Novartis AG

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.

Vanda Pharmaceuticals’ (VNDA) Hetlioz was approved by the FDA in January 2014 for the treatment of Non-24-Hour Sleep Wake Disorder.

Novartis’s (NVS) Gilenya reported sales of $825 .0 million in 4Q17, which is a year-over-year (or YoY) drop of 1.0%.

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

Kymriah is the first FDA-approved chimeric antigen receptor T cell (or CAR-T) therapy.

The National Cancer Institute estimates that the incidence of ALL in patients aged 20 or younger is ~3,100 in the US.

Only 525,000 patients (or 55% of the diagnosed psoriatic arthritis patients) were eligible for treatment with biologics.

According to Novartis’s estimates for the US biologics market in 2016, there were ~8.4 million patients with moderate to severe psoriasis in the US.

In 4Q17, Pfizer’s (PFE) Bosulif generated revenues of $70 million, which reflected ~52% growth on a YoY (year-over-year) basis.

In 4Q17, Xgeva generated revenues of $391 million, which reflected a 4% growth on a YoY (year-over-year) basis and a 1% growth quarter-over-quarter.

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.

In 4Q17, Biogen’s (BIIB) interferons generated revenues of $645 million, which reflected a 6% decline YoY and a 3% decline on a quarter-over-quarter basis.

Array BioPharma (ARRY) completed its Phase 1b clinical trial of its investigational drug candidate ARRY-382 in combination with Merck’s (MRK) Keytruda for advanced tumor indications.

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 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Alcon generated revenues of $1.4 billion, $1.5 billion, and $1.5 billion, respectively.

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.

In 1Q17, 2Q17, and 3Q17, Novartis’s (NVS) subsidiary Sandoz generated revenues of $2.4 billion, $2.5 billion, and $2.6 billion, respectively.

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.

The drug candidates in Radius Health’s (RDUS) pipeline include an investigational abaloparatide transdermal patch for possible use in treating women with postmenopausal osteoporosis.

In 1Q17, 2Q17, and 3Q17, Tafinlar+Mekinist reported revenues of $187 million, $216 million, and $224 million, respectively.

In 1Q17, 2Q17, and 3Q17, Tasigna generated revenues of $411 million, $463 million, and $482 million, respectively.

In December 2017, Novartis presented the results from the post-hoc subgroup analysis of the phase 2 Sustain trial.

In December 2017, Novartis (NVS) presented updated results from the Juliet clinical trial, which demonstrated sustained responses of Kymriah (tisagenlecleucel) for the treatment of adults with relapsed or refractory diffuse large B-cell lymphoma (or DLBCL).

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

The Innovative Medicines segment is expected to report growth in operating revenues for 4Q17.

JNJ stock has risen 27.9% in the last 12 months. Analysts estimate that the stock could rise 1.4% over the next 12 months.

Analysts expect Novartis’s revenues to rise ~3.9% to $12.8 billion in 4Q17, driven by growth in operating revenues across all three segments.

On January 10, 2018, Vertex Pharmaceuticals announced that Orkambi has secured regulatory approval from the European Commission to treat CF patients ages six to 11 years.

Roche’s (RHHBY) Zelboraf (vemurafenib) is indicated for the treatment of individuals with unresectable or metastatic melanoma with the BRAF V600 mutation.

In 1Q17, 2Q17, and 3Q17, Roche’s Alecensa reported revenues of 68 million Swiss francs, 80 million Swiss francs, and 96 million Swiss francs, respectively.

In December 2017, the Food and Drug Administration approved Roche’s (RHHBY) Perjeta based on the results of its phase three Aphinity trial.

Of the 19 analysts tracking Valeant Pharmaceuticals in December 2017, two recommended a “strong buy,” while another two of recommended a “buy.”

In 3Q17, Novo Nordisk’s (NVO) NovoMix reported revenues of 2.4 billion Danish krone (or DKK), which reflected ~1% growth on year-over-year (or YoY) basis.

In 3Q17, Valeant Pharmaceuticals’ Bausch + Lomb’s Soflens generated revenues of $83 million, which was ~5% higher on a YoY basis and ~9% higher QoQ.

Novo Nordisk’s (NVO) Xultophy (insulin degludec and liraglutide combination) is used as an addition to diet and exercise for improvement of blood sugar levels in adults with type-2 diabetes mellitus whose blood sugar level could not be controlled adequately with basal insulin.

In 3Q17, Novo Nordisk’s (NVO) new generation insulin generated revenues of 2.1 billion Danish krone (or DKK), which reflected ~93% growth on a year-over-year (or YoY) basis.

In 3Q17, Johnson & Johnson’s (JNJ) Remicade generated revenues of $1.6 billion, which reflected a ~8% decline on a year-over-year (or YoY) basis and 8% growth on a quarter-over-quarter basis.

In 3Q17, JNJ vision care generated revenues of $1.1 billion, which reflected a ~48% YoY (year-over-year) rise and a 3% QoQ (quarter-over-quarter) rise.

In July 2017, the US FDA (Food and Drug Administration) approved Johnson & Johnson’s (JNJ) Tremfya (guselkumab) for the treatment of individuals with moderate to severe plaque psoriasis.

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

Lorlatinib is Pfizer’s (PFE) investigational next-generation ALK/ROS-1 tyrosine kinase inhibitor in clinical trials to evaluate its safety and efficacy in the treatment of ALK-positive metastatic non-small cell lung cancer.

Nektar Therapeutics (NKTR) recognized $128 million of the $150 million upfront payment from Eli Lilly (LLY) related to the development of investigational drug NKTR-358.

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

Sanofi (SNY) reported a growth of 4.7% in revenues at constant exchange rates to 9.05 billion euros, compared with 9.03 billion euros in 3Q16.

In 3Q17, Roche’s (RHHBY) Gazyva generated revenues of 69 million Swiss francs, which reflected ~34% growth on a year-over-year (or YoY) basis.

In 3Q17, Amgen’s (AMGN) Neulasta generated revenues of around $1.1 billion, a ~6% decline on a year-over-year (or YoY) basis and ~3% growth on a quarter-over-quarter basis.

In 1H17, Novartis’s (NVS) Cosentyx generated revenues of around $900 million compared to $436 million in 1H16.

In 1H17, Novartis’s (NVS) Promacta/Revolade reported revenues of around $385 million, which reflected ~33% growth on a year-over-year (or YoY) basis.