NOVO/GALD/UCB: Weekly US Rx tracker: UPDATE NOVO Obesity/Diabetes assets / GALD Nemluvio / UCB Bimzelx (Updated for IQVIA restated higher LLY Foundayo and Zepbound data )

研报英文原文证据摘录

NOVO/GALD/UCB: Weekly US Rx tracker: UPDATE NOVO Obesity/Diabetes assets / GALD Nemluvio / UCB Bimzelx (Updated for IQVIA restated higher LLY Foundayo and Zepbound data )

Equity Research

29 May 2026

NOVO/GALD/UCB

Weekly US Rx tracker: NOVO

Obesity/Diabetes assets / GALD

European Pharmaceuticals, BiotechnologyNemluvio / UCB Bimzelx (Updated & Life Sciences

NEUTRALfor IQVIA restated higher LLY

European Pharmaceuticals,

Biotechnology & Life SciencesFoundayo and Zepbound data ) James Gordon

Weekly tracker encompassing the US Rx trend for NOVO +44 (0)20 7116 2784 james.gordon@barclays.com

Barclays, UKObesity/ Diabetes - oral Wegovy ~145.9k (+2.1% w/w),

Charles Pitman-King, CFAinj ~316.2k (+1.6% w/w), total +1.8% w/w; Ozempic +1.8%,

GALD Nemluvio ~6.5k (+14.5% w/w) and UCB Bimzelx TRx +44charles.pitman-king@barclays.com(0)20 3134 6023

~9.0k (+7.8% w/w). Barclays, UK

Yihan Li, PhD

+44 (0)20 3555 3563

UPDATE This publication is an update to 'NOVO/GALD/UCB: Weekly US Rx tracker: NOVO Obesity/ yihan.li@barclays.com

Diabetes assets / GALD Nemluvio / UCB Bimzelx', originally published on 29 May 2026 at 13:35 Barclays, UK

BST. IQVIA have now restated data for LLY's Foundayo and Zepbound as a result

Sidhartha Modi of IQVIA processing issues. The new, corrected TRx are 37% higher for Foundayo and 9% higher

+91 (0)22 6175 1326

for Zepbound. All other numbers are unchanged. sidhartha.modi@barclays.com

Barclays, UK

With this edition of our weekly tracker (IQVIA weekly script data tracked to 22nd May), we are

combining our NOVO, GALD and UCB trackers to provide a one-stop solution for the Rx trends for

key assets - NOVO Ozempic, Rybelsus and Wegovy (broken down into trends for oral and

injectables), GALD Nemluvio and UCB's Bimzelx. We also analyse how the tracked assets compare