Prolia (denosumab)

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Investing in the Age of Longevity: Silver Economy Stocks in Focus
ZACKS· 2025-09-01 17:16
Core Insights - The aging global population is reshaping healthcare systems and creating long-term growth opportunities in various sectors, particularly in geriatric care services, which is projected to grow from approximately $1.21 trillion to around $2.12 trillion by 2034 at a CAGR of 6.4% [2][3]. Industry Overview - The demographic shift towards an older population is significantly altering healthcare consumption patterns, leading to increased demand for pharmaceuticals, medical devices, home care services, and digital health solutions [4]. - The rise in life expectancy is associated with a higher prevalence of age-related diseases, prompting pharmaceutical companies to focus on developing treatments for chronic conditions prevalent among older adults [6]. Company Strategies - Major healthcare companies like AbbVie, Amgen, Stryker, and Dexcom are capitalizing on the aging demographic by enhancing operational efficiency and expanding their product offerings [5]. - AbbVie is actively pursuing strategic partnerships and acquisitions, such as the acquisition of Aliada Therapeutics, to strengthen its position in the senior demographic and develop treatments for Alzheimer's disease [9]. - Amgen is focusing on biopharmaceutical innovation to address the health needs of aging societies, particularly in bone health and cardiometabolic research [12][13]. - Stryker is making strategic investments in the senior healthcare market, including the acquisition of Inari Medical to enhance its presence in the peripheral vascular market [15]. - Dexcom is expanding its continuous glucose monitoring systems to better serve seniors, ensuring accessibility through Medicare coverage [18][19]. Investment Opportunities - The healthcare sector is viewed as resilient during economic downturns, providing consistent revenues and cash flow stability due to stable demand for critical treatments and pharmaceuticals [8]. - Innovations in medical technology and home care services are creating new revenue opportunities, with companies like Medtronic and Abbott leading advancements in elder care solutions [7].
RDY & ALVO Ink Collaboration Deal for Merck's Keytruda Biosimilar
ZACKS· 2025-06-05 16:31
Core Insights - Dr. Reddy's Laboratories (RDY) has entered into a collaboration and license agreement with Alvotech (ALVO) to co-develop and commercialize a biosimilar candidate to Merck's Keytruda, a leading PD-L1 inhibitor [1][8] Group 1: Collaboration Details - The agreement entails that RDY and ALVO will jointly share all costs associated with the development and manufacturing of the biosimilar candidate [3] - Both companies will retain the rights to commercialize the product globally upon successful development [3][8] Group 2: Market Impact - The collaboration is expected to significantly enhance Dr. Reddy's biosimilar portfolio, particularly in emerging markets, and strengthen its capabilities in oncology [4][8] - Keytruda generated sales of $29.5 billion in 2024, with a year-over-year growth of 6% to $7.21 billion in Q1 2025, highlighting the potential market opportunity for the biosimilar [2] Group 3: Previous Agreements - RDY and ALVO had previously signed a license and supply agreement in 2024 for the commercialization of AVT03, a biosimilar candidate to Amgen's Prolia and Xgeva [9] - The FDA accepted a regulatory filing for AVT03 in March 2025, indicating progress in their biosimilar development efforts [9][10] Group 4: Strategic Focus - The introduction of AVT03 could enhance patient access to affordable treatment options for osteoporosis and other bone-related conditions, addressing a significant healthcare need [11][12] - Dr. Reddy's is actively diversifying its generics portfolio to strengthen its market position [12]