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Sales & Earnings

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Immunovant Swaps Out Lead Assets

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. 

Business Strategies Clinical Trials

Stock Watch: All Bayer’s Roads Lead To Unpalatable

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.

Stock Watch Sales & Earnings

Glenmark Initiates US Plant Cutback, Pins Hopes On gFlovent, Other Filings

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?

Commercial Compliance

BIOSECURE Act Diluted Significantly, But China Plus Strategy Still Accelerating: Strides MD

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

Commercial Business Strategies

First-To-Market Calliditas Picking Up Speed In IgA Nephropathy

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

Sales & Earnings Companies

More Cost Cuts At Pfizer Bring Total Savings To $5.5bn

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.

Companies Business Strategies

Stock Watch: Paradoxical Q1 Earnings Reactions

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.

Stock Watch Commercial

Quick Listen: Scrip's Five Must-Know Things

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.

Commercial Gene Therapy

'Future Fit' Cipla: Play In Oligonucleotides, Obesity Amid Promoter Stake Action

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.

Commercial M & A

Korea Q1 Roundup: Pharma Begins To Feel Impact From Doctors’ Walkout

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.

South Korea Sales & Earnings

Eisai Forecasts Surging Leqembi Sales In Its New Fiscal Year

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.

Launches Sales & Earnings

Merck KGaA’s Dealmaking Slows

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

Commercial Sales & Earnings

Bayer Talks Up Eylea Expansion Plans As Patent Expiry Hits

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.

Sales & Earnings Business Strategies

Deals In Bag, Dr Reddy’s Sharpens Top 5 Targeted Home Run

Dr Reddy’s shapes journey to the top 5 league on home turf, backed by a string of deals with big pharma to bridge portfolio gaps and supplement its base business. Can they deliver impactful gains in the competitive Indian market?

Commercial Deals

Stock Watch: The Sun Shines On AstraZeneca And GSK

Investors warmed to the results of both GSK and AstraZeneca, where pressures that had emerged for competitors earlier in first-quarter earnings season were not as impactful.

Stock Watch Sales & Earnings

Blockbusters By Indication: More Begets More

A Scrip analysis of the industry’s top-selling drugs examines the power of indication expansion to drive revenue growth.

Launches Business Strategies
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