Restoration Hardware Holdings Inc
Understanding Pfizer’s 3Q16 Performance
During 3Q16, Pfizer (PFE) recorded revenue amounting to $13 billion. Excluding the impact of foreign exchange, the company’s revenue rose 8% annually.
Teva Pharmaceutical: Earnings Trends and Recent Developments
Teva Pharmaceutical’s net income and diluted EPS in the first nine months of 2018 amounted to $541.0 million and $0.53, respectively.
A Performance Update for Roche’s Avastin in H2 2018
In June, the FDA approved Avastin in combination with chemotherapy followed by Avastin monotherapy.
A Look into Roche Holding’s Performance in Q1 2018
In Q1 2018, Roche Holding (RHHBY) reported revenues of ~13.6 billion Swiss francs compared to ~12.9 billion Swiss francs in Q1 2017.
Eylea’s Net Sales in the US Jumped in 4Q15, but Was It High Enough?
Eylea, the leading product in Regeneron Pharmaceuticals’s (REGN) portfolio, fetched $746 million during the fourth quarter of 2015 in the US.
What Do Analysts Recommend for Medivation?
According to a Bloomberg consensus of 21 brokerage firms dated May 9, 57.9% rated Medivation a “buy” and 42.1% rated it a “hold.”
What Could Expand Keytruda’s Revenues?
In addition to the US market, Merck’s (MRK) Keytruda has been approved in more than 50 international markets for metastatic melanoma.
Roche’s Hemlibra Could Drive Long-Term Growth
In the first quarter, Roche’s (RHHBY) Hemlibra generated revenues of 23 million Swiss francs.
How Biogen’s Tysabri and Zinbryta Performed in 1Q17
In 1Q17, Biogen (BIIB) saw an increased demand for Tysabri, both in the United States and in international markets.
Understanding the Recent Fall in Bristol-Myers Squibb’s Valuation
On October 4, 2016, Bristol-Myers Squibb (BMY) was trading at a forward PE (price-to-earnings) multiple of 16.8x. With products Opdivo and Yervoy, the company leads the immuno-oncology space.
How Are Pfizer’s Xalkori and Inlyta Positioned in 2017?
In 2016, Pfizer’s (PFE) Xalkori reported revenues of ~$561 million, which reflected a ~15% YoY (year-over-year) rise.
Recent Developments with Roche’s Lung Cancer Drug Tecentriq
On April 9, 2018, Roche (RHHBY) said it has received approval for Tecentriq from NICE for the treatment of the most common form of lung cancer.
Venclexta May Prove a Novel Chemotherapy-Free Treatment Option
In 2017, AbbVie (ABBV) and Roche Holdings’ (RHHBY) Venclexta reported positive data from its Phase 3 trial, MURANO.
How Vertex Pharmaceuticals’ Drugs Performed in 1Q18
In 1Q18, Vertex Pharmaceuticals’ (VRTX) Orkambi revenue rose ~20% YoY (year-over-year) to $354 million from $295 million.
Why Eylea Could Face Tough Competition in 2016
In 2016, Regeneron expects to face increased competition from Roche Holding’s Lucentis (Ranibizumab) and Avastin (Bevacizumab) for Eylea.
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.
A Post-2Q17 Update on Pfizer’s Oncology Drugs: Sutent, Xalkori, and Inlyta
In 2Q17, Inlyta generated revenues of ~$88 million, which represents an ~19% decline on a YoY basis and ~4% growth on a quarter-over-quarter basis.
Amgen’s Nephrology Drugs Expect Falling Revenue in 4Q15
Analysts projected a fall in the revenue for Amgen’s nephrology drugs, Aranesp and Epogen, in 4Q15. The drugs are expected to suffer in the coming quarters.
AstraZeneca’s New Oncology Portfolio May See Healthy Growth
In 1Q17, AstraZeneca’s (AZN) new oncology portfolio reported global sales of around $236.0 million. Tagrisso earned revenues of $171.0 million globally.
Gilead Sciences’ Product Line Extension
As part of its significant product line extension, Gilead Sciences (GILD) is entering therapeutic areas such as oncology, pulmonology, and cardiology.
Worst-Case Scenario for Regeneron: What If Eylea Sales Slow Down by 2018?
