Weekly Prescription Sales Tracker: Neurology, Nephrology, GI, Cardiology

研报英文原文证据摘录

Weekly Prescription Sales Tracker: Neurology, Nephrology, GI, Cardiology

Quick Note

June 20, 2026 Biotechnology

Weekly Prescription Sales Tracker: Neurology, Nephrology,

Analysts GI, Cardiology

Laura Chico, Ph.D.

(212) 668-9868

Laura.Chico@wedbush.com

Thomas Yip Overview

(707) 521-2281

thomas.yip@wedbush.com In this week's Prescription Sales Tracker report, we examine the latest IQVIA

prescription data trends for FDA-approved agents most relevant to our coverage

universe. We focus this report specifically on weekly retail sales data.

Weekly Highlights

● Drugs/therapeutic areas: Our report focuses on drugs approved for the

treatment of diseases in the neurology, nephrology, GI and cardiology

segments. The table below summarizes all drugs included in the report.

● Metrics evaluated: This week's report focuses on data through the week ending

6/12/26, and includes TRx and NRx counts (projected number of total and new

prescriptions dispensed during the week).

● Caveats/considerations: Prescription sales/volume data can reveal noteworthy

trends; however, limitations exist due to partial blocking of data, IQVIA

projections, etc. Newly-launched products can see week-to-week variability

as data feeds expand. Overall, we see the directionality of data as more

informative than ascribing precision to week-to-week changes.

● Highlights/commentary: Median TRx growth for the current week was -2%.

BMY (not covered) reported 1Q26 Camzyos revenue $314M (+97% y/y).

ARDX reported 1Q26 US Ibsrela and Xphozah revenue of $70M (-19% q/

q) and $23M (-16% q/q), respectively. We see current Xphozah TRx/NRx

counts recovering following the reimbursement changes. Despite near-term

uncertainty surrounding the reimbursement changes, we do think ARDX can

navigate the headwinds.