or so access within the first six months. To a peak covered lives at about 90%. At a twelve-month mark, and that's gonna happen month after month. It doesn't all happen in a bolus. We also believe at the beginning that they're gonna go through medical exceptions, right, and they'll go through the process just like they do, for example, with Libdelzi as we're building access there as well. And we believe that just takes a little bit more time, still could get through the process for those people that want lenacapavir. And so we'll work through that. And we're excited about that opportunity as we build out through 2025, and, of course, into 2026 with much stronger access. Our next question comes from Carter Gould at Fitzgerald. Carter, go ahead. Your line is open. Carter Gould: Great. Thank you. Good afternoon. I guess sort of following on the prior question, there have been a number of cuts”
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SEC filings for GILD ↗ · Claim quote is verbatim from the 2025Q1 earnings call.