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.
Healthcare
The latest news in the healthcare sector including biotech and telehealth.
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.
Inside Pfizer’s Rare Disease Segment Performance in 2017
In 4Q17, Pfizer’s BeneFix reported revenues of $150 million, which represents a ~11% decline YoY and a ~1% decline quarter-over-quarter.
How Pfizer’s Peri-LOE Products Performed in 2017
Pfizer’s (PFE) Peri-LOE products refer to those products that lost patient protection recently or are expected to lose patient protection soon.
Inside Pfizer’s Vaccines Performance in 4Q17 and 2017
In 4Q17, Pfizer (PFE) generated revenues of $1.6 billion from the sale of vaccines, which reflected a ~8% rise on a YoY (year-over-year) basis.
Pfizer’s Bosulif Had a Strong Performance in 4Q17 and 2017
In 4Q17, Pfizer’s (PFE) Bosulif generated revenues of $70 million, which reflected ~52% growth on a YoY (year-over-year) basis.
Amgen’s Neulasta and Enbrel in 4Q17 and 2017
In 4Q17, Amgen’s (AMGN) Neulasta generated revenues of $1.1 billion, which reflected a 1% decline on a quarter-over-quarter basis.
A Deeper Look at Valeant Pharmaceuticals’ Recent Financial Performance
In 3Q16, Valeant Pharmaceuticals (VRX) generated revenues of $2.4 billion, compared with $2.2 billion in 3Q17.
How Amgen’s Xgeva and Prolia Performed in 4Q17
In 4Q17, Xgeva generated revenues of $391 million, which reflected a 4% growth on a YoY (year-over-year) basis and a 1% growth quarter-over-quarter.
A Look at Ablynx and Sanofi’s Existing Partnership
On January 29, 2018, Sanofi (SNY) announced that it had agreed to acquire Ablynx (ABLX) for 3.9 billion euros.
GSK Has Emerged as Leading Player in Over-the-Counter Market
GlaxoSmithKline (GSK) is currently the leader in the 135 billion pound consumer healthcare market.
Why Abbott Laboratories’ Product Pipeline Is Expected to Boost 2018
R&D and product pipeline In fiscal 4Q17, Abbott Laboratories(ABT) invested ~6.9% of its total sales in R&D (research and development). In fiscal 2018, the company plans to invest ~7.5% of its total sales. Abbott Laboratories launched more than 20 new products in fiscal 2017. Abbott Laboratories now has an attractive product pipeline, boosted by the recent […]
GSK Is Focused on Innovative Assets in Oncology Research Pipeline
In 2018, GlaxoSmithKline aims to initiate a pivotal phase 2 trial to evaluate GSK 916 as monotherapy Darzalex refractory population as the fourth line or the last line of multiple myeloma therapy.
How Biogen’s Biosimilars and Interferons Performed in 4Q17
In 4Q17, Biogen’s (BIIB) interferons generated revenues of $645 million, which reflected a 6% decline YoY and a 3% decline on a quarter-over-quarter basis.
Understanding MiMedx Group’s Zealous Focus on Sales
MiMedx focuses on marketing efforts to increase revenues. The company has at its disposal a sales force of 320 professionals.
How Biogen’s Spinraza Is Positioned for 2018
In 4Q17, Biogen’s (BIIB) Spinraza generated revenues of $363 million, which reflected 34% quarter-over-quarter growth.
Comparing Cara Therapeutics’ Financial Performance
Financial performance In 3Q17, Cara Therapeutics (CARA) incurred $9.6 million in research and development expenses, compared with $9.1 million in 3Q16. This fall in expenses was due to a $3.1 million decrease in expenses for oral CR845’s Phase 2B clinical trial, and partially offset by increased expenses for its intravenous CR845 safety study. Meanwhile, the company’s general and administrative expenses rose from […]
Inside Abbott Laboratories’ 4Q17 Earnings Results: Key Highlights
Abbott Laboratories (ABT) reported sales of $7.6 billion and adjusted diluted EPS (earnings per share) of $0.74 for fiscal 4Q17.
