Takeda Pharmaceutical Company Limited
Xtandi and Bosulif Are Expected to Boost Pfizer’s Revenue Growth
In the first nine months of this year, Pfizer’s (PFE) Xtandi alliance revenue grew ~21% YoY (year-over-year) to $510.0 million.
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.
What Are Tesaro’s Revenue Projections for Fiscal 2018?
In its third-quarter earnings conference call, Tesaro (TSRO) narrowed its revenue guidance for fiscal 2018 from the previously projected range of $250 million to $265 million to $258 million to $265 million.
A Performance Overview of JNJ’s Imbruvica, Velcade, and Zytiga
Johnson & Johnson’s (JNJ) Imbruvica generated revenue of $705.0 million in the third quarter.
Celgene: Multiple Myeloma Franchise Could Drive Growth
In the multiple myeloma market, Celgene leads the immunomodulatory agent class of drugs with Revlimid, Pomalyst, and Thalomid.
Analyzing Seattle Genetics’ Key Collaborations
Seattle Genetics (SGEN) is focused on maximizing Adcetris’ market reach. Currently, the product is sold in 71 countries.
How Are Celgene’s Multiple Myeloma Drugs Positioned before Q2?
Celgene’s (CELG) Revlimid and Pomalyst generated revenues of $2.2 billion and $453 million, respectively in the first quarter.
Kyprolis Is Expected to Boost Amgen’s Revenue Growth
In 1Q18, Amgen’s (AMGN) Kyprolis revenue grew 17% YoY (year-over-year) to $222 million from $190 million, primarily due to higher unit demand in international markets.
Pfizer: Focused on Advancing Oncology Research Programs in 2018
Pfizer (PFE) plans to produce a second-generation cyclin-dependent kinase (or CDK) inhibitor in 2018.
Takeda Pharmaceutical Makes 4th Successive Bid for Shire
Takeda Pharmaceutical’s (TKPYY) bid for Shire (SHPG) has piqued a lot of investor interest.
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.
How Did Novartis’s Gleevec, Tasigna, and Sandostatin Perform in 4Q17?
In 4Q17, Novartis’s (NVS) Gleevec generated revenues of $448 million, which reflected a ~41% decline on year-over-year (or YoY) basis and 1% growth quarter-over-quarter.
Johnson & Johnson’s Oncology Segment’s Performance in 2017
In 4Q17, JNJ’s Velcade reported revenues of $271.0 million compared to $274.0 million in 4Q16, which reflected an ~1.0% YoY decline.
Performance of Johnson & Johnson’s Remicade and Stelara in 2017
In fiscal 2017, Johnson & Johnson’s (JNJ) blockbuster drug Remicade generated revenues of $6.3 billion, which reflected an ~9.3% decline year-over-year.
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.
Pfizer’s Bosulif Had a Strong Performance in 4Q17 and 2017
In 4Q17, Pfizer’s (PFE) Bosulif generated revenues of $70 million, which reflected ~52% growth on a YoY (year-over-year) basis.
A Key Update on Gilead Sciences’ ZUMA-3 Study
In December 2017, Gilead Sciences (GILD) presented updated results from its ongoing phase-1/2 ZUMA-3 trial.
Tasigna Could Boost Novartis’s Revenue Growth in 2018
In 1Q17, 2Q17, and 3Q17, Tasigna generated revenues of $411 million, $463 million, and $482 million, respectively.
Key Updates on Novartis’s Kymriah
In December 2017, Novartis (NVS) presented updated results from the Juliet clinical trial, which demonstrated sustained responses of Kymriah (tisagenlecleucel) for the treatment of adults with relapsed or refractory diffuse large B-cell lymphoma (or DLBCL).
How Is Bristol-Myers Squibb’s Sprycel Positioned for 2018?
In December 2017, Bristol-Myers Squibb presented new data from the phase 2 CA180-372 trial.
Kyprolis Could Boost Amgen’s Revenue Growth in 2018
in 1Q17, 2Q17, and 3Q17, Kyprolis generated revenues of $190.0 million, $211.0 million, and $207.0 million, respectively.
