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CLAIM #27350 · GILD (GILD) · 2025Q3 earnings call · Oct 30, 2025 · due Jun 30, 2026

So we're very confident to -- that we're on track to reach those numbers.

Andrew Dickinson · CFO

CANNOT_DETERMINE
versus commitment · official band 5 percent
Committed
So we're very confident to -- that we're on track to reach those numbers.
Reported
we are now at about 95% coverage, with 95% of those having $0 copay

In context

t really happened in the first 2 weeks -- the last 2 weeks of June, sorry, the first 2 weeks of our launch. And that really got pulled through in the first month of Q3. And then what you're seeing in the 39 is really true demand coming through. So that's the inventory piece of the puzzle. From a CVS access standpoint, payers all have different time lines as to how they make formulary decisions, and we're working with every single one of the payers to make sure we go as quickly as possible to secure access while also ensuring that the innovative value of Yeztugo gets recognized. And so our discussions with the remaining 25% of payers, including CVS, are ongoing, and we're very confident about our ability to reach the goals that we've set forth, which is the 90% at the first year of launch. So we're very confident to -- that we're on track to reach those numbers. Operator: Our next question comes from Evan Seigerman at BMO Capital Markets. Evan Seigerman: Livdelzi continues to perform exceptionally well and appears to be succeeding as a clear strategic fit to your business. Can you just talk to me about the level of appetite for additional BD and liver-focused indications such as NASH? Daniel O'Day: Andy, why don't you start there? Andrew Dickinson: Sure. Evan, thanks for the question. Look, I mean, as we've said, we don't comment specifically on any subsectors. We are looking actively at opportunities across the BD spectrum in all of our areas of strategic interest. That includes liver disease as well as oncology, cell therapy broadly, virology and immunology. And we've said consistently and continue to believe that we would like to add more ther

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