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On November 10, AstraZeneca released its financial results
for the third quarter of 2022.
During the quarter, AstraZeneca's total revenue was 110
billion dollars, up 19%
year-over-year.
In the first three quarters of this year, AstraZeneca's total revenue reached $33.
1 billion (+37%), of which product revenue accounted for 322%.
US$ (+35%); $7.
137 billion invested in R&D (+4%)
.
(PPT information can be sent to the Insight public account "AstraZeneca.
")
2022" is available for quick download) Based on the successive achievement of cooperation milestones and the strong contribution of the new crown long-acting neutralizing antibody Evusheld, AstraZeneca announced an upward revision for 2022
Annual core earnings per share (EPS) guidance, adjusted from 20% high to 30%
low.
AstraZeneca's performance in the first three quarters of 2022
for the third quarter of 2022.
Total revenue 110 billion, up 19% year-over-year AstraZeneca 2022
Screenshot from: AstraZeneca official website information Unless otherwise mentioned in the following article, the screenshots are from the AZ official website
Revenue overview
Revenue overviewIn terms of therapeutic areas, the revenue of the anti-tumor segment in the first three quarters (YTD) was 115
US$ (+24%); Biopharma revenue was $15.
1 billion (+21%), with contributions from CVRM, R&I, and V&I
$6.
9 billion (+19%), $4.
5 billion (+4%), and $3.
7 billion (+56%); Rare Diseases segment revenue 52
billion dollars
.
The specific revenue situation will be attached at the end of the article, and it will not be repeated
in the article.
In the covid field, AZ's adenovirus vaccine Vaxzevria
Like similar products, sales declined, with revenue of $1.
8 billion (-16%), but Evusheld, which was approved late last year, earned $1.
5 billion in revenue and is close to vaccine revenue
.
Q3
Proportion of product revenue in each therapeutic area (left) Specific data and main factors (bottom) Basic data of YTD revenue in each therapeutic area (right)
By region, Q3 revenue in China was US$1.
541 billion, up 8% year-on-year; U.
S.
regional revenue increased year-over-year to $4.
65 billion
34%
。
541 billion, up 8% year-over-year
Regional Q3 revenue with (top) and without COVID vaccines
Sales revenue TOP20 products are basically unchanged
from the middle of the year.
TOP20 product Q3/YTD revenue and year-over-year changes
Source: AstraZeneca earnings report, collated by Insight
Pipeline change highlights
Pipeline change highlightsAstraZeneca's layout in the field of breast cancer is worth mentioning
.
Via ADC drugs Enhertu (DS-8201, duteruzumab) and
Dato-DXd, the oral SERD drug camizestrant, the AKT inhibitor capivasertib, and a new generation of PARP inhibitors
AZD5305 covers all types of breast cancer and the number of therapeutic lines
.
AZ coverage for breast cancer indications
.
Especially some time ago, small molecule drugs have disclosed positive news one after another, which is expected to bring transformative new therapies to HR-positive breast cancer patients (see Insight Previous Report >> for details).
In the field of breast cancer, AZ lays a "heaven and earth net").
Recently, two breast cancer drugs have been progressed in succession
In the field of lung cancer, AZ also has many
highlights in the research pipeline after the blockbuster osimertinib.
ADC drugs
The primary indication for Dato-DXd is NSCLC, an ATR inhibitor developed based on a synthetic lethal mechanism
Celarasertib aims to address tumor immunotherapy resistance, and the LATIFY study in combination with PD-L1 duvalumab is expected in 2023
Read out
after the year.
EGFR/c-Met dual-target ADC drug AZD9592 debuted in this earnings report to address osimertinib resistance
.
The project came from AstraZeneca's own ADC platform, rather than an external collaboration
.
AZ expects to launch I in late 2022 to early 2023
Phase clinical
.
New developments in the field of lung cancer at AstraZeneca
highlights in the research pipeline after the blockbuster osimertinib.
ADC drugs Dato-DXdATR inhibitors celarasertibEGFR/c-Met dual-target ADC drug AZD9592
Q3 Pipeline changes are still worth paying attention to
.
In the pipeline removal table, more than one new drug in the field of metabolism has changed: PCSK9 oligonucleotide drugs
AZD8233 (hypercholesterolemia), GLP-1R/GCGR dual agonist Cotadutide (type 2 diabetes, obesity and diabetic nephropathy) from original II
Removed
from the phase clinical pipeline.
Q3 Pipeline progress (above); Q3 Pipeline removal (below)
.
In 2022-2023, AstraZeneca's potential post-pipeline milestones are as follows, with the China section being individually circled in red,
Potential post-pipeline milestones for AstraZeneca in 2022-2023Potential milestones for 2022-2023
Attachment 1: Revenue in AZ Key Therapeutics Areas
Attachment 1: Revenue in AZ Key Therapeutics Areas
Attachment 2: Detailed revenue trends of key products in the field of oncology
Attachment 2: Detailed revenue trends of key products in the field of oncology
Attachment 3: Revenue from emerging markets including China
Attachment 3: Revenue from emerging markets including China
Attachment 4: Detailed pipeline appendix
Attachment 4: Detailed pipeline appendix