Array BioPharma’s ARRY-382 and ARRY-797
Array BioPharma (ARRY) completed its Phase 1b clinical trial of its investigational drug candidate ARRY-382 in combination with Merck’s (MRK) Keytruda for advanced tumor indications.
Johnson & Johnson’s Pharmaceuticals Business in 4Q17
Johnson & Johnson (JNJ) reported ~48.0% of its total revenues from the Pharmaceuticals business during 4Q17, making it the company’s largest revenue contributor.
Trelegy Ellipta May Emerge as Major Growth Driver for GlaxoSmithKline
Trelegy Ellipta could enable GlaxoSmithKline to compete aggressively with other respiratory players such as Novartis (NVS).
Anoro Ellipta May Boost GlaxoSmithKline’s Respiratory Franchise Revenues
Anoro Elipta earned revenues of close to 233 million pounds in the first nine months of 2017, which is 77% year-over-year (or YoY) growth on a reported basis and 63% YoY growth on a constant exchange rate (or CER) basis.
What Does Mexico’s Manufacturing PMI Indicate?
According to a report by Markit Economics, Mexico’s (EWW) manufacturing activity showed a slightly weaker improvement in December as compared to November 2017.
GlaxoSmithKline Is Focused on Maintaining Leadership in This Segment
To maintain its leadership in the chronic obstructive pulmonary disease (or COPD) segment, GlaxoSmithKline (GSK) has focused on shifting patients away from LAMA monotherapy to its LAMA/LABA bronchodilators.
Pfizer’s 4Q17 Estimates: Products with Lower Sales
In Pfizer’s (PFE) portfolio, a few of the products reported a lower sales trend due to competition from other products in the markets.
What to Expect for Novartis’s Subsidiary Alcon in 2018
In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Alcon generated revenues of $1.4 billion, $1.5 billion, and $1.5 billion, respectively.
GlaxoSmithKline Has Developed a Broad Respiratory Portfolio
In 3Q17, GlaxoSmithKline (GSK) reported revenues close to 1.6 billion pounds from the sale of its respiratory products, which is year-over-year (or YoY) growth of 1% on a reported basis.
How Is Novartis’s Subsidiary Sandoz Positioned for 2018?
In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Sandoz generated revenues of $2.4 billion, $2.5 billion, and $2.6 billion, respectively.
GlaxoSmithKline Could Witness Modest Rise in Revenues in 2017
GlaxoSmithKline (GSK) is a leading player in the global respiratory market with a major focus on the asthma and chronic obstructive pulmonary disease (or COPD) segments.
A Strong Pipeline of Drugs Bodes Well for Radius Health
The drug candidates in Radius Health’s (RDUS) pipeline include an investigational abaloparatide transdermal patch for possible use in treating women with postmenopausal osteoporosis.
Analyst Ratings for Thermo Fisher Scientific before 4Q17 Results
Thermo Fisher Scientific (TMO) will announce its 4Q17 and fiscal 2017 results on January 31, 2018. It has launched some innovative products and entered into strategic collaborations and partnerships.
How Is Novartis’s Tafinlar+Mekinist Positioned for 2018?
In 1Q17, 2Q17, and 3Q17, Tafinlar+Mekinist reported revenues of $187 million, $216 million, and $224 million, respectively.
Tasigna Could Boost Novartis’s Revenue Growth in 2018
In 1Q17, 2Q17, and 3Q17, Tasigna generated revenues of $411 million, $463 million, and $482 million, respectively.
What Led to Arrowhead Pharmaceuticals’ Revenue Surge in 2017?
Arrowhead Pharmaceuticals’ therapeutic candidate ARO-LUNG1 is being developed for an undisclosed disease of the lung. This is the first candidate to utilize the company’s TRiM platform.