Regeneron Pharmaceuticals (REGN) depends heavily upon its key drug, Eylea, which recorded global sales of $4.1 billion during fiscal 2015.
Why NICE Didn’t Approve Roche’s Ocrevus for Multiple Sclerosis
On April 5, 2018, Roche’s (RHHBY) MS (multiple sclerosis) drug Ocrevus was denied recommendation by NICE.
How Could a Salix Sale Impact Valeant’s Financials?
With the sale of Salix, Valeant’s adjusted revenues will fall 14.0%. Since Salix is a high-margin business, the sale will adversely impact Valeant’s margins.
Ibrance Is the Only Registered CDK 4/6 Inhibitor for Breast Cancer
Since its launch in February 2015, Pfizer’s Ibrance has quickly captured the advanced breast cancer market and has reached more than 40,000 patients.
Why Is Lung Cancer so Attractive to Bristol, Merck, and Roche?
Bristol-Myers Squibb’s (BMY) Opdivo’s will now share the second-line lung cancer therapy market with Roche’s Tecentriq, along with Merck’s Keytruda.
How Regeneron Is Working to Maintain Eylea’s Dominance
Regeneron’s (REGN) flagship product, Eylea (Aflibercept), was launched in the US in November 2011.
How Can Celator’s Portfolio Complement Jazz Pharmaceuticals?
Vyxeos would offer commercial synergies to the Jazz Pharmaceuticals portfolio in the form of a complementary targeted prescriber base of AML patients who undergo HSCT.
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.
Tesaro Stock Up over 16% on Rumors of Acquisition by Roche
Yesterday, Tesaro (TSRO) stock rose ~16.3%, triggered by rumours of an acquisition bid by Roche (RHHBY), which registered a stock price rise of ~2.1%.
What Were Pfizer’s Major Achievements in 2016?
During 2016, Pfizer (PFE) succeeded in expanding its label for Ibrance, its breast cancer treatment.
Sales Performance Analysis of Roche’s Pharmaceuticals Division
Roche Holding (RHHBY) generated ~78% of its group sales from the pharmaceuticals division.
Durvalumab and Tagrisso May Boost AstraZeneca’s Revenues in 2017
On December 9, 2016, the FDA accepted for review its first-ever biologics license application (or BLA) submitted by AstraZeneca (AZN).
The High Hope of Exelixis’s Cabometyx Label Expansion
Exelixis (EXEL) plans to explore Cabometyx in combination with immune checkpoint inhibitors such as atezolizumab, ipilimumab, and nivolumab.
Could Xtandi’s Use for Breast Cancer Be a Valuation Driver?
If Xtandi is successful in achieving a longer treatment duration of about ten months, it could earn up to $1 billion in the breast cancer space.
Analyzing Pfizer’s Ibrance and Xalkori after 2Q17
In the US market in 4Q17, Ibrance generated revenues of $777 million, which reflected ~27% growth on a YoY basis.
Exploring Avelumab’s Opportunities in the PD-1/PD-L1 Space
Pfizer plans to use avelumab, a PD-L1 (programmed death-ligand 1) class immuno-oncology product, as a backbone therapy in its immuno-oncology programs.
Roche on Damage Control after Hemlibra Patient Deaths
The news that five patients on Roche’s (RHHBY) hemophilia drug Hemlibra died triggered the stock to decline 2% on March 28, 2018.
What Drove Regeneron’s 3Q16 Performance?
In fiscal 3Q16, Regeneron Pharmaceuticals (REGN) recorded revenue amounting to $1.2 billion and net product sales amounting to $857 million.
Parsing Alphabet’s Other Bets Business
Alphabet’s (GOOGL) Other Bets continued to grow in 4Q17 and actually accelerated from the previous quarter.
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.
Tagrisso Expected to Be a Key Growth Driver for AstraZeneca in 2017
Launched in Japan in 2Q16, AstraZeneca’s (AZN) 1Q17 revenues for Tagrisso approached $39 million in this major emerging market.
This Could Be a Solid Growth Driver for Myriad Genetics in 2018
Myriad Genetics (MYGN) announced the U.S. Food and Drug Administration’s (or FDA) acceptance of its supplementary premarket approval application for BRACAnalysis CDx, a DNA sequencing companion diagnostic test.
