Pharmaceutical giants semi-annual report PK!

Recently, major multinational pharmaceutical companies have successively released semi-annual reports, and eight major multinational pharmaceutical companies have announced their latest performance

What is the performance PK of the eight multinational pharmaceutical giants? What are the trends in the sales of each blockbuster product, and which products have released strong growth potential?

The new crown vaccine sales will exceed Humira music

Pfizer said that it will continue to promote the regulatory approval of the mRNA new crown vaccine

In addition to the new crown vaccine, products such as apixaban, piperacillil, and enzalutamide are still the main factors driving Pfizer's growth

02

Novartis:

Gene therapy may enter the ranks of "blockbuster" this year

Novartis' gene therapy for spinal muscular atrophy, Zolgensma, achieved sales of US$634 million in the first half of the year, an increase of 69%, and is expected to break the US$1 billion mark this year

0 3

Johnson & Johnson:

Eye-catching performance of a variety of blockbuster products

Johnson & Johnson's pharmaceutical sector is mainly driven by the rapid growth of several products such as Useltuzumab, Daratumumab, Ibritinib, Tremfya, and apatamide, with growth rates of 25.

With its dominant position in Crohn's disease and ulcerative colitis, Usinuzumab has become Johnson & Johnson's most reliant and highest-selling product

However, sales of infliximab have been declining year after year due to the impact of biosimilar drugs

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Roche:

"Troika" sell selling slump, pharmaceutical business decreased slightly

At the same time, newly approved products are catching up

Specifically in the Chinese market, thanks to the strong sales of Pertuzumab, Alectinib, Atelizumab and Trastuzumab, Roche's pharmaceutical business in China grew by 3% in the first half of the year, with revenue reaching 1.
7 billion.
Swiss francs
.

0 5

BMS:

O medicine resumes positive growth

The total revenue of BMS in the first half of the year was US$22.
776 billion, a year-on-year increase of 9%
.
The growth of BMS performance is mainly driven by the seven major products of lenalidomide, apixaban, nivolumab, abatacept, pomalidomide, dasatinib and ipilimumab.
In total Sales exceeded 20 billion U.
S.
dollars
.
  

  Lenalidomide is currently the product with the highest sales of BMS.
The sales revenue in the first half of the year was US$6.
146 billion, a year-on-year increase of 6%, and it will hit a new high in 2021
.
The anticoagulant drug Apixaban achieved a revenue of US$5.
678 billion in the first half of the year, a year-on-year increase of 18%.
It is the fastest-growing product in the BMS "blockbuster"
.
In 2020, the global sales of this product will reach 9.
1 billion U.
S.
dollars, and it is expected to be among the tens of billions of drugs in 2021
.
  

  The star anti-tumor drug "O drug" nivolumab was affected by the epidemic in 2020 and its sales fell for the first time.
In the first half of this year, it resumed positive growth, with a year-on-year increase of 6%, and sales of more than 3.
6 billion US dollars
.
However, several major PD-1/L1 are experiencing a crisis of withdrawing indications
.
A few days ago, BMS announced another indication for the voluntary withdrawal of O drug, that is, monotherapy for hepatocellular carcinoma (HCC) patients who have progressed after receiving sorafenib treatment
.
Previously, Drug O had announced the voluntary withdrawal of small cell lung cancer (SCLC) indications
.
    

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Merck:

The development of new crown treatment products is not going well

  Merck’s total revenue in the first half of the year was US$22.
029 billion, a year-on-year increase of 12%
.
The pharmaceutical business contributed USD 19.
218 billion in the first half of the year, a year-on-year increase of 12%
.
Merck’s performance was mainly driven by sales of pembrolizumab and HPV vaccines
.
  

  In 2020, the global sales of Pembrolizumab (Drug K) will reach US$14.
380 billion
.
In the first half of this year, K drug sales revenue was US$8.
078 billion, a year-on-year increase of 21%
.
Gardasil 9/Gardasil’s cumulative revenue for the first half of the year was US$2.
151 billion, a year-on-year increase of 23%
.
  

  Drug K has also been withdrawn for two indications in succession
.
Not long ago, Merck announced that it would voluntarily withdraw its accelerated approval in the United States for the treatment of PD-L1-positive locally advanced or metastatic gastroesophageal junction (GEJ) adenocarcinoma that has progressed after second-line and later-line treatment
.
In March of this year, Merck also withdrew its indications for the treatment of small cell lung cancer in the United States
.
  

