Earnings
Strides Pharma aims for higher revenues from Canada and other ex-US markets while waiting for controlled substances to ramp up gradually under the leadership of ex-Apotex CEO Peter Hardwick. However, a cut in US funding for the Global Fund is hurting the company and its competitors.
Sun’s founder reinforces the firm’s M&A strategy, indicating that it is "comfortable raising debt" if required, but shares no specific comment on the speculated interest in Organon. The Indian company also has "sufficient supplies" to meet demand for generic semaglutide in India post LoE.
The French firm will always ‘defend with evidence’ the positive impact of vaccination, ‘irrespective of who is in office,’ the French firm’s CEO has declared.
Vyvanse weighed on sales growth in the third quarter amid generic competition, but the losses are declining and the Japanese drugmaker is looking to new launches this year.
Paul Hudson has acknowledged the firm’s R&D setbacks but says they are par for the course when tackling science ‘that has never been done before.’
Despite group sales growth and its pharmaceutical division revenue weathering a big loss of exclusivity, J&J experienced stock price weakness after its fourth-quarter results announcement as geopolitical tensions depressed stock markets again.
Lanreotide supply issues cloud Cipla’s Q3 FY26 earnings, with impact seen in Q4 as well, though pipeline assets augur well for US growth continuity. Perpetual rights to Novartis’s Galvus effective Jan 1, seen adding momentum to India diabetes gains.
Dr Reddy’s gears for semaglutide debut across markets, including India and Canada, where Novo Nordisk has second brands of the GLP-1 agonist potentially ready. Can the Indian group close out compliance queries from the Canadian regulator soon?
J&J will lean on its four-drug multiple myeloma franchise to drive oncology growth during the rest of the decade, but top-seller Darzalex is facing US and EU patent expiration.
Broad stock market tensions pervaded the atmosphere as the world’s premier healthcare conference got underway.A lack of big-ticket acquisition announcements and continuing drug pricing pressures did nothing to improve stock and index performances.
The big pharma’s 2026 revenue guidance of $59.5bn-$62.5bn is roughly flat with what is expected in 2025, and EPS guidance is below analyst expectations.
The France-based biotech is making solid progress amid mounting talk of a sale.
Merck & Co.’s checkpoint inhibitor Keytruda remains the best-selling drug worldwide. The top 10 products generated nearly $47bn in third-quarter revenues for big pharma, boosted by swelling sales of obesity drugs.
AstraZeneca reported healthy results for the third quarter and its share price went up. Bayer reported poor results and its share price went up even more.
Terms like ‘game-changing’ and ‘transformational’ are regularly used by pharma companies but the data behind the latest approval for the Padcev/Keytruda combo for adults with muscle- invasive bladder cancer who are ineligible for cisplatin has been heralded by KOLs as exactly that.
Buoyed by the milestone AbbVie deal, Glenmark expects to “pay down” its debt and is also changing certain legacy practices as it seeks to ascend the value chain to become more of a branded company.
Zydus looks to fill up its coffers ahead of the next round of acquisitions, likely in the specialty drugs space, while US FDA approvals for generics to Lynparza and Vumerity and its first approvals in China and Canada point to a healthy pipeline
Scrip brings you its quarterly roundup of earnings and other key developments in the Korean pharma sector including the acquisition of Taxotere by Boryung and the progress of Hanmi’s obesity contender.
The German group is looking at ‘single digit billion’ opportunities, chief financial officer Helene von Roeder tells Scrip.
Lupin’s launch of liraglutide, a Victoza generic, in the US and tirzepatide development progresses its peptide plans. Meanwhile, pegfilgrastim – nearing US launch - is one of at least five biosimilars to be launched by 2030 amid regulatory easing



















