Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending June 12, 2026)

研报英文原文证据摘录

Global Biopharma: This Week's IQVIA Rx Tracker (Week Ending June 12, 2026)

Global Biopharmaceuticals June 22, 2026

Seamus Fernandez

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

617 859 4637 (Week Ending June 12, 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 6/12/26 were 1,212 vs. 1,104 the week 617 859 4664 • NOVN-SWX's Rhapsido

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

zach.dunn@guggenheimpartners.com TRx was captured on 10/17/25. Mgmt has stated multibillion-dollar peak sales potential 617 859 4603 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 6/12/26, TRx were 22,432 vs. 22,101 the week prior

(+20% 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.