Earnings
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
While Astellas and Daiichi Sankyo rang in double-digit growth, Eisai offset LOE impact with Leqembi’s performance. Takeda struggled with negative results but announced several growth initiatives.
CEO Bill Anderson tells Scrip that the German group looks at potential in-licensing opportunities across every stage of the pipeline “but as you know, good value is a lot harder to come by in the late stage.”
Reduced immunization rates in the US marred the results of both GSK and Merck, but with Merck’s biggest drug approaching its loss of exclusivity, lower vaccine sales and sluggish new product revenues spooked investors. GSK left more room for optimism.
Sun’s specialty gambit reaps gains with US sales surpassing generics for the first time in Q2 FY26, but will it finally enter the fray for biosimilars as the US moves to simplify regulatory requirements in the segment?
Do US FDA’s efforts at simplifying the biosimilar pathway create more competition and threaten Aurobindo Pharma's return on investments? Management speaks on this, biosimilar filing plans and deal strategy at the Q2 FY26 earnings call
Another strong quarter keeps AstraZeneca on track to meet its $80bn sales ambition, and its CEO maintains the recent Trump deal provides pricing reassurance, despite a lack of details so far.
Novo has lost its lead in the US obesity market but is banking on increasing US patient access and expanding global markets to sustain growth as it continues its fight for Metsera.
Amgen has worked its way through biosimilar and generic competitors for key drugs, with Prolia and Xgeva now challenged, and may have a mega-blockbuster on its hands in obesity.
The big pharma remains committed to buying Metsera, even as the acquisition price has grown and some analysts pressed management on the value of the deal.
The company’s third quarter earnings fell by $67.8m year-over-year, reflecting the tumultuous situation around its DMD therapy Elevidys in June.
Stock reactions to Sanofi’s and Novartis’s third-quarter results differed and involved a number of moving parts, including weak influenza vaccine sales at Sanofi. Both results were dominated by sales of their biggest drugs.
AbbVie stressed its continued revenue growth driven by Skyrizi and Rinvoq, while trying to sound unconcerned about unsettled drug-pricing policies such as MFN negotiations.
Cipla’s global CEO and MD Umang Vohra is moving on handing over the baton to global COO, Achin Gupta. Vohra talks about his innings, where he sees Cipla in 2030 and the impact of the latest FDA action that aims to make biosimilar development faster and less costly.