iShares Global Healthcare
AstraZeneca and Its Oncology Segment’s Growth in 2Q16
AstraZeneca’s (AZN) oncology segment is another key focus area. The segment’s contribution increased to more than 15% in 2Q16.
What to Expect from Pfizer’s 2Q16 Earnings
In Pfizer’s 2Q16 results, analysts expect to see EPS (or earnings-per-share) of $0.62 and revenues of ~$13.0 billion for 2Q16. The company has surpassed Wall Street analysts’ estimates for EPS over the last few quarters.
AstraZeneca Is Taking Steps to Improve Its Position in Oncology
During the last quarter, the oncology segment’s contribution to AstraZeneca (AZN) increased to over 15%. AZN’s key products for oncology are Zoladex, Faslodex, Iressa, and the new drug Tagrisso.
Novartis Will Report Its 4Q15 Earnings on January 27
Novartis is set to release its 4Q15 and full-year 2015 earnings on January 27, 2016. Analysts estimate an EPS of $1.32 for 4Q15.
What’s Gilead Sciences’ Valuation?
Gilead’s stock price has risen ~8.9% in the last 12 months. Wall Street analysts estimate that the stock price will fall ~4.5% over the next 12 months.
AstraZeneca’s Key Focus: Oncology
AstraZeneca’s (AZN) key focus is its oncology segment. The segment’s contribution increased to more than 12% in 1Q16. Its key products include Zoladex, Faslodex, and Iressa.
Other Drugs for Non-small Cell Lung Cancer
Approximately 85% of all lung cancers in the United States are non-small cell lung cancers, and 10% to 15% of these are EGFR mutation-positive.
Envision Healthcare to Be Acquired by KKR
On June 11, Envision entered into a definitive acquisition agreement with KKR.
Eli Lilly’s 4Q17 Estimates: Revenue Growth Expected
Wall Street analysts estimate an ~3.1% increase in Eli Lilly & Co.’s (LLY) 4Q17 revenues to ~$5.9 billion.
Analysts’ Estimates for Pfizer’s 4Q17 Earnings
For 4Q17, Wall Street analysts expect Pfizer to report an EPS (earnings per share) of $0.56 on revenues of $13.72 billion.
Merck & Co.’s Business Segments and Performance in 3Q17
Merck’s (MRK) Pharmaceuticals segment reported revenues of $9.2 billion in 3Q17, contributing more than 88% to Merck’s total revenues.
Assessing Merck’s Immunology and Cardiovascular Franchise in 2Q17
Merck’s (MRK) Immunology franchise includes two drugs, Remicade and Simponi.
Performance of AstraZeneca’s CVMD Segment in 2Q17
The Cardiovascular and Metabolic Disease (or CVMD segment) contributed ~35.1% of total revenues for AstraZeneca (AZN) in 2Q17.
Bristol-Myers Squibb’s Revenues in 2Q17
Bristol-Myers Squibb (BMY) surpassed Wall Street analysts’ estimate for 2Q17 revenues, reporting $5.14 billion compared to the estimate of $5.09 billion.
Inside Incyte’s Jakafi Performance in 2Q17
Incyte’s Jakafi is the only FDA-approved drug for the treatment of myelofibrosis and polycythemia vera.
AstraZeneca’s 2Q17 Earnings: Analysts’ Estimates
AstraZeneca (AZN) is one of the largest pharmaceutical companies by revenue. The company operates in over 100 countries and deals with primary care and specialty care medicines.
Major Developments for Johnson and Johnson
Major developments As discussed earlier, Johnson & Johnson’s (JNJ) 2Q17 performance was positive across all three of its segments. Let’s look at major developments for the company in 2Q17. Pharmaceuticals On July 13, 2017, the FDA approved Tremfya (guselkumab) for the treatment of patients with moderate to severe plaque psoriasis. On June 28, 2017, the […]
Analyst Ratings and Recommendations for Novartis Post 2Q17
For 2Q17, analysts are estimating EPS of $1.18 for Novartis (NVS) on revenues of $12.3 billion.
Inside Allergan’s International Business
Allergan’s International segment reported revenues of $737.3 million for 1Q17, which was 9.5% higher than the $673.3 million it reported in 1Q16.
