In today’s briefing:
- China Healthcare Weekly (May11)-Trump’s Executive Order, Pharmacy’s Risks, BeiGene 25Q1 Result Is Ok
- Pfizer’s $15 Billion War Chest: What Will They Buy After the Danuglipron Failure?
- Kissei Pharmaceutical (4547 JP): Steady FY25, Licensing Fees To Drag FY26, Margins To Stay Strong
- Regeneron Pharmaceuticals: An Insight Into Dupixent’s Market Presence & Recent Oncology Portfolio Expansion!
- AstraZeneca: Pipeline Diversification
- (Mostly) Asia-Pac M&A: Torii Pharma, Mitsu. Shokuhin, Domain, Gold Road, Canvest, Shibaura, Tsuruha
- Labcorp Rides Regulatory Wins & Fights PAMA—Here’s How It’s Protecting Its Profits!
- Novartis AG: The Advancements & Challenges in Pelacarsen Development & Other Major Drivers!
China Healthcare Weekly (May11)-Trump’s Executive Order, Pharmacy’s Risks, BeiGene 25Q1 Result Is Ok
- Trump announced actions to reduce regulatory barriers to domestic pharmaceutical manufacturing, with the core intention to open regulatory “green light” for manufacturing in US, which will change the industry pattern.
- With the promotion of VBP and the implementation of medical insurance price comparison system, there’s a trend of accelerated pharmacies closures. The entire pharmacy industry will face performance headwinds.
- BeiGene’s BRUKINSA recorded negative QoQ growth in 25Q1, which seems below expectations. However, this is temporary headwinds, since the 2025 full-year revenue guidance remains unchanged. Bottom-line valuation is US$24.5-26.5 billion.
Pfizer’s $15 Billion War Chest: What Will They Buy After the Danuglipron Failure?
- Pfizer recently reported its first-quarter 2025 financial results, providing an overall positive snapshot of its performance within a challenging market environment.
- Revenue was reported at $13.7 billion, marking a 6% operational decline largely driven by lower Paxlovid sales, partly reflecting a one-time Paxlovid revenue credit from the prior year.
- Despite this, some of its core products such as the Vyndaqel family, Nurtec, and Padcev demonstrated strong growth, reinforcing the company’s focus on prioritizing key growth drivers.
Kissei Pharmaceutical (4547 JP): Steady FY25, Licensing Fees To Drag FY26, Margins To Stay Strong
- Kissei Pharmaceutical (4547 JP) reported 16.9% YoY jump in revenue during FY25 driven by Beova and Tavneos despite price revision pressures and generic competition.
- The company has issued FY26 guidance of revenue rising 3.6%, with pharmaceuticals segment remaining flat dragged by lower overseas licensing fees.
- The only trigger point at this moment happens to be the recent licensing deals signed by the company with various players gives it an opportunity to expand offerings and market.
Regeneron Pharmaceuticals: An Insight Into Dupixent’s Market Presence & Recent Oncology Portfolio Expansion!
- Regeneron Pharmaceuticals’ first quarter 2025 results illustrate a multifaceted performance landscape, marked by both promising advancements and significant hurdles across its drug portfolio.
- Starting with EYLEA, the company saw U.S. net sales of $736 million, a decrease of 39% compared to the prior year, amid heightened competition from low-cost, off-label Avastin, influenced by patient affordability issues due to a funding gap at co-pay assistance foundations.
- While EYLEA HD sales increased by 54% year-over-year, its sequential growth was stagnant.
AstraZeneca: Pipeline Diversification
- AstraZeneca has reported its first quarter 2025 financial results, revealing a robust performance marked by a 10% increase in total revenue.
- The pharmaceutical giant’s growth was driven by rising demand for its innovative medicines, with core operating profit up by 12% and core EPS rising by 21%.
- This performance was partially bolstered by favorable tax settlements.
(Mostly) Asia-Pac M&A: Torii Pharma, Mitsu. Shokuhin, Domain, Gold Road, Canvest, Shibaura, Tsuruha
- I tally 49 – mostly firm, mostly Asia-Pac – transactions currently being discussed and analysed on Smartkarma.
- Five new deals discussed on Smartkarma this week: SmartPay Holdings (SMP AU), NTT Data Corp (9613 JP), Zeekr (ZK US), Torii Pharmaceutical (4551 JP), and Mitsubishi Shokuhin (7451 JP).
- Key updates/news took place on: Domain Holdings Australia (DHG AU), Gold Road Resources (GOR AU), Canvest Environmental Protection Group (1381 HK), Shibaura Electronics (6957 JP), Tsuruha Holdings (3391 JP).
Labcorp Rides Regulatory Wins & Fights PAMA—Here’s How It’s Protecting Its Profits!
- Labcorp Holdings reported its financial performance for the first quarter of 2025, reflecting a mixed set of outcomes amidst macroeconomic and regulatory dynamics.
- The company achieved solid revenue growth of 5.3%, reaching $3.3 billion, driven primarily by organic growth and strategic acquisitions.
- However, foreign currency translation exerted a slight negative pull on these figures.
Novartis AG: The Advancements & Challenges in Pelacarsen Development & Other Major Drivers!
- Novartis, a global pharmaceutical leader, reported its Q1 2025 results with impressive financial metrics combined with significant advancements in its pharmaceutical portfolio.
- The company’s operational metrics showcased robust performance, with net sales increasing by 15% and core operating income growing by 27%.
- This resulted in a core margin of 42.1%, up by 400 basis points, indicating effective cost management and revenue growth strategies.
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