Behind the Performance of AZN’s Daliresp, Tudorza, and Duaklir
Daliresp/Daxas’s revenue trends
In 4Q17, AstraZeneca’s (AZN) Daliresp reported revenues of $53.0 million, which reflected ~29.0% year-over-year (or YoY) growth. In fiscal 2017, Daliresp generated revenues of $198.0 million, which is ~29.0% growth on a YoY basis.
In 2017 in the US market, Daliresp generated revenues of $167.0 million, which is ~25.0% YoY growth. In 2017, Daliresp generated 84.0% of its revenues from the US market. In Europe, Daliresp witnessed 73.0% YoY growth and reached sales of $26.0 million.
Tudorza’s revenue trends
In 4Q17, Tudorza reported revenues of $42.0 million, which is ~17.0% growth on a YoY basis and 14.0% growth quarter-over-quarter. In fiscal 2017, Tudorza generated revenues of $150.0 million, which is an ~12.0% YoY decline.
In 2017 in the US market, Tudorza reported revenues of $66.0 million, which is an ~14.0% YoY decline. Lower utilization of inhalational monotherapy drugs for COPD (chronic obstructive pulmonary disease) and AstraZeneca’s focus on the launch of Bevespi primarily contributed to the decline of Tudorza’s revenues in 2017.
In Europe, in 2017, Tudorza witnessed a 12.0% YoY decline and reported revenues of $73.0 million.
In 2017, Bevespi reported revenues of $16.0 million. AstraZeneca launched Bevespi in the US during the first half of 2017.
Duaklir’s revenue trends
In 4Q17, Duaklir reported revenues of $23.0 million, which is ~21.0% growth on a YoY basis and 10.0% growth on a quarter-over-quarter basis. In fiscal 2017, Duaklir reported revenues of $79.0 million, which is ~25.0% YoY growth.
In the marketplace, AstraZeneca’s COPD portfolio competes with GlaxoSmithKline’s (GSK) and Innoviva’s (INVA) Anoro Ellipta and Novartis’ (NVS) Ultibro Breezhaler.