Exploring the Growth Trajectory of Amgen’s Repatha
Amgen (AMGN) is one of the world’s leading biotechnology companies, with a presence in ~100 countries.
Healthcare
The latest news in the healthcare sector including biotech and telehealth.
Pfizer’s Inlyta Expansion Thwarted by Failed Phase III Study
On April 11, 2018, Pfizer (PFE) said its ATLAS trial with Inlyta failed to show improvement in RCC disease-free survival.
MitraClip Drives Growth, Gets Reimbursement Approval in Japan
On March 19, 2018, Abbott Laboratories (ABT) announced that it had received reimbursement approval for its MitraClip device in Japan.
Understanding FibroGen’s Research Pipeline
Apart from Roxadustat, other products in FibroGen’s pipeline include Pamrevlumab (or FG-3019) and FG-5200.
Varian’s HyperArc: Driven by Rising Metastatic Brain Cancer?
Varian Medical Systems’ (VAR) HyperArc is an end-to-end, high-definition, intracranial radiotherapy solution.
How Did Novartis’s Established Medicines Segment Perform in 2017?
In 4Q17, Novartis’s (NVS) Galvus generated revenues of $327 million, which is ~10% growth on a year-over-year (or YoY) basis and 5% growth quarter-over-quarter.
How Merck’s Business Segments Performed
Merck reported 3% growth in revenues to ~$10.4 billion during 4Q17 as compared to 4Q16.
A Look at Novartis’s Immunology and Dermatology Segment’s Performance
In 4Q17, Novartis’s Immunology and Dermatology segment generated revenues of $1.2 billion, ~30% growth on a year-over-year (or YoY) basis and ~9% growth quarter-over-quarter.
Baxter International Completes Its Mallinckrodt Assets Buy
Baxter (BAX) announced the completion of its acquisition of Recothrom and Preveleak assets from Mallinckrodt for $185.0 million.
Teva’s Recent Launch of Generic Solodyn: What You Need to Know
On February 20, 2018, Teva Pharmaceutical announced the US launch of the generic version of Solodyn Extended Release tablets in two strengths.
How the Market Reacted to Teva’s Pricing of Its Generic Syprine
On February 9, 2018, Teva Pharmaceuticals (TEVA) announced the US launch of its generic version of 250 mg Syprine capsules.
The Key Factors in Dentsply Sirona Sales Growth Plan
Dentsply Sirona (XRAY) has delivered lower merger synergies than the company had estimated. It also took an impairment charge during 4Q17.
Understanding Dentsply Sirona’s New Organizational Structure
In 4Q17, Dentsply Sirona (XRAY) started reporting its operations under two segments, after a shift to three segments in fiscal 3Q17.
Eli Lilly’s Jardiance, Trajenta, and Trulicity in 2017
In 4Q17, Eli Lilly’s (LLY) Jardiance generated revenues of $143.2 million compared to $76.1 million in 4Q16.
What’s LHC Group’s Business Strategy?
In 2018, LHC Group is expected to report revenue of $1.2 billion. What about its peers?
How Novartis’s Revenues Trended in 4Q17
Novartis surpassed Wall Street analysts’ estimates for earnings per share (or EPS) with reported EPS of $4.86 as compared to estimates of $4.82 for 2017.
Understanding Tenet Healthcare’s Business Strategy
To better position itself and compete effectively in this evolving healthcare environment, Tenet Healthcare has taken a number of steps.
Medtronic Strengthens Diabetes Business with MiniMed Infusion Set
On February 21, 2018, Medtronic (MDT) announced the launch of its MiniMed Mio Advance infusion set.
What’s Masimo’s Business Strategy?
Masimo’s future growth strategy is focused on international expansion opportunities in Europe, Asia, Asia-Pacific, the Middle East, and Latin America.
Semaglutide May Prove to Be an Effective Anti-Obesity Therapy
Novo Nordisk plans to initiate its Phase 3a program, STEP, to study the efficacy of 2.4 mg of semaglutide once per week in obesity indications in 1H18.
Label Expansion May Boost Xultophy’s Sales in 2018
In November 2017, Novo Nordisk (NVO) submitted an application to European regulatory authorities to update Xultophy’s label.
ABT Gets FDA Approval for World’s Smallest Mechanical Heart Valve
Abbott announced that it received FDA approval for its Masters HP 15-mm rotatable mechanical heart valve, which is the first and only heart valve developed for newborns and infants.
Xultophy May Prove a Strong Growth Driver for NVO in 2018
Novo Nordisk’s (NVO) Xultophy reported sales close to 729 million Danish kroner in 2017.
Changes in Johnson & Johnson’s Profit Margins in 4Q17
Johnson & Johnson’s gross profit margin decreased to 64.1% in 4Q17, a ~5% decrease compared to 69.1% in 4Q16.
Novo Nordisk Has Developed a Portfolio of New-Generation Insulins
Novo Nordisk has been creating awareness about the risks of hypoglycemia and the benefits of Tresiba among general practitioners and primary care physicians.
