Daniel Collins
Disclosure: I am in full compliance with all ethics and other policies for Market Realist research analysts. I am not invested in securities that I cover on Market Realist.
More From Daniel Collins
Company & Industry OverviewsRoche’s Immunology Drugs Xolair, Pulmozyme, and CellCept
In the first half of 2017, Roche’s (RHHBY) Xolair reported revenues of CHF 866.0 million, which is a 17.0% rise on a YoY (year-over-year) basis. Company & Industry OverviewsEsbriet Could Boost Roche’s Revenue Growth in 2H17
In the first half of 2017, Roche’s (RHHBY) Esbriet reported revenues of CHF 418.0 million, which reflected a ~16.0% growth on a YoY basis. Company & Industry OverviewsXultophy Could Substantially Boost Novo Nordisk’s Revenue Growth
In the first half of 2017, Novo Nordisk’s (NVO) Xultophy generated revenues of DKK (Danish kroner) 284.0 million. Company & Industry OverviewsWhy Cosentyx Could Significantly Drive Novartis’s Revenue Growth
In 1H17, Novartis’s (NVS) Cosentyx generated revenues of around $900 million compared to $436 million in 1H16. Company & Industry OverviewsHow Novartis’s Promacta, Votrient, and Jakavi Performed in 1H17
In 1H17, Novartis’s (NVS) Promacta/Revolade reported revenues of around $385 million, which reflected ~33% growth on a year-over-year (or YoY) basis. Company & Industry OverviewsAn Update on Novartis’s Sandostatin, Afinitor, and Exjade
In 1H17, Novartis’s (NVS) Sandostatin generated revenues of around $789 million, which reflected a ~4% decline on a year-over-year (or YoY) basis. Company & Industry OverviewsHow Are Novartis’s Blockbuster Drugs Gleevec and Tasigna Positioned?
In 1H17, Novartis’s (NVS) Gleevec reported revenues of around $1.1 billion, which reflected a ~39% decline on a year-over-year (or YoY) basis. Company & Industry OverviewsKisqali Could Significantly Boost Novartis’s Revenue Growth
In 1H17 and 2Q17, Novartis’s (NVS) Kisqali reported revenues of around $15 million and $8 million, respectively. Company & Industry OverviewsHow Did Novartis Perform in 1H17?
In 1H17, Novartis (NVS) reported revenues of around $23.8 billion, a ~1% decline on a year-over-year (or YoY) basis. Company & Industry OverviewsHow Is Novartis’s Lucentis Positioned after 1H17?
In 1H17, Novartis’s (NVS) Lucentis reported revenues of around $922 million, which is a ~1% decline on a year-over-year (or YoY) basis. Company & Industry OverviewsWhat Analysts Recommend for Novartis in September 2017
Three analysts were analyzing Novartis in September 2017. One analyst recommended a “strong buy,” while the other two recommended a “hold.” Company & Industry OverviewsHow TEVA’s CNS Drugs Performed in 1H17
In 1H17, Teva Pharmaceutical’s (TEVA) CNS (central nervous system) business generated revenues of ~$2.3 billion, or ~16% lower YoY (year-over-year). Company & Industry OverviewsTEVA Depends on This for Revenue Growth
In 1H17, Teva Pharmaceutical’s (TEVA) Copaxone reported revenues of ~$2.1 billion, or ~7% lower YoY (year-over-year). Company & Industry OverviewsHow TEVA’s Generic Medicines Franchise Is Positioned after 1H17
In 1H17, Teva Pharmaceutical’s (TEVA) generic medicines business generated revenues of ~$6.1 billion, or ~22% higher YoY (year-over-year). Company & Industry OverviewsBioMarin’s Strong Pipeline Could Be a Long-Term Growth Driver
After success in the company’s phase 1/2 trial with BMN 270, an investigational gene therapy for hemophilia A, BioMarin Pharmaceuticals (BMRN) is expected to start phase 3 trials. Company & Industry OverviewsHow Did BioMarin Pharmaceuticals’ Drugs Perform in 1H17?
In 2Q17, BioMarin Pharmaceuticals’ (BMRN) Aldurazyme generated revenues of around $20 million, which was a ~6% increase on a year-over-year (or YoY) basis. Company & Industry OverviewsWhere Jazz Pharmaceuticals’ Erwinaze and Prialt Are Positioned after 2Q17
In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Erwinaze generated revenues of ~$49 million, which represents a ~1% fall YoY and a ~4% fall QoQ. Company & Industry OverviewsHow Is Jazz’s Defitelio Positioned after 2Q17?
