European Medical Technology & Services: Weekly US generic IV and biosimilar market tracker (ending May 1)

研报英文原文证据摘录

European Medical Technology & Services: Weekly US generic IV and biosimilar market tracker (ending May 1)

Equity Research

11 May 2026

European Medical Technology & Services

Weekly US generic IV and

biosimilar market tracker (ending

European Medical Technology & ServicesMay 1)

POSITIVE

Market remains resilient, underpinned by broad-based European Medical Technology &

Servicesstrength in biosimilars. Kabi sustains strong momentum in

the latest week (+28%) and Q2 to date (+26%), driven by Hassan+44 (0)20Al-Wakeel,7773 3898 CFA

continued biosimilar outperformance and solid IV trends. hassan.al-wakeel@barclays.com

Barclays, UK

Jonathon UnwinWe update our tracking of the US generic IV & biosimilar markets for the week ending 1 May. For

+44 (0)20 7773 0354

the overall US market1 , sales grew c.20% y/y in the week ended 1 May (vs. +23% in the prior jonathon.unwin@barclays.com

week), extending the strong momentum in Q2 26 to date (+25% vs. +24% in Q1 26). Growth Barclays, UK

remains broad-based, supported by strength across both IV generics and biosimilars. IV generics

Rohit Rajan

increased c.6% y/y, representing a modest moderation from c.10% in the prior week against +91 (0) 22 6175 1698

similar comps, and are up c.6% in Q2 to date (vs. +8% in Q1). Biosimilars remain the primary rohit.rajan@barclays.com

growth driver, rising c.35% y/y (vs. +36% in the prior week), with QTD growth of c.54% y/y, up Barclays, UK

from c.40% in Q1 26.

Marco Pires-Cox

+44 (0)20 3134 3421Fresenius Kabi

marco.pirescox@barclays.com

• IV Generics: Kabi’s IV generics franchise continues to outperform the broader US market Barclays, UK

year-to-date. Sales increase c.+12% y/y (vs. +18% in the prior week). Q2 to date, Kabi’s European Pharmaceuticals,

generics sales are up c.13% y/y (vs.