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 ...

政策动向 和黄医药宣布小分子联合疗法在中国获批 近日，和黄医药宣布，沃瑞沙（ORPATHYS，赛沃替尼/ savolitinib）和泰瑞沙（TAGRISSO，奥希替尼/ osimertinib）的联合疗法的新药上市申请获中国国家药品监督管理局（NMPA）批准，用于治疗表皮生 长因子受体（EGFR）基因突变阳性经EGFR酪氨酸激酶抑制剂（TKI）治疗后进展的伴MET扩增的局部 晚期或转移性非鳞状非小细胞肺癌患者。 资本市场 两部门发文支持创新药高质量发展 7月1日，国家医保局召开新闻发布会介绍《支持创新药高质量发展的若干措施》。其中，从加大创新药 研发支持力度、支持创新药进入基本医保药品目录和商业健康保险创新药品目录、支持创新药临床应 用、提高创新药多元支付能力、强化保障措施等5个方面提出16条具体措施，全链条支持创新药发展。 国家医保局价采中心副主任王小宁表示，中国的创新药产业已经由引进模仿转向了创新输出，为世界提 供了守卫生命健康的中国方案。2024年，中国药企完成了超过90笔海外授权的交易，总金额超过了500 亿美元。未来，国家医保局将支持更多有条件的地区发挥区位优势，搭建创新药交易平台，加强国际推 广。 ...

Other large players in the oncology space are AstraZeneca (AZN) , Merck (MRK) and Bristol-Myers (BMY) For AstraZeneca, oncology sales now comprise around 41% of total revenues. Sales in its oncology segment rose 13% in the first quarter of 2025. AstraZeneca's strong oncology performance was driven by medicines such as Tagrisso, Lynparza, Imfinzi, Calquence and Enhertu (in partnership with Daiichi Sankyo). Key Takeaways Pfizer (PFE) has committed significant resources for the development of treatments in the ...

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 ...

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 ...

Astrazeneca (AZN) reported $13.59 billion in revenue for the quarter ended March 2025, representing a year-over-year increase of 7.2%. EPS of $1.24 for the same period compares to $1.03 a year ago.The reported revenue represents a surprise of -0.66% over the Zacks Consensus Estimate of $13.68 billion. With the consensus EPS estimate being $1.10, the EPS surprise was +12.73%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street ...

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 ...

21世纪经济报道记者季媛媛 韩利明 上海报道 受益于密集出台的医药政策和改革措施，短短十年间，中国创新药研发突飞猛进，吸引了大量人才和资 本，取得了让全球制药行业侧目的成绩。 现阶段，在国内药价下行、融资通道不畅、国际市场地缘政治风险增大等背景下，我国药企正在重新思 考战略、调整产品组合、积极探索创新营销模式、开拓国际化业务以展望下一个十年。在此期间，跨国 药企已成为中国医药市场中不可或缺的合作伙伴。不过，在当下，跨国药企已经逐渐走出了"黄金十 年"的辉煌期，急需寻找新增长点。 具体来说，在成熟的药品组合中，抗凝血药物Eliquis（阿哌沙班）带来了35.7亿美元的收入，与上一年 相比下降了4%，这一下降主要归因于美国市场销量的减少；治疗多发性骨髓瘤的药物Revlimid（来那 度胺）收入9.4亿美元，同比下降44%，主要受仿制药持续竞争压力影响。 对此，百时美施贵宝董事会主席兼首席执行官Christopher Boerner博士表示："将会通过优化运营和加速 管线开发，公司正转型为更敏捷的创新企业。"BMS强调，未来将通过内部研发与外部合作（如近期对 Karuna和RayzeBio的收购）强化肿瘤学、免疫学 ...