Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending May 1, 2026)

研报英文原文证据摘录

Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending May 1, 2026)

Global Biopharmaceuticals May 11, 2026

Seamus Fernandez

seamus.fernandez@guggenheimpartners.com Global Biopharma: This Week's IQVIA Rx Tracker

617 859 4637 (Week Ending May 1, 2026) Evan Wang

evan.wang@guggenheimpartners.com

212 651 9756 Key Message: We highlight prescription trends for key markets across the Guggenheim

Alana Lelo, Ph.D. Securities coverage universe below. We track new product launches; note trends in the

alana.lelo@guggenheimpartners.com incretin, immunology, oncology, and vaccines markets; and highlight product-specific

212 518 9955 TRx, NBRx, and WAC Sales.

Colleen Garvey, Ph.D.

colleen.garvey@guggenheimpartners.com 1) We are tracking new product launches, such as:

(pg. 128) TRx for WE 5/1/26 were 849 vs. 803 the week prior. 617 859 4664 • NOVN-SWX's Rhapsido

Zach Dunn, Ph.D. Rhapsido was approved for CSU on Sep. 30, 2025, and the first reported IQVIA TRx

zach.dunn@guggenheimpartners.com was captured on 10/17/25. Mgmt has stated multibillion-dollar peak sales potential for 617 859 4603 Rhapsido in CSU alone.

Within pain, VRTX's JOURNAVX (pg. 128) is over one year into launch following approval •

on January 30, 2025. For WE 5/1/26, TRx were 19,200 vs. 18,464 the week prior (+4%

WoW). We expect JOURNAVX to be widely reimbursed, and VRTX had expected broad

payer access by YE25. As of 1Q26 earnings, all ~300 sales reps are now in the field,

setting VRTX well on track toward their goal of >3x prescriptions in 2026 vs. 2025.

Management simultaneously continues to advance access, exemplified by (1) ~240M

covered lives with reimbursed access (up from ~200M in 4Q25) (2) coverage with 1/4

large Medicare Part D plans, with coverage in a second plan to be initiated by July 1. As