Eli Lilly and Company’s (LLY) Human Pharmaceuticals segment includes the oncology products Alimta, Cyramza, Erbitux, Gemzar, Lartruvo, Portrazza, and Verzenio.
In 4Q17, Cyramza, Erbitux, Gemzar, and Lartruvo reported strong sales. This growth was partially offset by lower sales of Alimta and a few other drugs.
The chart above shows the revenues of LLY’s key oncology products since 1Q16.
Alimta is a blockbuster chemotherapy drug from Eli Lilly’s oncology portfolio. Alimta reported a 3% fall in revenue to $525.2 million in 4Q17 compared to $541.6 million in 4Q16. The fall in revenue was driven by lower sales in international markets. It was partially offset by strong sales in US markets and the favorable impact of foreign exchange. The drug’s US sales rose 1% to $272.4 million, while its international sales fell 7% to $252.8 million in the quarter.
Erbitux is an oncology drug for the treatment of metastatic colorectal cancer and head and neck cancer. Erbitux reported a 10% rise in revenue to $168.9 million in 4Q17 compared to $153.7 million in 4Q16. This growth included a rise of ~$14.0 million in US sales to $143.5 million and a rise of ~$1.0 million in international sales to ~$25.4 million during the quarter.
Other oncology products
LLY’s other oncology products include the drugs Cyramza, Gemzar, Lartruvo, Portrazza, and Verzenio.
Cyramza reported a 10% rise in revenue to $204.8 million in 4Q17 compared $177.1 million in 4Q16. This rise was driven by a rise in both US and international sales. US sales rose 17% to $74.4 million, and international sales rose 15% to $130.4 million during the quarter.
Verzenio, the new oncology drug for the treatment of HR+ and HER2- advanced or metastatic breast cancer, was launched in US markets in 4Q17. Verzenio reported revenue of ~$21.0 million in the quarter.
Portrazza reported a 44.7% fall in revenue to ~$2.1 million in 4Q17 compared to 4Q16.
The First Trust Value Line Dividend ETF (FVD) holds 5.9% of its total assets in healthcare companies. FVD holds 0.5% in Eli Lilly, 0.5% in Pfizer (PFE), 0.5% in Merck & Co. (MRK), and 0.5% in Johnson & Johnson (JNJ).