Yescarta One Of Few Gilead Bright Spots, And Now It Has A Competing CAR-T

Yescarta is off to a strong launch, but with US FDA approval of Novartis' Kymriah in a similar indication it now it has a competing CAR-T product with a similar label. Gilead's HCV business declined as expected, but the HIV franchise had a worse Q1 than anticipated.

First quarter sales for Gilead Sciences Inc.'s flagship HIV and hepatitis C franchises were below expectations on May 1 and now one of the few bright spots in the company's earnings report has a competing T-cell therapy with a similar indication.

Sales of Gilead's chimeric antigen receptor T-cell (CAR-T) therapy Yescarta (axicabtagene ciloleucel) came in at $40m for the first quarter of 2018, which was up from $7m in the fourth quarter of 2017 and more than doubled analyst consensus estimates of $19m

Lupin CEO On Trump’s Most Favored Nation Policy, Tariffs, Firm’s Five-Year Plan

16 May 2025

• By Vibha Ravi

Lupin CEO Vinita Gupta speaks on Trump’s most favored nation policy, the Inflation Reduction Act’s “pill penalty” and other developments in the US, a major market for the company. The company also outlines a five-year plan focused on complex generics and technology platforms.

Eisai Forecasts 73% Leqembi Sales Rise In FY25 As Demand Expands

16 May 2025

• By Mandy Jackson

Eisai spent most of its FY24 earnings call discussing plans for growing sales of Biogen-partnered Alzheimer’s drug Leqembi from JPY44.3bn ($304.1m) to JPY76.5bn ($525.1m) in FY25.