Sadia's questions to Gilead Sciences Inc (GILD) leadership • Q3 2024
Question
Sadia, on behalf of Mohit Bansal at Wells Fargo, asked for early insights into the Livdelzi (seladelpar) launch, focusing on payer coverage and whether a competitor's lower price point is impacting prescriber preferences.
Answer
Johanna Mercier, Chief Commercial Officer, reported that the Livdelzi launch has exceeded internal expectations for patient demand. She highlighted rapid prescriber outreach and noted that payer coverage is in line with expectations for a rare disease launch, with no major barriers beyond typical step edits and prior authorizations. She reiterated expectations for modest sales in 2024, with a more meaningful contribution in 2025.