MAAT INDEX

CLAIM #27347 · GILD (GILD) · 2025Q3 earnings call · Oct 30, 2025 · due Dec 31, 2025

So we do expect full year Yeztugo sales of around $150 million or so, including the $54 million year-to-date.

Johanna Mercier · Chief Commercial Officer

PENDING
graded after results covering Dec 31, 2025 are reported

In context

1, all of this would support buy-and-bill modeling as well. And so these access wins are recent. Obviously, it's going to take a little bit of time account-by-account to pull it through and integrate it within the practices. But I think it really provides that platform for us to accelerate the uptake for Yeztugo. We've also seen conversion rates basically from script to approval really dropped dramatically. And so we continue to focus on the logistics to make sure we get the drug and the patient schedules aligned shortly after the reimbursement approval. And so I would say from an overall standpoint, super pleased about the -- what we track are the intakes, the access, HCP awareness and interest, the conversion rates that I just referred to, and everything is going in the right direction. So we do expect full year Yeztugo sales of around $150 million or so, including the $54 million year-to-date. So hopefully, that gives you a bit of perspective. And then as you get the full year, you can have a better understanding of patient numbers. Operator: Our next question comes from Mohit Bansal. Mohit Bansal: Congrats on all the progress. Switching a little bit to HIV treatment. Now that you are guiding for 5% year-over-year growth, combine that with the $900 million of Part D redesign impact you're taking, does seem like HIV is growing at, what, 9% to 10%. I mean can you talk a little bit about that? How should we think about it going forward given that you have had such an impressive growth this year? Johanna Mercier: Thanks, Mohit, for that. I do agree with you. I think we've had such an impressive growth, and it's really driven by a couple of things. It's driven by the market, both in

Verify independently

SEC filings for GILD · Claim quote is verbatim from the 2025Q3 earnings call.