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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