New drugs approved by top 20 pharmaceutical companies in the world in recent 5 years

Source: Sina pharmaceutical 2018-05-21 EP vantage recently published an analysis of the top 20 pharmaceutical & Biotechnology giants in the world based on productivity The article points out that in terms of the number of new drug approvals, MSD once again beat other competitors In the past 5 years (2013-2018Q1), the company has a total of 14 new molecular entities (NME) approved, followed by Novartis (11) and Roche (10) Among the medium-sized pharmaceutical companies with the same market value as MSD, GSK and Aberdeen performed poorly, and only 6 and 3 NME were approved at the same time In particular, GSK ranked third with nine NME approvals in last year's list and has fallen to seventh this year When Emma Walmsley, GSK's chief executive, took office, he pointed out the right way to strengthen the pharmaceutical pipeline, but his focus was on early assets, which also means that the impact of the relevant strategies on the number of new drug approvals may not be apparent until a few years later In the short term, Mr Abe's outlook seems even less optimistic The company has three potential blockbusters close to the market, including elagolix, upadacitinib and risankizumab Nevertheless, the company recently suffered a serious blow, and its antibody drug conjugate rova-t failed in late clinical trials The asset buy article points out that driving an asset through regulatory scrutiny is not the same as a company's R & D productivity In most cases, the approved drug is from an external source, i.e before the drug is approved, it is acquired or obtained through an authorized license Novartis is an exception, with more than half of its approved drugs being its internal assets, including the IL-17 monoclonal antibody cosentix and the heart failure drug entresto Previously, evaluatepharma had predicted that the sales of the two drugs would exceed $3 billion and $4 billion respectively in 2024 However, buying assets from outside is not a bad thing In this analysis, the products with the largest expected sales volume are all from external sources, including keytruda of MSD, which is acquired from Schering plough; while opdivo, a BMS competitor of the same type, is authorized by an agreement with Ono pharmaceutical, and eliquis, another heavy-duty blood thinner, is also obtained after the acquisition of DuPont pharmaceutical GSK underperformed in terms of the number of new drug approvals, partly due to the company's inactivity in trading However, investors believe that recent comments from Emma Walmsley on M & A may signal a change of direction for the company The article points out that the analysis of the approval of NME by biotechnology giants in the past five years highlights some differences between these companies and large pharmaceutical companies, the biggest difference is that biotechnology companies pay more attention to organic development or company acquisition, and less carry out authorized acquisition of assets or products In this group, Geely de NME is far ahead in the number of approvals In the past five years, nine NMES have been approved, which is better than some large pharmaceutical companies This is undoubtedly a good omen for the gradual decline of hepatitis C franchise In contrast, the performance of the new base in terms of the number of NME approvals once again demonstrates its heavy dependence on Revlimid Marketing although the regulatory success of new drugs is to be celebrated, this is only the first step, and subsequent marketing is also very important The following analysis focuses on the relative contribution of NME approved in the same period to the company's total expected sales of prescription drugs in 2022 According to the forecast, BMS is most dependent on its newer products, with a large part of its sales in 2022 coming from opdivo and eliquis The fate of Aberdeen is still largely up to Humira, and the contribution of new products is expected to be minimal However, Humira is expected to face biosimilars competition in 2023 Among the biotech giants, Gilead is expected to benefit significantly from the new products, but there are still some problems that are particularly striking - the performance of biktarvy, a three in one HIV drug, was disappointing in the first quarter, but Gilead pointed out that the product actually only went on the market for six weeks Takeda, which has appeared in the industry headlines for many times recently, has made little contribution to its 2022 sales, which partly explains why the company is so eager to reach an M & a agreement with shire Other biotech companies with similar problems may soon be forced to carry out acquisitions, but it should be noted that asset purchase to promote growth is an important part of the strategy of biotech companies, but there is still the risk of over payment.