Earnings

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

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

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

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

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

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

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

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

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.


Beam Is Laser-Focused On ASH As It Reports Promising Sickle Cell Data, And A Death

Beam Is Laser-Focused On ASH As It Reports Promising Sickle Cell Data, And A Death

 

The otherwise encouraging data were marred by one patient death, but the company attributed it to the busulfan conditioning regimen and not BEAM-101.

Verona’s Ohtuvayre Off To Flying Start

Verona’s Ohtuvayre Off To Flying Start

 

Sales of its novel COPD therapy in its first quarter on the market were more than double consensus estimates, and Verona sees more to come.

Stock Watch: Sanofi’s Seasonal Surge And Novartis’s Material Write-Down

Stock Watch: Sanofi’s Seasonal Surge And Novartis’s Material Write-Down

 
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Investors’ different responses to third-quarter sales growth at Sanofi and Novartis left future seasonal sales trends and past business development activity under scrutiny.

BNT327 Takes Leading Role In BioNTech’s Oncology Strategy In Q3

BNT327 Takes Leading Role In BioNTech’s Oncology Strategy In Q3

 

The biotech company is pushing the anti-PD-L1xVEGF-A bispecific antibody into Phase III, where it has potential to beat Akeso/Summit’s ivonescimab to market.


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.