Earnings

Leo Pharma Picks Up Momentum As Growth Plan Progresses

 

CEO Christophe Bourdon talked to Scrip about the company’s revitalization as revenue grew 10% in the third quarter.

Nykode Bruised But Not Broken After Roche Split

 
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The Norwegian biotech is losing a big pharma partner and up to half of its staff, but remains confident about the prospects for its personalized cancer vaccine programs.

Stock Watch: Investors Baulk At AstraZeneca And Bayer Q3 Updates

 
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The end of third-quarter earnings season for big pharma brought a muted investor response to AstraZeneca’s results, but a Bayer’s announcement served as a reminder that there is always someone worse off.

Stock Watch: Dashing Great GLP-1 Agonist Expectations

 
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Novo Nordisk learned from missing analysts’ estimates after its second-quarter report but Eli Lilly was caught this time round. Meanwhile, a falling tide grounded all ships after the US election.


Q2 Results: What Top Indian Firms Said On China, Deal Appetite, GLP-1s

 

Sun and other major Indian firms outline how things are shaping up for products and manufacturing in China - while it’s a mixed bag, the wider outlook is upbeat. M&A and GLP-1 plays were among other key areas discussed during Q2 earnings.

GLP-1 Action: Lupin For 2026 Launch, Aurobindo Too Eyes Semaglutide, Liraglutide

 
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Indian firms Lupin and Aurobindo lay out global plans for GLP-1 agonists, as Aurobindo also updates on its biosimilar ambitions as they report results for fiscal Q2.

Bluebird Sees Commercial Growth For Gene Therapies, But Cash Remains An Overhang

 

The biotech anticipates treating 74 patients with its gene therapies this year, with 30 more already scheduled for 2025.

Merck KGaA’s Healthcare Unit Sees “Outstanding Profitability” In Q3

 

Drug development costs shrank thanks in part to trial failures.


Korea Q3 Results Roundup: Lazertinib Boosts Yuhan, Hanmi Dispute Simmers

 
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Yuhan eyes successors to lazertinib after US approval, leadership dispute at Hanmi drags on and SK Bioscience completes CDMO acquisition.

Stock Watch: Q3, Bonfire Of The Vaccine Manufacturers

 
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Pfizer’s and Moderna’s quarterly pandemic-related product sales could not mask other weaknesses while GSK’s quarter was marred by unimpressive non-pandemic vaccines sales.

AstraZeneca Juggles Questions About China Scrutiny And US Growth Strategy

 

The UK-based major is set for near double-digit growth in 2024 but has become mired in concerns over a fraud probe in China on its third quarter call.

Bayer Will Not Take Risky Bets To Close Xarelto Revenue Gap

 
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The German major’s CEO Bill Anderson will not be tempted to go out and make a big bid on a late-stage asset to fill the revenue gap caused by Xarelto’s patent expiries, telling Scrip that " in the pharma business, that's pretty much worse than going to the casino.”


Eisai Cuts US Leqembi Sales Forecast But Japan, China Exceed Expectations

 
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Eisai/Biogen’s Alzheimer’s disease medicine Leqembi has been a challenge to launch, but while access to pre-treatment testing has improved, infusion center capacity is impacting US sales.

Almirall Insists Costly Ebglyss Launch Is Progressing Well

 
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The Spanish company's Lilly-partnered atopic dermatitis drug is enjoying a decent launch in Germany and in other European countries, "we are getting the price that we wanted," claims CEO Carlos Gallardo.

Japan H1 Roundup: Forex Impact, Strong Global Mainstays Positive Factors

 

Takeda, Astellas, Daiichi Sankyo, Chugai, Shionogi all revised their annual forecasts upwards due to forex rate impact and saw mostly solid overseas sales growth in the fiscal first half.

Sarepta’s Elevidys Sales Surge, But Next-Gen DMD Drug Platform Discontinued

 
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Q3 sales of DMD gene therapy Elevidys beat forecasts, but the company declined to raise Q4 and 2025 guidance. It plans to file a second gene therapy with the US FDA next year.


Gilead Gears Up For CAR-T Data At ASH As Competition Weighs On Yescarta

 

The drug maker said in its third quarter earnings report that competition from other therapeutic classes, particularly bispecifics, resulted in a slight decline of sales for the CAR-T.

Ionis Looks Ahead To Commercializing Its Own Products

 
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Beyond its cardiovascular partnership with AstraZeneca, Ionis is getting ready to launch antisense drugs for familial chylomicronemia syndrome and hereditary angioedema.

Novo Nordisk’s Dependence On Semaglutide Increases

 

A single molecule was responsible for nearly three quarters of the Danish group’s DKK71.3bn ($10.3bn) Q3 revenues.

Vertex Readies For Major Readouts, With Data Due Soon In Big Pain Market

 
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Q3 revenue beat consensus and Vertex raised its guidance, but R&D progress was the main highlight across the cystic fibrosis, kidney disease, type 1 diabetes and, particularly, pain pipeline.