AstraZeneca PLC

AstraZeneca’s Other Products segment’s revenues fell 12% at constant exchange rates to ~$1.1 billion during 2Q17.

Emerging markets such as China, Brazil, India, Russia, Mexico, and Turkey reported revenues of ~$1.4 billion during 2Q17, representing 2% growth at constant exchange rates from 2Q16.

Defitelio could help Jazz Pharmaceuticals become a prominent player not only in the treatment but also in the prevention of post-HSCT complications.

Jazz Pharmaceuticals (JAZZ) expects quarterly variability in Defitelio sales as the drug targets hepatic veno-occlusive disease (or VOD), an ultra-rare condition.

GSK reported operational growth of 3% in its revenues to ~7.3 billion pounds for 2Q17.

Wall Street analysts expect AstraZeneca’s top line to fall ~9.5% to $5.1 billion in 2Q17, compared to $5.6 billion in 2Q16. Its earnings per share are expected to be $0.42 in 2Q17.

In its earnings release on July 8, 2017, Novartis (NVS) reported flat revenues at constant currencies for 2Q17.

The consumer segment Johnson & Johnson’s (JNJ) consumer segment revenue rose 1.7% to $3.5 billion in 2Q17, compared with $3.4 billion in 2Q16. This rise includes operational growth of 2.3%, which was offset by a 0.6% impact of foreign exchange. Baby care franchise The baby care franchise reported revenue of $494 million in 2Q17, a […]

Revenues for Sandoz are expected to report operational growth in 2Q17 following an increased demand for biopharmaceuticals.

Johnson & Johnson (JNJ) missed Wall Street analysts’ revenue estimates in 1Q17. It reported revenue of $17.8 billion in the quarter.

The combined product sales of Bydureon and Byetta globally in 1Q17 was ~$199 million, which represents 1% YoY growth on a reported basis.

In 1Q17, AstraZeneca’s (AZN) Farxiga reported sales of $42 million in emerging markets, which equals year-over-year growth of ~100% on a reported basis.

In 1Q17, AstraZeneca’s leading sodium-glucose co-transporter 2 (or SGLT2) therapy for type-2 diabetes, Farxiga, reported revenues close to $270 million. This represents YoY growth of ~25% on a constant currency basis.

A look at Novartis Headquartered in Basel, Switzerland, Novartis (NVS) is a pharmaceutical company specializing in the research, development, manufacturing, and marketing of a broad range of healthcare products, mainly pharmaceuticals. The company has segregated its business into three segments: Innovative Medicines, Sandoz (generic), and Alcon (eye care). Stock price performance Novartis’s stock price has […]

EGFR mutant NSCLC has become a major market opportunity for AstraZeneca’s drugs Tagrisso and Iressa.

In its press release on June 16, 2017, Bristol-Myers Squibb (BMY) announced that it entered into a definitive purchase agreement with SK Biotek.

Sandoz is also a leader in differentiated generics. Its contribution made up ~21% of Novartis’s total revenues in 1Q17.

Novartis reported EPS of $1.13 on revenues of $11.54 billion for 1Q17, which represents 2% YoY operational growth in revenues.

The Pharmaceuticals segment reported an operational growth of 4.0% and a 13.0% positive impact of foreign exchange, resulting in a rise of 17.0% in revenues.

AstraZeneca’s (AZN) Oncology segment has consistently reported revenue growth over the last few years, and it’s one of the company’s key areas of focus.

A few of the segments AstraZeneca identifies as growth platforms include Respiratory products, new Cardiovascular and Metabolic Diseases products, and new Oncology products.

AstraZeneca’s (AZN) business is separated into four segments: Respiratory, Cardiovascular and Metabolic Diseases (or CVMD), Oncology, and Other.

Revenues from Sanofi’s Established Prescription Products rose 0.6% at constant exchange rates during 1Q17 and reported revenues of ~2.6 billion euros in 1Q17.

Sanofi (SNY) reported growth of over 15% at constant exchange rates in its 1Q17 revenues from Genzyme.

Analysts estimate AstraZeneca will post EPS (or earnings per share) of $0.40 and revenues of $5.4 billion in 1Q17.

Sanofi’s (SNY) Established Prescription Products segment contributed nearly 30.5% of the company’s total revenues in 2016.

In 2016, AstraZeneca’s (AZN) poly ADP-ribose polymerase (or PARP) inhibitor, Lynparza, managed to report revenues close to $218 million.

For 2016, AstraZeneca (AZN) reported revenues of about $5.8 billion for its emerging markets business, which is a YoY (year-over-year) rise of about 6.0%.

For 2016, Synagis reported 2% growth at constant exchange rates, following its 14% growth in sales in the US.

The revenues for AstraZeneca’s (AZN) Oncology segment rose ~20% at constant exchange rates in 2016.

AstraZeneca’s (AZN) Respiratory Product sales fell 3% at constant exchange rates to ~$4.8 billion during fiscal 2016.

Januvia and Janumet together contributed about 14.9% of Merck & Co.’s total revenues for 4Q16, an ~0.7% increase compared to 4Q15

On February 16, 2017, Sanofi was trading at a forward PE multiple of ~13.9x, as compared to the industry average of 15.7x.

Sanofi’s (SNY) established prescription products contributed nearly 28.9% of the company’s total 4Q16 revenues.

On January 31, 2017, Novartis was trading at a forward PE multiple of ~15.2x. Based on its last-five-year multiple range, this is neither high nor low.

On October 26, 2016, AstraZeneca (AZN) announced that Lynparza managed to demonstrate a superior clinical profile in the Phase 3 SOLO-2 trial.

After its commercial launch in 41 countries, AstraZeneca’s Tagrisso has witnessed a solid uptake, earning revenues of $276.0 million in 2016 YTD.

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

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 global pharmaceuticals franchise is GlaxoSmithKline’s (GSK) largest revenue contributor.

Sanofi’s Diabetes and Cardiovascular revenues declined by ~2% at constant exchange rates to 1.96 billion euros (about $2.21 billion) in 2Q16.

Januvia and Janumet are two blockbuster drugs in Merck’s (MRK) diabetes franchise.

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

Actavis acquired Allergan in March 2015, and the company changed its name from Actavis to Allergan (AGN).

Allergan’s new industry model, “growth pharma,” is based on identifying five characteristics that boost company growth and differentiate it from its peers.

Januvia and Janumet are Merck & Co.’s (MRK) blockbuster diabetes drugs. They’re are used to lower blood sugar levels in patients with Type 2 diabetes.

Novo Nordisk’s US sales rose annually by 12% in local currency in 1Q16. North America remained its major market, constituting ~50% of its total revenue.

Based on the last five-year multiple range of ~9x to ~20x, Novartis’s current valuation is neither high nor low.

If approved, Elagolix could present fierce competition for existing drugs like Teva Pharmaceuticals’ (TEVA) Aygestin and Astrazeneca’s (AZN) Zoladex.

Amgen (AMGN) is expecting to strengthen Repatha’s brand position in the global cardiovascular market in 2016 through a multi-pronged strategy.