Jillian Dabney

Vertex Pharmaceuticals (VRTX) reported its 2Q16 earnings on July 27, 2016. VRTX surpassed Wall Street analysts’ projections and reported revenue of $431.6 million.

Japan is the second-largest individual pharmaceutical market in the world. It accounts for less than 10% of the total global pharma market.

Xtandi is the major factor behind Pfizer’s (PFE) interest in Medivation (MDVN). The drug, along with MDVN’s pipeline molecules, should strengthen Pfizer’s (PFE) oncology franchise.

Valeant Pharmaceuticals International (VRX) has grown inorganically through highly leveraged acquisitions. From 2008 to 2015, it acquired more than 100 companies.

Medivation’s portfolio complements Pfizer’s existing oncology portfolio that includes solid tumors, hematology, and immunology-oncology.

BioMarin Pharmaceutical (BMRN) expects its existing commercialized drugs to add $1.1 billion and $1.2 billion to its top line in 2016.

Regeneron Pharmaceuticals (REGN) depends heavily upon its key drug, Eylea, which recorded global sales of $4.1 billion during fiscal 2015.

Since its launch in February 2015, Pfizer’s Ibrance has quickly captured the advanced breast cancer market and has reached more than 40,000 patients.

In January 2016, Horizon acquired Krystexxa from Crealta Holdings. The drug has been approved by the FDA for the treatment of chronic refractory gout.

Horizon plans to drive Krystexxa through increased awareness and outreach, investing in its marketing and medical education as well as commercial infrastructure.

Through the acquisition of Raptor Pharmaceuticals, Horizon Pharma (HZNP) will gain access to Procysbi and Quinsair and expand in the orphan drug space.

Here we present an overview of BioMarin. It’s based in California and was founded in 1997. It focuses on therapies for life-threatening rare genetic diseases.

As of November 1, Pfizer had ~94 projects in various development stages. More than 40% of these projects are in phase three or the registration phase.

The Japanese pharmaceuticals market is not very welcoming to foreign companies. Similarly, the Japanese population is quite loyal to domestic manufacturers.

Hemophilia treatment primarily includes factor replacement therapy and prolonged half-life therapy such as factor VIII or factor IX infusion.

On March 1, 2016, BioMarin received orphan drug designation for BMN 270 from the FDA. BioMarin’s stock jumped by about 6.96% the same day.

YTD, Amgen’s (AMGN) stock has already fallen 9%. Perhaps the pressure that Enbrel (etanercept) is seeing is to blame for the negative investor sentiment.

The PD-1 (programmed death-1)/PD-L1 (programmed death-ligand 1) class consists of Bristol-Myers Squibb’s Opdivo, Merck’s Keytruda, and Roche’s Tecentriq.

Amgen (AMGN) launched Enbrel in the US in 1998. It became a major success for Amgen in no time and recorded $5.4 billion sales in 2015.

With the Express Scripts agreement, Horizon Pharma’s net sales in 2017 are expected to rise. The probability of a top-line expansion has boosted investor sentiment.

With the loss of patent protection for its flagship drug, Lipitor, Pfizer’s revenue fell to $48.8 billion in 2015, compared to $67 billion in 2010.

After its 3Q16 earnings, there were multiple positive triggers for Bristol-Myers Squibb (BMY) stock.

Trump’s healthcare agenda During his campaign, Trump came up with a seven-point plan for the healthcare industry. In this plan, he proposed to repeal the Affordable Care Act. Although a complete repeal doesn’t seem feasible, if applied, it would definitely take a toll on hospitals and insurance companies. In the next article, we’ll discuss the severity of […]

The effects of repealing Obamacare Donald Trump is definitely not in favor of the Affordable Care Act, known as Obamacare. As he wants to repeal the act completely and replace it with another policy, the hospital sector fell on November 9, the day after the election. Trump believes that providing healthcare facilities to illegal immigrants costs […]

During the first nine months of 2016, Novo’s (NVO) new generation portfolio garnered 2.8 billion Danish kroner.

Novo’s (NVO) Victoza is a glucagon-like peptide-1 (or GLP-1) therapy for type 2 Diabetes patients.

Novo Nordisk’s (NVO) diabetes and obesity care portfolio consists of modern insulin, Victoza, human insulin, new generation insulin, and other diabetes and obesity care products.

During 3Q16, Novo’s sales in the US rose 2% in local currency terms to 14.2 billion Danish kroner.

A Bloomberg survey of two brokerage houses on October 24, 2016, reflected a 50% “buy” rating and a 50% “hold” rating for the stock.

Following analysts’ projections, Soliris revenues in 3Q16 and 4Q16 should rise 9.0% and 10.0%, respectively, YoY to reach $725.9 million and $760.6 million, respectively.

CheckMate-141 Bristol-Myers Squibb’s (BMY) CheckMate-141 evaluated Opdivo for the treatment of squamous cell carcinoma of the head and neck. The study was stopped after meeting the primary endpoint in January 2016. The drug is under priority review by the FDA with an action date set for November 11, 2016. With similar approved indications, Opdivo and Merck’s (MRK) […]

The addressable population for Vertex Pharmaceuticals’ (VRTX) two commercialized products Kalydeco and Orkambi is currently 27,000.

In January 2012, Gilead Sciences (GILD) acquired Pharmasset and got access to sofosbuvir. In December 2013, the FDA approved sofosbuvir under the brand name Sovaldi.

Sanofi’s Vaccine segment generated 1.4 billion euros, or about $1.6 billion, during the first half of 2016.

Sanofi’s diabetes franchise includes Lantus, Toujeo, Amaryl, and Apidra. Lantus, a glargine insulin, contributed 17% of total revenues in fiscal 2015.

LixiLan indicated for type 2 diabetes is a combination of Lantus and lixisenatide. Lantus is Sanofi’s most frequently prescribed diabetes drug.

On September 13, 2015, Pfizer (PFE) completed its acquisition of Hospira for $17 billion.

In this series, we’ll discuss in detail how Pfizer plans to revive growth for the falling Essential Health business.

Sanofi (SNY) plans to become a leading company in the CHC business. The asset swap will exclude Boehringer Ingelheim’s CHC business in China.

As of June 30, 2016, the animal health business was Sanofi’s operating segment. It will remain an operating segment until the transaction closes.

Sanofi is swapping its animal health business with Boehringer Ingelheim’s consumer healthcare business. The asset swap deal was signed on June 27, 2016.

In the second quarter of 2016, Pfizer (PFE) reorganized its Innovative Pharmaceutical and Consumer Healthcare operations as the Innovative Health business segment.

BeneFIX, the major contributor to Pfizer’s (PFE) Rare Disease portfolio, is indicated for hemophilia B. During the first six months, the drug earned $367 million.

Wall Street analysts expect Enbrel to earn $3 billion and $2.5 billion from the sale outside US and Canada in fiscal 2016 and 2017, respectively.

As of May 2016, Novo Nordisk (NVO) held a 46% share of the global total insulin market.

Shire anticipates receiving European Union approval for Natpara for the indication of hyperparathyroidism in 4Q16.

Alexion (ALXN) has been serving the atypical hemolytic uremic syndrome, or aHUS, market for the past five years.

Following a company press release, Novo Nordisk (NVO) will announce earnings for the second quarter of 2016 on August 5, 2016.

Ligand Pharmaceuticals (LGND) is a high-growth company with a comparatively low-risk business model. It earns most of its revenue from royalty and license fees.

On July 12, 2016, Jazz Pharmaceuticals announced the completion of the acquisition of Celator by its subsidiary Plex Merger Sub.