Novartis AG
Latest Novartis AG News and Updates
Exploring GlaxoSmithKline’s Business Segments
GlaxoSmithKline’s (GSK) business is divided into three business segments: Pharmaceuticals, Vaccines, and Consumer Health.
AbbVie Plans to Launch Psoriasis Therapy Risankizumab in 2019
AbbVie (ABBV) has completed enrollment in its Phase 3 pivotal trials testing investigational therapy risankizumab as a treatment option for psoriasis.
Teva’s Research Pipeline to Culminate in Many New Drug Launches?
Teva Pharmaceutical’s (TEVA) generic research pipeline is expected to result in more than 30 first-to-file (or FTF) launches in 2016 and 2017.
How Sandoz Performed for Novartis in 3Q16
Sandoz, the generics arm of Novartis (NVS), is the number-two generic medicines provider worldwide. It’s number one in differentiated generics.
Tecfidera Continued to Lead in the Oral Multiple Sclerosis Market
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.
Xalkori Label Expansion May Boost Pfizer’s Sales in 2016
On August 26, 2011, the FDA approved Pfizer’s (PFE) Xalkori for patients suffering from late-stage NSCLC and who express abnormal ALK gene.
Novartis’s 3Q16 Estimates: Will Alcon Recover Its Growth?
Alcon, Novartis’s (NVS) eye care segment, researches, develops, manufactures, and markets eye care products in over 180 countries worldwide.
Teva Pharmaceutical Still Dominates the Generic Market in Europe
With a share of about 14%, Teva Pharmaceutical Industries (TEVA) is currently the top-ranking player in the European generic pharmaceutical market.
A Look at Teva’s Dominance in the Biosimilar Space
As one of the early entrants in biosimilars, Teva Pharmaceutical Industries (TEVA) has managed to become one of the biggest players in the biosimilar space.
Teva’s Generic Value Chain Differentiates It from Its Peers
In addition to its robust strategy, Teva Pharmaceutical also boasts of an extensive presence across all levels of the value chain for its generics business.
Winning? We Review How Teva Dominates Generic Drug Space
Teva Pharmaceutical Industries plans to take advantage of market dynamics and unmet demand in generic pharmaceuticals by enacting a three-pronged strategy.
GSK Optimistic about Future of Its Consumer Healthcare Segment
With improvements in the supply chain and successful launch of new products, GlaxoSmithKline (GSK) is optimistic about its consumer healthcare segment performance.
GlaxoSmithKline Giving a Shot to Its Vaccines Business
GlaxoSmithKline (GSK) is focused on strengthening its vaccines business, so it acquired Novartis’s (NVS) meningitis and other vaccines business.
Performance of GSK’s Global Pharmaceuticals Franchises Mixed
The global pharmaceuticals franchise is GlaxoSmithKline’s (GSK) largest revenue contributor.
Market Cheers FDA’s Fast Tracking of BIIB’s Alzheimer’s Treatment
The U.S. Food and Drug Administration (or FDA) recently awarded the fast track status to aducanumab following the positive results of Biogen’s pre-clinical research.
Analyzing Sanofi’s Asset Swap Deal with Boehringer Ingelheim
Sanofi is swapping its animal health business with Boehringer Ingelheim’s consumer healthcare business. The asset swap deal was signed on June 27, 2016.
How AbbVie Expects Risankizumab to Be a Transformative Therapy
AbbVie (ABBV) expects its investigational drug Risankizumab to be a transformative therapy for psoriasis.
What Happened to Sanofi’s Consumer Healthcare and Generics Franchise in 2Q16?
Sanofi’s Consumer Healthcare segment includes Allegra, Doliprane, Nasacort, and other products. It reported a 4.3% decline in revenues to 800 million euros.
Genzyme Continued to Boost Growth for Sanofi in 2Q16
After Sanofi’s reorganization, Genzyme now includes products for multiple sclerosis, rare diseases, and oncology. Genzyme’s sales increased ~19.5% in 2Q16.
What Are Merck’s Key Diabetes Products?
Januvia and Janumet are two blockbuster drugs in Merck’s (MRK) diabetes franchise.
Amgen’s Bone Health Drug Saw Strong Revenue Growth in 2Q16
Amgen’s (AMGN) bone health drugs Prolia and Xgeva earn a combined $3 billion in revenue annually.
What Is Ligand Pharmaceuticals’s Expected Revenue Growth in 2016?
Ligand Pharmaceuticals (LGND) is a high-growth company with a comparatively low-risk business model. It earns most of its revenue from royalty and license fees.
How Could the Novartis-Xencor Alliance Benefit Novartis?
As we’ve discussed, Novartis (NVS) is one of the largest pharmaceutical companies by revenue.
Venclexta: The First BCL-2 Inhibitor Cancer Therapy to Be Approved by the FDA
On April 11, 2016, Venclexta became the first BCL-2 inhibitor therapy to be approved by the FDA for chronic lymphocytic leukemia patients with 17p deletion.
What’s Novartis’s New Structure?
Novartis (NVS) has restructured its entire business into two parts: continuing operations and discontinuing operations.
