Earnings

Compass Antidepression Psychedelic Still On Course Despite Delays

Compass Antidepression Psychedelic Still On Course Despite Delays

 
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The company, now the most advanced clinically in the psychedelic space after the rejection of Lykos's MDMA-based post-traumatic stress disorder drug, is cutting its workforce by a third and narrowing its research focus after shifting the timeline for its late-stage depression candidate.

Fruzaqla Adds Sparkle To Takeda’s First Half

Fruzaqla Adds Sparkle To Takeda’s First Half

 
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Continued growth for mainstay Entyvio and cancer newcomer Fruzaqla drove growth at Takeda in the fiscal first half, with the Japanese major brightening its outlook for the full year.

BMS Sees Growth Products’ Contributions To Total Revenue Increase In Q3

BMS Sees Growth Products’ Contributions To Total Revenue Increase In Q3

 
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With its two biggest sellers losing exclusivity in 2028, the pressure is on for Bristol Myers Squibb to grow revenue through new products, which made meaningful contributions in Q3.

Merck Winning With Winrevair, Guarded On Gardasil In Q3

Merck Winning With Winrevair, Guarded On Gardasil In Q3

 

Third quarter sales for PAH drug Winrevair came in better than expected, while issues in China continued weighing on Gardasil.


Madrigal Shatters Street Expectations With $62m In Q3 Rezdiffra Sales

Madrigal Shatters Street Expectations With $62m In Q3 Rezdiffra Sales

 
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Doubling some analyst projections for its second full quarter on market, Madrigal’s NASH drug appears headed to blockbuster status and a sustained market position.

Amgen Reinvests Sales Gains In R&D As Phase II MariTide Readout Approaches

Amgen Reinvests Sales Gains In R&D As Phase II MariTide Readout Approaches

 
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Amgen’s product sales grew 24% to $8.15bn in Q3 and its gains are being reinvested in R&D and manufacturing, including for MariTide, which will report Phase II obesity data in late 2024.

Cipla Signals Lanreotide Supply Strain, Eyes First Wave GLP-1 India Entry

Cipla Signals Lanreotide Supply Strain, Eyes First Wave GLP-1 India Entry

 

Lanreotide supply challenges could impact Cipla’s US revenues in the coming quarter, while the firm hopes it can seize emerging opportunities in the GLP-I segment in India, where Novo Nordisk and Eli Lilly are progressing filings for their blockbuster products.

AbbVie’s New Era: Skyrizi Sales Top Humira For First Time

AbbVie’s New Era: Skyrizi Sales Top Humira For First Time

 
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Uptake in immunology, gastrointestinal and dermatology indications have enabled Skyrizi to post 51% year-over-year growth, and overtake sales for biosimilar-challenged stalwart Humira.


Lilly Plans Mounjaro/Zepbound DTC Ads To Stoke Brand Awareness

Lilly Plans Mounjaro/Zepbound DTC Ads To Stoke Brand Awareness

Third quarter sales of the diabetes and obesity drug tirzepatide surpassed $4bn but missed analyst consensus estimates, triggering questions from investors.

Biogen Joins Molecular Glue Degrader Club with Neomorph Pact

Biogen Joins Molecular Glue Degrader Club with Neomorph Pact

 
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As it posts third-quarter numbers that again reveal the decline of revenues from its multiple sclerosis portfolio, the US biotech major is entering into the hot area of targeted protein degradation to boost its immunology and neurology pipeline.

Speciality Medicines Rescue GSK’s Q3 As Vaccines Sales Slump

Speciality Medicines Rescue GSK’s Q3 As Vaccines Sales Slump

 

Sales of Arexvy fell back in the third quarter but GSK’s leadership believes the vaccine and several pipeline drugs can help the company achieve higher growth.

Pfizer’s Bourla Defends Strategy In The Wake Of Starboard’s Activist Investment

Pfizer’s Bourla Defends Strategy In The Wake Of Starboard’s Activist Investment

 

CEO Albert Bourla said Starboard Value’s push for change at Pfizer is coming 15 months late as the company is already executing a five-point plan to cut costs and pivot on strategy.


Secret of Novartis’s Commercial Success Is To Keep It Simple

Secret of Novartis’s Commercial Success Is To Keep It Simple

 
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The Swiss giant has raised its forecast for the full financial year, as Cosentyx, Entresto and its oncology portfolio continue to shine, helped by the firm's sleeker selling organization.

As Novo Spars Over Semaglutide Capacity, Strides To Arm GLP-1 Generics Cos Ahead Of LoEs

As Novo Spars Over Semaglutide Capacity, Strides To Arm GLP-1 Generics Cos Ahead Of LoEs

 
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Strides is to supply semaglutide and liraglutide to generics companies amid global capacity constraints and drug shortages, ahead of loss of exclusivity. An ability to make drug-device combinations has meant it has contracts for seven of the eight GLP-1 agonists, and counting

A Good Quarter For Soon-To-Be Pure-Play Sanofi

A Good Quarter For Soon-To-Be Pure-Play Sanofi

 

The French major enjoys swift growth from Beyfortus among others, and is unworried by future competition.

Galderma’s Nemluvio Is Off And Running In PN, Heading Towards Atopic Dermatitis

Galderma’s Nemluvio Is Off And Running In PN, Heading Towards Atopic Dermatitis

 

The dermatology specialist updated investors on the launch of its first biologic drug, the IL-31 inhibitor Nemluvio, during its third quarter update.


Top 10 Drugs Q2 2024: Mounjaro Comes Roaring In

Top 10 Drugs Q2 2024: Mounjaro Comes Roaring In

 

Keytruda and Ozempic held their positions as the number one and two best-selling drugs in the world in the second quarter, while Eli Lilly’s Mounjaro shot to sixth place.

Eylea Biosimilar Launch Comes Earlier Than Expected, Putting Regeneron Under Pressure

Eylea Biosimilar Launch Comes Earlier Than Expected, Putting Regeneron Under Pressure

 

Amgen will launch a biosimilar version of Regeneron’s top-selling drug Eylea “at risk” following a US Court of Appeals decision denying an injunction.

Three Big Readouts To Close Out Roche’s Year Of Rebuilding

Three Big Readouts To Close Out Roche’s Year Of Rebuilding

 

Potential blockbusters in the Alzheimer’s, Parkinson’s and lung cancer fields will produce much-awaited results this quarter, as the Swiss major reported solid Q3 growth.

Stock Watch: J&J Puts On A Brave Face Ahead Of Stelara Biosimilars

Stock Watch: J&J Puts On A Brave Face Ahead Of Stelara Biosimilars

 
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Investors responded positively to the first third-quarter life sciences earnings report of the season although Stelara’s loss of exclusivity clouded the pitch.