How Celgene Stock Performed in 2Q17
Celgene (CELG) stock has risen ~6.1% in 2Q17, while it has risen ~14.0% year-to-date as of July 7, 2017.
Performance of Merck’s Diabetes Drugs in 1Q17
In 1Q17, Januvia and Janumet reported combined revenues of ~$1.3 billion.
Changes in Bristol-Myers Squibb’s Profitability 1Q17
Bristol-Myers reported a net profit of ~$1.57 billion in 1Q17—compared to $1.19 billion in 1Q16. Analysts expect a net profit of $1.18 billion during 2Q16.
Performance of Elanco in 1Q17
Elanco’s 1Q17 revenues include revenues from the acquired Novartis Animal Health products. The US Animal Health franchise reported growth of 5% in its 1Q17 revenues to $413.8 million.
Exploring the Performance of AstraZeneca’s CVMD Segment in 1Q17
The Cardiovascular and Metabolic Disease (or CVMD) segment contributed ~33% of AstraZeneca’s (AZN) total revenue in 1Q17.
Johnson & Johnson’s Business Segments in 1Q17
Johnson & Johnson’s business includes three segments: Pharmaceuticals, Consumer, and Medical Devices.
AstraZeneca’s Segment-by-Segment Performance in 1Q17
AstraZeneca’s (AZN) business is separated into four segments: Respiratory, Cardiovascular and Metabolic Diseases (or CVMD), Oncology, and Other.
Performance of Merck’s Animal Health Segment in 1Q17
Merck’s (MRK) Animal Health segment operates in more than 140 countries worldwide. Global sales in 1Q17 were $939.0 million, a 13.0% rise from 1Q16.
Allergan’s 1Q17 Earnings: Analysts’ Estimates
Allergan (AGN) is set to release its 1Q17 earnings on May 9, 2017. Analysts’ estimates show EPS at $3.30 on revenues of $3.53 billion for 1Q17.
Pfizer’s Geographical Performance in 1Q17
To better understand the factors affecting growth, let’s take a look at Pfizer’s performance in US markets and beyond in 1Q17.
GlaxoSmithKline’s 1Q17 Estimates: Consumer Healthcare
For the European markets, GSK’s revenues are expected to grow in 1Q17, mainly due to increase in sales of wellness products like Voltaren and the Sensodyne products portfolio.
What Analysts Expect of Bristol-Myers Squibb’s 1Q17 Earnings
Bristol-Myers Squibb is set to release its 1Q17 earnings on April 27, 2017. Analysts expect EPS (earnings per share) of $0.74 and revenue of $4.7 billion for the company in 1Q17.
Novartis’s 1Q17 Estimates for Sandoz
Sandoz’s revenues are expected to rise in 1Q17 following an increased demand for biopharmaceuticals such as biosimilars and Glatopa.
Johnson & Johnson’s Revenue Estimates: Expect Growth!
The Pharmaceuticals segment contributes ~46.5% of Johnson & Johnson’s total revenues. The segment is expected to report operational growth.
Examining Gilead Sciences’ 1Q17 Performance
Gilead’s stock price fell ~12.6% in 1Q17. On April 6, 2017, its stock price had fallen 7.2% year-to-date (or YTD).
Assessing Johnson & Johnson’s 1Q17 Performance
Johnson & Johnson (JNJ) is one of the largest pharmaceutical and healthcare companies. It supplies its products to over 200 countries worldwide.
Must-Know Corporate and Pipeline Developments for Pfizer
On February 17, 2017, Pfizer and Celltrion Healthcare released data for a randomized 54-week clinical trial that met its primary endpoint.
How Eli Lilly’s New Products Performed in 2016
Eli Lilly (LLY) has launched various products under different franchises. A few of these new products include Portrazza, Cyramza, Basaglar, Jardiance, Taltz, and Trulicity.
How Gilead’s Other Products Fared in 2016
The oncology portfolio includes the drug Zydelig, which is used in combination with rituximab for the treatment of chronic lymphocytic leukemia (or CLL).
Strong Performance of AstraZeneca’s Brilinta and Farxiga in 2016
The Cardiovascular and Metabolic Disease segment is the largest contributor of revenues for AstraZeneca (AZN). The CVMD segment contributed nearly 35.2% to AZN’s total revenues in 2016.
