Goldman Sachs
July 6, 2026
Americas Healthcare Biotechnology Script Tracker
Market ReportEquitiesHealth Care
This report provides a weekly script data tracker for major biotechnology launches including ALNY's Amvuttra, BIIB's Leqembi, and VRTX's Journavx. Analysts provide insights on sales trajectories and monitoring metrics for upcoming quarters.
Key Takeaways
- 1.ALNY's Amvuttra showed strong growth (+23%/+16% WoW) with US tailwinds from market expansion.
- 2.BIIB's Leqembi continues steady growth, with acceleration expected in 2027 post-full reimbursement.
- 3.VRTX's Journavx is seeing normalization in gross-to-net dynamics, with management expecting revenue growth to outpace script growth through YE26.
Table of Contents
- Americas Healthcare: Biotechnology: Script tracker for key launches within our coverage
- Disclosure Appendix
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Authors
Salveen RichterShrunatra MishraElizabeth Webster, Ph.D.Matt Dellatorre, Ph.D.Tommie ReerinkLydia ErdmanMark Aleynick
Securities
ALNYBIIBGILDVRTXMRNAAMGN
Themes
Biotechnology Product LaunchesHealthcare Data Monitoring
Regions
North AmericaUnited States
