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CLAIM #27258 · GILD (GILD) · 2025Q1 earnings call · Apr 24, 2025 · due Dec 31, 2025

In terms of volume, given the number of safety nets that I was just referring to earlier, there's so many programs that are available today that exist for HIV. We're not expecting to see a material uptick from the Part D reform.

Johanna Mercier · Chief Commercial Officer

PENDING
graded after results covering Dec 31, 2025 are reported

In context

ned originally to do. We just want a little bit more transparency because that would really help cut out some of the duplicates that we're currently seeing as well some of our different therapeutic areas. Our last question comes from Simon Baker at Redburn, Atlantic. Simon, go ahead. Your line is open. Simon Baker: For taking my question. Going back to the Part D redesign, we've talked about the impact. I just wonder if you could give us some thoughts on when you are expecting to see a potential benefit, as the lower cost of patients increases starts and increases stay time. I'm guessing it's too early now. But as the year goes on, when should we start to see an offsetting positive impact from the changes that have been made? Thanks so much. Johanna Mercier: Yeah. Thanks for the question. In terms of volume, given the number of safety nets that I was just referring to earlier, there's so many programs that are available today that exist for HIV. We're not expecting to see a material uptick from the Part D reform. We're obviously gonna track it super closely. We were to see it would be later in the year, and I just to remind people, when you look at Biktarvy, for example, the level of abandonment of Biktarvy is incredibly low today. And so very different maybe than other therapeutic areas that you might see in chronic diseases just because of the consequences of not being on an HIV treatment. And so that's why we're monitoring the situation. We haven't included in our numbers like we've shared in the past, and we'll obviously if we do see something, we'll share with you as soon as we do. But if it was to happen, it would be later in the year. That completes the time that we have for questions today. I'll now invite Dan to share any closing remarks. Daniel O'Day: Terrific, everybody. Let me wrap up

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SEC filings for GILD · Claim quote is verbatim from the 2025Q1 earnings call.