Pharmaceuticals Weekly: Weekly Chartbook: TRx for week ending Jul 31

Research evidence excerpt

J P M O R G A N

Europe Equity Research

07 August 2026

Pharmaceuticals Weekly

Weekly Chartbook: TRx for week ending Jul 31

Total US mkt: For week 5 of Q3’26, TRx are +1.6% YoY vs. +1.3% in Q2’26.

Total mkt TRx -0.5% WoW.

European Pharmaceuticals &

Biotechnology

Richard Vosser AC

Astra: Tagrisso TRx +16% Q3'26 TD (+16% Q2'26). Enhertu sales

+34% Q2'26 TD (+24% Q1'26). Lynparza TRx -7% Q3'26 TD (+1%

Q2'26). Farxiga (incl. authorised generic) TRx -74% Q3'26 TD (-40%

Q2'26, with Generic Farxiga share: 80%). Imfinzi sales +27% Q2'26

TD (+34% Q1'26). Calquence TRx +23% Q3'26 TD (+23% Q2'26).

Symbicort TRx +1% Q3'26 TD (-0% Q2'26). Fasenra TRx +15%

Q3'26 TD (+17% Q2'26). Wainua TRx +50% Q3'26 TD (+67%

Q2'26).

GSK: Arexvy TRx -8% Q3'26 TD (-48% Q2'26). Shingrix TRx -7%

Q3'26 TD (-19% Q2'26). Trelegy TRx -0% Q3'26 TD (+0% Q2'26).

Ojjaara Jun sales $32.3m (May sales $25.4m). Dolutegravir

franchise TRx -4% Q3'26 TD (-2% Q2'26). Dovato Integ. Share 10.6%

this wk, 10.4% last wk. Zejula TRx -30% Q3'26 TD (-29% Q2'26).

Cabenuva IQVIA Jun sales $223.2m (May sales $175.9m). Apretude

IQVIA Jun sales $71.4m (May sales $57.0m). Jemperli IQVIA Jun

sales $102.5m (May sales $81.6m). Blenrep reported Jun Symphony

sales of $11.05m (May $10.1m; Q2'26 sequential growth of 25%).

Exdensur reported Jun Symphony sales of $6.7m (May $7.4m), down

9% MoM. Nucala TRx +35% Q3'26 TD (+39% Q2'26).

Novartis: Entresto weekly TRx were 4.2k, -7% w-o-w (with Generic

Entresto share: 97%), -97% Q3'26 TD (-95% Q2'26). Cosentyx +2%

Q3'26 TD (+3% Q2'26). Kisqali +114% Q3'26 TD (+121% Q2'26)

(IQVIA has reported an overstatement from Feb 13th onwards).

Kesimpta +22% Q3'26 TD (+21% Q2'26). Scemblix +135% Q3'26

TD (+113% Q2'26). Leqvio IQVIA: Jun sales: $101.2m (May sales:

$69.6m). Promacta -46% Q3'26 TD (-65% Q2'26). Tasigna -59%

Q3'26 TD (-77% Q2'26). Rhapsido weekly TRx were 1,308, +1% w-ow (prev. week TRx were 1,290).

Sanofi: Dupixent +19% Q3'26 TD (+18% Q2'26). Altuviiio IQVIA:

Jun sales: $139.8m (May sales: $98.7m). Beyfortus Jun sales: $0.4m

(May sales: $3.9m). Sarclisa Jun sales: $23.2m (May sales: $17.9m).

Basal insulin (Lantus + Toujeo + Soliqua) TRx -8% Q3'26 TD (+11%

Q2'26).…