Merck & Co Inc

Novartis (NVS) reported flat revenues of $12.24 billion on a constant-currency basis for 2Q17. This included a 2% decline due to foreign exchange.

In June 2017, Pfizer (PFE) presented the results from the Phase 2 ABRAZO trial.

Bristol-Myers Squibb’s (BMY) virology products portfolio includes products for the treatment of chronic virus infections.

In 2Q17, Bristol-Myers Squibb’s (BMY) Opdivo generated revenues of around $1.2 billion, which reflected ~45% growth on a year-over-year basis.

Sanofi Pasteur Sanofi Pasteur, Sanofi’s (SNY) human vaccine business, reported 26.2% revenue growth at constant exchange rates to 1.0 billion euros in 2Q17. Sanofi Pasteur reported growth across all product franchises during the quarter. Sanofi Pasteur includes polio/pertussis/Hib (haemophilus influenzae type b) vaccines, adult booster vaccines, meningitis vaccines, influenza vaccines, travel and other endemic vaccines, […]

Sanofi’s revenue in 2Q17 At constant exchange rates, Sanofi (SNY) reported revenue growth of ~5.5% between 2Q16 and 2Q17, with revenue rising to 8.7 billion euros from 8.1 billion euros. Structure of the group The above chart shows Sanofi’s segment-wise revenue over the last few quarters. In 2016, Sanofi reorganized itself into five business units: Sanofi […]

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.

Apart from Pfizer’s (PFE) product developments, let’s take a look at some recent pipeline and corporate developments.

Pfizer (PFE) reported a 2% decline in its top line for its 2Q17 earnings, which were released on August 1.

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.

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

GE’s Healthcare segment remained a top performer in 2Q17. Revenue-wise, this segment remained the third-largest contributor to GE’s total operating revenue of $28.0 billion.

In 2016, Pfizer’s (PFE) biosimilar business reported revenues of ~$319 million, compared with $63 million in 2015.

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.

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

In 2016, Merck’s (MRK) Animal Health segment reported revenues of ~$3.5 billion, which reflected ~4% growth year-over-year.

Medical devices segment Johnson & Johnson’s (JNJ) medical devices segment grew ~4.9% to ~$6.7 billion for 2Q17, compared with $6.4 billion in 2Q16. This rise included an operational increase of 5.9%, and was offset by a 1% impact of foreign exchange. Cardiovascular care franchise Cardiovascular care franchise sales rose 11.3% to $523 million for 2Q17. This […]

Novartis is set to release its 2Q17 earnings on July 18, 2017. Analysts estimate EPS (earnings per share) of $1.18 and revenues of $12.3 billion.

Allergan’s (AGN) business has undergone several changes over the past few years due to acquisitions and divestitures.

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.

The global revenues from Merck’s Animal Health business totaled $939 million during 1Q17—13% growth over 1Q16.

The combined revenues for Zetia and Vytorin fell 35% to $575 million in 1Q17, compared to $889 million in 1Q16.

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

On June 12, 2017, Merck released updated data for Keytruda’s two phase III studies—KEYNOTE-183 and KEYNOTE-185—which evaluate Keytruda in combination with other drugs for the treatment of multiple myeloma.

Merck (MRK) launched Keytruda in 4Q14 and reported global sales of $584 million for 1Q17. As a result, the company reported ~134% growth in revenues compared to $249 million in 1Q16.

Pfizer Innovative Health contributed $7.4 billion, or about 58.0% of Pfizer’s total revenues in 1Q17.

On June 15, 2017, Eli Lilly announced data from a study that evaluated the safety and efficacy of Taltz in patients with active psoriatic arthritis.

Pfizer (PFE) reported a 2% decline in revenues to ~$12.8 billion for 1Q17, as compared to $13.0 billion in 1Q16.

Pfizer’s Innovative Health segment contributes ~58% of PFE’s total revenues and reported an operational growth of 6% to $7.4 billion for 1Q17.

Elanco, Eli Lilly’s Animal Health business, reported growth of 2% to $769.4 million during 1Q17.

Johnson & Johnson’s business includes three segments: Pharmaceuticals, Consumer, and Medical Devices.

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.

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

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.

In 1Q17, Zoetis’s (ZTS) dermatology portfolio reported revenues of ~$57 million, driven by the steady adoption of Cytopoint and Apoquel.

Zoetis (ZTS) has adopted a targeted R&D strategy that has resulted in multiple new product launches.

Eli Lilly & Co.’s (LLY) Animal Health company, Elanco, reported an increase of 2% in revenues to $769.4 million in 1Q17, compared to $754.6 million in 1Q16.

Wall Street analysts expect Pfizer’s (PFE) top line to rise 0.6% to ~$13.1 billion in 1Q17. Its earnings per share are expected to be $0.67 in the quarter.

Merck and Co. (MRK) will release its 1Q17 earnings on May 2, 2017. Analysts’ estimates show EPS of $0.83 on revenues of $9.25 billion for 1Q17.

Novartis (NVS) released its 1Q17 earnings on April 25, 2017, reporting a 25.0% rise in revenues at constant exchange rates compared to 1Q16.

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

The US healthcare system is unique in the developed world as it lacks a uniform system and, according to Emanuel, had been largely inefficient before Obamacare.

Currently, an estimated 7,000 patients suffer from pediatric ALL in the US, Europe, Japan, Canada, and Israel.

Eli Lilly (LLY) reported EPS (earnings per share) of $2.58 on revenue of $21.2 billion in 2016, compared to EPS of $2.26 on revenue of $20.0 million in 2015.

Pfizer (PFE) reported an 8% increase in revenues to $52.8 billion for 2016 as compared to $48.9 billion for 2015.

Novartis (NVS) has managed to secure reimbursement in 17 countries in Europe.

In 2017, Novartis (NVS) expects its heart failure drug, Entresto, to earn revenues in excess of $500 million.

Compared to 43% at the end of 2015, Novartis’s (NVS) Entresto managed to attain a preferred formulary position in 66% of commercial plans in the US at the end of 2016.