Jazz Pharmaceuticals: How Are Xyrem and Erwinaze Positioned?
Jazz Pharmaceuticals’ Xyrem generated revenues of $357.3 million in the third quarter—compared to $303.9 million in the third quarter of 2017.
Recommendations for Shire as of October 30
Analysts’ estimates show that Shire (SHPG) stock has a potential to return ~15.8% over the next 12 months.
Shire: Why Analysts Expect Revenue Growth in Q3 2018
Analysts are expecting Shire (SHPG) to report a 3.3% growth in revenue when it reports its third-quarter earnings on November 1.
What to Expect from Thermo Fisher’s Third-Quarter Earnings
Thermo Fisher Scientific (TMO), a leading life sciences company, is scheduled to release its third-quarter earnings on October 24.
GW Pharmaceuticals: Recommendations and Market Capitalization
Wall Street analysts estimate that GWPH stock could increase ~6.7% over the next 12 months.
Novartis ADR’s Performance and Revenue Estimates for Q3 2018
Novartis’s (NVS) stock price has increased ~14.3% in the third quarter, and its stock rose ~2.8% year-to-date on October 2.
Estimates and Recommendations for Shire on September 19
Wall Street analysts expect Shire (SHPG) to report a 2.7% rise in revenue to ~$15.56 billion in 2018 compared to ~$15.16 billion in 2017.
Shire’s Quarterly Revenue Trend
Biotechnology company Shire (SHPG) reported a 4.6% YoY (year-over-year) rise in revenue to ~$3.9 billion in the second quarter.
A Look at Shire’s Valuation on September 19
Shire reported adjusted EPS of $3.88 on revenue of ~$3.9 billion in the second quarter, a 4.6% YoY (year-over-year) rise.
How Did Jazz Pharmaceuticals Perform in the Second Quarter?
Jazz Pharmaceuticals reported revenues of $500.5 million in Q2 2018 compared to $394.4 million in Q2 2017, a ~27% YoY increase and a ~13% sequential increase.
Shire’s Q2 2018 Earnings Beat Analyst Estimates
Shire (SHPG) beat Wall Street analysts’ estimates for revenues and EPS. It reported non-GAAP EPS of $3.88 on revenues of $3.9 billion in Q2 2018.
What to Expect from Shire’s Q2 2018 Earnings on July 31
Shire (SHPG) is set to release its Q2 2018 earnings on July 31. Wall Street analysts expect EPS of $3.67 on revenues of $3.8 billion.
EyeGate Pharmaceuticals Stock Rose ~5.8% on July 24
On July 24, EyeGate Pharmaceuticals (EYEG) announced that it has secured FDA approval for two investigational device exemption applications.
How Does BioMarin Pharmaceutical Look ahead of Its Q2 Earnings?
BioMarin Pharmaceutical (BMRN) plans to release its Q2 2018 results on August 2. In Q1 2018, BMRN reported net revenues of $373.4 million.
Caladrius Biosciences’ Stock Price Rose 67% on June 19
On June 19, Caladrius Biosciences’ stock price rose 67.3% and reached $6.61 from the previous close of $3.95 on June 18.
Recent Developments, Recommendations for JAZZ in May
In May, Jazz Pharmaceuticals (JAZZ) submitted a supplemental new drug application to the FDA for the label expansion of Xyrem.
How Jazz Pharmaceuticals’ Products Performed in 1Q18
In 1Q18, Jazz Pharmaceuticals’ (JAZZ) Xyrem generated revenue of $316.8 million compared to $272 million in 1Q17.
How Did Jazz Pharmaceuticals Perform in 1Q18?
In 1Q18, Jazz Pharmaceuticals (JAZZ) generated revenue of $444.6 million compared to $376.1 million in 1Q17.
Takeda Pharmaceutical Makes 4th Successive Bid for Shire
Takeda Pharmaceutical’s (TKPYY) bid for Shire (SHPG) has piqued a lot of investor interest.
No Bid Coming for Shire Reportedly
Will Allergan buy Shire? – Apparently not CNBC saying no bid is likely. Allergan is off its lows – only down $5 now and Shire is back to flat after being up as much as $15 (~10%) earlier. From earlier: Shire PLC (NASDAQ: SHPG) is up 4.5% as of 11:10 A.M. on Thursday following an announcement […]
Why Shire Stock Rose in the Week Ended March 29
On March 29, 2018, Shire (SHPG) was trading at $149.39, which represented a 21% rise from its 52-week low of $123.73.
