US prescription growth slows to 1.5% YoY; Morgan Stanley flags Yeztugo sales upside

Morgan Stanley's weekly tracker shows total US prescription growth decelerated to 1.5% YoY for the week ended July 31. Among individual drugs, GILD's Yeztugo stood out: Morgan Stanley sees $1.049B in US sales vs $988M consensus, citing strong persistence and payer coverage. Script counts for BMY, VRTX, and JNJ drugs were stable to slightly higher.