每周修复：欧盟制药数据包

Europe The Weekly Fix: EU pharma data pack Emmanuel Papadakis, Ph.D., CFAResearch Analyst+44-20-754-18522 Summary Our weekly EU pharma data pack incorporates a set of updatedrolling valuationandprice performance charts/tables alongside a set of Symphony-basedprescription tracker charts intended to complement our IQVIA and Rx companytrackers published (mostly) on Mondays, plus ancillary information such as catalystcalendars and a rolling list of DB Pharma research links published within the pastweek. Niall AlexanderResearch Analyst+44-20-754-12185 Henrietta BoegResearch Associate+44-20-754-10119 Key events next week include: Kate FarrellyResearch Associate Company Q2 resultsWednesday 15thJuly nnJNJQ2 results - call @ 13:30 UK - REGISTERnThursday 16thJulynSOBIQ2 results - call @ 13:00 UK - REGISTER Shashindra SeresinheResearch Associate Supun UkwattaResearch Associate DB eventsMyositis KOL call:15thJuly @ 15:00 UK - REGISTER Conference eventsAlzheimer's Association International Conference (AAIC): 12th- 15thJuly, nLondon, UK - LINKnAmerican Society of Retina Specialists (ASRS):15th- 18thJuly, Montreal,Canada - LINK 11 July 2026PharmaceuticalsEU Pharmaceuticals DB Pharma research published in the past week ............... 3 European pharmaceutical valuation summary...................4 Global pharmaceutical valuation comparisons...................5 Share price performance (absolute/relative).......................9 Company share price performance....................................................................9Index share price performance........................................................................16Index P/E vs. Dividend yield.............................................................................17 Relative valuation performance........................................19 P/E performance - sector ................................................................................. 19P/E performance - individual stocks.................................................................21Price vs. EPS - individual stocks ...................................................................... 27P/E - Individual stocks......................................................................................31EV/EBITDA performance - individual stocks....................................................34US gov bond performance...............................................................................37 US prescription drug trends (updated weekly).................38 Diabetes...........................................................................................................38Heart disease...................................................................................................43Respiratory ...................................................................................................... 46Eye disease......................................................................................................49HIV...................................................................................................................49Immunology .................................................................................................... 53Rheumatoid arthritis........................................................................................55Vaccination......................................................................................................56Migraine .......................................................................................................... 56Injectable biosimilars.......................................................................................57Insulin biosimilars............................................................................................58Humira biosimilars...........................................................................................58Remicade biosimilars.......................................................................................59 EU Large cap patent expiry .............................................. 60 Company catalyst calendars ............................................ 62 Large Cap companies......................................................................................62Mid-Cap Companies........................................................................................68 DB Pharma researchpublished in the past week nNOVN: Waxing myrical? Very brief takes on the reinvestment in oncologyADCs (06/07/26)nSAN: Brief Cenrifki, Dupi takes (+ROG/NOVN/UCB) (07/07/26)nWeekly EU Pharma US hospital/Roche tracker (IQVIA) (07/07/26)nEU Pharma: Q2’26 preview: large cap EU pharma (+ a few smids) (07/07/26)nEU Pharma: Brief post-ADA obesity takes in injectable/oral (AZN/NOVO/ROG/ZEAL) (07/07/26)nNOVO: Weekly retail rx tracker (07/07/26)nSAN: Weekly retail rx tracker (07/07/26)nGSK: Weekly retail rx tracker (07/07/26)nAZN : Weekly retail rx tracker (07/07/26)nNOVN: Weekly retail Rx t