Pfizer’s Valuation after Its 4Q16 Earnings Release
Pfizer was trading at a forward PE multiple of ~13.0x on February 23, 2017, compared to the industry average of ~16.1x.
Eli Lilly & Co.’s Endocrine Franchise
Eli Lilly’s (LLY) Humulin portfolio consists of concentrated insulin products used to lower the blood sugar levels in patients with type 1 and type 2 diabetes mellitus.
Analyzing Merck & Co.’s Revenue Estimates in 4Q16
Analysts expect Merck & Co.’s (MRK) revenues for 4Q16 to be ~$10,216 million—nearly flat compared to revenues of $10,215 million in 4Q15.
Opdivo: Bristol-Myers Squibb’s Blockbuster Oncology Drug
Opdivo reported revenues of $1.3 billion in 4Q16 compared to $475.0 million in 4Q15.
Johnson & Johnson’s 4Q16 Performance by Business Segment
Johnson & Johnson’s overall business is classified into three business segments: Pharmaceuticals, Consumer, and Medical Devices.
How Will Eli Lilly’s Neuroscience Franchise Fare in 4Q16?
The neuroscience franchise contributes over ~13% of Lilly’s total revenues. Key drugs in this segment include Zyprexa, Cymbalta, and Strattera.
Novartis’s 4Q16 Estimates: How Could Sandoz Perform?
Sandoz contributes nearly 20% to Novartis’s (BVS) total revenues.
Why Johnson & Johnson’s 4Q16 Revenues Could Grow
Analysts expect a growth of 2.5% in Johnson & Johnson’s (JNJ) 4Q16 revenues to ~$18.3 billion, following an increase in sales of its blockbuster drugs including Remicade, Stelara, Olysio, and Zytiga.
Exploring GlaxoSmithKline’s Business Segments
GlaxoSmithKline’s (GSK) business is divided into three business segments: Pharmaceuticals, Vaccines, and Consumer Health.
GlaxoSmithKline’s Revenue Trend
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.
How Does Johnson & Johnson’s Valuation Compare to Its Peers?
According to its December 7, 2016, data, Johnson & Johnson’s (JNJ) stock has risen more than 8.5% over the last 12 months. Analysts estimate that the stock has the potential to return ~12.7% over the next 12 months.
Inside Merck’s Business Segment-Wise Performance
Merck (MRK) reported a growth of 5% in its revenues of ~$10.5 billion in 3Q16. The company reported an operational growth of 6% during 3Q16.
Allergan’s Valuation Compared to Its Peers
Allergan’s stock value fell more than 40% over the last 12 months. Analysts estimate that the stock could to return ~39.5% over the next 12 months.
Inside Eli Lilly’s Neuroscience Franchise
Another key Eli Lilly franchise in the Human Pharmaceuticals segment is neuroscience. Key drugs in this franchise include Zyprexa, Cymbalta, and Strattera.
What Can We Expect of Pfizer’s 3Q16 Earnings?
Pfizer is set to release its 3Q16 earnings on November 1. Analysts estimate EPS of $0.62 for 3Q16. PFE’s stock has fallen ~4% in the past 12 months.
Novartis’s 3Q16 Estimates: How Has Sandoz Performed?
Sandoz, Novartis’s (NVS) generics arm, develops, manufactures, distributes, and sells prescription drugs that aren’t protected by patents.
Word on the Street about Merck’s Animal Health Segment
Merck & Co.’s (MRK) Animal Health segment operates in more than 140 countries worldwide. Global sales for the segment are expected to rise to $915 million in 3Q16.
Eli Lilly and Co.’s 3Q16 Estimates: Neuroscience Franchise
Another franchise from Eli Lilly and Co.’s (LLY) human pharmaceuticals segment is the neuroscience franchise.
Johnson & Johnson’s Pharmaceuticals Segment: 3Q16 Estimates
Johnson & Johnson’s (JNJ) Pharmaceuticals segment is comprised of immunology, infectious disease, neuroscience, oncology, and cardiovascular and metabolics.
Roche Sees Soaring Revenue from Its Bladder Cancer Treatment
Roche’s (RHHBY) Tecentriq is a programmed death ligand-1 (or PD-L1) inhibitor that is already approved by the FDA for the treatment of locally advanced or metastatic bladder cancer.
