Gilead projects roughly $200m in sales growth for its CAR-T product Yescarta, despite the drug’s modest $6m sequential growth during the fourth quarter. For 2019 overall sales, the company projects slight growth, if any.
Yescarta is supposed to lead a new therapeutic focus for Gilead Sciences Inc. as the company moves away from an emphasis on antiviral blockbusters, but the CAR-T therapy yielded only modest sequential growth of $6m between the third and fourth quarters of 2018, putting in question the company’s projection of roughly $200m in sales growth for the cancer drug in 2019.
After posting 10% sequential growth to $75m in the third quarter, Yescarta brought in $81m in the fourth quarter, about...
Glenmark signals thrust on high margin products, while exiting tail end brands as part of efforts to emerge as a branded company. In-licensed assets like Brukinsa and Tevimbra are seen as pivotal to driving growth alongside.
Pfizer showed how to come out on top with investors during earnings season. Post strong sales growth – and avoid mentioning tariffs, most favored nation pricing or Medicare modernization impacts.
The Danish firm's atopic dermatitis drug Adbry is performing well despite strong competition from Sanofi/Regeneron’s Dupixent.
Ibrance is losing share to other drugs, but Zydus looks forward to a late 2027/early 2028 launch of its generic in the US where partner Synthon might have 180-day exclusivity. In India, as Lilly launches Mounjaro KwikPen, it hopes for a GLP-1 edge with a differentiated device and formulation.
All eyes on chronic urticaria after eosinophilic esophagitis disappointment.
Glenmark signals thrust on high margin products, while exiting tail end brands as part of efforts to emerge as a branded company. In-licensed assets like Brukinsa and Tevimbra are seen as pivotal to driving growth alongside.
The total value of deals for GLP-1-associated assets so far this year is already double that of the previous two years combined, with China-originated molecules accounting for a substantial majority. Scrip takes a look at some of the key factors behind this activity.