Alexion Pharmaceuticals in 4Q17 and Fiscal 2017
In 4Q17, Alexion Pharmaceuticals (ALXN) generated revenues of $910 million, which reflected ~10% growth on a YoY (year-over-year) basis.
A Deeper Look at Atara Biotherapeutics’ ATA129, ATA520, and ATA230
In April 2017, Atara Biotherapeutics (ATRA) entered into an agreement with Merck (MRK) to evaluate ATA129 in combination with Merck’s Keytruda.
How Is Bioverativ’s Alprolix Positioned Now?
In 3Q17, Bioverativ’s (BIVV) drug Alprolix generated revenue of $88.5 million, which reflected a rise of ~4% on a year-over-year (or YoY) basis.
How Is Bioverativ’s Eloctate Positioned Now?
In 3Q17, Bioverativ’s (BIVV) Eloctate generated revenue of $186.3 million, reflecting a 41% rise on a year-over-year (or YoY) basis.
How Is Roche’s Hemlibra Positioned for 2018?
Roche’s (RHHBY) Hemlibra is used for the prevention and reduction of the frequency of bleeding episodes in individuals with hemophilia A with factor VIII inhibitors.
How Novo Nordisk’s Biopharmaceuticals Segment Performed in 3Q17
In 3Q17, Novo Nordisk’s (NVO) hemophilia segment reported revenues of 2.4 billion Danish krone (or DKK), a ~10% increase on a YoY basis.
How Is Jazz Pharmaceuticals’ Xyrem Positioned after 3Q17?
In 3Q17, Jazz Pharmaceuticals’ (JAZZ) Xyrem generated revenue of $303.9 million, which reflected a rise of ~6% on a YoY (year-over-year) basis.
Venator to Participate in Food Ingredients Europe
Venator, a spin-off of Huntsman (HUN), rose 0.80% and closed at $23.28 for the week ending November 24, 2017. The stock was listed on August 3, 2017.
Alnylam Saw Serious Adverse Event in Fitusiran Phase 2 OLE Study
On September 7, 2017, Alnylam Pharmaceuticals (ALNY) announced that it had suspended all of its fitusiran studies after a serious adverse event (or SAE).
Venator to Close 2 Facilities as Part of Business Improvement
On September 18, 2017, Venator Materials (VNTR), a spin-off of Huntsman (HUN), announced a $90.0 million business improvement plan.
A Look at Novo Nordisk’s Hemophilia Franchise after 2Q17
In the first half of 2017, Novo Nordisk’s hemophilia franchise reported revenues of DKK 5.3 billion, which reflected a ~1.0% fall on a YoY (year-over-year) basis.
How Are Bioverativ’s Key Drugs Positioned after 2Q17?
In 2Q17, Bioverativ’s Alprolix generated revenues of ~$89.7 million, which represents ~12% growth YoY (year-over-year) and ~4% growth sequentially.
Erwinaze Sales May Remain Flat in 2017
Erwinaze saw net sales worth $49 million in 2Q17, almost flat compared to the drug’s revenues of $50 million in 2Q16.
Bioverativ’s Research Pipeline May Boost Future Revenues
Bioverativ (BIVV) plans to improve compliance rates for hemophilia patients further by launching therapies with lower dosage frequency.
Bioverativ’s Eloctate Sees More Demand from Hemophilia A Patients
In 1Q17, Bioverativ’s Eloctate witnessed revenues close to $155.9 million, which is about $48.0 million more YoY (year-over-year).
Why More Companies Want to Stay Private
The equity markets across the US (SPY) (QQQ) are surging with indexes recording all-time highs in 2017.
What Bob Doll Thinks about the IPO Market in 2017
Equity market indexes across the United States are surging and recording all-time highs. The volatility index is also falling, which could be a good sign for IPO activity in 2017.
GILD’s Positive Results from Phase 2 Trial Evaluating Selonsertib as NASH Therapy
Gilead Sciences (GILD) is preparing to pose strong competition to other NASH players such as Allergan (AGN), Intercept Pharmaceuticals (ICPT), and Shire Pharmaceuticals (SHPG).
