Americas Healthcare: Biotechnology: Script tracker for key launches within our coverage

研报英文原文证据摘录

Americas Healthcare: Biotechnology: Script tracker for key launches within our coverage

Equity Research

22 June 2026 | 8:33AM EDT

Americas Healthcare: Biotechnology: Script tracker for key launches

within our coverage

We track weekly script data for major launches in our coverage (for the week ending Salveen Richter, CFA

+1(212)934-4204 |

06/12), namely: ALNY’s Amvuttra for ATTR-cardiomyopathy (+19%/+4% WoW per salveen.richter@gs.com

Goldman Sachs & Co. LLC

IQVIA/Bloomberg; US tailwinds include overall market growth and an expanding

Shrunatra Mishra

prescriber base with frontline preference, with implied 2Q sales is tracking in-line +1(332)245-7673 |

with GSe/consensus; while not reflected in the US script trends, ALNY expects net shrunatra.mishra@gs.comGoldman Sachs India SPL

positive ex-US growth starting in 2Q as volume offsets pricing adjustments); BIIB‘s Elizabeth Webster, Ph.D.

Leqembi for early Alzheimer’s disease (+2% WoW per Bloomberg for Leqembi IQLIK; +1(212)357-9925elizabeth.webster@gs.com|

management continues to expect steady growth in 2026, with acceleration in 2027+ Goldman Sachs & Co. LLC

Dellatorre, Ph.D.following the full reimbursement of Leqembi IQLIK for subcutaneous maintenance, Matt | +1(212)855-0830

supported by blood-based diagnostics); GILD‘s Yeztugo for HIV PrEP (-2%/+19% matt.dellatorre@gs.com Goldman Sachs & Co. LLC

WoW respectively; we expect steady script growth this year as access has expanded,

Tommie Reerink, CFA

and are monitoring patient persistence (expected to be higher vs. both Apretude and +1(212)357-2470 |

tommie.reerink@gs.com

daily orals (~50%), but likely less than ~70%), as well as drug acquisition Goldman Sachs & Co. LLC

considerations; implied 2Q sales is tracking below GSe/consensus); VRTX‘s Journavx Lydia Erdman