GlaxoSmithKline PLC

In 2Q17, United Therapeutics’ (UTHR) Unituxin generated revenues of around $16 million, a 10% decline on a year-over-year (or YoY) basis and an 11% decline on a quarter-over-quarter basis.

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.

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.

GSK’s Vaccines business reported 16.0% growth to ~1.1 billion pounds in 2Q17, including 5.0% growth at constant exchange rates and 11.0% positive impact of foreign exchange.

GSK’s Pharmaceuticals segment’s contribution to the company’s total revenues was 59.5% in 2Q17.

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

In 2016, Pfizer’s (PFE) Lipitor reported revenues of ~$1.8 billion, which represented a ~5% YoY (year-over-year) fall.

Analysts expect to see a growth of ~11.4% in GlaxoSmithKline’s (GSK) 2Q17 revenues, which are expected to total nearly 7.3 billion British pounds.

For 2Q17, analysts estimate that GSK’s revenues will rise ~11.4% to ~7.3 billion pounds, as compared to ~6.5 billion pounds for 2Q16.

The overall contribution of the Innovative Medicines segment was ~67.6% at $8.28 billion for 2Q17.

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

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 […]

Pfizer’s gross margin for 1Q17 was 81.0%, a 0.70% rise compared to 80.3% in 1Q16.

Regeneron plans to discuss Dupixent’s innovative mechanism-based treatment approach with regulatory authorities.

Growth drivers for Pfizer (PFE) include products contributing to operational growth, such as BMP2, Celebrex, Ibrance, Lyrica, and Xeljanz.

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.

GlaxoSmithKline (GSK) reported a 19.0% rise in 1Q17 revenues to ~7.4 billion pounds, driven by an operational rise of 5.0% and a favorable currency impact of 14.0%.

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

Sanofi’s (SNY) Generics business contributes ~5% to the group’s total revenues.

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

Gardasil is Merck’s (MRK) leading vaccine franchise. Total sales for Gardasil in 1Q17 were $532.0 million, a ~41.0% rise over $378.0 million in 1Q16.

GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired the meningitis and other vaccines business from Novartis (NVS).

The company reported operational growth of 5% in its revenues to 7.4 billion pounds for 1Q17.

The Novartis acquisition has improved sales for GSK’s Vaccines business, mainly driven by the sales of meningitis vaccines Bexsero in Europe and Menveo in the US and Europe.

As of April 21, 2017, there are five analysts tracking Novartis. Of those, two have recommended a “strong buy,” and one has recommended a “buy.”

Novartis is set to release its 1Q17 earnings on April 25, 2017. Analysts estimate its 1Q17 EPS at $1.12 with revenues of ~$11.7 billion.

Sanofi’s (SNY) Consumer Healthcare segment reported a 1.6% YoY (year-over-year) fall in revenues at 3.33 billion euros (about $3.56 billion) in 2016.

GSK’s Vaccines business reported growth of 14% to ~4.6 billion pounds in 2016.

Overall, the Pharmaceutical segment’s contribution to GSK’s total revenues was 57.7% in 2016.

The Gardasil franchise is Merck’s (MRK) leading vaccines franchise.

Sandoz, the generics arm of Novartis (NVS), is the number two generic medicines provider worldwide, and it’s number one in differentiated generics.

Novartis’s valuation has followed the industry’s overall trend over the last five years. Whether the healthcare sector’s valuation rises or falls, Novartis will definitely be affected.

Bristol-Myers Squibb’s (BMY) latest drug, Opdivo, was the seventh drug to be approved by the FDA for the treatment of melanoma.

The oncology portfolio includes the drug Zydelig, which is used in combination with rituximab for the treatment of chronic lymphocytic leukemia (or CLL).

In 4Q16, Eli Lilly (LLY) reported Basaglar sales of $40 million from Japan and several European markets.

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

GSK’s Vaccines segment reported a rise of 18.0% to 1.1 billion pounds in 4Q16. The Novartis acquisition has improved sales for the segment.

Revenues for GSK’s Pharmaceuticals segment saw a shift in product performance, falling due to lower sales of its key products Seretide and Advair.

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.

Analysts expect an ~1.1% decline in Novartis’s (NVS) 4Q16 revenues to ~$12.4 billion following the effects of the acquisition and divestiture of several products.

Sandoz reported a decline of 1% in 3Q16 revenues at constant exchange rates.

On January 13, 2017, Novartis was trading at a forward PE multiple of ~15.1x.

GlaxoSmithKline’s (GSK) Pharmaceuticals segment fell substantially in 2015 due to its divestment of its oncology business to Novartis (NVS) in March 2015.

GlaxoSmithKline’s (GSK) business is divided into three business segments: Pharmaceuticals, Vaccines, and Consumer Health.

GlaxoSmithKline reported a rise of 23% in its 3Q16 revenue. The company met Wall Street analysts’ consensus 3Q16 estimates for revenue and earnings per share.

Sandoz, the generics arm of Novartis (NVS), is the number-two generic medicines provider worldwide. It’s number one in differentiated generics.

During the first nine months of 2016, Novo’s (NVO) new generation portfolio garnered 2.8 billion Danish kroner.

In 3Q16, Biogen’s (BIIB) oral multiple sclerosis (or MS) drug, Tecfidera, managed to increase its global market share to ~15%, a year-over-year (or YoY) rise of about 1 point.

Wall Street analysts estimate that Viagra’s sales in 2016 will reach approximately $1.6 billion, which would be a year-over-year (or YoY) decline of about 7.7%.