The latest performance announcement of multinational pharmaceutical companies: AstraZeneca, Pfizer, Roche...

Pharmaceutical Net, August 4 News Recently, major multinational pharmaceutical companies have successively released semi-annual reports, and eight major multinational pharmaceutical companies have announced their latest performance
.
Affected by the adjustment of the new crown pneumonia business and the growth of blockbuster drugs in different situations, in the first half of this year, the rankings of major multinational pharmaceutical companies ushered in a new round of reshuffle.

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Driven by the rapid growth of blockbuster products, Novartis and Johnson & Johnson saw their performance rise rapidly
.
Roche is the only pharmaceutical giant that has shown negative growth in its semi-annual report due to its continuous impact from biosimilar drugs
.
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?
Pfizer: New crown vaccine sales will surpass Merlot and
Pfizer's total revenue in the first half of the year to 33.
5 billion US dollars, a year-on-year increase of 68%
.
The significant increase in Pfizer's performance is mainly due to the new crown vaccine BNT162b2, which is cooperating with BioNTech, which has become Pfizer's highest sales and fastest-growing product, with sales of 11.
3 billion U.
S.
dollars in the first half of the year
.
Pfizer expects BNT162b2 revenue in 2021 to be approximately 33.
5 billion U.
S.
dollars, which is higher than the previous forecast of 26 billion U.
S.
dollars when the first quarter report was released
.
BNT162b2 will also surpass AbbVie's Humira and become the highest-selling drug in history
.
Pfizer said that it will continue to promote the regulatory approval of the mRNA new crown vaccine
.
At present, the infection caused by the delta variant is spreading and increasing rapidly in many countries
.
New data released by Pfizer shows that the third dose of the new crown vaccine can "strongly" enhance the resistance to the delta variant virus
.
Pfizer plans to submit an emergency use authorization application for the third dose of the drug to the FDA as early as August this year
.
In addition to the new crown vaccine, products such as apixaban, piperacillil and enzalutamide are still the main factors driving Pfizer’s growth
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However, in the face of competition from competing products, the sales of piperacillil continued to slow down, and the US market declined
.
In addition, sales of the JAK inhibitor tofacitib, with sales exceeding US$2 billion in 2020, will be blocked, with a year-on-year decline of 9% in the second quarter and a 15% decline in the US market
.

　　Novartis: Gene therapy may enter the ranks of "blockbuster" this year.

Novartis's revenue in the first half of the year was 25.
367 billion U.
S.
dollars, a year-on-year increase of 7%
.
Novartis’s performance was mainly driven by the strong growth of products such as scocilumab and sacubitril and valsartan
.
Schucchi Uumab achieved revenue of US$2.
228 billion in the first half of the year, a year-on-year increase of 19%, which is Novartis’s highest-selling product
.
The new heart failure drug sacubatril and valsartan performed well, achieving revenue of US$1.
675 billion in the first half of the year, an increase of 46% year-on-year, surpassing fingolimod and becoming Novartis' second-highest sales drug
.
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
.
Zolgensma is currently licensed for use in 41 countries and regions
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According to Novartis’s forecast, 15 countries/regions will include it in the reimbursement category in 2022, which is expected to become a "blockbuster" driving Novartis’s performance growth
.

　　Johnson & Johnson: A variety of blockbuster products performed well.

Johnson & Johnson's total revenue in the first half of the year was US$45.
633 billion, a year-on-year increase of 16.
9%
.
Johnson & Johnson’s business income mainly includes pharmaceuticals, medical devices and consumer health care .
The pharmaceutical business’s revenue in the first half of the year was 24.
798 billion US dollars, an increase of 13.
3%
.
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.
8%, 52.
2%, and 13.
2% respectively.
, 16.
2%, 80%
.
With its advantageous position in Crohn's disease and ulcerative colitis, Usinuzumab has become Johnson & Johnson's most reliant and highest-selling product
.
However, in the next three years, the drug may face the impact of biologic drugs and competing products
.
Daratumomab has a strong performance in the global market and is the product with the highest growth rate among Johnson & Johnson's blockbuster drugs, with a growth rate of over 50%.
This also allows Johnson & Johnson to continue to maintain its leading position in the multiple myeloma (MM) market
.
In addition, as Johnson & Johnson’s other blockbuster after abiraterone in the field of prostate cancer, apatamide has continued to grow rapidly since its launch in 2018 and is currently Johnson & Johnson’s fastest-growing product
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However, sales of infliximab have been declining year after year due to the impact of biosimilar drugs
.
In 2016, infliximab reached its peak sales value of approximately US$7 billion
.
In the first half of this year, it shrank to US$1.
665 billion, a year-on-year decrease of 13.
5%
.
Roche: The sales of the "troika" plummeted, and the pharmaceutical business dropped slightly.
Roche's revenue in the first half of the year was 30.
7 billion Swiss francs, an increase of 8% over the previous year
.
Among them, the pharmaceutical business revenue was 21.
6 billion Swiss francs (235.
63 US dollars), down 3%
.
The decline in the pharmaceutical business was mainly affected by biosimilar drugs and the new crown epidemic
.
However, the strong growth of several new drugs is offsetting the decline
.
Affected by biosimilar drugs, in recent years, the sales of Roche's anti-cancer drug "troika" have further fallen sharply
.
In the first half of this year, the sales of bevacizumab, trastuzumab, and rituximab fell by 40%, 35%, and 41%, respectively
.
At the same time, newly approved products are catching up
.
Products approved after 2012 contributed more than 11 billion Swiss francs in sales in the first half of the year, an increase of 30%, and accounted for more than 50% of the total sales of the pharmaceutical sector
.
Among them, the multiple sclerosis drug Ocrevus took the lead, with sales reaching 2.
438 billion Swiss francs (2.
657 billion US dollars), an increase of 23%, and it was Roche's highest-selling product in the first half of the year
.
The hemophilia drug imicelizumab grew strongly, with sales in the first half of the year increasing by 45% year-on-year to 1.
393 billion Swiss francs ($1.
518 billion), becoming Roche's fastest-growing product
.
The PD-L1 monoclonal antibody atelizumab was approved for the three major indications of small cell lung cancer, triple negative breast cancer, and hepatocellular carcinoma.
Its sales increased by 29% in the first half of the year, and it has become a Roche TOP 5 product
.
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
.

　　BMS : O medicine resumes positive growth.
The
total revenue of BMS in the first half of the year was 22.
776 billion US dollars, 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.

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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
.

　　Merck:
Merck’s total revenue in the first half of the year was 22.
029 billion US dollars, 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 the 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.

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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 going well
.
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 493 million US dollars
.

　　Sanofi: Set an annual sales target of 10 billion euros for pillar products.

Sanofi's revenue in the first half of 2021 totals 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 and 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.

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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
.

　　AstraZeneca: The anti-tumor drug segment 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 reached 1.
16 billion US dollars in the first half of the year, an increase of 22% year-on-year
.
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%
.