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An Update on Pfizer’s Xalkori and Inlyta

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Xalkori revenue trends

In 3Q17, Pfizer’s (PFE) Xalkori reported revenues of $146 million, which is ~4% growth on a year-over-year (or YoY) basis and 6% growth on a quarter-over-quarter basis. In 3Q17, in the US market and in international markets, Xalkori reported revenues of $49 million and $96 million, respectively, which reflected a ~17% decline and a 20% increase on a YoY basis.

During the first nine months ended September 2017, Xalkori generated revenues of $422 million, a ~6% increase on a YoY basis. Xalkori competes with Roche’s (RHHBY) Alecensa, Eli Lilly’s (LLY) Cyramza, and Merck’s (MRK) Keytruda. In 3Q17, Alecensa, Cyramza, and Keytruda generated revenues of $96 million, $196 million, and $1.0 billion, respectively.

Inlyta revenue trends

In 3Q17, Inlyta generated revenues of $84 million, a ~12% decline on a YoY basis and a 5% decline on a quarter-over-quarter basis. In 3Q17, in the US market and international markets, Inlyta reported revenues of $30 million and $53 million, respectively, which is ~15% and 10% decline on a YoY basis. Inlyta reported year-to-date (or YTD) September 2017 revenues of $256 million, a ~16% decline on a YoY basis.

Bosulif revenue trends

In 3Q17, Bosulif reported revenues of $57 million, which is ~34% growth on a YoY basis. In 3Q17, in the US and international markets, Bosulif reported revenues of $38 million and $19 million, respectively, which is ~34% and 33% growth on a YoY basis. Bosulif reported YTD September 2017 revenues of $163 million compared to $121 million in YTD September 2016.

In August 2017, the U.S. Food and Drug Administration (or FDA) accepted Pfizer’s supplemental New Drug Application (or sNDA) for Bosulif and granted priority review. Pfizer filed the sNDA for label expansion of Bosulif to include the use for the treatment of individuals with newly diagnosed chronic phase Philadelphia chromosome-positive chronic myeloid leukemia. The U.S. FDA has given a Prescription Drug User Fee Act action date in December 2017.

The regulatory approval of Bosulif could boost the revenue growth of the drug further. The revenue growth of Pfizer’s oncology drugs could boost the Vanguard Total Stock Market ETF (VTI). Pfizer makes up about ~0.81% of VTI’s total portfolio holding.

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