Approval of Alecensa in Europe Could Boost Roche’s Revenue Growth
In 1Q17, 2Q17, and 3Q17, Roche’s Alecensa reported revenues of 68 million Swiss francs, 80 million Swiss francs, and 96 million Swiss francs, respectively.
How Did JNJ’s Velcade and Procrit Perform in 3Q17?
In 3Q17, Johnson & Johnson’s (JNJ) Velcade generated revenues of $273 million, a ~10% decline on a year-over-year (or YoY) basis and a 6% decline quarter-over-quarter.
The Financial Performance of Sucampo Pharmaceuticals
Sucampo Pharmaceuticals (SCMP) generated revenues of $61.2 million in 3Q17 compared with $57 million in 3Q16.
Key Risks Facing Sucampo Pharmaceuticals in 2017
Sucampo has taken on a significant level of debt. Its outstanding debt is ~$300 million. Its interest expense has increased from $6.8 million in 2015 to $23.7 million in 2016.
Sucampo Pharmaceuticals’ Amitiza: Its Performance in 2017
Sucampo Pharmaceuticals has granted licenses to commercialize a generic or authorized generic of Amitiza in the United States to Par Pharmaceutical and Dr. Reddy’s Laboratories.
How AstraZeneca’s Nexium, Synagis, and Losec Have Performed in 2017
In 3Q17, AstraZeneca’s (AZN) Nexium generated revenues of $469.0 million, which reflected an ~9.0% decline on a year-over-year basis.
How Is Bristol-Myers Squibb’s Sprycel Positioned Now?
In 3Q17, Bristol-Myers Squibb’s (BMY) Sprycel generated revenues of $509 million, an 8% increase on a year-over-year (or YoY) basis and ~1% growth on a quarter-over-quarter basis.
How Novartis’s Tasigna Is Looking Now
In 3Q17, Novartis’s (NVS) Tasigna reported revenues of $482 million, which with ~9% higher YoY (year-over-year) and 4% higher QoQ (quarter-over-quarter).
Amgen’s Pipeline Could Boost Its Long-Term Growth Opportunities
EVENITY (romosozumab) is a monoclonal antibody under investigation that acts by inhibiting the activity of sclerostin.
How Are Novartis’s Blockbuster Drugs Gleevec and Tasigna Positioned?
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.
What Amgen Expects from Blincyto in 2017
Blincyto’s revenue trends In 2Q17, Amgen’s (AMGN) Blincyto generated revenues of ~$43 million, which represented ~43% growth on a YoY (year-over-year) basis. Blincyto (blinatumomab) is an injection for the treatment of adults and children with relapsed or refractory B-cell precursor ALL (acute lymphoblastic leukemia). For more on Blincyto and its revenue prospects, please refer to […]
What Kyprolis Could Do for Amgen’s Revenue Growth
Kyprolis’s revenue trends In 2Q17, Amgen’s (AMGN) Kyprolis generated revenues of ~$211 million, which reflected ~23% growth on a YoY (year-over-year) basis and ~11% growth QoQ (quarter-over-quarter). In 2Q17, Kyprolis witnessed a ~20% volume growth QoQ, and its launch in international markets contributed heavily to the company’s overall YoY revenue growth. In 2Q17, in the US, Kyprolis […]
How Celgene’s Pomalyst Is Positioned after 2Q17
In 2Q17, Celgene’s (CELG) Pomalyst generated revenues of ~$391 million, which reflected ~23% growth on a year-over-year basis.
Celgene’s Revlimid Witnessed High Growth in 2Q17
In 2Q17, Celgene’s (CELG) Revlimid generated revenues of ~$2.0 billion, which reflected ~20% growth year-over-year and ~8% growth quarter-over-quarter.
Revlimid Could Continue to Drive Celgene’s Revenue Growth in 2017
In 2016, Celgene’s (CELG) Revlimid generated revenues of around $6.9 billion, which reflected a ~20% year-over-year (or YOY) growth.
