Celgene Corp

AbbVie believes that the Market has misunderstood the growth potential of Rova-T, which is expected to earn $1.5 billion–$2 billion in peak sales even under extremely conservative assumptions.

AbbVie project that Rova-T, a DLL3-targeted antibody conjugate acquired through the acquisition of Stemcentrx, will earn $5 billion in peak sales.

Trinity is a phase-2 clinical trial that tests the use of Rova-T as a third-line therapy for SCLC (small cell lung cancer).

The acquisition of Stemcentrx has added CSC (cancer stem cell) technology platform to AbbVie’s (ABBV) oncology portfolio.

On April 11, 2016, Venclexta became the first BCL-2 inhibitor therapy to be approved by the FDA for chronic lymphocytic leukemia patients with 17p deletion.

Celgene has been working on its immunomodulatory backbone drugs to develop combination therapies for use in treating all lines of multiple myeloma.

In the first quarter of 2016, Teva Pharmaceutical Industries (TEVA) launched a new drug, Bendeka, in partnership with Eagle Pharmaceuticals.

Amgen expects Kyprolis to continue capturing the global multiple myeloma (or MM) market in 2016. The drug has established itself as a backbone therapy for relapsed MM.

AbbVie (ABBV) has continued to improve its operational efficiency, which is expected to result in a net profit margin of 29.8%, a YoY increase of 6.3%. In 3Q15, AbbVie realized a net proft margin of 30.4%.

Revlimid (lenalidomide) is one of Celgene’s (CELG) main revenue drivers. It had revenues of $1.4 billion in 3Q15, excluding the adverse impact of foreign exchange fluctuations.

Let’s discuss BioMarin’s business model. It derives revenue from three sources, including product revenue. The latter accounts for ~98% of total revenue.

The FDA advisory committee has given an unfavorable opinion to Kyndrisa. But most analysts estimate the probability of FDA approval for the drug to be about 50%.

Lesinurad, originally developed by Ardea Biosciences, was acquired by AstraZeneca through the acquisition of Ardea in June 2012. It works to reduce the uric acid levels in gout patients.

Alexion Pharmaceuticals’ Kanuma is an innovative enzyme replacement therapy for patients suffering with lysosomal acid lipase deficiency (or LAL-D).

Illumina (ILMN) rose by 2.7% on November 16, 2015. It rose for the fourth consecutive trading session. Illumina rose 10% in the trailing five-day period.

In 3Q15, Celgene had a strong inflammation and immunology pipeline. The company witnessed the progress of its key investigational drug GED-0301.

Abraxane’s sales in the US market fell by 4.2% from 3Q14 to 3Q15, while its sales in the rest of the world’s markets rose by 39.7% in the same time period.

Novo Nordisk (NVO) is a leader in diabetes care with 90 years of experience coupled with a strong workforce of 39,700 in 75 countries around the world.

Mature biotechnology companies generally earn EBITDA margins of about 30% to 40%.

Alexion Pharmaceuticals (ALXN) has strengthened its drug pipeline by diversifying its research programs across the metabolic disorder segment.

Bristol-Myers Squibb (BMY) has classified its business into virology, oncology, immunoscience, cardiovascular, and neuroscience segments.

Enhancing its manufacturing capability, Amgen has launched a next-generation bio-manufacturing facility in Singapore and plans to set up more in the coming years.

Amgen (AMGN) has adopted a well-structured research and development strategy focused on inflammation, metabolism, bone, and cardiovascular diseases.

Amgen’s (AMGN) business model generates revenues in two ways: product sales and other revenues mainly comprised of royalties and corporate partner income.

An overview of global biotechnology company Amgen shows a market capitalization of $127.2 billion. Headquartered in Thousand Oaks, California, Amgen has a presence in 75 countries.

Celgene’s EBITDA margins were lower than those of its competitors. Its R&D investment appears to be higher than its peers, and its SG&A expenses have risen.

Celgene has entered the inflammation and immunology drug market, as well as the cell therapies market, in order to be less dependent on MM drugs.

Celgene has consistently delivered breakthrough innovations in biotechnology and has as actively pursued acquisitions of companies for access to compounds.

Gilead Sciences’ business model consists of product sales in the HIV and HCV markets, as well as royalty, contract, and other revenues.

The strong leadership of Gilead’s talented scientists has enabled the company to consistently deliver innovative therapies in the market.

A leader in the development of multiple sclerosis treatments, Biogen earned 82.5% of its total revenues from its MS drugs in 2014.

In the early stages of their life cycles, most biotechnology companies are financed by venture capital, which typically comes from wealthy investors who invest in startup companies.

The biotechnology sector is witnessing intense competition with big pharmaceutical companies entering into collaborations and mergers and acquisitions with biotechnology companies.

A drug approval process is required in order for a new drug to enter the market. Companies with new drugs in later stages of the approval process are more likely to earn a positive cash flow in the next few years.

The aging Baby Boomer population in the United States is one of the social factors driving the US healthcare industry. By 2030, Americans over 55 will be 31% of the population.

Compared to pure-play pharmaceutical companies, the biotechnology industry is more sensitive to economic factors such as changes in GDP, interest rates, and exchange rates.

The type of business model a biotechnology company selects depends on technical capability, availability of resources, and competition in the industry.

The two main classifications for drugs are chemical compound drugs and biologics. Medicinal drugs are broadly classified as prescription drugs and over-the-counter drugs.

Biotechnology is simply ‘technology based on biology.’ The biotechnology industry includes food technology, genetic research, healthcare, and environmental technology.

As the US economy expands, innovation seems to be the tide that is lifting all boats. Innovation is being driven by technology.