Headwind for Becton Dickinson: US Dispensing Business
Becton Dickinson (BDX) is the leading player in the US dispensing business. Its Pyxis system sales contribute significantly to the company’s total revenues.
Healthcare
The latest news in the healthcare sector including biotech and telehealth.
Why the US Government Has Been Shut Down Before
A failure to raise the debt ceiling will likely result in a US government shutdown and a default by the US, which would be catastrophic for the global economy and financial markets (VTI) (USMV).
What’s Ionis Pharmaceuticals’ Valuation?
Ionis Pharmaceuticals (IONS) has been one of the leading pharmaceutical companies in the RNA-targeted therapeutic space for over 26 years.
Jazz Pharmaceuticals Is Focused on Label Expansion of Defitelio
Defitelio could help Jazz Pharmaceuticals become a prominent player not only in the treatment but also in the prevention of post-HSCT complications.
How Jazz Pharmaceuticals Aims to Boost Vyxeos Sales in 2017
In early 2017, Jazz Pharmaceuticals (JAZZ) expanded its sales force team from 35 to 55 and expanded its field reimbursement teams to support the commercial launch of Vyxeos in the US.
Dividend Yield of Cardinal Health
Cardinal Health’s (CAH) PE ratio of 16.0x compares to a sector average of 20.4x. The dividend yield of 2.9% compares to a sector average of 2.0%.
What Jazz Pharmaceuticals Expects for Vyxeos
If Vyxeos manages to penetrate a sizeable portion of the target market, it may have a favorable impact on Jazz Pharmaceuticals stock.
JAZZ Is Focused on Increasing Market Adoption of Defitelio
Jazz Pharmaceuticals (JAZZ) expects quarterly variability in Defitelio sales as the drug targets hepatic veno-occlusive disease (or VOD), an ultra-rare condition.
Inside the Efficacy of JAZZ’s JZP-110 in Obstructive Sleep Apnea Trials
This trial demonstrated the efficacy and safety of JAZZ’s JZP-110 in both the MWT and sleep latency tests at all dosages at the end of weeks 4 and 12.
Erwinaze Sales May Remain Flat in 2017
Erwinaze saw net sales worth $49 million in 2Q17, almost flat compared to the drug’s revenues of $50 million in 2Q16.
How Allergan’s International Segment Performed in 2Q17
Allergan’s (AGN) international business includes total revenues from the sales of branded products as well as aesthetics products outside the US markets.
This Alone Could Boost Xyrem’s Addressable Market in 2018
To expand Xyrem’s addressable market, JAZZ has been evaluating the efficacy of Xyrem in pediatric narcolepsy patients with cataplexy and excessive sleepiness.
Behind Xyrem’s Solid Demand Trends in 2017
In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Xyrem reported revenues of ~$298 million, which represented a YoY (year-over-year) growth of ~6% and sequential growth of ~9%.
Inside Jazz’s Net Profit Margin Expectations for 2017
For 2Q17, Jazz Pharmaceuticals (JAZZ) reported revenues close to $394 million, which represented a YoY growth of ~3% and sequential growth ~5%.
Kao Corporation: What’s Sharpening Its Competitive Edge?
Kao Corporation has become the largest branded and packaged goods company in Japan and the second-largest company in the cosmetics category.
Opdivo 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.
A Look at Sanofi Pasteur’s Performance in 2Q17
Sanofi Pasteur Sanofi Pasteur, Sanofi’s (SNY) human vaccine business, reported 26.2% revenue growth at constant exchange rates to 1.0 billion euros in 2Q17. Sanofi Pasteur reported growth across all product franchises during the quarter. Sanofi Pasteur includes polio/pertussis/Hib (haemophilus influenzae type b) vaccines, adult booster vaccines, meningitis vaccines, influenza vaccines, travel and other endemic vaccines, […]
How Ramsay Health Care Became a Cost Leader
Ramsay Health Care is a market leader in private healthcare in Australia, treating almost 3 million patients each year.
Sanofi’s General Medicines and Consumer Healthcare in 2Q17
General Medicines Sanofi’s (SNY) generic business contributed ~5.1% of its total revenue in 2Q17. The business reported revenue of 442 million euros in 2Q17, an 8% decrease from 2Q16. Revenue fell due to lower sales in US markets, European markets, and emerging markets. This fall was partially offset by the growth in the rest of […]
North America: Fresenius Medical Care’s Major Target Market in 2017
In 2Q17, Fresenius Medical Care (FMS) reported revenues close to 3.3 billion euros, which represents year-over-year growth of ~11%.
US Crude Oil Inventories: Biggest Draw since September 2016
The EIA reported that US crude oil inventories fell by 8.9 MMbbls or 1.8% to 466.4 MMbbls on August 4–11, 2017—the biggest draw since September 2016.
