BMS expands its pipeline with US$50 billion in the next 3 years, Novartis seeks transaction targets of less than US$10 billion, and Pfizer makes 3 transactions to mRNA giants. Overview of the first day of JPM

The wind is blowing from the JP Morgan Healthcare Conference
.

On the first day, information from BMS, Takeda, Gilead, Pfizer, Johnson & Johnson, and Biogen multinational MNCs revealed that mergers and acquisitions, BD, dealing with patent cliffs, cell and gene therapy, and mRNA will be strategic priorities

The wind is blowing from the JP Morgan Healthcare Conference

Pfizer: To become an mRNA giant?

By virtue of its cooperation with BioNTech in the mRNA new crown vaccine, Pfizer not only made itself through the embarrassing period of transformation, but also returned itself to the throne of the TOP1 of the world's major pharmaceutical companies
.

Some data predict that Pfizer is expected to break through the $100 billion revenue mark in 2022 with the help of the sales of the new crown vaccine

Pfizer Chief Scientific Officer Mikael Dolsten Pfizer also announced a multi-year research collaboration with synthetic biology company Codex DNA to leverage Codex DNA's enzymatic DNA synthesis (EDS) technology

Bayer: Rush to cell and gene therapy

Since the complete acquisition of BlueRock Therapeutics in 2019, Bayer has begun to accelerate its deployment in the field of cell therapy
.

In 2020, Bayer acquired Asklepios BioPharmaceutical (AskBio) for $4 billion.

Through these two acquisitions, Bayer controls four cell and gene therapy platforms

BMS: Invest 50 billion US dollars in pipeline expansion in the next 3 years

On the eve of the 2019 JPM conference, BMS announced its plan to acquire Celgene for 10 billion US dollars, which caused an uproar.
At the end of 2019, BMS completed the acquisition and obtained a number of Celgene's blockbuster hematological tumor products, lenalidomide is one of them.
one
.

According to the BMS financial report, the sales of lenalidomide in 2020 were US$12.

Lenalidomide will receive a full-scale "erosion" from generics

Novartis: Looking for 'value-creating' deals under $10 billion

At the end of 2021, Roche repurchased the shares acquired by Novartis 20 years ago at a total price of US$20.
7 billion.
What has attracted much attention in the industry is, how will the US$20.
7 billion received by Novartis be spent? At this JPM conference, CEO Vas Narasimhan may have the answer
.

Vas Narasimhan revealed that Novartis will buy back up to $15 billion in shares from investors by the end of 2023 after completing the Roche stake sale

"value-creating" transactions,

Johnson & Johnson: Drug sales to reach $60 billion by 2025

Johnson & Johnson: Drug sales to reach $60 billion by 2025

At this JPM conference, Joaquin Duato, the newly appointed CEO of Johnson & Johnson, revealed that Johnson & Johnson is preparing for the split of the consumer health care business and has formulated a growth plan for the next ten years
.

J&J expects to achieve $60 billion in drug sales by 2025, Joaquin Duato said

Johnson & Johnson is preparing for a breakup of its consumer healthcare business and has a growth plan for the next decade
.
Carvykti, jointly developed by Nanjing Legend and Janssen, is a CAR-T therapy targeting B-cell maturation antigen (BCMA).
Nipocalimab is an orphan drug product obtained by Johnson & Johnson's acquisition of Momenta for $6.
5 billion.
Johnson & Johnson is also facing patents Risk of cliffs
.

Gilead: Multi-dimensional efforts in the fields of AIDS and tumors

Gilead: Multi-dimensional efforts in the fields of AIDS and tumors

"Gilead's AIDS business will not slow down
.
" Gilead CEO Daniel O'Day said at the JPM conference that currently the world's best anti-HIV drug Biktarvy and long-acting promising lenacapavir, Helps help companies deliver sustainable revenue through 2030 and beyond
.
O'Day said the company expects Biktarvy to drive growth until late in the decade, and Gilead expects the therapeutic market to shift more toward longer-acting products
.
Of these, lenacapavir forms the "foundation" of the company's long-acting program in treatment and prevention
.
Notably, Gilead announced in December 2021 that the FDA has placed a clinical hold on all ongoing clinical studies of lenacapavir for HIV and HIV pre-exposure prophylaxis (PrEP) using borosilicate vials for injection
.
The clinical suspension is due to FDA concerns about the compatibility of borosilicate glass vials with lenacapavir solutions, which may lead to the formation of sub-visible glass particles in lenacapavir solutions
.
Dosing of the oral formulation of lenacapavir will continue
.
Gilead remains confident in the future potential of lenacapavir and is committed to addressing the quality of the vial
.
Regarding the follow-up development plan of lenacapavir, O'Day revealed that Gilead launched two phase III prevention trials last year, which are evaluated every six months, and it is expected that a regulatory decision on this indication will be made by around 2025
.
If approved, lenacapavir's six-month dosing schedule would provide the drug with enough convenience advantages to help expand the overall prevention market
.
At the same time, Gilead has begun to work on the "tumor track"
.
Back in 2019, the oncology business accounted for only 5% of the total business
.
It is expected that by 2030, it will account for more than one-third
.
In this regard, O'Day said that Gilead's oncology business is expected to generate more than $1 billion in sales in 2021
.
Much of this positive momentum can be attributed to triple-negative breast cancer (TNBC) blockbuster Trodelvy and CAR-T product Yescarta, which posted third-quarter sales of $262 million and $632 million, respectively
.