Revenue Drivers for Krystexxa, Horizon’s Orphan Biologic Drug
Horizon plans to drive Krystexxa through increased awareness and outreach, investing in its marketing and medical education as well as commercial infrastructure.
Lyrica to Lose Patent Protection in the US in 2018
After Pfizer lost patent protection for Lipitor, Lyrica became increasingly important to it. During its peak in 2014, Lyrica added $5.2 billion to Pfizer’s top line.
Great Disappointment in Valeant Pharmaceuticals’s 3Q16 Earnings
Valeant Pharmaceuticals (VRX) announced its 3Q16 earnings on November 8. On a GAAP basis, Valeant reported a loss of ~$1.2 billion, which reflects a loss of $3.49 per diluted share during the period.
Valeant’s Salix Acquisition Saga
Valeant won the acquisition race for Salix by valuing it at $14.5 billion, inclusive of net debt. In April 2015, Valeant paid $158 per Salix share.
How Did Novo’s Biopharmaceuticals Segment Perform in 3Q16?
Novo’s (NVO) Biopharmaceuticals segment rose 5.2 billion Danish kroner during 3Q16.
Looking at the Portfolio of the Fidelity Advisor Europe Fund
Industrials and financials are the top two invested sectors of FHJUX, and each sector commands more than one-fifth of the portfolio.
Strensiq and Kanuma: Potential Revenue Drivers for Alexion
Once Alexion taps the numbers of Strensiq and Kanuma, its share price will most likely rise.
Eli Lilly and Co.’s 3Q16 Estimates: Neuroscience Franchise
Another franchise from Eli Lilly and Co.’s (LLY) human pharmaceuticals segment is the neuroscience franchise.
In Depth Review of Gilead Sciences’ NASH Pipeline Opportunities
Nonalcoholic steatohepatitis (or NASH) doesn’t have any existing approved treatments on the market, but a number of companies are vying for a share of the untapped market.
A Look at BioMarin’s Early Stage Pipeline
BioMarin’s (BMRN) early-stage pipeline includes BMN-270, a gene therapy program for hemophilia A and vosoritide, which is indicated for achondroplasia.
How Gilead Dominates the HCV Space
In January 2012, Gilead Sciences (GILD) acquired Pharmasset and got access to sofosbuvir. In December 2013, the FDA approved sofosbuvir under the brand name Sovaldi.
Buy Allows Horizon to Further Expand into Orphan Drug Space
Through the acquisition of Raptor Pharmaceuticals, Horizon Pharma (HZNP) will gain access to Procysbi and Quinsair and expand in the orphan drug space.
News of Acquisition Caused Horizon Pharma Stock to Rise
The market was pleased with the merger deal between Horizon Pharma (HZNP) and Raptor Pharmaceuticals. HZNP shares rose to $18.89 on September 12.
How the Numbers Add Up for the Horizon Pharma–Raptor Deal
According to the September 12, 2016, agreement between Horizon Pharma (HZNP) and Raptor Pharmaceuticals, HZNP will acquire Raptor common stock at $9 per share.
Sanofi’s Chase for Zika Virus Vaccine Could Drive Its Share Price
Sanofi’s Vaccine segment generated 1.4 billion euros, or about $1.6 billion, during the first half of 2016.
Why Are Revenues from Pfizer’s Rare Disease Portfolio Falling?
BeneFIX, the major contributor to Pfizer’s (PFE) Rare Disease portfolio, is indicated for hemophilia B. During the first six months, the drug earned $367 million.
How Pfizer’s Internal Medicine Core Drugs Are Performing
The major contributors in Pfizer’s (PFE) Internal Medicine business include Lyrica and Viagra. Lyrica’s Innovative Health (or IH) contribution to the Internal Medicine portfolio stood at 48%.
What’s behind Mallinckrodt’s Stratatech Acquisition?
Stratatech is a regenerative medicine company with a focus on the development of proprietary skin substitute products.
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).
What Are the Prospects for Novo’s Biopharmaceuticals Segment?
Novo’s (NVO) biopharmaceuticals segment sales grew by 6% on a reported basis to amount to 11.8 billion Danish kroner during 1H16.