What Risks Does Novartis Face?
Novartis is exposed to legal risks, including patent litigations, other product-related litigation, commercial litigation, government investigations, and prohibition rules.
Which Products Contribute the Most to Novartis’s Revenues?
Novartis (NVS) has recorded direct product sales of over $1 billion for each of its ten pharmaceutical products in the last year.
What Are Novartis’s Key Business Segments?
Novartis’s new structure includes only three business segments: pharmaceuticals, Alcon, and Sandoz.
An Inside Look at Incyte’s Product Portfolio
Incyte’s (INCY) product portfolio includes drugs for oncology as well as non-oncology. For oncology, its product portfolio includes targeted therapies as well as immunotherapies.
Januvia and Janumet: Merck’s Blockbuster Diabetes Drugs
Januvia and Janumet are Merck & Co.’s (MRK) blockbuster diabetes drugs. They’re are used to lower blood sugar levels in patients with Type 2 diabetes.
What’s Happening with a Generic Version of Vyvanse?
Vyvanse, Shire’s (SHPH) key drug, earned $1.7 billion in 2015, a 21% annual growth. Analysts expect Vyvanse to add $1.9 billion and $2.1 billion to Shire’s top line in 2016 and 2017.
What Are Novartis’s Valuation Multiples?
Based on the last five-year multiple range of ~9x to ~20x, Novartis’s current valuation is neither high nor low.
How Could Generic Competition Affect Copaxone’s Revenues in 2016?
Wall Street analysts have projected that Teva Pharmaceutical Industries (TEVA) will earn about $3.5 billion in revenues from Copaxone sales in 2016
Why Did Amgen Implement Multi-Pronged Strategy for Repatha?
Amgen (AMGN) is expecting to strengthen Repatha’s brand position in the global cardiovascular market in 2016 through a multi-pronged strategy.
Romosozumab: Will It Benefit Amgen in the Future?
In 1Q16, Amgen expects to have data from its Phase 3 clinical trial exploring the use of innovative drug romosozumab for treating post-menopausal osteoporosis.
What Could Drive Amgen’s Kyprolis Sales in 2016?
Amgen expects Kyprolis to continue capturing the global multiple myeloma (or MM) market in 2016. The drug has established itself as a backbone therapy for relapsed MM.
Behind Valeant’s Significant Drop in Jublia Sales
In 4Q15, Jublia added $68 million to the top line of Valeant—the sixth-largest revenue contributor in 4Q15, down from the second-largest in 3Q15.
Decoding Roche’s Performance on EV-to-EBITDA Basis
As of March 8, Roche Holding was trading at a forward EV-to-EBITDA multiple of 9.73x—a discount compared to Bristol-Myers Squibb’s 16.09x.
How Has Manufacturing Its Own Active Pharmaceutical Ingredients Helped Mylan?
Mylan is one of largest API (active pharmaceutical ingredient) manufacturers in the world, with nine API and intermediate manufacturing facilities.
Lesinurad: A Selective Uric Acid Reabsorption Inhibitor for Gout
Lesinurad, originally developed by Ardea Biosciences, was acquired by AstraZeneca through the acquisition of Ardea in June 2012. It works to reduce the uric acid levels in gout patients.
The European Commission Approved Novartis’s Entresto
On November 24, Novartis announced that the European Commission had approved Entresto as a therapy for adult patients suffering from symptomatic chronic heart failure with reduced ejection fraction.
JAVELIN Series: Clinical Studies of Avelumab
The JAVELIN series is a clinical trial program for the use of Avelumab for treatment of multiple types of cancer, including Merkel cell carcinoma.
Existing Drugs for Renal Cell Carcinoma
The FDA has accepted Bristol-Myers Squibb’s (BMY) supplemental biologics license application, or sBLA, for Opdivo for the treatment of patients with advanced renal cell carcinoma.
Abraxane Sales Are Lower than Expected in 3Q15
Abraxane’s sales in the US market fell by 4.2% from 3Q14 to 3Q15, while its sales in the rest of the world’s markets rose by 39.7% in the same time period.
Biogen’s Collaborative Arrangements See Strong Development in 3Q15
In 3Q15, Biogen saw several positive developments for the drugs developed under its various collaborative arrangements.
Alkermes’s Aristada and Its FDA Approval for Schizophrenia
Aristada was approved by the FDA and is projected to account for 10% to 30% of the LAI atypical antipsychotic market for schizophrenia patients in the US.
Amgen’s Key Risks
Amgen’s key risks include market erosion due to generic competition for Neulasta and Neupogen. Its restructuring also involves a reduction of about 3,500–4,000 employees.
Why the Swiss Franc Is the Golden Currency
Recently, the safe haven currencies like the Swiss franc and the Japanese yen are the ones that are showing a greater correlation to gold.
An Overview of Regeneron’s Business Model
Regeneron generates revenues in three ways: product sales, revenues earned through collaboration arrangements, and revenues earned from licensing proprietary technology.
An Overview of Amgen’s Business Model
Amgen’s (AMGN) business model generates revenues in two ways: product sales and other revenues mainly comprised of royalties and corporate partner income.