How Did Celgene Perform in 1Q17?
In 1Q17, Celgene (CELG) reported revenues of ~$3.0 billion, an increase of ~18% year-over-year (or YoY).
Why Lupron Could Continue to Generate Steady Revenue
In 2016, AbbVie’s (ABBV) Lupron generated revenue of $821 million, a slight fall of 0.6% year-over-year (or YoY). In 1Q17, Lupron reported revenue of ~$194 million.
Exploring Kyprolis’s Revenue Trend in 2017
In 1Q17, Kyprolis generated revenues of ~$190 million compared to $154 million in 1Q16.
Kyprolis Could Significantly Drive Amgen’s Revenue Growth in 2017
Amgen’s (AMGN) Kyprolis has gained considerable market share in second-line multiple myeloma (or MM) indication since its launch in 2012.
Relistor May Be Solid Growth Opportunity for Valeant in 2017
Gastrointestinal franchise prescriptions In 2016, Valeant Pharmaceuticals’ (VRX) gastrointestinal (or GI) drugs Xifaxan, Uceris, Apris, and Relistor reported solid year-over-year (or YoY) growth in prescriptions, of around 18%, 6%, 4%, and 1%, respectively. Relistor growth trends Since the launch of the oral version of Relistor in 4Q16, the drug has witnessed a 13% rise in total […]
Xifaxan Expected to Witness Robust Growth in 2017
Gastrointestinal business In 2016, Valeant Pharmaceuticals’ (VRX) gastrointestinal (or GI) franchise saw its revenue fall due to the loss of patent protection for drugs Zegerid and Glumetza in the US market. Furthermore, the authorized generic version of Zegerid was transferred from Valeant’s Branded Rx segment to the Diversified Products segment. However, these negative trends were […]
Merck Continues to Dominate with Its Januvia Franchise
Despite more competition and pressures, Merck’s Januvia franchise continued to maintain its leadership in the DPP-4 inhibitor class of diabetes drugs.
VRX’s Gastrointestinal Segment Saw Robust Revenue Growth in 2016
In 3Q16, Valeant Pharmaceuticals’s (VRX) Gastrointestinal product segment witnessed a drop in revenues due to unfavorable changes in drug pricing.
What Might Have Fueled Valeant’s Interest in Salix?
The gastrointestinal (or GI) drug market in the United States is expected to grow at a CAGR of 5.0% over a five-year period from 2014 to 2019.
Teva Has a Targeted Strategy to Expand in Major Growth Markets
In Russia, Teva Pharmaceutical has created a strong portfolio of about 300 products and has been extensively developing its research pipeline.
Strong Brand Positioning Expected to Strengthen Teva’s Position
Teva Pharmaceutical’s (TEVA) strategy of selectively focusing on certain countries has enabled it to see double-digit organic growth in the growth markets.
Why Is Sanofi Expanding in the CHC Space?
Sanofi (SNY) plans to become a leading company in the CHC business. The asset swap will exclude Boehringer Ingelheim’s CHC business in China.
AbbVie Expects Investigational Drug Elagolix to Be a Blockbuster
Due to significant unmet demand and limited competition in the women’s health segment, AbbVie expects Elagolix to become a blockbuster therapy.
SAESX and How It Has Changed in 2016
Consumer discretionary, information technology, and telecom services form the core of SAESX. Combined, these three form 55% of the fund’s portfolio.
Healthcare Stocks Save the Day for CNJFX
Financials were the biggest negative contributors to CNJFX’s total returns in the first four months of 2016.
Celgene Continues to Develop New Multiple Myeloma Drugs
Celgene has been working on its immunomodulatory backbone drugs to develop combination therapies for use in treating all lines of multiple myeloma.
What Can We Expect from Seattle Genetics’s Adcetris in 1Q16?
Adcetris is an anti-CD30 monoclonal antibody that targets CD30, which is a marker for lymphoma.
