Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending May 29, 2026)

研报英文原文证据摘录

Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending May 29, 2026)

Global Biopharmaceuticals June 9, 2026

Seamus Fernandez

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

617 859 4637 (Week Ending May 29, 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. We note prescription trends were likely impacted by the Holiday week. colleen.garvey@guggenheimpartners.com

617 859 4664

1) We are tracking new product launches, such as: Zach Dunn, Ph.D.

zach.dunn@guggenheimpartners.com (pg. 128) TRx for WE 5/29/26 were 1,120 vs. 889 the week • NOVN-SWX's Rhapsido

617 859 4603 prior. Rhapsido was approved for CSU on Sep. 30, 2025, and the first reported IQVIA

TRx was captured on 10/17/25. Mgmt has stated multibillion-dollar peak sales potential

for 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 5/29/26, TRx were 18,411 vs. 20,902 the week prior (-12%

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