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

26 June 2026 | 8:45AM 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 |

06/19, caveating a shorter week given the Juneteenth National Independence Day), salveen.richter@gs.com

Goldman Sachs & Co. LLC

namely: ALNY’s Amvuttra for ATTR-cardiomyopathy (-30%/-32% WoW per

Shrunatra Mishra

IQVIA/Bloomberg; US tailwinds include overall market growth and an expanding +1(332)245-7673 |

prescriber base with frontline preference, with implied 2Q sales is tracking in-line shrunatra.mishra@gs.comGoldman Sachs India SPL

with GSe/consensus; while not reflected in the US script trends, ALNY expects net Elizabeth Webster, Ph.D.

positive ex-US growth starting in 2Q as volume offsets pricing adjustments); BIIB‘s +1(212)357-9925elizabeth.webster@gs.com|

Leqembi for early Alzheimer’s disease (+38% WoW per Bloomberg for Leqembi Goldman Sachs & Co. LLC

Dellatorre, Ph.D.IQLIK; management continues to expect steady growth in 2026, with acceleration in Matt | +1(212)855-0830

2027+ following the full reimbursement of Leqembi IQLIK for subcutaneous matt.dellatorre@gs.com Goldman Sachs & Co. LLC

maintenance, supported by blood-based diagnostics); GILD‘s Yeztugo for HIV PrEP

Tommie Reerink, CFA

(-9%/-11% WoW respectively; we expect steady script growth this year as access +1(212)357-2470 |

tommie.reerink@gs.com

has expanded, and are monitoring patient persistence (expected to be higher vs. Goldman Sachs & Co. LLC

both Apretude and daily orals (~50%), but likely less than ~70%), as well as drug Lydia Erdman