Key Takeaways AZN's oncology sales hit $5.6B in Q1 2025, up 13%, led by drugs like Tagrisso, Imfinzi, and Enhertu. Truqap and Datroway launches in HR HER2- breast cancer show early sales strength and FDA momentum. AZN eyes pipeline growth with late-stage drugs camizestrant and volrustomig across multiple cancer types.AstraZeneca (AZN) is one of the leading drugmakers in the oncology space. Oncology sales (comprising around 41% of AstraZeneca‘s total revenues) rose 13% in the first quarter of 2025, generat ...

Core Insights - AbbVie has established a significant oncology franchise, expanding from blood cancer drugs to include therapies for solid tumors, with five oncology products now available [1][7] - The oncology segment contributed over 12% to AbbVie's total revenues in Q1 2025, with expectations for Emrelis, its first internally developed lung cancer drug, to start contributing in Q3 2025 [1][2][7] Company Strategy - AbbVie is pursuing both organic and inorganic growth strategies, with recent additions to its oncology portfolio coming from acquisitions and collaborations, while Emrelis represents an internal development [2] - The company has a diverse pipeline of promising therapies, including etentamig for multiple myeloma and Temab-A for colorectal and gastroesophageal cancers, indicating a strong focus on expanding its oncology offerings [3][7] Competitive Landscape - Major competitors in the oncology space include AstraZeneca, Merck, and Pfizer, with AstraZeneca's oncology sales accounting for nearly 41% of its total revenues and growing by 13% in Q1 2025 [4] - Merck's Keytruda accounted for over 46% of its total revenues in Q1 2025, while Pfizer's oncology revenues grew by 7%, making up over 27% of its total revenues [5] Financial Performance - AbbVie shares have outperformed the industry year to date, although the company's valuation is not considered cheap, trading at a P/E ratio of 13.99 compared to the industry average of 14.81 [6][9] - The Zacks Consensus Estimate for AbbVie's earnings has increased for both 2025 and 2026, indicating positive market sentiment [10]

本文节选自彭博终端。如您还不是终端用户，您可在文末" 阅读原文 "联系我们预约产品演示。 彭博行业研究 2025 ASCO年会报告 近期，2025年美国临床肿瘤学会（ASCO）年会在美国芝加哥举办。阿斯利康连续第七年成为 大会领头羊，展示了对实践具有变革意义的数据，有望助力其在 2030 年实现 800 亿美元销售 额的目标。今年的重点主要集中在胃癌领域：英飞凡（Imfinzi）的 MATTERHORN 研究凭借 前所未有的无事件生存期（EFS）优势，打开了一个 20 亿美元的市场；以及乳腺癌领域：优 赫得（Enhertu）在一线 HER2 阳性乳腺癌的 DESTINY-Breast09 试验中再次发力。 包括TIGIT和KRAS在内的多种肺癌数据集正在新的利基领域取得进展，而在其他领域，辉瑞 的Braftovi使结直肠癌患者的总生存期（OS）增加了一倍。在经历了20年的停滞之后，Bristol Myers的Opdivo和默克的Keytruda终于在头颈癌领域取得了进展。 长按或扫描二维码 阅读完整报告 * 本报告语言为英文。 凭借KEYNOTE-585试验，阿斯利康抓住了默克公司在胃癌围手术期中错失的机会。 ...

An updated edition of the April 16, 2025, article.The global cancer treatment market is transforming rapidly, driven by an increasing demand for more effective, less toxic therapies. As per the American Cancer Society, the United States alone is expected to see 2,041,910 new cancer cases and 618,120 cancer-related deaths in 2025. While advances in early detection and treatment have contributed to a decline in mortality rates for certain cancers, the overall rise in cancer incidence continues to push global ...

Francesca DeMartino Chief Investor Relations Officer, Senior Vice President First Quarter 2025 Earnings Teleconference April 29, 2025 1 Introduction First Quarter 2025 Earnings 2 Forward-Looking Statements and Non-GAAP Financial Information First Quarter 2025 Earnings 3 • Our discussions during this conference call will include forward-looking statements that are subject to substantial risks and uncertainties that could cause actual results to differ materially from those expressed or implied by such statem ...