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Sanofi Reports Uninspiring Q4 Sales Amid Skepticism On Dupixent’s COPD Potential

The French firm’s Q4 sales missed consensus due to a slow-down in its vaccine franchise, while analyst concern regarding a pivotal readout for blockbuster product Dupixent in COPD increased.

Sales & Earnings Companies

Asarina And Emalex Carry The Torch For Tourette's

The pipeline to treat the neurological disorder, which is characterized by uncontrolled rapid and repeated movements or sounds, is very thin but a couple of biotechs either side of the Atlantic are making progress.

Neurology Clinical Trials

Focus On Execution Pays Off, Sets BMS Up For Growth In 2023

Revenue declined in 2022 but the company expects it to increase 2% this year, offsetting an anticipated $3.5bn drop in Revlimid sales as new launches generate $4bn in 2023.

Growth Launches

Lilly Focuses On ‘Traditional’ Approval For Donanemab, Increased Mounjaro Production

Mounjaro’s fourth quarter sales disappointed some analysts, but the launch remains off to a strong start. Donanemab now on track for full approval in Alzheimer’s, CEO Ricks pledges.

Sales & Earnings Business Strategies

Continuity Or Change? Roche’s New CEO And Pharma Leader Take On Big Strategy Question

Roche will suffer a hangover from its COVID-19 successes this year as revenues stagnate and its future strategy is yet to be laid out by incoming CEO Thomas Schinecker.

Sales & Earnings Strategy

Label Woes For GSK’s Jesduvroq Dampen US Anemic Kidney Disease Approval

The UK major’s Jesduvroq has become the first drug of its class to win US approval for anemic kidney disease but significant label restrictions have left some analysts lukewarm on its sales potential.

Approvals Commercial

Evelo Forges Ahead In Psoriasis As Atopic Dermatitis Pathway Narrows

The company said the first three cohorts of its Phase II atopic dermatitis study failed, while another trial with a faster-release formulation of EDP1815 continues, along with a Phase III study in psoriasis.

Clinical Trials Dermatology

Novo’s Wegovy Back On Track In Q4 But Broader Supply Issues Remain

Now that US supply of the Danish firm’s blockbuster obesity product is back in full swing, Novo is focusing on diversifying its pipeline to reduce dependence on its GLP-1 franchise.

Sales & Earnings Commercial

GSK Exceeded Expectations In 2022, Now Looking For Edge Over Pfizer In RSV Battle

Having outperformed in 2022, GSK is gearing up for key regulatory and market access decisions on its RSV vaccine, but is confident it holds superior data compared with rival Pfizer.

Infectious Diseases Business Strategies

Gilead Keeps Focus On HIV, Long-Acting Drugs And Growth Through Oncology

Even with top-seller Biktarvy and its preventive therapy, Descovy, protected beyond this decade from generics, Gilead is investing aggressively in long-acting HIV candidates and its oncology pipeline.

Strategy Oncology

Vera Pins Hopes On Per-Protocol Analysis To Revive Phase II IgAN Asset

The US firm is shifting its focus to IgAN after a promising new prespecified analysis of its Phase II trial of atacicept lifted hopes for the product’s prospects as compared with a key rival candidate.

Clinical Trials Renal

Stock Watch: Reinforcements Required As Darzalex Carries J&J

Loss of exclusivity and other competitive pressures will continue to offset J&J’s pharmaceutical growth as its former blockbusters accumulate in ex-growth "other" categories. Can the pipeline take up the slack?

Stock Watch Sales & Earnings
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