Global Pharmaceuticals "US & Germany Ophthalmologist Physician Survey" Weston

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Global Pharmaceuticals "US & Germany Ophthalmologist Physician Survey" Weston

Powered by Lab Global14 JulyResearch2026ab Evidence UBS YES

Global Pharmaceuticals Equities

Europe including UKUS & Germany Ophthalmologist Physician Survey

Pharmaceuticals

Matthew Weston, PhD

UBS Evidence Lab Survey of 120 Ophthalmologists across the US and Germany Analyst

To inform current and future prescribing patterns in the management of eye diseases, matthew.weston@ubs.com

UBS Evidence Lab conducted a survey of 120 Ophthalmologists, including 70 US-based +44-20-7567 4055

and 50 in Germany. Fieldwork took place during 2Q26. Colin White, PhD

Analyst

colin.white@ubs.comKey take-aways from the survey:

+44-20-7567 8657

The totality of data across across all lines of therapy, is modestly positive for Dominic Lunn, CFA

Vabysmo and modestly negative for the Eylea franchise, in our view. Analyst

dominic.lunn@ubs.com

The majority of respondents saw the clinical profiles of Vabysmo and Eylea HD as +44-20-7567 3621

about the same, with the remainder generally favouring Vabysmo. When

prescribing high efficacy treatments, respondents prescribe Vabysmo 49% of the Alek Ebbeling

Associate Analyst time, Eylea HD 35%, and 16% prescribe both equally.

alek.ebbeling@ubs.com

Future prescribing expectations indicate market share gains for both Vabysmo and +44-20-7567 3764

Eylea HD in 1L wetAMD. In the US, share gains are mainly anticipated to come Xian Deng, PhD, CFA

from standard dose Eylea and Avastin. Enhanced charitable co-pay support would Analyst

accelerate this trend. In Germany, share gains are anticipated to come from xian.deng@ubs.com

Avastin, Lucentis and standard dose Eylea. For Germany we also anticipate gains +44-20-7901 6285

for biosimilars. Nusrat Hossain

Associate Analyst