Aug. 7 at 9:27 PM
MORGAN STANLEY RX TRACKER: ONE NAME IS STANDING OUT
U.S. prescription growth slowed to +1.5% YoY for the week ended July 31, down from +2.0% the prior week.
$BMY Cobenfy: 3,370 vs 3,290 scripts
$GILD Yeztugo: 1,890 vs 1,880
$VRTX Journavx: 26,970 vs 26,450
$JNJ Icotyde: 880 vs 870
The standout:
$GILD
Morgan Stanley sees Yeztugo reaching
$1.049B in U.S. sales vs.
$988M consensus, helped by >70% persistence and 95% payer coverage.
That’s the read-through I’m watching.
If you want to see the high-conviction stocks I’m watching, my full portfolio, and every trade I make…
Head to my profile.
