Goldman Sachs Americas Healthcare: Biotechnology — Prescription Tracker for Key Launches in Coverage
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Abstract
Goldman Sachs' prescription tracker for Americas biotechnology covers weekly and monthly US script trends for key recently launched products across six covered companies through the week ended August 14, 2026, along with implied third-quarter sales estimates and associated caveats. Alnylam's Amvuttra (ATTR cardiomyopathy) scripts fell 7% week-over-week on IQVIA data and 2% on Bloomberg data; further US growth is expected to reflect primarily first-line demand as second-line demand normalizes, with ex-US volume growth the watch item. Moderna's Spikevax and mNEXSPIKE scripts rose 15% and 18% week-over-week, respectively; the company reiterated guidance of up to 10% YoY growth, with potential upside from mNEXSPIKE share gains and higher vaccination rates. Amgen's Uplizna continues to show upside to consensus on strong uptake in IgG4-related disease and generalized myasthenia gravis. Methodology notes include a 2x multiplier on Yeztugo scripts to capture oral loading doses, Leqembi IV tracked monthly at an assumed 1,400mg per patient per month, and Uplizna institutional use of 30 units per administration. Sustained Leqembi IQLIK acceleration is anticipated in 2027, contingent on full reimbursement. The note lists no individual ratings or target prices.