Oncology Segment: Another Growth Platform for AstraZeneca?
The oncology segment is another key focus area of AstraZeneca (AZN). The oncology segment’s contribution increased from ~11.6% in 2014 to ~12.1% in 2015.
International Mutual Funds: Could They Be Suitable for You?
For those investors who want to invest in international mutual funds, we’ve quantitatively analyzed the composition and performance of nine of them.
Eylea Could Continue to Generate High Revenue
Regeneron Pharmaceuticals (REGN) markets Eylea in the United States, and Bayer (BAYZF) commercializes the drug outside the US market.
The Latest on TEVA’s Oncology Business
In 1H17, Teva Pharmaceutical’s (TEVA) oncology business generated revenues of ~$550 million, or ~9% lower YoY (year-over-year).
Xtandi’s Prescription Volumes Continue to Rise in 2017
In this series, we’ll look at Pfizer’s main revenue drivers in 2017, and what could steer its performance in 2018.
Roche Gets Lung Cancer Drug Alecensa Approval in Swiss Market
On April 3, 2018, Roche (RHHBY) announced that Alecensa was approved in Switzerland as a first-line treatment for ALK-positive NSCLC.
Inside Roche’s Strategy to Offset Revenue Declines
Roche’s big three contributors include MabThera/Rituxan, Herceptin, and Avastin, which accounted for 14.7%, 13.9% and 13.7% of revenues in fiscal 1Q16.
Biogen Stock Up on Alzheimer Trial Success
Biogen (BIIB) stock recorded premarket gains of ~20% today, triggered by news of the success of a phase 2 study for BAN2401 for Alzheimer’s in collaboration with Eisai Corporation yesterday.
Why Roche Might Be Interested in BioMarin
With increased M&A activity in the pharmaceuticals and biotechnology space, it wouldn’t be surprising if Roche Holding (RHHBY) acquired BioMarin (BMRN).
How’s Celgene’s Abraxane Positioned after 4Q17?
In 4Q17, Celgene’s (CELG) Abraxane generated revenues of $251 million, which reflected a decline of ~6% on a YoY (year-over-year) basis.
Merck’s Keytruda Witnessed Solid Growth in First Half of 2018
In Q2 2018, Merck’s (MRK) Keytruda generated revenues of $1.67 billion compared to $881.0 million in Q2 2017, reflecting ~89% YoY growth.
AbbVie’s Imbruvica in 4Q17 and Fiscal 2017
AbbVie’s (ABBV) Imbruvica generated revenue of $708 million in 4Q17 and $511 million in 4Q16, reflecting ~39% growth YoY (year-over-year) and ~3% growth quarter-over-quarter.
Why GlaxoSmithKline’s Pharmaceuticals Business Grew
GlaxoSmithKline is a major shareholder of ViiV Healthcare. Its HIV products reported revenue of 1.12 billion pounds during 2Q17.
Gauging Growth Expectations for Roche in 2Q16 and 2016
Analysts project that Roche will earn revenues of 12.5 billion in swiss francs during the second quarter of 2016—a YoY growth of 6.3% during the period.
Brace Yourself: AstraZeneca Could Be a Fourth Entrant into the PD-1/PD-L1 Drug Class
The PD-1 (programmed death-1)/PD-L1 (programmed death-ligand 1) class consists of Bristol-Myers Squibb’s Opdivo, Merck’s Keytruda, and Roche’s Tecentriq.
What Drove Gilead Sciences’ Hepatitis C Portfolio in 3Q15?
Gilead Sciences’ (GILD) hepatitis C (or HCV) portfolio is expected to continue driving the company’s revenues and net profit margins in 3Q15.
What Can Investors Expect from Regeneron’s 4Q15 Earnings?
Regeneron will report its earnings for 4Q15 and fiscal 2015 on February 9, 2016. It will report the earnings before the financial markets open in the US.
Ignyta’s Drug Pipeline
Ignyta (RXDX) has completed enrollment for a Phase 1 clinical trial of RXDX-105, an orally bioavailable small molecule tyrosine kinase inhibitor.