Arrowhead’s Candidates for Hepatitis B, Cardiovascular Diseases
ARO-HBV is Arrowhead Pharmaceuticals’ (ARWR) investigational drug candidate for treating chronic hepatitis B infection.
Taking a Closer Look at Arrowhead Pharmaceuticals’ TRIM Platform
Arrowhead Pharmaceuticals’ (ARWR) prior efforts were aimed at clinical programs that utilized the dynamic polyconjugate (or DPC), also called the EX1 delivery vehicle.
Celgene to Acquire Juno Therapeutics
On January 22, 2018, Celgene and Juno Therapeutics announced a merger agreement in which the former will acquire the latter’s business.
Novartis’s Crizanlizumab Demonstrates Positive Results in Trials
In December 2017, Novartis presented the results from the post-hoc subgroup analysis of the phase 2 Sustain trial.
Nektar’s Deals: Daiichi Sankyo, Ophthotech, Bristol-Myers Squibb
Agreement with Daiichi Sankyo In May 2016, Nektar Therapeutics (NKTR) entered into a collaboration and licensing agreement with Daiichi Sankyo, under which Nektar granted exclusive commercialization rights for its product candidate, Onezeald, to Daiichi Sankyo in Europe. Onezeald is a long-acting topoisomerase-1 inhibitor in clinical development for treating adult patients with advanced breast cancer. Nektar […]
Key Updates on Novartis’s Kymriah
In December 2017, Novartis (NVS) presented updated results from the Juliet clinical trial, which demonstrated sustained responses of Kymriah (tisagenlecleucel) for the treatment of adults with relapsed or refractory diffuse large B-cell lymphoma (or DLBCL).
Vermont Legalizes Recreational Marijuana on January 22, 2018
On January 22, Vermont decriminalized the possession of marijuana for adults 21 and older. Vermont became the ninth state to legalize marijuana for recreational purposes.
A Deeper Look at Nektar Therapeutics’ Licensing Agreements
License and collaboration agreements Nektar Therapeutics (NKTR) has entered into a number of licensing and collaboration agreements for research, development, and commercialization with various healthcare companies, including Eli Lilly (LLY), AstraZeneca (AZN), and Amgen (AMGN). Under these agreements, Nektar is entitled to receive license fees, milestone payments, royalties, and payments for manufacturing and supplying Nektar’s […]
The Marijuana Ecosystem’s Potential Business Opportunities
Given that legislative approval is the strongest driving factor behind the boost in the marijuana industry, companies have rushed to capitalize on the wave.
Is Investment in the Marijuana Space Picking Up?
In the previous part of this series, we saw that the alcohol industry could expect marijuana legalization for recreational purposes as an extension to their growth strategy.
Analyst Ratings and Recommendations for Johnson & Johnson
JNJ stock has risen 27.9% in the last 12 months. Analysts estimate that the stock could rise 1.4% over the next 12 months.
Behind Novartis’s 4Q17 Earnings: Why Some Expect Revenue Growth
Analysts expect Novartis’s revenues to rise ~3.9% to $12.8 billion in 4Q17, driven by growth in operating revenues across all three segments.
Johnson & Johnson’s Medical Devices Segment: 4Q17 Estimates
Johnson & Johnson’s (JNJ) Medical Devices segment includes products for specialty surgery, orthopedics, cardiovascular care, surgical care, diabetes care, and vision care.
Johnson & Johnson’s Consumer Segment: 4Q17 Estimates
Johnson & Johnson’s beauty franchise is expected to report growth in revenues in 4Q17 due to the strong performance of products acquired from Vogue International.
How Marijuana Acceptance Is Evolving Globally
It’s fascinating to see how the marijuana landscape around the world has evolved in the last three years. According to Canopy Growth (WEED.TO), Canada, Israel, the Czech Republic, Uruguay, and the Netherlands “established federally legal cannabis access regimes” in 2014.