A picture is worth a thousand words

Comprehensive US drug market analysis based on IQVIA prescription data: weekly total prescription year-over-year growth for the week ending October 23 was +4.4% versus +3.8% the prior week and +2.4% over the trailing 12 weeks, while extended unit growth was +2.8% and sequential weekly growth was +0.3%. GILD's Yeztugo (lenacapavir), approved for PrEP on 6/18/2025, recorded total TRx of about 2,100 versus about 2,000 the prior week, with injectable TRx of about 1,350 versus about 1,300; persistence is above 70% and payor coverage has reached 95%, and the firm models 2026 US sales of $1,046mn versus consensus of $1,010mn. JNJ's Icotyde, partnered with Protagonist, was approved for moderate-to-severe plaque psoriasis on 3/18/26 and posted about 2,010 TRx versus about 1,980, with management citing more than 20,000 patients initiated and more than 9,000 unique prescribers as the IQVIA capture rate improved to roughly 30-40%. MRK's Lipfendra, a once-daily oral PCSK9 inhibitor approved on 7/16