Earnings

Strides Pharma: US-Led Global Fund Cut Hurts; Greater Focus On Ex-US Markets

 
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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 On ‘Disciplined’ M&A Approach, Day 1 Launch Readiness For Semaglutide In India

 

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.

Sanofi’s Hudson Cuts Through Noise To Champion Vaccines

 
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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.

Takeda Touts Trinity Of Rusfertide, Oveporexton, Zasocitinib In Growth Strategy

 

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.


Sanofi CEO Calls For Patience And Faith In Pipeline Ahead Of Dupixent Expiry

 
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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.’

Stock Watch: J&J’s Strong Earnings Go Unrewarded

 
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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.

Cipla Tackles Lanreotide Supply Woes, Solidifies India Diabetes Position

 

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.

As Novo Ups The Ante In Canada For Semaglutide, Can Dr Reddy’s Get To Market In Time?

 

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 Pins Oncology Sales Growth Prospects To Multiple Myeloma Strength

 
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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.

Stock Watch: Heavy Cloud No Rain At J.P. Morgan 2026

 
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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.

Pfizer ’26 Guidance Puts Emphasis On The Long Term For A Return To Growth

 

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.

Abivax Q3 Results Fail To Dampen M&A Speculation

 
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The France-based biotech is making solid progress amid mounting talk of a sale.


Top 10 Drugs Q3 2025: Obesity Gold Rush Helps Add $10bn To Revenues

 

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.

Stock Watch: AstraZeneca And Bayer Rally But Only One Deserves It

 
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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.

Padcev Sales Set To Soar With Latest US Approval

 
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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.

Glenmark 3.0 In The Making, Invigorated By IGI-AbbVie Deal

 

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 Gears Up For Specialty Acquisitions, Gets gLynparza And Other Approvals

 
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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

Korean Pharma Q3 Roundup: Mixed Earnings, Taxotere Deal, R&D Advances

 
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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.

Merck KGaA Looks To Repeat SpringWorks Success

 
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The German group is looking at ‘single digit billion’ opportunities, chief financial officer Helene von Roeder tells Scrip.

Lupin Steps On Peptide Levers While Pegfilgrastim Nears Launch

 
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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