CLAIM #37098 · Eli Lilly and Company (LLY) · 2025Q4 earnings call · Feb 4, 2026 · due Dec 31, 2027
“We anticipate having some of those decisions and increased coverage over time in the employer space as we head into the back end of this year and mostly into 2027.”
Ilya Yuffa · President of Lilly USA and Global Customer Capabilities
How to check this claim
Look at: Employer-space commercial coverage decisions/increases for the relevant drug class, as disclosed by management
It came true if: Management commentary reports increased employer coverage/access decisions in H2 2026 or during 2027 (qualitative directional confirmation, not a specific numeric target)
Where: Company earnings calls / management commentary (Q3 2026 through 2027 quarterly calls)
In context
“opel also employers also to think about, again, this class and also employees to look for these class of medicines as well to be covered as well. But I don't know if there's anything else that you would like to add, Ilya. Ilya Yuffa: Yeah. Maybe just some additional context, Terence, on commercial opt-in. Obviously, we start the year roughly on balance, stable. There are some employers adding coverage, some removing some coverage. But putting additional focus in the employer space. We've stood up a team and also working with a number of third parties to actually provide alternative access channels to have some flexibility in design and transparency in the pricing. And the initial conversations and feedback have been positive. Of course, a lot of those decisions are for the following year. We anticipate having some of those decisions and increased coverage over time in the employer space as we head into the back end of this year and mostly into 2027. Mike Czapar: Great. Thanks, Lucas and Ilya. Next question, please, Paul. Operator: The next question will be from Geoffrey Meacham from Citi. Geoffrey, your line is live. Geoffrey Meacham: Great. Good morning, everyone. Thanks for the question. Congrats on the quarter. Daniel, I had one for you. The Together results are really super interesting. You're thinking about the potential for combo therapies with Zepbound and either I&I or oncology or neuro? I wasn't sure what drives the investment priorities, whether it's the drug or the indication, and if there's a clear path to labeling claim. Thank you. Daniel Skovronsky: Yeah. Thanks, Geoffrey. Again, another non-obesity question. Lots of extra credit on this call. We'll go to Anne to talk about some of the combination therapy approaches and”
Verify independently
SEC filings for LLY ↗ · Claim quote is verbatim from the 2025Q4 earnings call.