In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Defitelio generated revenues of ~$30 million, which represents a ~10% fall YoY and a ~17% fall QoQ. Company & Industry OverviewsWhy Jazz Pharmaceuticals’ Vyxeos Could Boost Revenue Growth in 2018
In August 2017, JAZZ’s Vyxeos liposome injection for the treatment of adult individuals with rapidly progressing or life t-AML received FDA approval. Company & Industry OverviewsThis Part of Bioverativ’s Pipeline Could Be a Major Long-Term Growth Driver
In June 2017, the FDA accepted Bioverativ’s investigative new drug application for BIVV001, a drug designed to treat prophylaxis from bleeding associated with hemophilia A. Company & Industry OverviewsHow Are Bioverativ’s Key Drugs Positioned after 2Q17?
In 2Q17, Bioverativ’s Alprolix generated revenues of ~$89.7 million, which represents ~12% growth YoY (year-over-year) and ~4% growth sequentially. Company & Industry OverviewsHow Pfizer’s Enbrel and Xeljanz Are Positioned after 2Q17
In August 2017, the Arthritis Advisory Committee of the FDA recommended a positive opinion for the proposed dose of Xeljanz for the treatment of individuals with active psoriatic arthritis. Company & Industry OverviewsA Post-2Q17 Look at Pfizer’s Internal Medicines
In 2Q17, Chantix/Champix generated revenues of ~$248 million, which represents ~16% growth on a YoY basis and 4% growth on a quarter-over-quarter basis. Company & Industry OverviewsHow United Therapeutics’ Remodulin and Tyvaso Are Performing
In 2Q17, United Therapeutics’ (UTHR) Remodulin generated revenues of around $158 million, which reflected ~8% growth on a quarter-over-quarter basis. Company & Industry OverviewsHow Did United Therapeutics’ Orenitram and Unituxin Perform in 2Q17?
In 2Q17, United Therapeutics’ (UTHR) Unituxin generated revenues of around $16 million, a 10% decline on a year-over-year (or YoY) basis and an 11% decline on a quarter-over-quarter basis. Company & Industry OverviewsTalazoparib Could Be a Significant Long-Term Growth Driver for Pfizer
In June 2017, Pfizer (PFE) presented the results from the Phase 2 ABRAZO trial. Company & Industry OverviewsOpdivo Could Drive Bristol-Myers Squibb’s Revenue Growth in 2017
In 2Q17, Bristol-Myers Squibb’s (BMY) Opdivo generated revenues of around $1.2 billion, which reflected ~45% growth on a year-over-year basis. Company & Industry OverviewsWhat Amgen Expects from Blincyto in 2017
Blincyto’s revenue trends In 2Q17, Amgen’s (AMGN) Blincyto generated revenues of ~$43 million, which represented ~43% growth on a YoY (year-over-year) basis. Blincyto (blinatumomab) is an injection for the treatment of adults and children with relapsed or refractory B-cell precursor ALL (acute lymphoblastic leukemia). For more on Blincyto and its revenue prospects, please refer to […] Company & Industry OverviewsBehind Amgen’s High Revenue Growth from Prolia in 2Q17
Prolia revenue trends In 2Q17, Amgen’s (AMGN) Prolia generated revenues of ~$505 million, which reflected ~15% growth on a YoY (year-over-year) basis and ~19% growth on a QoQ (quarter-over-quarter) basis. In 2Q17, Prolia witnessed ~18% volume growth YoY. Amgen estimated that ~3.5 million patients worldwide are now on Prolia. It estimates that in the US […] Company & Industry OverviewsOzanimod Could Drive Celgene’s Long-Term Growth
The Phase 3 RADIANCE trial enrolled 1,313 RMS patients and conducted the trial in 21 countries. Company & Industry OverviewsCelgene’s Abraxane Continued Steady Growth in 2Q17
In 2Q17, Celgene’s (CELG) Abraxane generated revenues of around $254 million, which reflected ~2% growth on a year-over-year basis. Company & Industry OverviewsCelgene’s Revlimid Witnessed High Growth in 2Q17
In 2Q17, Celgene’s (CELG) Revlimid generated revenues of ~$2.0 billion, which reflected ~20% growth year-over-year and ~8% growth quarter-over-quarter. Company & Industry OverviewsAn Update on AbbVie’s Clinical Pipeline in 2017
In December 2016, the European Commission granted Venclyxto conditional marketing approval for the treatment of CLL in the presence of 17p deletion or TP53 mutation. Company & Industry OverviewsUpadacitinib: Opportunity for AbbVie’s Long-Term Growth?