Pfizer’s Medivation Acquisition: What You Need to Know
On August 22, Medivation (MDVN) and Pfizer (PFE) entered into a definitive agreement. Pfizer will acquire Medivation for a consideration of ~$14 billion.
An Update on Shire’s Upcoming Milestones
Shire anticipates receiving European Union approval for Natpara for the indication of hyperparathyroidism in 4Q16.
What’s behind Shire’s 2Q16 Earnings Surprise?
On August 2, 2016, Shire (SHPG) surprised analysts by reporting sales of $2.4 billion for 2Q16. Analysts expected $2.3 billion.
Can Valeant’s Margins for 2Q16 Meet Expectations?
During 4Q15 and 1Q16, Valeant Pharmaceuticals’ (VRX) net margin turned negative. That followed its struggling high-margin dermatology products and the foreign exchange impact.
How Critical Is Valeant’s Pipeline to Its Success?
Valeant’s (VRX) prospects depend on the success of its pipeline candidates since they can drive the pressured top line of the much-troubled company.
What to Expect from Valeant’s Upcoming Q216 Earnings
Wall Street analysts anticipate that Valeant will record $2.47 billion and $2.54 billion total revenue for 2Q16 and 3Q16, respectively.
BioMarin: Why So Many ‘Buy’ Recommendations?
BioMarin (BMRN) is expected to report 2Q16 earnings on August 4, 2016. “Buy” ratings have increased to 94.7% from 90% on June 29, 2016.
How Significant Is Alexion’s Opportunity with Soliris?
Alexion (ALXN) has been serving the atypical hemolytic uremic syndrome, or aHUS, market for the past five years.
How Will Shire’s LSD Portfolio Perform in 2016?
Shire’s (SHPG) LSD (or lysosomal storage disorders) portfolio consists of Elaprase, Replagal, and Vpriv.
What to Expect from Shire’s Genetic Disease Franchise
Wall Street analysts expect Elaprase to earn $145.6 million in 2Q16 and $140.5 million in 3Q16.
How Will Shire’s ADHD Franchise Perform in 2Q16?
Shire’s (SHPG) ADHD franchise includes Vyvanse, Adderall XR, and Intuniv.
How Analysts Think Investors Should Play Vertex Pharmaceuticals
Vertex Pharmaceuticals (VRTX) will report its 2Q16 earnings on July 27, 2016. Based in Boston, VRTX is a global biotechnology company that primarily focuses on cystic fibrosis drugs.
How Alexion Plans to Fuel Strensiq Sales
With the Enobia acquisition in February 2012, Alexion benefited in long-term disease awareness, diagnostic planning, and initiatives in the HPP space.
Inside Lilly’s 2Q16 Estimates for Its Neuroscience Franchise
Another franchise in Eli Lilly’s Human Pharmaceuticals segment is the neuroscience franchise, which contributes ~13% of Lilly’s total revenues.
Biogen’s Hemophilia Drugs Could See Strong Revenue Growth
Biogen (BIIB) discussed its plans to spin off its haemophilia franchise into an independent, publicly traded company.
Regeneron’s Dupilumab: How Much Potential Does It Hold?
Dupilumab has a breakthrough therapy designation from the FDA for the indication of moderate-to-severe atopic dermatitis in adults.
The Truth behind Horizon’s EV-to-EBITDA Performance
On June 29, 2016, Horizon Pharma was trading at a forward EV-to-EBITDA multiple of 4.67x, which is at a discount when compared with peers.
Understanding the Valuation Catalysts for BioMarin in 4Q16
BioMarin plans to file a Biologics License Application with the FDA for Pegvaliase, which is indicated to treat phenylketonuria, by the end of fiscal 2016.
Understanding Alexion’s Robust Pipeline
Alexion is expanding the label for its key drug Soliris. Along with Soliris, Alexion’s has several other key molecules in the advanced development stage.
What Are the Additional Labels for Alexion’s Soliris?
Soliris is Alexion’s leading drug. It was approved for paroxysmal nocturnal hemoglobinuria and atypical hemolytic uremic syndrome in 2007 and 2011.
Why Are Novo Nordisk’s Two Segments Growing?
