Sanofi

the U.S. Food and Drug Administration accepted the filing of a supplemental Biologics License Application for Bristol-Myers Squibb’s Opdivo.

Japan is the second-largest individual pharmaceutical market in the world. It accounts for less than 10% of the total global pharma market.

The SPDR Euro Stoxx 50 ETF (FEZ) is a US exchange-traded ETF that tracks the performance of the 50 largest companies across the Eurozone.

Teva Pharmaceutical (TEVA) expects its 2017 non-generally accepted accounting principles (non-GAAP) earnings per share (or EPS) to fall in the range of $4.9–$5.3.

With 642 million people expected to suffer from diabetes globally by 2040, the disease is expected to offer multiple growth opportunities for Novo Nordisk.

In 2Q17, Merck’s (MRK) Januvia generated revenues of around $948 million, which reflected an ~11% decline on a year-over-year basis and 13% growth on a quarter-over-quarter basis.

Accounting for a ~46% market share, Novo Nordisk (NVO) is expected to continue to benefit from the positive trends in the global insulin market

The Japanese pharmaceuticals market is not very welcoming to foreign companies. Similarly, the Japanese population is quite loyal to domestic manufacturers.

Mylan takes an M&A strategy to save time related to compliance activities for obtaining regulatory approvals across various international markets.

Merial, Sanofi’s (SNY) Animal Health segment, reported total revenues of 725 million euros (about $818.6 million), which is a 9.1% increase over 2Q15.

Sanofi and Regeneron are conducting clinical studies for the treatment of a range of type 2 inflammation conditions with Dupixent.

Market Realist analysts recently conducted a Q&A with experts from VanEck on the generic pharmaceutical industry, a space that has attracted investor interest due to upside potential from brand name drugs coming off patent, cost saving pressure in the healthcare industry, and increased worldwide demand for prescription drugs (for more on these topics, please see […]

Demand for Zoetis’ products is driven by a growing population coupled with a rising middle class in emerging markets and increased relocation from rural to urban areas.

Alcon reported revenue of ~$1.82 billion in the second quarter, a 7% rise.

On September 13, Sanofi announced a change in two of its GBUs to enable focused operations across emerging markets and mature markets.

On September 15, Sanofi and Regeneron announced Phase 3 data results for Dupixent for the treatment of moderate-to-severe atopic dermatitis.

In 1Q18, Amgen’s (AMGN) Nplate revenue grew 16% YoY (year-over-year) to $179 million from $154 million, primarily driven by unit demand.

In 4Q17, Novo Nordisk’s (NVO) Tresiba generated revenues of 1.9 billion Danish kroner, which is a ~48% YoY growth in local currencies.

On February 15, 2018, GlaxoSmithKline traded at a forward PE multiple of 12.9x, which is lower than the industry average of 13.3x.

In 4Q17, Pfizer (PFE) generated revenues of $1.6 billion from the sale of vaccines, which reflected a ~8% rise on a YoY (year-over-year) basis.

On January 29, 2018, Sanofi (SNY) announced that it had agreed to acquire Ablynx (ABLX) for 3.9 billion euros.

GlaxoSmithKline (GSK) is currently the leader in the 135 billion pound consumer healthcare market.

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.

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.

In December 2017, the U.S. FDA (Food and Drug Administration) approved Novo Nordisk’s (NVO) Ozempic as an addition to diet and exercise for the improvement of blood sugar levels in individuals with type two diabetes mellitus.

In 3Q17, Novo Nordisk’s (NVO) NovoRapid reported revenues of 5.0 billion Danish krone (or DKK), which reflected ~9% growth on year-over-year (or YoY) basis.

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.

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

Sanofi reports its business in two segments: Human Pharmaceuticals and Sanofi Pasteur, or the Human Vaccines segment.

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, 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.

According to a Monte Carlo simulation performed at Harvard, it’s estimated that 5.0 million patients in the United States stand to benefit from PCSK9 inhibitor therapy.

In 2Q17, Sanofi’s (SNY) vaccine business reported revenues of 1.0 billion euros, which is a YoY rise of 26.2% on a CER basis and 19.2% on a CER and CS basis.

In the first half of 2017, Roche’s (RHHBY) Esbriet reported revenues of CHF 418.0 million, which reflected a ~16.0% growth on a YoY basis.

In the first half of 2017, Novo Nordisk’s (NVO) Xultophy generated revenues of DKK (Danish kroner) 284.0 million.

In 2Q17, Mylan (MYL) reported gross profit margins of 54.0%, which was lower than 56.0% reported in 2Q16.

Regeneron and Sanofi have submitted an application seeking regulatory approval for Kevzara in Japan.

In June 2017 and July 2017, healthcare providers wrote prescriptions for Regeneron (REGN) and Sanofi’s (SNY) Dupixent for 750 new patients on a weekly basis.

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

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

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

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 […]

Bristol-Myers Squibb (BMY) surpassed Wall Street analysts’ estimate for 2Q17 revenues, reporting $5.14 billion compared to the estimate of $5.09 billion.

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, […]

General Medicines Sanofi’s (SNY) generic business contributed ~5.1% of its total revenue in 2Q17. The business reported revenue of 442 million euros in 2Q17, an 8% decrease from 2Q16. Revenue fell due to lower sales in US markets, European markets, and emerging markets. This fall was partially offset by the growth in the rest of […]

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’s revenue in 2Q17 At constant exchange rates, Sanofi (SNY) reported revenue growth of ~5.5% between 2Q16 and 2Q17, with revenue rising to 8.7 billion euros from 8.1 billion euros. Structure of the group The above chart shows Sanofi’s segment-wise revenue over the last few quarters. In 2016, Sanofi reorganized itself into five business units: Sanofi […]