Earnings

Many Blockbuster Brands Set To Fade In 2026

 

Merck, Johnson & Johnson, AstraZeneca and Roche are among the big pharma manufacturers that will face substantial exclusivity losses in the US this year.

CEO Chaplin Leaves Bavarian Nordic In Decent Shape

 
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As the Danish vaccine maker plots further M&A activity.

Almirall On The Lookout For More China Collaborations

 
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The Spanish company has set up shop in Shanghai to be closer to current and future dermatology partners.

Stock Watch: Tensions In Tough Times For Bayer

 
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Geopolitical events overshadowed Bayer’s financial results announcement, as was also the case for its peers. But Bayer’s history of acquisition and slow portfolio rejuvenation compound the clouds over its investment proposition.


Galderma Doubles Nemluvio Peak Sales Forecast On Strong Launch

 

The Swiss company predicted Nemluvio could generate peak sales of $4bn in in prurigo nodularis and atopic dermatitis.

Outgoing Merck KGaA Chief Stays Upbeat Despite Mavenclad Generics Threat

 
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Garijo’s exit comes at a time when Merck gets set to navigate some key headwinds, but without its outgoing chief and her experience in portfolio‑streamlining and targeted acquisitions.

Bayer Backs Newer Launches To Drive Growth Despite Challenging 2025

 
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Newer launches in its pharmaceuticals division such as Nubeqa and Kerendia will be core to Bayer’s 2026 growth strategy.

Argenx’s Vyvgart Poised For Label Expansion In Ocular MG

 

The new indication for ocular myasthenia gravis would target about 7,000 patients and provide another growth opportunity for the blockbuster FcRn inhibitor.


Bimzelx Sales Sail Past €2bn At Buoyant UCB

 
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The drug’s launch for hidradenitis suppurativa has been particularly impressive.

Sarepta CEO Ingram Steps Down As Dystrophy Strikes Close To Home

 

The controversial Doug Ingram will depart for personal reasons, following the diagnosis of two family members with myotonic dystrophy.

Beijing Health Guard’s Trial Pauses Add To China HPV Vaccine Makers’ Distress

 

Amid a wider domestic market downturn, Beijing Health Guard’s three Phase III trials for two of its HPV vaccine candidates were suspended in January and February due to overdue payments to sites.

S&E In Brief: Commercial Updates From The SMID Cap Universe

 

Cytokinetics, BridgeBio, Ionis and Apellis updated investors on the commercial trajectories of new drug launhces, while Alkermes announced CEO Richard Pops will retire.


BioMarin Leans Into BD As Voxzogo Competition Intensifies

 

After announcing the acquisitions of Inozyme and Amicus last year, the rare disease specialist is continuing to scout out pipeline expansion opportunities.

PTC’s Sephience Launch Appears Off To A Strong Start

 
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PTC sees the PKU drug approved in July as its near-term growth driver, with geographic expansion expected. It is working with the FDA to refile vatiquinone for Friedreich’s ataxia.

Madrigal Eyes MASH Future As Rezdiffra Nears Blockbuster Revenue

 
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With its first-to-market position in MASH, Madrigal plans to build an enduring franchise to take advantage of growth that it projects will mirror the IBD, RA and psoriasis markets.

Zealand Sets Out Strategy To Build ‘Generational Biotech’

 
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A pivotal year lies ahead for its Roche-partnered obesity hopeful petrelintide.


Leo Roars Into Profit As Anzupgo Lifts Off

 
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With the ongoing launch of the chronic hand eczema therapy, and the addition of Spevigo, the Danish group has entered 2026 with strong momentum, its CEO Christophe Bourdon tells Scrip.

Moderna Has A Few Words For The FDA After mRNA-1010 Refusal-To-File

 

The company expressed disappointment at the FDA’s decision to reject the mRNA flu vaccine’s submission, during its fourth-quarter earnings call on Feb. 13.

Aurobindo: Biosimilars Inflection Point Pushed, gPomalyst Launch Set For Q4

 
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Aurobindo has pushed its projection of an inflection point for biosimilars ahead by a year to FY29 but plans to launch a generic to BMS blockbuster Pomalyst (pomalidomide) in the current quarter. Meanwhile, anti-competitive pricing of penicillin-G by China should now cause less harm

Japan Q3 Roundup: Weak Yen Boosts Solid Overseas Growth For Mainstays

 
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Major Japanese pharma companies' results for the period ended Dec.31 were marked by generally strong overseas growth for mainstays, boosted by currency effects.