Behind Depomed’s Business Strategy
Depomed (DEPO) has adopted a three-pronged business strategy with three key elements: maintain, build, and grow.
Tresiba Emerged as a Blockbuster Therapy in 2017
In 2017, Novo Nordisk’s (NVO) basal insulin therapy, Tresiba, reported revenue of nearly 7.3 billion Danish kroner and attained blockbuster status.
AmerisourceBergen’s Business Segments
AmerisourceBergen’s (ABC) operations are organized based on the products and services it provides to customers.
Novo Nordisk Has a Broad Portfolio for Type 2 Diabetes Care
According to IQVIA, the global insulin market value grew at a compound average growth rate (or CAGR) of 16.8% from November 2012 to November 2017.
Victoza Continues to Lead in the GLP-1 Segment in 2018
In 3Q17, Novo Nordisk managed to update Victoza’s label in the United States and Europe.
Johnson & Johnson’s Acclarent Aera Balloon Dilation System
On February 27, 2018, Johnson & Johnson’s subsidiary Acclarent announced FDA approval for the expanded indication for Acclarent Aera.
Analyzing Boston Scientific’s Business Segments
Boston Scientific (BSX) operates in three business segments that cater to seven different product categories.
Align Technology to Execute on Key Strategic Priorities in 2018
Align Technology (ALGN) has been growing at a fast pace while it executes its strategic priorities around the world.
Align Technology’s Invisalign: Average Selling Price and Volumes
Increases in Align Technology’s (ALGN) Invisalign volumes and ASP were the major factors driving the company’s sales growth.
The Geographic Segments of Integer Holdings Corporation
Integer Holdings Corporation provides custom battery packs to energy, military, and environmental markets for use in extreme environments.
Edwards Lifesciences’ Strong Product Portfolio Bodes Well
Edwards Lifesciences’ (EW) products can be categorized into three therapeutic areas: transcatheter heart valve, surgical heart valve, and critical care.
How Has Universal Health Services Fared Compared to Peers?
Between November 22 and February 21, Universal Health Services stock has risen 19% to reach $117.
What Drove Medtronic’s Cardiac and Vascular Group in 3Q18
Cardiac and Vascular Group in fiscal 4Q17 Medtronic (MDT) reported total sales of ~$7.4 billion in fiscal 3Q18. Of that total, ~38% (~$2.8 billion) was contributed by Medtronic’s CVG (Cardiac and Vascular Group). CVG sales grew ~10% YoY (year-over-year) and ~7% on a constant-currency basis. US CVG sales grew ~6% YoY, while developed nation CVG sales […]
How the Drug Store Industry Is Changing
The top three drugstore chains in the US are in the process of forming new associations through mergers and acquisitions to create a more diversified portfolio and protect themselves from the growing online threat.
A Look at Vanda Pharmaceuticals’ Product Portfolio
Vanda Pharmaceuticals’ (VNDA) Hetlioz was approved by the FDA in January 2014 for the treatment of Non-24-Hour Sleep Wake Disorder.
A Look at Regeneron Pharmaceuticals’ Product Pipeline
Regeneron Pharmaceuticals (REGN) currently has 15 products in clinical development.
Regeneron Pharmaceuticals’ Kevzara, Arcalyst, and Zaltrap
In January 2017, Regeneron Pharmaceuticals’ (REGN) Kevzara was approved in Canada for the treatment of patients with active rheumatoid arthritis.
Abbott Laboratories’ LibreLink App in Europe
Abbott Laboratories (ABT) announced that it launched its Freestyle Librelink App in Europe.
A Look at NxStage Medical’s Financial Performance
NxStage Medical (NXTM) generated revenue of $393.9 million in 2017 compared to $366.3 million in 2016.
GlaxoSmithKline’s Valuations after Its 4Q17 Earnings
On February 15, 2018, GlaxoSmithKline traded at a forward PE multiple of 12.9x, which is lower than the industry average of 13.3x.
Promacta and Jakavi May Boost Novartis’s Oncology Segment Revenues
Jakavi reported sales of $228.0 million in 4Q17, which is a year-over-year rise of 33.0% on a constant currency basis.
Kymriah May Emerge as a Robust Treatment Option in DLBCL Indication
Kymriah is the first FDA-approved chimeric antigen receptor T cell (or CAR-T) therapy.
Novartis’ Kymriah: The First Gene Therapy to Be Approved in the US
The National Cancer Institute estimates that the incidence of ALL in patients aged 20 or younger is ~3,100 in the US.
How Cosentyx Resolves Enthesitis in Psoriatic Arthritis Patients
Only 525,000 patients (or 55% of the diagnosed psoriatic arthritis patients) were eligible for treatment with biologics.
Novartis’s Cosentyx May Emerge as a Leading Psoriasis Drug
According to Novartis’s estimates for the US biologics market in 2016, there were ~8.4 million patients with moderate to severe psoriasis in the US.