Healthcare Biotechnology Script Tracker

This Goldman Sachs report tracks weekly script data for key biotechnology launches including Amvuttra, Leqembi, Yeztugo, and Journavx. It provides Wo-W performance metrics and management outlooks for US commercial execution through 2026-2027.

Key Takeaways

• 1.Week-over-week (WoW) script trends for key drug launches are mixed, with ALNY's Amvuttra showing strong growth (+10% to +19%) while BIIB's Leqembi saw a decline (-6%).
• 2.Management expectations for BIIB's Leqembi point to accelerated growth starting in 2027 following full reimbursement of the subcutaneous maintenance formulation (IQLIK).
• 3.Vertex's Journavx revenue is expected to grow faster than prescription volume through late 2026 as market access and gross-to-net dynamics stabilize.

Table of Contents

• Exhibit 1: Weekly US script trends for ALNY's Amvuttra in ATTR-CM
• Exhibit 2: Monthly US script trends for BIIB's Leqembi in early Alzheimer's disease (inclusive of IQLIK)
• Exhibit 3: Weekly US script trends for BIIB's Leqembi IQLIK in early Alzheimer's disease
• Exhibit 4: Weekly US script trends for VRTX's Journavx in acute pain
• Exhibit 5: Weekly US script trends for GILD's Yeztugo in HIV PrEP
• Exhibit 6: Weekly US script trends for MRNA's Spikevax and mNEXSPIKE in COVID-19
• Exhibit 7: Monthly US script trends for Uplizna in IgG4-RD, generalized myasthenia gravis and NMOSD
• Disclosure Appendix

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