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

6 July 2026 | 8:55AM 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 |

06/26 - note the prior week was shortened due to the Juneteenth National salveen.richter@gs.com

Goldman Sachs & Co. LLC

Independence Day, making WoW comparisons less representative), namely: ALNY’s

Shrunatra Mishra

Amvuttra for ATTR-cardiomyopathy (+23%/+16% WoW per IQVIA/Bloomberg; US +1(332)245-7673 |

tailwinds include overall market growth and an expanding prescriber base with shrunatra.mishra@gs.comGoldman Sachs India SPL

frontline preference, with implied 2Q sales tracking in-line with GSe/consensus; while Elizabeth Webster, Ph.D.

not reflected in the US script trends, ALNY expects net positive ex-US growth +1(212)357-9925elizabeth.webster@gs.com|

starting in 2Q as volume offsets pricing adjustments); BIIB‘s Leqembi for early Goldman Sachs & Co. LLC

Dellatorre, Ph.D.Alzheimer’s disease (+1% WoW per Bloomberg for Leqembi IQLIK; management Matt | +1(212)855-0830

continues to expect steady growth in 2026, with acceleration in 2027+ following the matt.dellatorre@gs.com Goldman Sachs & Co. LLC

full reimbursement of Leqembi IQLIK for subcutaneous maintenance, supported by

Tommie Reerink, CFA

blood-based diagnostics); GILD‘s Yeztugo for HIV PrEP (+3%/-2% WoW respectively; +1(212)357-2470 |

tommie.reerink@gs.com

we expect steady script growth this year as access has expanded, and are monitoring Goldman Sachs & Co. LLC

patient persistence (expected to be higher vs. both Apretude and daily orals (~50%), Lydia Erdman