Americas Healthcare: Biotechnology: Script tracker for key launches within our coverage

Research evidence excerpt

Americas Healthcare: Biotechnology: Script tracker for key launches within our coverage

Equity Research

17 July 2026 | 12:03PM EDT

Americas Healthcare: Biotechnology: Script tracker for key launches

within our coverage

We track weekly script data for major launches in our coverage (for the week ending Salveen Richter, CFA

+1(212)934-4204 |

07/10 - note the prior week was shortened due to the US Independence Day, making salveen.richter@gs.com

Goldman Sachs & Co. LLC

WoW comparisons less representative), namely: ALNY’s Amvuttra for

Shrunatra Mishra

ATTR-cardiomyopathy (+15%/-2% WoW per IQVIA/Bloomberg; US tailwinds include +1(332)245-7673 |

overall market growth and an expanding prescriber base with frontline preference, shrunatra.mishra@gs.comGoldman Sachs India SPL

with implied 2Q sales in-line with GSe/consensus; while not reflected in the US script Elizabeth Webster, Ph.D.

trends, we expect net positive ex-US growth starting in 2Q as volume offsets pricing +1(212)357-9925elizabeth.webster@gs.com|

adjustments); BIIB‘s Leqembi for early Alzheimer’s disease (+39% WoW per Goldman Sachs & Co. LLC

Dellatorre, Ph.D.Bloomberg for Leqembi IQLIK; we continue to expect steady growth in 2026, Matt | +1(212)855-0830

supported by blood-based diagnostics, and look to 2027 for the full reimbursement matt.dellatorre@gs.com Goldman Sachs & Co. LLC

of Leqembi IQLIK for subcutaneous induction and maintenance); GILD‘s Yeztugo for

Tommie Reerink, CFA

HIV PrEP (+33%/+23% WoW respectively; we expect steady script growth this year +1(212)357-2470 |

tommie.reerink@gs.com

as access has expanded, and are monitoring patient persistence (expected to be Goldman Sachs & Co. LLC

higher vs. both Apretude and daily orals (~50%), but likely less than ~70%), as well as Lydia Erdman