Stock Watch: Unconventional Biosimilar Wisdom
Don't Assume The US Is Easier For Innovator Product Defenders
Conventional wisdom from the first biosimilar launches was that the European market that was far tougher on innovator products than was the US. More recent data suggest that things may play out differently in the long run.
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Influenza and pneumococcal vaccine sales were initially strong at the start of the pandemic. Recent weak revenues for travel, childhood and premium vaccines could raise population immunity concerns, however.
An early high for Pfizer with its strong first-quarter results was followed by patent waiver worries. At the other end of the spectrum, Esperion reminded us of the challenges in making a commercial success as a small biopharma firm in the pandemic.
Novartis’s comparatively anemic revenue growth and Lilly’s sales shortfall suggest that hopes for an immediate sector recovery from the pandemic are premature.