Novartis AG

In 1H17, Novartis’s (NVS) Sandostatin generated revenues of around $789 million, which reflected a ~4% decline on a year-over-year (or YoY) basis.

In 1H17, Novartis’s (NVS) Gleevec reported revenues of around $1.1 billion, which reflected a ~39% decline on a year-over-year (or YoY) basis.

In 1H17 and 2Q17, Novartis’s (NVS) Kisqali reported revenues of around $15 million and $8 million, respectively.

In 1H17, Novartis (NVS) reported revenues of around $23.8 billion, a ~1% decline on a year-over-year (or YoY) basis.

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

In 1H17, Teva Pharmaceutical’s (TEVA) CNS (central nervous system) business generated revenues of ~$2.3 billion, or ~16% lower YoY (year-over-year).

In 1H17, Teva Pharmaceutical’s (TEVA) Copaxone reported revenues of ~$2.1 billion, or ~7% lower YoY (year-over-year).

In 1H17, Teva Pharmaceutical’s (TEVA) generic medicines business generated revenues of ~$6.1 billion, or ~22% higher YoY (year-over-year).

In 2Q17, Jazz Pharmaceuticals’ (JAZZ) Erwinaze generated revenues of ~$49 million, which represents a ~1% fall YoY and a ~4% fall QoQ.

Acadia Pharmaceuticals (ACAD) plans to focus on long-term care (or LTC) facilities to boost Nuplazid’s adoption in the Parkinson’s disease (or PD) psychosis indication.

Acadia Pharmaceuticals’ (ACAD) commercial teams have been carrying out promotional efforts to create awareness for Nuplazid among physicians with the intent to have them prescribe the drug.

In August 2017, JAZZ’s Vyxeos liposome injection for the treatment of adult individuals with rapidly progressing or life t-AML received FDA approval.

Ligand Pharmaceuticals (LGND) receives royalties from Novartis on Promacta’s sales according to a tiered annual payment structure.

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

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.

Novartis’s Sandoz reported revenues of nearly $2.5 billion in 2Q17, representing ~20% of NVS’s total revenues.

Novartis’s Innovative Medicines segment contributed over 67% of NVS’s total revenues at nearly $8.3 billion for the quarter.

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.

Medical devices segment Johnson & Johnson’s (JNJ) medical devices segment reported revenue of $6.7 billion in 2Q17, a growth of 4.9% from the revenue of $6.4 billion reported in 2Q16. This figure included 5.9% growth in operating revenue, and was partially offset by a 1% foreign exchange impact. Cardiovascular care franchise The cardiovascular care franchise […]

In early 2017, Jazz Pharmaceuticals (JAZZ) expanded its sales force team from 35 to 55 and expanded its field reimbursement teams to support the commercial launch of Vyxeos in the US.

If Vyxeos manages to penetrate a sizeable portion of the target market, it may have a favorable impact on Jazz Pharmaceuticals stock.

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 Genzyme In 2Q17, Sanofi Genzyme (SNY) reported revenue growth of 13.5% to 1.7 billion euros. Considering a constant structure and constant exchange rates, the growth was 14.4%. Sanofi Genzyme, which includes product revenue from the multiple sclerosis, rare disease, oncology, and immunology franchises, reported a sales increase of ~14.6% to 1.7 billion euros. This rise was […]

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.

Pfizer’s (PFE) innovative health business and essential health business are focusing on growth. To strengthen the innovative health business, the company is focusing on the development of new drugs…

The Phase 3 RADIANCE trial enrolled 1,313 RMS patients and conducted the trial in 21 countries.

In 2Q17, Celgene’s (CELG) Abraxane generated revenues of around $254 million, which reflected ~2% growth on a year-over-year basis.

In December 2016, the European Commission granted Venclyxto conditional marketing approval for the treatment of CLL in the presence of 17p deletion or TP53 mutation.

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.

Bristol-Myers Squibb’s (BMY) blockbuster drug Opdivo reported revenue of $1.2 billion in 2Q17, a 42% rise compared to $840 million in 2Q16.

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.

Pfizer (PFE) is extensively conducting clinical trials for the label expansion of Ibrance.

In 2016, Pfizer’s (PFE) Ibrance reported revenues of ~$2.1 billion, compared with $723 million in 2015.

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

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

The consumer segment Johnson & Johnson’s (JNJ) consumer segment revenue rose 1.7% to $3.5 billion in 2Q17, compared with $3.4 billion in 2Q16. This rise includes operational growth of 2.3%, which was offset by a 0.6% impact of foreign exchange. Baby care franchise The baby care franchise reported revenue of $494 million in 2Q17, a […]

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

The overall contribution of Novartis’s (NVS) Innovative Medicines segment is ~67.0% of its total revenues.

Analysts expect Novartis’s (NVS) revenues to fall ~1.6% to $12.3 billion in 2Q17 due to the effects of the acquisition and divestiture of some of its products.

In 2016, Bayer owned ~51,000 valid patent applications and patents relating to ~5,000 protected inventions worldwide.

Johnson & Johnson (JNJ) missed Wall Street analysts’ revenue estimates in 1Q17. It reported revenue of $17.8 billion in the quarter.

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.

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 […]

Currently, Biogen is conducting 13 clinical studies in early phases and expects promising results from those trials.

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

In 2016, Vertex Pharmaceuticals (VRTX) reported revenues of around ~$1.7 billion, which reflected a whopping 65% YoY (year-over-year) growth.

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.

Sandoz is also a leader in differentiated generics. Its contribution made up ~21% of Novartis’s total revenues in 1Q17.

Novartis’s (NVS) Innovative Medicines segment contributed ~67% of NVS’s total revenues in 1Q17.