US Biotechnology Small/Mid Cap "Menin Monitor: Scripts Analysis for SNDX..."

研报英文原文证据摘录

US Biotechnology Small/Mid Cap "Menin Monitor: Scripts Analysis for SNDX..."

Global Research

25 June 2026ab

US Biotechnology Small/Mid Cap Equities

North AmericaMenin Monitor: Scripts Analysis for SNDX and

KURA Healthcare

David Dai

Analyst

david.dai@ubs.com

Key Takeaways -- Strong weekly and monthly scripts trends for Revuforj and +1-212-713 6241

Komzifti

Bridget Holle

We analyzed prescription trends for menin inhibitors Revuforj and Komzifti as of Associate Analyst

6/12/2026. We are seeing strong weekly Revuforj scripts trends in 2Q, where bridget.holle@ubs.com

weekly average scripts in April and May exceeded those of Jan-Mar (Figure 1). We think +1-212-649 8207

the uptick in April likely reflects a rebound from 1Q seasonality as patients refill their

prescriptions and new patients start office visits. We also think the increase in weekly

scripts trends in May indicates potential menin maintenance use post-HSCT. Monthly

scripts also showed consistent growth trends since launch in 2024, and the most recent

approval in NPM1 fueled further growth since Oct (Figure 3). Komzifti has shown

steady and stable growth since January with a slight uptick on 06/12. We think

the uptick could be driven by the company's presence at EHA, which helped increase

physician awareness of Komzifti's safety and combo benefits to support pot'l off-label

use.

SNDX: Revuforj tracking favorably in 2Q26

Revuforj scripts have increased weekly since Jan (Figure 1). Scripts rebounded in April

and spiked mid-May. Cumulative scripts reflect consistent upward momentum since Jan

(Figure 2). Monthly scripts have trended up since Oct'25 label expansion in NPM1 (Figure

3).

April rebound driven by timing effects: Revuforj scripts recovered sharply in