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Goldman Sachs

June 12, 2026

Americas Healthcare Biotechnology Script Tracker

Weekly UpdateEquitiesHealth Care

This report tracks weekly prescription trends for key biotech products including Amvuttra, Leqembi, Yeztugo, Journavx, Spikevax, and Uplizna. Data is provided as an aid to assessing 2Q sales tracking against consensus expectations.

Key Takeaways

  • 1.ALNY's Amvuttra showed strong script performance (+148%/+138% WoW), benefiting from US market growth and prescriber base expansion.
  • 2.BIIB's Leqembi saw a 17% WoW decline in script volume, with management looking toward 2027 for acceleration via subcutaneous maintenance approval.
  • 3.VRTX's Journavx for acute pain grew 20% WoW, with management anticipating revenue growth to outpace prescription growth through YE26.

Table of Contents

  • Disclosure Appendix
  • Reg AC
  • GS Factor Profile
  • M&A Rank
  • Quantum
  • Disclosures
  • Regulatory disclosures
  • Ratings, coverage universe and related definitions
  • Global product; distributing entities
  • General disclosures

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Authors

Salveen RichterShrunatra MishraElizabeth Webster, Ph.D.Matt Dellatorre, Ph.D.Tommie ReerinkLydia ErdmanMark Aleynick

Securities

ALNYBIIBGILDVRTXMRNAAMGN

Themes

Biotechnology commercializationHigh-frequency sales monitoring

Regions

North AmericaUnited States