VRTX/MRNA/BNTX/ONC/INSM/INCY/ASND/ALKS/AMRN: Latest Rx Trends

研报英文原文证据摘录

J P M O R G A N

North America Equity Research

07 August 2026

VRTX/MRNA/BNTX/ONC/INSM/

INCY/ASND/ALKS/AMRN

Latest Rx Trends

Below, we track the latest weekly IQVIA prescription trends for select

commercial products in our coverage universe. The latest data are for the week

ended July 31.

Specifically, the data focus on the following companies:

VRTX

(Journavx

for

moderate-to-severe

Biotechnology - Large Cap

Jessica Fye AC

(1-212) 622-4165

Silvia Luo

acute

pain)

(1-212) 622-0000

Adam Ferrari, Ph.D.

MRNA / BNTX (Spikevax, mNEXSPIKE, Comirnaty, and Nuvaxovid for

COVID-19; mRESVIA for RSV)

ONC (Brukinsa for r/r MCL, r/r MZL, WM, and CLL/SLL)

INCY (Opzelura for atopic dermatitis/vitiligo and Olumiant for

rheumatoid arthritis/alopecia areata)

ASND (Skytrofa for growth hormone deficiency)

AMRN (Vascepa for hypertriglyceridemia / CV risk reduction in patients

with elevated TGs)

INSM (Brinsupri for non-cystic fibrosis bronchiectasis); NOTE:

Symphony has restated this data. Please see page 6.

ALKS (Aristada for schizophrenia, Vivitrol for alcohol/opioid

dependence, and Lybalvi for schizophrenia and bipolar I disorder

In some analyses, we highlight prescription trends normalized to evaluate

monthly script equivalents, also known as Retail Prescription Equivalent

(RPE) units. The calculations are informed by the variations in package sizes

of Nexletol / Nexlizet (30 or 90 tablets per bottle) and, hence, RPEs are derived

by normalizing the extended units Rx (no. of tablets / capsules) to determine

the supply equivalent for a 30-day month (once daily dose for all three drugs).

For all products, RPE = (IMS EUTRx / 30).