"Gilead's AIDS business will not slow down
.
" Gilead has begun to work on the "tumor track"
.

Takeda: Facing the Patent Cliff Calmly

Takeda: Facing the Patent Cliff Calmly

At the 2021 JPM conference, Takeda announced that its goal for the next 10 years is to achieve $47 billion in revenue
.
Despite facing the patent cliff, Takeda CEO Christophe Weber was quite calm at this year's conference
.
Takeda's star cancer drug Velcade, whose patent expired in 2019, and bulimia drug Vyvanse, will lose market exclusivity in 2023
.
And its performance pillar product, Crohn's disease and ulcerative colitis drug Entyvio's patent will expire in 2025-2026
.
But Weber believes that Takeda has gradually weaned its dependence on the above products, and its 14 drugs, including Takhzyro, Natpara and Entyvio, may reach $11 billion in revenue in fiscal 2020, making its 2021 revenue increase 14% to 16%
.
This group of drugs is expected to bring in about $9 billion in additional sales by 2025
.
In addition, in 2020, Entyvio sales reached $4 billion, a 29% increase from the previous year
.
Given its growth trajectory, Takeda will take full advantage of Entyvio's last few years of market exclusivity
.
And it will take time for Entyvio's biosimilars to go on the market, and it will not have a great impact on Entyvio's sales
.

Takeda has gradually weaned its dependence on the above products, and its 14 drugs, including Takhzyro, Natpara and Entyvio, may reach $11 billion in revenue in fiscal 2020,

Regeneron: New crown drug Ronapreve is expected to contribute $5.
8 billion

Regeneron: New crown drug Ronapreve is expected to contribute $5.
8 billion

Under the new crown epidemic, the emergence of new crown special drugs has attracted much attention
.
Regeneron's new crown specific drug Ronapreve has obtained emergency use authorization or temporary pandemic use authorization in more than 20 countries and regions around the world
.
Regeneron revealed that Ronapreve generated unaudited sales of $2.
29 billion in the fourth quarter, bringing its total sales for the year to $5.
82 billion
.
However, the Ronapreve treatment has been shown to lack efficacy against the omicron variant, but the company is busy working on a cocktail to treat it and other potential variants
.
In this regard, Regeneron believes that there will be a long-term market for antibodies, especially for immunocompromised people
.
In addition to Ronapreve, Eylea also contributed to high sales
.
Regeneron said Eylea’s U.
S.
sales were $1.
54 billion in the fourth quarter of 2021, and full-year 2021 sales reached $5.
79 billion, an increase of $840 million year-over-year compared to $4.
95 billion in 2020
.
In November 2011, the US FDA approved Eylea for the treatment of wet age-related macular degeneration (wet AMD)
.
"We can now show the safety of high doses of Eylea, while allowing patients to have longer intervals between treatments
," said Chief Scientific Officer Dr.
George Yancopoulos
.

There will be a long-term market for antibodies, especially for immunocompromised people
.
"We can now show the safety of high doses of Eylea, while allowing patients to have longer treatment intervals
.
"

Biogen: Aduhelm's U.
S.
medical insurance reimbursement coverage may be tightened

Biogen: Aduhelm's U.
S.
medical insurance reimbursement coverage may be tightened

“After asking the FDA to limit Aduhelm’s criteria, Biogen is now advocating for further restrictions on potential Medicare coverage
.
Of the five possible outcomes of an upcoming Centers for Medicare and Medicaid (CMS) decision, Biogen We are advocating for coverage consistent with Aduhelm's clinical trial population,
" Alisha Alaimo, Biogen's U.
S.
head, introduced at the conference
.
The Centers for Medicare and Medicaid Services is considering adding a class of drugs, including Aduhelm, to coverage
.
This means that Aduhlem covers a more restricted patient population than current FDA standards, which only require the drug to be used in patients with mild cognitive impairment or mild dementia
.
In 2021, after the controversial Alzheimer's drug Aduhelm is launched in the United States, it can be described as "twisted and twisted", the most direct performance is poor sales performance
.
According to Biogen’s report for the third quarter of 2021, Aduhelm’s sales revenue for the entire third quarter was only $300,000
.
The reasons are as follows: First, Biogen narrowed the use of Aduhelm in early July to only AD patients with mild symptoms; second, many large medical centers in the United States refused to use the drug due to concerns about its efficacy
.
Third, there is constant public controversy
.
On December 20, 2021, Alzheimer's disease researchers, along with professors of medicine at Harvard and Johns Hopkins, issued a formal statement asking the FDA to quickly remove Aduhelm from the market
.
Biogen unexpectedly halved Aduhelm's list price ahead of the Medicare ruling
.
On December 20, 2021, Biogen announced that it will reduce the wholesale acquisition cost (wholesale acquisition cost) of the new Alzheimer's disease drug Aduhelm (100mg/ml) by approximately 50% from January 1, 2022. .
For a patient with an average weight of 74 kg, the annual cost of maintenance therapy (10 mg/kg) is $28,200
.

Biogen's U.
S.
head, Alisha Alaimo, finds out why:

Not only that, but in December 2021, the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) also had a negative opinion on the Marketing Authorization Application (MAA) of Aduhelm for the treatment of early Alzheimer's disease
.