EU Pharmaceuticals: Weekly US hospital/Roche tracker (IQVIA)

研报英文原文证据摘录

EU Pharmaceuticals: Weekly US hospital/Roche tracker (IQVIA)

Deutsche Bank

Research

Europe Industry Date

Switzerland 18 May 2026

United Kingdom EU Pharmaceuticals

Periodical

Pharmaceuticals

Weekly US hospital/Roche tracker

(IQVIA)

Emmanuel Papadakis, Ph.D., CFA

Summary Takes Research Analyst

To track weekly US institutional trends (oncology, biosimilars) with greater +44-20-754-18522

granularity, we present weekly institutional sales/unit volume data for key

Niall Alexander

innovative and biosimilar assets in the US as of 08th May 2026, available Monday pm Research Analyst

(we track NBRx/NRx/TRx prescription data in our retail trackers). +44-20-754-12185

Henrietta Boeg

n Notable highs/lows/trend shifts this week: Assets maintain their trends

from previous weeks. Research Associate

+44-20-754-10119

n Extrapolation of current trends implies the following for FY26: We note

Kate Farrelly

DD upside vs consensus for Actemra/Hemlibra and SD upside for Perjeta

Research Associate

respectively. We see SD downside vs consensus for Vabysmo/Tecentriq.

Shashindra Seresinhe

US Weekly sales/volume trends

Our weekly integrated sales/volume tracker for the US looks at selected oncology

assets and biosimilar penetration for key hospital assets up to 01st May 2026. Data

in the charts are sourced from IQVIA (SMART US Weekly database) and capture Supun Ukwatta

weekly prescription volume units and $ sales across key channels in the US, Research Associate

including (but not limited to) clinics, long-term care, non-federal hospitals, chain

stores, food stores and federal facilities.

n In terms of the brands: we provide a weekly sales/volume tracker for key

assets for AZN (Imfinzi, Calquence, Tagrisso, Lynparza, Enhertu), Roche

(Hemlibra, Ocrevus, Alecensa/Gavreto/Rozlytrek, Tecentriq, Polivy,