Sanofi’s Revenue Growth in 2Q17
Sanofi’s revenue in 2Q17 At constant exchange rates, Sanofi (SNY) reported revenue growth of ~5.5% between 2Q16 and 2Q17, with revenue rising to 8.7 billion euros from 8.1 billion euros. Structure of the group The above chart shows Sanofi’s segment-wise revenue over the last few quarters. In 2016, Sanofi reorganized itself into five business units: Sanofi […]
A Look at Sanofi’s Post-2Q17 Valuation
Sanofi (SNY), one of the world’s largest pharmaceutical companies, reported operational growth of 5.5% to reach revenue of 8.7 billion euros in 2Q17.
What Does AbbVie’s Dividend Curve Look Like?
AbbVie (ABBV) recorded a 12.0% rise in net revenue for 2016, mainly driven by Humira and Imbruvica.
Dental and Healthcare Consumables Grew but Missed Expectations in 2Q17
In 2Q17, Dentsply Sirona’s (XRAY) Dental and Healthcare Consumables business contributed ~56% to the company’s total revenues and registered sales of ~$554 million.
What 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 […]
Pfizer’s Corporate and Pipeline Developments in 2Q17
Apart from Pfizer’s (PFE) product developments, let’s take a look at some recent pipeline and corporate developments.
Pfizer’s Important Product Developments in 2Q17
Pfizer’s (PFE) innovative health business and essential health business are focusing on growth. To strengthen the innovative health business, the company is focusing on the development of new drugs…
Align Technology Focuses on International Market Strategy
International market strategy In 2Q17, Align Technology (ALGN) reported 85,400 Invisalign case shipments in international markets, which is YoY (year-over-year) growth of ~37.4% and sequential growth of ~13.6%. This growth was mainly attributed to new customers in the EMEA (Europe, the Middle East, and Africa) and Asia-Pacific markets. If Align Technology continues to demonstrate solid […]
Behind 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 […]
Analysts’ Recommendations for Varian Medical Systems
With the spin-off of its Imaging Components business, Varian Medical Systems (VAR) is now more aligned with its core capabilities. In this series, we’ll discuss the company’s dynamics after the Varex spin-off.
Pfizer’s 2Q17 Earnings: What You Need to Know
Pfizer (PFE) reported a 2% decline in its top line for its 2Q17 earnings, which were released on August 1.
Should We Be Worried about Greenspan’s Bond Market Warning?
Greenspan cites rapid inflation growth as the reason for a bond market collapse. But the markets and Fed officials think otherwise.
Ozanimod Could Drive Celgene’s Long-Term Growth
The Phase 3 RADIANCE trial enrolled 1,313 RMS patients and conducted the trial in 21 countries.
Celgene’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.
Celgene’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.
An 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.
Upadacitinib: 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.
Imbruvica 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.
Edwards Lifesciences Focuses on Indication Expansion of SAPIEN 3 in 2017
To further expand the label of its transcatheter heart valve (or THV), SAPIEN 3, Edwards Lifesciences (EW) is currently involved in enrolling patients in its EARLY-TAVR trial.
Edwards Lifesciences’ Mitral Regurgitation Segment
To diversify its focus beyond aortic structural heart conditions, Edwards Lifesciences (EW) acquired CardiAQ Valve Technologies in August 2015.
Edwards Lifesciences Focuses on Launch of SAPIEN 3 Ultra and CENTERA Valves
Edwards Lifesciences’ (EW) SAPIEN 3 Ultra system is a next-generation platform, with expandable Axela sheath technology and on-balloon delivery design.
Edwards Lifesciences: Focused on Inspiris Resilia and Konect
To extend the durability of the Inspiris Resilia surgical aortic valve, Edwards Lifesciences (EW) has incorporated a new tissue platform, Resilia tissue.
GlaxoSmithKline’s Valuations after Its 2Q17 Earnings
On July 28, 2017, GlaxoSmithKline (GSK) traded at a forward PE multiple of 13.4x, which is slightly lower than the industry average of 15.2x.
Can Edwards Intuity Elite Boost Edwards Lifesciences’ Revenues?
With the Edwards Intuity Elite valve system, Edwards Lifesciences aims to offer a minimally invasive therapy to complex aortic stenosis patients.
Transcatheter Heart Valve Therapy: Growth Driver for Edwards Lifesciences
In 2Q17, Edwards Lifesciences’ (EW) Transcatheter Heart Valve Therapy segment reported revenues close to $316 million, which represents year-over-year growth of ~28%.
GSK’s 2Q17 Earnings: Pharmaceuticals Segment
GSK’s Pharmaceuticals segment’s contribution to the company’s total revenues was 59.5% in 2Q17.
Dupixent 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.
GlaxoSmithKline’s 2Q17 Earnings: Business Segments
GSK reported operational growth of 3% in its revenues to ~7.3 billion pounds for 2Q17.
Pfizer on the Street: Analyst Recommendations after 2Q17
As of July 31, 2017, of the 22 analysts tracking Pfizer, ten recommend a “buy” for the stock, while 11 recommend a “hold,” and one recommends a “sell.”