AbbVie’s Venclexta for Chronic Lymphocytic Leukemia
AbbVie (ABBV) and Roche Holdings (RHHBY) have strategized to position Venclexta as a foundation therapy in the chronic lymphocytic leukemia (or CLL) indication.
Generics and Biosimilar Business Is Major Growth Driver for Teva
Teva Pharmaceutical aims to launch the generic version of EpiPen in the US in the fourth quarter.
What Are Mylan’s Key Growth Drivers in Fiscal 2019?
In fiscal 2018, Mylan (MYL) reported revenues of $11.43 billion, a YoY decline of 4%.
How Sanofi’s Rare Blood Disorder Portfolio Performed in Q1
In the first quarter, Sanofi’s Rare Blood Disorder franchise reported net sales of 274 million euros.
How Snap Wants to Beat Facebook in the Drug Advertising Market
Snap (SNAP) is pursuing pharmaceutical companies to advertise on Snapchat, its social network used by some 186 million people worldwide.
Most Analysts Have Given bluebird bio Positive Ratings in March
Wall Street analysts expect a potential upside of 19.21% for bluebird bio (BLUE) based on the company’s closing price on March 27.
A Look at Spark’s Potential Revenue Contribution to Roche Holdings
Wall Street analysts have projected Spark Therapeutics’ revenues to be $105.64 million, $169.22 million, and $263.76 million for fiscal 2019, fiscal 2020, and fiscal 2021, respectively.
Roche Holdings to Acquire Spark Therapeutics
On February 25, Roche Holdings (RHHBY) issued a press release announcing that it has entered a definitive agreement to acquire Spark Therapeutics (ONCE).
Why AC Immune SA Stock Crashed on January 30
On January 30, AC Immune SA (ACIU) issued a press release announcing the discontinuation of Phase 3 trials CREAD 1 and CREAD 2.
How Pfizer’s Sutent and Xalkori Have Performed
In the first nine months of this year, Pfizer’s (PFE) Sutent sales fell 2% YoY (year-over-year) to $785.0 million from $805.0 million.
Teva Pharmaceutical’s Performance in European Markets
In the third quarter, Teva Pharmaceutical’s (TEVA) European revenue fell ~12% YoY (year-over-year) to $1.2 billion from $1.38 billion.
An Update on Roche’s Neurology Business
In October, Roche announced new interim data from the dose-evaluation sections of the FIREFISH and SUNFISH trials.
A Financial Overview of Ionis Pharmaceuticals in October
Ionis Pharmaceuticals generated Q2 2018 revenues of $118.0 million compared to $122.3 million in Q2 2017, which reflected ~15.0% YoY growth.
Verastem Stock Plunged 19.98% Yesterday
On September 25, Verastem (VSTM) stock fell to $7.15, a ~19.98% fall from its previous close of $8.93.
TransCon Tech Is a Major Growth Driver for Ascendis Pharma A/S
Ascendis Pharma A/S (ASND) is a biopharmaceutical company focused on becoming a leading player in the endocrinology rare disease space.
How Is Merck’s Keytruda Positioned in September?
Merck’s (MRK) Keytruda has witnessed ~89% YoY (year-over-year) growth and generated second-quarter revenues of $1.7 billion.
How Roche’s Activase, Mircera, and Epogin Look in August
In the second quarter, NeoRecormon/Epogin generated revenues of 79.0 million Swiss francs, reflecting an ~4% YoY decline at CER.
Ocrevus Could Boost Roche’s Revenue Growth in 2018 and Beyond
In the second quarter, Ocrevus reported revenues of 561.0 million Swiss francs, which reflected ~195% YoY growth at CER.
How Is Roche’s Infectious Disease Business Positioned in August?
In the second quarter, Rocephin generated revenues of 63.0 million Swiss francs, reflecting an ~14% YoY decline at CER.
An Overview of Roche’s Immunology Drugs Pulmozyme and CellCept
Roche’s CellCept generated revenues of 333.0 million Swiss francs in H1 2018 compared to 346.0 million Swiss francs in H1 2017.
Roche’s Immunology Drug Actemra: A Long-Term Growth Driver?
Roche’s (RHHBY) Actemra/RoActemra reported revenues of 1.05 billion Swiss francs in H1 2018 compared to 922.0 million Swiss francs in H1 2017.