  In terms of product development, Merck said that it will continue to advance the development plan of its oncology product portfolio, and it is expected that more than 90 potential new indications will be approved by 2028
.
  

  At present, Merck’s revenue mainly relies on anti-tumor products and vaccines.
The core products are Keytruda, olaparib and lenvatinib mesylate are drugs jointly promoted with other companies
.
  

  Merck is also exploring new therapeutic areas, but it is not smooth
.
In terms of the development of new crown therapeutic products, Merck announced in April this year that it would terminate the introduction of the immunomodulator MK-7110 project.
The cancellation of the project has reached 188 million U.
S.
dollars
.
In the financial report for the fourth quarter of 2020, Merck also disclosed a $90 million R&D impairment charge related to the suspension of the development of V591
.
Coupled with the suspension of the development of another vaccine candidate for the new crown, V590, Merck’s expenditure on the termination of the new crown project has reached as high as 493 million US dollars
.
    

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Sino Philippines:

Set tens of billions of euros in annual sales targets for pillar products

  Sanofi's revenue in the first half of 2021 totaled 17.
3 billion euros
.
Among them, the pharmaceutical business revenue was 13.
2 billion euros, a year-on-year increase of 1.
4%; the vaccine business revenue was 1.
94 billion euros, an increase of 5.
5%; the two major businesses totaled 151.
4 euros (17.
98 billion US dollars)
.
  

  The heavyweight drug atopic dermatitis and asthma treatment priyuumab continued to maintain rapid growth in the second quarter, increasing by 57% to 1.
243 billion euros.
In the first half of the year, its sales revenue reached 2.
29 billion euros, becoming Sanofi’s highest sales and growth rate.
The fastest product
.
  

  Duplizumab was approved by the FDA at the end of March 2017.
It has been approved to treat a variety of diseases caused by type 2 inflammation: moderate to severe atopic dermatitis (patients ≥ 6 years old), moderate to severe asthma (≥12 years old patients), nasal polyps, chronic rhinitis - sinusitis (CRSwNP, adult patients) and so on
.
In March of this year, the FDA accepted a supplementary biological product license application (sBLA) for Duplizumab for the treatment of children with moderate to severe asthma who are 6-11 years old and whose condition is uncontrolled
.
Sanofi plans to submit regulatory documents for the treatment of chronic spontaneous urticaria with Duplizumab next year
.
In February of this year, Sanofi set an annual sales target of 10 billion euros for Duplizumab
.
  

  In addition to the blockbuster drug prisumab, vaccines are another key business of Sanofi’s strategy, with revenue of 1 billion euros in the second quarter of this year, an increase of 16%
.
In addition, Sanofi has also been committed to strengthening its anti-tumor business
.
    

0 8

Asli Kang:

The anti-tumor drug sector performed well

  AstraZeneca’s total revenue in the first half of the year was US$15.
54 billion, a year-on-year increase of 23%
.
Revenue in China was US$3.
209 billion, an increase of 21%, accounting for 21% of AstraZeneca’s total revenue
.
  

  The anti-tumor drug segment performed well, with the three major products Teresa, Duvale Uzumab and Olapali all maintaining double-digit rapid growth
.
Teresa’s revenue in the first half of the year was US$2.
454 billion, a year-on-year increase of 22%, and it was AstraZeneca’s highest-selling product
.
The PD-L1 monoclonal antibody, Valliumab, broke the one billion mark, and its revenue in the first half of the year reached US$1.
16 billion, a year-on-year increase of 22%
.
PARP inhibitor olaparib had revenue of US$1.
13 billion in the first half of the year, an increase of 39% year-on-year
.
In addition, the new hypoglycemic drug Da Gelie has a bright net growth rate, with revenue of 1.
359 billion U.
S.
dollars in the first half of the year, an increase of 60% year-on-year
.
  

  Respiratory system drug budesonide formoterol inhalation revenue was 1.
371 billion US dollars, a year-on-year decrease of 5%
.
Ticagrelor fell by 11%, mainly due to the impact of domestic centralized sourcing.
Sales in emerging markets dropped by 38%
.