“Erosion since loss of exclusivity remains in line with our expectations; we anticipate accelerated sales erosion over the remainder of 2026 driven by increased competition from multiple biosimilars.”

In context

“oves Evenity’s positioning and potential. Moving to inflammation, Test Buyer sales grew 20% year over year, reaching $343 million in the first quarter, driven by robust patient demand and solid execution across both pulmonology and allergy specialties, partially offset by a burn in channel inventory. Test Buyer remains well positioned to reach more patients in the U.S. given its differentiated TSLP mechanism that targets multiple inflammatory pathways driving uncontrolled asthma, including in those patients with coexisting chronic rhinosinusitis with nasal polyps. This new indication is gaining traction and helping expand Test Buyer’s reach across a broader patient population. Prolia and XGEVA combined delivered $1.1 billion in sales in the first quarter, a decrease of 32% year over year. Erosion since loss of exclusivity remains in line with our expectations; we anticipate accelerated sales erosion over the remainder of 2026 driven by increased competition from multiple biosimilars. Our rare disease portfolio grew 25% year over year to $1.2 billion. Eplizna sales increased 188% year over year to $262 million in the first quarter, reflecting growing demand across all three approved indications. We are encouraged by the pace of growth and the potential that Oplizna has to help patients living with rare autoimmune conditions with significant unmet need. The plasma’s uptake in gMG has been strong across both bio-naïve and switch patients, supported by broad access for most covered patients with requiring a step through another approved biologic. Given this momentum, we see a meaningful opportunity for Eplisna to become the first line and first switch choice for appropriate patients living with gMG. Momentum in IgG4-related disease continues, the plasma adoption led by rh”