An Overview of Roche’s Hemato-Oncology Drugs MabThera and Gazvya
Roche’s (RHHBY) MabThera/Rituxan reported revenues of 3.45 billion Swiss francs in the first half compared to 3.8 billion Swiss francs in the first half of 2017.
How Is Roche’s Diagnostics Segments Positioned in August?
Roche’s tissue diagnostics unit generated revenues of 290.0 million Swiss francs in the second quarter, reflecting ~15% YoY growth at CER.
An Update on Roche’s Immunology Drugs: Xolair and Esbriet
Roche’s (RHHBY) Xolair reported revenues of 928.0 million Swiss francs in H1 2018, compared to 866.0 million Swiss francs in H1 2017.
Tecentriq Could Boost Roche’s Revenue Growth in 2018 and Beyond
Roche’s (RHHBY) Tecentriq generated revenues of 320.0 million Swiss francs in the first half compared to 237.0 million Swiss francs in the first half of 2017.
A Performance Overview of Roche’s Diagnostics Division
In July, Roche received the CE Mark for its Accu-Chek Solo micropump system.
A Performance Update on Roche’s Pharmaceuticals Segment in August
Roche’s (RHHBY) Pharmaceuticals division reported revenues of 21.8 billion Swiss francs in H1 2018 compared to 20.5 billion Swiss francs in H1 2017, reflecting ~7% YoY growth.
Alecensa Could Boost Roche’s Revenue Growth in 2018 and Beyond
Roche’s (RHHBY) Alecensa generated revenues of 279.0 million Swiss francs in the first half compared to 148.0 million Swiss francs in the first half of 2017.
Roche’s Financial Overview in August
In H1 2018, Roche reported its cost of sales of 8.0 billion Swiss francs compared to 8.8 billion Swiss francs in H1 2017, which reflected an ~8.0% YoY decline.
Update on Roche’s Oncology Drugs: Tarceva, Cotellic, and Erivedge
Roche’s (RHHBY) Tarceva generated revenues of 298.0 million Swiss francs in H1 2018 compared to 436.0 million Swiss francs in H1 2017.
Tecfidera and Tysabri Still Driving Biogen’s Revenue Growth
Biogen expects to witness robust demand trends for Tecfidera in ex-US markets in 2018.
AbbVie’s Supplemental New Drug Application for Venetoclax
On July 12, AbbVie (ABBV) announced that it had submitted an sNDA (supplemental new drug application) to the FDA for venetoclax.
Could Symdeko Be Vertex Pharmaceuticals’ Long-Term Growth Driver?
In June, Health Canada approved Vertex Pharmaceuticals’ Symdeko for the treatment of the underlying cause of cystic fibrosis in individuals over 12 years old.
Regeneron Focuses on Expanding Eylea’s Diabetic Retinopathy Label
On March 19, Regeneron announced positive top line results from its Phase 3 PANORAMA trial.
Biogen and Ionis Crash on PTC Therapeutics’ Promising Data
Yesterday, PTC Therapeutics (PTCT) registered a stock price rise of ~24.6% on the positive data the company presented along with partner Roche (RHHBY) for their SMA (spinal muscular atrophy) drug risdiplam.
Envision Healthcare to Be Acquired by KKR
On June 11, Envision entered into a definitive acquisition agreement with KKR.
Keytruda’s Label Expansion Could Boost Merck’s Revenue Growth
In June, the FDA approved Merck’s Keytruda for the treatment of metastatic cervical cancer patients whose disease had progressed after or during chemotherapy and whose tumors expressed PD-L1.
Merck’s Keytruda Receives a New Approval
In June, the FDA approved Merck & Company’s Keytruda for the treatment of individuals with refractory primary mediastinal large B-cell lymphoma.
Teva Stock Could Jump after Good News from Partner Manufacturers
Eagle Pharmaceuticals, one of Teva’s partners, won a lawsuit against the FDA for not granting orphan drug status to Bendeka.
Nektar Therapeutics’ Share Price Fell 41.8% on June 4
On June 4, Nektar Therapeutics (NKTR) closed at $52.6—almost 41.8% lower than its previous close of $90.35.