What Are the Challenges for the Pharmaceutical Industry in Japan?
Japan is the second-largest individual pharmaceutical market in the world. It accounts for less than 10% of the total global pharma market.
What’s the Drug Approval Process in Japan?
The drug approval process in Japan includes a sequence of non-clinical studies, clinical studies followed by approval review, and post-marketing surveillance.
How Are Drugs Priced in Japan?
The NHI revises drug prices every two years. During fiscal 2016, a 6.8% reduction in drug prices is expected.
Multinational and Japanese Pharmaceuticals Should Build Alliances
The Japanese pharmaceuticals market is not very welcoming to foreign companies. Similarly, the Japanese population is quite loyal to domestic manufacturers.
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.
How Much Potential Does Saxenda Hold for Novo?
Saxenda, a glucagon-like peptide-1 (or GLP-1) analog therapy, holds 31% market share for branded anti-obesity drugs.
Introducing Krystexxa, the Latest Addition to Horizon’s Orphan Portfolio
In January 2016, Horizon acquired Krystexxa from Crealta Holdings. The drug has been approved by the FDA for the treatment of chronic refractory gout.
Xifaxan: Valeant’s Secret Weapon?
Xifaxan is indicated for IBS with diarrhea and hepatic encephalopathy. It’s Valeant’s largest revenue generator, contributing ~7.5% of total revenues.
How Did the Voya Japan TOPIX Index Portfolio Fare in 2015?
The Voya Japan TOPIX Index Portfolio – Class A (IJIAX) fell 0.9% in December 2015 from the previous month. In the three- and six-month periods ended December 31, the fund has risen 7.3% and fallen 4.0%, respectively.
What Held Back the BIAJX Fund in 2015?
BIAJX fell 3.7% in December 2015 from the previous month. In the three-month and six-month periods ended December 31, 2015, the fund has risen 8.3% and fallen 6.4%, respectively.
Measuring Mylan’s Biggest Risks Moving Forward
Aside from the risky generic pharmaceutical industry, Mylan faces company-specific business risks like country risk, foreign exchange risk, and M&A risk.
Mylan’s Business Model: A Key Investor Rundown
In 2014, Mylan earned about 85% of its total revenues from the US generic market, which is the largest generic market in the world.
Introducing Mylan, a Big International Gun in Generic Pharmaceuticals
Headquartered in the UK, Mylan is one of the biggest players in the generic pharmaceutical industry. It was founded by Milan Puskar and Don Panoj in 1961.
Eloquent-2: Clinical Study Supports Empliciti’s Approval
The FDA approval of Empliciti was based on the results of a phase III study termed Eloquent-2.
FDA Approves Empliciti for Multiple Myeloma
On November 30, 2015, Bristol-Myers Squibb (BMY) and AbbVie (ABBV) announced that the FDA has approved Empliciti for treatment of patients with multiple myeloma.
Clinical Trials Prove Ninlaro’s Superior Efficacy Profile
Based on the success of its clinical trial and its superior clinical profile, Takeda’s Ninlaro is expected to prove a tough competitor to other MM drugs.
The Brown Advisory-WMC Japan Alpha Opportunities Fund (BIAJX): Overview
Brown Advisory-WMC Japan Alpha Opportunities Fund doesn’t target a specific segment by market capitalization. Instead, it intends to be benchmark agnostic.
How the Brown Advisory-WMC Japan Alpha Opportunities Fund Fared in September 2015
Performance evaluation The Brown Advisory-WMC Japan Alpha Opportunities Fund (BIAJX) fell by 6.7% in September 2015 from the previous month. In the three- and six-month periods ending September 30, the fund fell by 13.5% and 7.7%, respectively. However, in the YTD (year-to-date) period, the fund was up by 2.9%. For all periods mentioned above except […]
Novo Nordisk Aims to Establish Strong Presence in Obesity Market
According to projections by Novo Nordisk (NVO), targeting the obesity market by pharmaceutical companies is about 4–5 DKK (Danish krone currency) in value.