Strategy
Scrip spoke with CMO Dietmar Berger about his views on diversifying Gilead’s virology, oncology and immunology R&D efforts through both in-house research and external innovation.
Public Company Edition: Veradermics grossed $294.8m, while Eikon brought in $381m, AgomAb grossed $200m and SpyGlass raised $150m, bringing this year’s US IPO count to five. Also, Adlai Nortye grossed $140m in a PIPE, while other companies cut jobs and programs.
Enthusiastic predictions from industry leaders for ongoing progress in obesity, oncology, immunology, neuroscience and more were supported by optimism for the potential of AI and other technological advances to enable breakthroughs in processes as well as pipelines.
The impact of rising demand, Medicare price negotiations under the IRA, Medicaid concessions under its Trump administration drug pricing deal and direct-to-patient sales will combine to boost Eliquis sales this year.
Given its already large cancer drug pipeline, EVP of oncology R&D Susan Galbraith spoke with Scrip about how AstraZeneca is making precise choices about deals and development programs.
With Skyrizi and Rinvoq expected to anchor growth this decade, AbbVie said it will look at big and small assets to help it deliver revenue growth during the 2030s.
CEO Bill Meury and president-R&D Pablo Cagnoni outlined the path to reduce Incyte’s reliance on the blockbuster Jakafi as it heads towards loss of exclusivity in 2028/2029.
New CEO Mike Doustdar believes Novo Nordisk can win in the lower-price, higher-volume consumer market for obesity drugs – but is nonetheless preparing investors for a hit to sales and profits in 2026.
The blood cancer drug and the cholesterol lowerer will be major growth drivers through to 2020 and beyond.
Sales set to rise at low single digits this year but profits will be down slightly as generics take a grip on big earners like Entresto.
Investors appeared not to be bothered by Amgen’s Q4 product updates, including the US FDA’s request to pull rare disease drug Tavneos from the market and discontinuation of Phase III bemarituzumab.
The drugmaker announced its fourth quarter and full-year results for 2025, highlighting significant revenue opportunities ahead across indications.
Management said it sees big potential for obesity drugs as cash-pay medications in the global market, while reporting Q4 financial results.
Long-acting GLP-1 agonist obtained in the Metsera deal beats placebo in 28-week weight loss in Phase IIb, but analysts note the data come in below Zepbound’s 28-week efficacy.
The CHMP has delivered a negative trend vote on the US firm's filing for Daybue.
Roche’s decision to increase the dividend served to bolster its stock performance after revenue growth from a basket of patent-expired products exceeded key growth drivers like Vabysmo and full-year 2026 revenue guidance underwhelmed.
The drugmaker presented a real-world, head-to-head analysis of Erleada versus Bayer’s Nubeqa in metastatic castration-sensitive prostate cancer at the International Prostate Cancer Update.
Companies like argenx, Insmed and Madrigal are executing successfully in the commercial market and attracting investor attention. Their success could pave the way for more.
Bristol Myers Squibb execs David Elkins and Adam Lenkowsky spoke with Scrip about the company’s efforts to grow new products and advance novel drugs before Opdivo and Eliquis lose exclusivity in 2028.
The Danish drugmaker is getting ready to celebrate a first-in-class approval from the European Commission for semaglutide for metabolic dysfunction-associated steatohepatitis.