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 ...

Key Takeaways SMMT surged after reports of AstraZeneca exploring a $15 billion licensing deal for ivonescimab. The deal may include billions upfront, with milestone payments tied to Ivonescimab's progress. Ivonescimab showed superiority over Keytruda and Tevimbra in late-stage NSCLC trials.Shares of clinical-stage company Summit Therapeutics (SMMT) rose nearly 9% on Thursday following a report issued by Bloomberg, which stated that pharma giant AstraZeneca (AZN) is in discussions with the company for a po ...

Key Takeaways ABBV's oncology sales made up over 12% of total revenues in Q1 2025, with five therapies now on the market. Emrelis, ABBV's first internally developed lung cancer drug, is expected to contribute starting Q3 2025. New late-stage candidates like etentamig and Temab-A highlight ABBV's advancing cancer drug pipeline.AbbVie (ABBV) has built a substantial oncology franchise. Initially anchored by blood cancer drugs Imbruvica and Venclexta, the company has also been expanding its offerings into sol ...

Key Takeaways PFE's non-COVID revenues are rising, fueled by new drugs, key in-line products and Seagen acquisition. The Seagen deal added four ADCs to PFE's oncology portfolio, boosting revenues in 2024 and early 2025. PFE shares trade at a forward P/E of 7.97, well below the industry average and its 5-year historical mean.With the end of the pandemic, sales of Pfizer’s (PFE) COVID products, Comirnaty and Paxlovid, have declined. Though COVID revenues are declining, Pfizer’s non-COVID operational revenue ...

本文来自彭博终端，终端用户可运行NSN SWW3Z7DWLU68 阅读原文。非终端用户可点击文末 "阅读原文" 预约演示。 全球市场版图日新月异，彭博行业研究（Bloomberg Intelligence）为您的企业战略助力。在 制药与生物技术领域，无论是全球行业资讯与热点，还是制药管线里程碑及催化剂事件、财务 预测…… BI涵盖广泛且深度的关键信息，旨在为您的决策提供可靠且具有竞争力的洞见支撑。 扫描二维码 立即订阅 彭博生物制药双周报 降低药品价格最合理的监管方法——医疗保险和医疗补助创新中心(CMMI)示范模式——可 能会面临法律挑战。通过CMMI，白宫可以免除医疗保险和其他计划要求，以测试在不影响 质量的情况下降低成本的支付模式。模型必须针对有证据表明临床效果不佳或有机会减少支 出的特定人群。特朗普在第一任期内就提出了这一建议，将医疗保险中支出最高的5 0种B部 分药品的报销与国外支付价格挂钩。由于程序上的原因，实施受到阻碍，因为政府不允许通 知和评论。特朗普可能会重新推出这种方法并强制做出实质性决定，但价格变化不会像《通 胀削减法案》那样立即发生。 您可在彭博终端了解更多背景信息： 社区肿瘤联盟（C ...

AstraZeneca (AZN) stock has declined 6.4% in the past three months.Although AstraZeneca faces its share of challenges, a significant portion of this price decline is attributed to broader market uncertainties and a volatile macroeconomic environment.The sky-high tariffs imposed by the United States and retaliatory tariffs by China and some other countries hurt global stock markets. Though the massive tariffs imposed by the United States and China are now on a pause, it is only a temporary suspension, and no ...

政策动向 江苏省2024年药品抽检总体合格率99.78% 5月7日，江苏省药品监督管理局发布《2024年江苏省药品抽检年报》显示，2024年江苏省药品抽检共完 成3937个品种18310批次抽检任务，总体合格率99.78%。 资料显示，对抽检发现的不符合规定产品，江苏省各级药品监管部门第一时间采取查封扣押、暂停销售 使用、要求企业主动召回等风险控制措施，依法对涉及的相关企业和单位组织查处，督促其认真查找问 题原因并切实整改，确保风险隐患排查到位，问题产品处置到位。 兰州市医保基金即时结算系统上线 5月6日，中国国家药监局药品审评中心（CDE）官网公示，百济神州申报的1类新药BGB-45035片就新 适应症获得临床试验默示许可，拟开发治疗结节性痒疹。BGB-45035片是一款靶向IRAK4的蛋白降解剂 （IRAK4 CDAC），该产品此前于2024年8月首次在中国获批IND，用于治疗中重度特应性皮炎。 阿斯利康BTK抑制剂组合获欧盟委员会批准 阿斯利康宣布，其重磅布鲁顿氏酪氨酸激酶（BTK）抑制剂Calquence（acalabrutinib）与苯达莫司汀 （bendamustine）和利妥昔单抗（rituxi ...

AstraZeneca’s (AZN) first-quarter 2025 core earnings of $1.24 per American depositary share (ADS) beat the Zacks Consensus Estimate of $1.10. Core earnings of $2.49 per share rose 21% year over year on a reported basis as well as at constant exchange rates (CER).Total revenues of $13.59 billion rose 7% on a reported basis and 10% at CER, driven by higher product sales and alliance revenues from partnered medicines. However, the metric missed the Zacks Consensus Estimate of $13.68 billion. (Find the latest E ...

Over the last 30 days, there has been no revision in the consensus EPS estimate for the quarter. This signifies the covering analysts' collective reconsideration of their initial forecasts over the course of this timeframe. Before a company reveals its earnings, it is vital to take into account any changes in earnings projections. These revisions play a pivotal role in predicting the possible reactions of investors toward the stock. Multiple empirical studies have consistently shown a strong association bet ...