Novo Nordisk (NVO) operates in two major segments: diabetes and obesity care and biopharmaceuticals. Diabetes care has been Novo’s major business area.
How Does Shire’s Late-Stage Pipeline Look?
SHP643, a phase three candidate, might present significant growth potential for Shire (SHPG) in the hereditary angioedema (or HAE) space.
How Shire’s Robust Pipeline Could Drive Its Valuation
With the completion of the Baxalta acquisition, Shire (SHPG) has 50 inline and pipeline products and programs.
What Are Shire’s Flagship Products?
Shire’s (SHPG) portfolio spans across diversified areas such as neuroscience, hematology, immunology, genetic diseases, internal medicine, and ophthalmics.
What Is Shire’s Outlook for 2016?
Shire (SHPG) expects to generate 13%–17% higher product sales on a constant exchange rate (or CER) basis in fiscal 2016.
What’s behind Shire’s Attractive Valuation?
Shire has a diversified portfolio and a robust rare disease pipeline. Following the Baxalta acquisition, its top line is expected to grow exponentially.
Valeant: The Rise and Fall of a Giant Specialty Pharmaceutical
Much of Valeant’s growth was coming from price increases rather than volume gains, and that wasn’t sustainable. The company’s steep price increases came under regulator scrutiny.
BioMarin Withdraws Application for Kyndrisa: Stock Falls 2.5%
As of June 1, 2016, BioMarin Pharmaceutical (BMRN) was the most underperforming stock among the large-cap stocks of the SPDR S&P Biotech ETF (XBI).
Shire’s Shareholders Approve Baxalta Merger: What’s Next?
Shire (SHPG) performed the worst among the large-cap stocks of the iShares Nasdaq Biotechnology ETF (IBB) on May 27, 2016.
Grifols Maintains Its Dividend Payout at 40%
Grifols (GRFS) outperformed other international securities within IBB with a return of 8.5% for the week ending May 27 as it announced a dividend payment.
Inside Soliris’s Continued Growth Momentum
During the first quarter of 2016, Alexion Pharmaceuticals (ALXN) earned $664.7 million from the sale of its flagship drug, Soliris.
Understanding Alexion’s Share Price Performance since Its Previous Earnings
Alexion reported a revenue decline of 1.5% and an earnings decline of 2.2% in 1Q16, which surprised investors and led to a 6% fall in its share price.
How Has Novo’s Share Price Performed since Its Last Earnings?
Novo Nordisk announced its earnings for fiscal 2015 on February 3, 2016. Disappointment in its earnings per share saw its share price fall 6% on the day.
A Look at Vertex’s Cystic Fibrosis Patient Opportunity
There are ~27,000 eligible patients for Vertex Pharmaceuticals’ Kalydeco and Orkambi. However, Vertex is only currently treating one-third of patients.
How Much Potential Does Vertex’s CF Pipeline Hold?
To maintain leadership in the cystic fibrosis space, Vertex Pharmaceuticals has to come up with superior molecules that offer enhanced clinical benefits.
Timely Energy Exposure Helped FHJUX in 1Q16
The Fidelity Advisor Europe Fund – Class A (FHJUX) fell 1.8% in 1Q16. But it still emerged as an above-average performer among the 12 funds in this review.
Sector Composition Changes in FHJUX until 1Q16
FHJUX’s assets were spread across 73 holdings as of March 2016, which is six less than a quarter ago. It was managing assets worth $1.3 billion as of the end of March.
The Shire-Baxalta Merger: A Look at the Details
Following news of the Shire-Baxalta merger, Baxalta’s share price rose and Shire’s share price fell.
Defitelio: Volume and Pricing Challenges
Jazz Pharmaceuticals’ Defitelio is the first and only approved treatment that increases survival in VOD patients with multi-organ dysfunction (or MOD).
Xyrem: Jazz Pharmaceuticals’ Key Product
Xyrem is the only FDA-approved drug for both cataplexy and EDS (excessive daytime sleepiness) with narcolepsy.
Shire Won Patent Infringement Case for Lialda
In fiscal 2015, Lialda added $684.4 million to Shire’s (SHPG) top line, reflecting an 8% annual increase in sales. This was supported by a 10% rise in prescription volume.