ABBVie anticipates upadacitinib to be commercialized by 2019. If approved, AbbVie’s upadacitinib will directly compete with Pfizer’s (PFE) Xeljanz. Company & Industry OverviewsImbruvica Could Significantly Drive AbbVie’s Revenue Growth
In 2Q17, AbbVie’s (ABBV) Imbruvica generated revenues of around $626.0 million, which reflected a ~43.0% rise YoY and a ~14.0% rise QoQ. Company & Industry OverviewsDupixent Could Substantially Drive Regeneron’s Growth
In March 2017, the FDA approved Regeneron and Sanofi’s Dupixent injection for the treatment of adult individuals with moderate to severe atopic dermatitis. Company & Industry OverviewsBehind Pfizer’s Legacy Established Products Performance in 2017
In 2016, Pfizer’s (PFE) Lipitor reported revenues of ~$1.8 billion, which represented a ~5% YoY (year-over-year) fall. Company & Industry OverviewsPfizer Sees a Significant Opportunity in This for Revenue Growth
In 2016, Pfizer’s (PFE) biosimilar business reported revenues of ~$319 million, compared with $63 million in 2015. Company & Industry OverviewsWhy Ibrance Could Be Pfizer’s Long-Term Growth Driver
Pfizer (PFE) is extensively conducting clinical trials for the label expansion of Ibrance. Company & Industry OverviewsWhy Ibrance Could Drive Pfizer’s Revenue Growth
In 2016, Pfizer’s (PFE) Ibrance reported revenues of ~$2.1 billion, compared with $723 million in 2015. Company & Industry OverviewsHow Merck’s Animal Health Business Is Expected to Perform in 2017
In 2016, Merck’s (MRK) Animal Health segment reported revenues of ~$3.5 billion, which reflected ~4% growth year-over-year. Company & Industry OverviewsKeytruda Could Significantly Drive Merck’s Revenue Growth
In January 2017, the European Commission approved Merck’s Keytruda as a therapy for first-line metastatic non-small cell lung cancer Company & Industry OverviewsWhat Can We Expect from United Therapeutics’ Tyvaso in 2017?
In 2016, United Therapeutics’ (UTHR) Tyvaso reported revenues of ~$404.0 million, which reflected an ~15.0% decline year-over-year. Company & Industry OverviewsWhat’s in Biogen’s Clinical Pipeline?
Currently, Biogen is conducting 13 clinical studies in early phases and expects promising results from those trials. Company & Industry OverviewsInside Vertex Pharmaceuticals’ Clinical Pipeline
In March 2017, Vertex Pharmaceuticals (VRTX) announced promising results from two phase-3 clinical trials, Evolve and Expand. Company & Industry OverviewsInside Vertex Pharmaceuticals’ Revenue Trend
In 2016, Vertex Pharmaceuticals (VRTX) reported revenues of around ~$1.7 billion, which reflected a whopping 65% YoY (year-over-year) growth. Company & Industry OverviewsWhy Abraxane Could See Steady Growth in 2017
In 2016, Celgene’s (CELG) Abraxane reported revenues of ~$973 million, which is ~1% year-over-year (or YoY) growth. Company & Industry OverviewsThis Product Pipeline Brings Hope for AbbVie’s Future Growth
AbbVie (ABBV) has a focused immunology pipeline in order to address various dermatologic and gastrointestinal conditions. Company & Industry OverviewsWhy Lupron Could Continue to Generate Steady Revenue
In 2016, AbbVie’s (ABBV) Lupron generated revenue of $821 million, a slight fall of 0.6% year-over-year (or YoY). In 1Q17, Lupron reported revenue of ~$194 million. Company & Industry OverviewsNplate and Vectibix Could Contribute to Amgen’s Revenue Growth in 2017
In 1Q17, Amgen’s (AMGN) Nplate generated revenues of ~$154 million, which reflected a year-over-year growth rate of 9%.