GlaxoSmithKline PLC

Japan is the second-largest individual pharmaceutical market in the world. It accounts for less than 10% of the total global pharma market.

With 642 million people expected to suffer from diabetes globally by 2040, the disease is expected to offer multiple growth opportunities for Novo Nordisk.

GlaxoSmithKline (GSK) reported a 10.9% increase in its top line in its 2Q16 earnings on July 27, 2016. It met Wall Street analysts’ estimates for revenues and EPS.

In January 2016, Horizon acquired Krystexxa from Crealta Holdings. The drug has been approved by the FDA for the treatment of chronic refractory gout.

Here we present an overview of BioMarin. It’s based in California and was founded in 1997. It focuses on therapies for life-threatening rare genetic diseases.

Accounting for a ~46% market share, Novo Nordisk (NVO) is expected to continue to benefit from the positive trends in the global insulin market

Teva’s respiratory drugs franchise provides solutions for asthma, COPD, and allergic rhinitis. Respiratory drugs contributed nearly 11% of total revenues for Teva’s Specialty Medicines in 2014.

Bausch Health’s (BHC) net revenues declined from $4.3 billion in H1 2017 to $4.1 billion in H1 2018, reflecting an ~5.0% year-over-year decline.

In 2018, the global pharmaceutical industry stood at $1.2 trillion, and experts expect $1.5 trillion by 2023. Here’s everything investors need to know.

In the first-quarter earnings investor presentation, GlaxoSmithKline (GSK) reaffirmed adjusted EPS guidance of a YoY decline of 5%–9% YoY in fiscal 2019.

GSK highlighted the prioritization of research and development programs, business development, and new product launches as its key growth drivers in 2018.

On December 19, GlaxoSmithKline (GSK) and Pfizer (PFE) entered into an agreement to combine both of their consumer health businesses.

On November 16, Merck’s stock price closed at $76.06, which represents ~1.63% growth from its close of $74.84 on November 15.

Gilead Sciences’ Atripla, Genvoya, and Stribild generated revenues of $663.0 million, $2.2 billion, and $361.0 million, respectively, in the first half of 2018.

As discussed, Pfizer’s (PFE) business is divided into two business segments, Innovative Health and Essential Health.

In 4Q17, Novartis’s (NVS) Xolair generated revenues of $247 million, which reflected ~14% growth on a year-over-year (or YoY) basis and ~1% growth on a quarter-over-quarter basis.

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.

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.

In November 2017, Novo Nordisk (NVO) submitted an application to European regulatory authorities to update Xultophy’s label.

Novo Nordisk’s (NVO) Xultophy reported sales close to 729 million Danish kroner in 2017.

Novo Nordisk has been creating awareness about the risks of hypoglycemia and the benefits of Tresiba among general practitioners and primary care physicians.

In 2017, Novo Nordisk’s (NVO) basal insulin therapy, Tresiba, reported revenue of nearly 7.3 billion Danish kroner and attained blockbuster status.

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.

In 3Q17, Novo Nordisk managed to update Victoza’s label in the United States and Europe.

On February 15, 2018, GlaxoSmithKline traded at a forward PE multiple of 12.9x, which is lower than the industry average of 13.3x.

Jakavi reported sales of $228.0 million in 4Q17, which is a year-over-year rise of 33.0% on a constant currency basis.

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.

GlaxoSmithKline (GSK) is currently the leader in the 135 billion pound consumer healthcare market.

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.

Trelegy Ellipta could enable GlaxoSmithKline to compete aggressively with other respiratory players such as Novartis (NVS).

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.

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.

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.

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.

For 4Q17, Alcon is expected to report growth in revenues, driven by the increased demand for contact lenses and surgical products.

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.

In 1Q17, 2Q17, and 3Q17, Opdivo reported revenues of $1.1 billion, $1.2 billion, and $1.3 billion, respectively.

In 3Q17, AstraZeneca’s (AZN) Nexium generated revenues of $469.0 million, which reflected an ~9.0% decline on a year-over-year basis.

Wall Street analysts estimate that GlaxoSmithKline’s (GSK) top line could fall 0.8% to ~7.5 billion pounds in 4Q17.

In 3Q17, Novartis’s COPD (Chronic Obstructive Pulmonary Disorder) portfolio reported revenues of $165 million, which with ~2% higher YoY and 1% higher QoQ.

In 2Q17, Sanofi’s (SNY) vaccine business reported revenues of 1.0 billion euros, which is a YoY rise of 26.2% on a CER basis and 19.2% on a CER and CS basis.

According to World Health Organization (or WHO), around 235 million individuals worldwide have asthma.

Three analysts were analyzing Novartis in September 2017. One analyst recommended a “strong buy,” while the other two recommended a “hold.”

In June 2017 and July 2017, healthcare providers wrote prescriptions for Regeneron (REGN) and Sanofi’s (SNY) Dupixent for 750 new patients on a weekly basis.

Gilead Sciences’ (GILD) portfolio includes various drugs for key therapeutic areas including HIV/AIDS, liver diseases, oncology, cardiovascular, inflammation, respiratory, and others.

Merck’s (MRK) Gardasil franchise includes vaccines for the prevention of certain strains of HPV infections that are sexually transmitted.

Promacta was discovered by Ligand Pharmaceuticals (LGND) and GlaxoSmithKline (GSK) as a part of their thrombopoietin (or TPO) receptor agonist research collaboration.

GlaxoSmithKline (GSK) reported revenues of 7.32 billion pounds in 2Q17—12% growth compared to revenues of 6.53 billion pounds in 2Q16.

As of August 30, 2017, GlaxoSmithKline is trading at a forward PE multiple of 13.3x, which is slightly lower than the industry average of 15.5x.

In 2Q17, United Therapeutics’ (UTHR) Remodulin generated revenues of around $158 million, which reflected ~8% growth on a quarter-over-quarter basis.