Sales & Earnings

Three new vaccines to prevent RSV infections in seniors and sales trends in pediatric vaccines highlight a shift away from childhood vaccines and a possible age-related immunity deficit.

2030 sales forecasts for Novo’s obesity hope are an order of magnitude larger than its closest rival among 2025’s expected debutantes.

When life hands a biotech company the equivalent of good grapes, the expectations are for its products to be the equivalent of fine wine. Before that Moderna looks likely to make lemonade.

The Roivant-owned company plans to initiate a broad clinical trial program for IMVT-1402 in multiple indications, prioritizing it over batoclimab, which remains in Phase III development. 

Investors reacted quite differently to Bayer’s first-quarter results and those of its licensing partner Regeneron. There are sound reasons for this. It seems unlikely that one will help the other.

Glenmark impairs oral solid dosage and nebulizer blocks at US manufacturing site amid tough market conditions. Can the firm's thrust on injectables and new respiratory filings including for generic Flovent, alongside leadership change, lift the US business?

A time extension to US companies to shift business away from a few Chinese firms under the proposed BIOSECURE Act has disappointed the Strides MD. However, the China plus strategy continues to drive business and capacity expansion for auto-injectors required by GLP-1 customers is expected

A few hiccups aside, Tarpeyo is on track in the US, but major competition from Novartis is just round the corner.

A new round of cost-cutting at Pfizer will deliver savings of $1.5bn by the end of 2027, the company reported in an SEC filing.

Falling sales are not typically welcomed by investors, while good revenue growth is prized. The first-quarter earnings season provided exceptions to this rule, and then there was Amgen.

In this week's podcast edition of Five Must-Know Things: the life of a blockbuster; blockbusters by indication; gene therapy struggles; sun shines on AstraZeneca and GSK; and Korean ventures look to Japan.

Cipla is stepping into the oligonucleotides space, where it also hopes to help shape the regulatory environment. Action is also anticipated in ‘big, identified areas’ such as obesity that may see potential partnering opportunities with Eli Lilly, with which the Indian firm has an existing alliance for diabetes therapies.

As South Korea's doctors continue their long-running protest against a government plan to raise the medical student quota at universities, the walk-outs may be beginning to take a toll on the pharma industry, with many large firms reporting weak earnings in the last quarter.

Eisai expects growth to JPY56.5bn ($364.7m) in fiscal year 2024 from JPY4.3bn ($27.8m) in FY 2023. The company initiated a rolling BLA submission for subcutaneous Leqembi as maintenance therapy and expects approval in 2025.

And the deals it has signed recently will not begin to pay off for some years to come.

CEO Bill Anderson tells Scrip that the switching of patients to the higher dose formulation of the eye disease drug will help secure its future as a big earner for Bayer.