Little in the way of new information has surfaced in the month since Johnson & Johnson revealed it began exclusive negotiations with Actelion Pharmaceuticals Ltd., after the pulmonary arterial hypertension specialist’s acquisition talks with Sanofi broke down in mid-December. (Also see "Was Sanofi’s Offer One That Actelion Could Refuse? J&J Back At Bargaining Table" - Scrip, 22 December, 2016.)
4Q Pharma Results Preview: J&J, Novartis, Bristol, Celgene, Biogen
Scrip offers some key points to watch for as Johnson & Johnson and Novartis kick off the big pharma full-year presentations Jan. 24, with Bristol-Myers Squibb, Celgene and Biogen Idec finishing off the first week of earnings season.
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Industry lobbied for pharmaceuticals to be exempt from Trump’s sweeping US tariffs and the effort appears to have paid off. J&J, Lilly and Merck & Co. even got shout outs.
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Strong sales growth for the German group’s SGLT2 inhibitor in 2024
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Pharma executives and investors are waiting with bated breath to find out if President Trump will include drugs in a new round of tariffs to be announced on 2 April.
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Supply chain disruption fears at the start of the COVID-19 pandemic caused drug over-ordering. Imminent tariffs on drugs may have had a similar effect on pharma sales in Q1 earnings season.
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It might be the beginning of the end for the orphan drugs party but there is still sales growth enjoyment to be had for the sector, whose star performers are now looking increasingly like mainstream drugs.