What Investors Can Glean from GlaxoSmithKline’s Revenue Trend
GlaxoSmithKline (GSK) reported a growth of 10.9% to 6.5 billion pounds in its 2Q16 revenues.
Is Johnson & Johnson’s Valuation High Compared to Its Peers?
The two best valuation multiples used for valuing companies like Johnson & Johnson are the forward PE and EV-to-EBITDA multiples due to visible earnings.
AstraZeneca’s Recent Product Developments
AstraZeneca (AZN) has four drugs that recently received approvals from regulatory authorities. Four other drugs recently received regulatory designations.
How Crestor Weakened AstraZeneca’s CVMD Segment in 2Q16
Crestor, which is used to reduce cholesterol and triglycerides in the blood, contributed ~16.5% of AstraZeneca’s total 2Q16 revenues.
Remicade Is Driving Down Merck’s Immunology Franchise
Remicade is one of the blockbuster drugs for Merck and Co. (MRK). It is one of the top-selling drugs for the treatment of inflammatory disorders.
Revenues from Eli Lilly’s Cymbalta Are Depressed Internationally
Another franchise from Eli Lilly’s (LLY) human pharmaceuticals segment is the neuroscience franchise.
Understanding Lilly’s New Product Expectations for 2Q16
Eli Lilly’s newest products include Portrazza, Cyramza, Basaglar, Jardiance, and Trulicity.
Inside Lilly’s 2Q16 Estimates for Its Neuroscience Franchise
Another franchise in Eli Lilly’s Human Pharmaceuticals segment is the neuroscience franchise, which contributes ~13% of Lilly’s total revenues.
Why AbbVie Continues to Explore Imbruvica for Diffuse Large B-Cell Lymphoma
AbbVie hopes to position Imbruvica as a therapy for multiple indications: follicular lymphoma, solid tumor, and diffuse large B-cell lymphoma, among others.
What’s AstraZeneca’s Largest Revenue Contributor?
AstraZeneca’s (AZN) cardiovascular and metabolic disease (or CVMD) segment is the company’s largest revenue contributor. It contributed nearly 37.5% of total revenues in 1Q16.
Analyzing Intuitive Surgical’s R&D Strategy and Innovations
Intuitive Surgical is continuously enhancing its product offerings, enabling more efficient procedures through internal research and development (or R&D).
Recovery for the Manufacturing Sector Is Not Yet in Sight
Manufacturing growth as measured by the ISM (Institute for Supply Management) index ended lower for the fifth consecutive month at the end of February. However, it rose in March
What Is a Bridging Study?
A bridging study on a drug is an additional study performed in a new region to provide clinical data on safety, efficacy, dosage, and dose regimen.
What’s the Drug Approval Process in Japan?
The drug approval process in Japan includes a sequence of non-clinical studies, clinical studies followed by approval review, and post-marketing surveillance.
Zimmer Biomet’s Competition in the Hip Implant Market
Zimmer Biomet (ZBH) is one of the leading hip implant providers in the United States, with approximately 31% market share.
How Structural Changes in the World Economy Affect Markets
For the last few years, the world has been in the midst of a major demographic transition, which has affected the world economy. The aging population is one of the most visible global trends
Specialty Diagnostics Segment of Thermo Fisher Scientific
A leading provider of diagnostic products and services, Thermo Fisher Scientific (TMO) has witnessed strong recurring revenues and high margins in the Specialty Diagnostics Segment over the years.
The Life Sciences Solutions Segment of Thermo Fisher Scientific
Thermo Fisher Scientific’s Life Sciences Solutions segment earned revenues of ~$4.2 billion in 2014, representing organic growth of around 4%.
A Rundown of Abbott Laboratories’ Diagnostic Products Segment
Abbott Laboratories is one of the leading companies in the diagnostic products space in the United States, with sales of around $4.7 billion in 2014.
Analyzing Medtronic’s Restorative Therapies Group Segment
Medtronic’s Restorative Therapies Group’s net sales in fiscal 2015 reached ~$6.8 billion, which represents an increase of 4% over the prior fiscal year.
AstraZeneca’s Tagrisso Approved by FDA for Lung Cancer
The FDA approved Tagrisso under an accelerated approval program that allows earlier approval of drugs for the treatment of serious diseases.