Medison Pharma’s Post

Looking at the 20 top pharma companies by market cap reveals some clear trends, yet others are more subtle: While Eli Lilly and Company and Novo Nordisk have long been in the top 20, only in the last ~2 years have they broken into the top tier, thanks to their GLP-1s. Lilly is now among the 10 most valuable companies in the world, across all industries. While weight loss drugs have gotten the headlines, others delivered impressive gains over the last 3 years as well: AstraZeneca increased its value by ~50%, largely thanks to its strong oncology portfolio, with blockbusters like Tagrisso that delivered ~$6B in sales in FY2023. Meanwhile, Regeneron and Vertex Pharmaceuticals almost doubled their value, driven by Dupixent/Eylea and Trikafta respectively. One of the most surprising results is from AbbVie, which increased its market cap from ~$200B to ~$300B in the last 3 years, despite the fact its best-seller Humira began to face competition during that time.

Looking at the 20 top pharma companies by market cap reveals some clear trends, yet others are more subtle: While Eli Lilly and Novo Nordisk have long been in the top 20, only in the last ~2 years have they broken into the top tier, thanks to their GLP-1s. Lilly is now amongst the 10 most valuable companies in the world, across all industries. While weight loss drugs have gotten the headlines, others delivered impressive gains over the last 3 years as well: AstraZeneca increased its value by ~50%, largely thanks to its strong oncology portfolio, with blockbusters like Tagrisso that delivered ~$6B in sales in FY2023. Meanwhile, Regeneron and Vertex almost doubled their value, driven by Dupixent/Eylea and Trikafta respectively. One of the most surprising results is from AbbVie, which increased its market cap from ~$200B to ~$300B in the last 3 years, despite the fact its best-seller Humira began to face competition during that time.

It is interesting to look at the Pharma companies ranking according to Market cap, but it shouldn't be the only factor you consider when judging a company. We have judge based on many factors, like strong financials, a competitive advantage, and good growth potential, regardless of their market cap ranking. Right ?

Clarivate for Life Sciences & Healthcare releases a list yearly indicating upcoming "Drugs to watch" in the New Year. For 2024, 13 molecules made the list- they are mainly approved for Oncology and rare diseases. These earlier stage therapies often determine our future. As Mike Ward discusses: "Big pharmaceutical companies often collaborate with smaller innovative companies. The best-selling drugs in some of the top pharmaceutical companies are from small companies. [...] For instance, all five of Bristol-Myers Squibb’s best-selling drugs are from smaller companies it acquired, he noted. For example, BMS assumed ownership of its best-selling drug Revlimid after purchasing Celegene Corporation in 2019." Link in the comments:

03 Ranking of global pharmaceutical companies by sales in 2024 According to #Evaluate Pharma's forecast, Roche's sales in 2024 will rank first among pharmaceutical giants (Figure 3). Despite recent pipeline setbacks, Roche's existing biologics franchise, led by multiple sclerosis drug Ocrevus, hemophilia cancer drug Tecentriq and Hemlibra are still generating huge revenue for the Swiss pharma giant. #Roche is also outstanding among pharmaceutical giants in terms of the number of blockbusters. It is expected that 17 Roche products will have sales of more than US$1 billion in 2024. The full-year revenue of the top five companies (Roche, Johnson & Johnson, Merck, AbbVie, Pfizer) is expected to exceed US$50 billion in 2024. Compared with the 2023 ranking, the new face in the top ten of the list is Novo Nordisk, which will replace #GlaxoSmithKline on the list. Ozempic, Wegovy and Rybelsus are Novo Nordisk's most important assets. Novo Nordisk's 2024 sales will be more than double 2020 sales ($19.4 billion) and even a substantial increase from 2022 revenue ($25.1 billion). If we look at it from a market capitalization perspective, Eli Lilly will be at the top of the list, followed by Novo Nordisk.

Think of a number....a big one.... $2,870,000,000 💵💵💸 is the cumulative total spend for the Top 10 [drug] Advertisers for 2023 as reported by Fierce Pharma today. Immunology drugs dominating the list for the last calendar year, AbbVie leading due to its promotion of Skyrizi. Total ad spending among the top 10 companies rose from $2.5 billion in 2022 to $2.87 billion in 2023 ⬆ Skyrizi’s ad spend jumped 154% 🎢 to $579.7 million and taking top spot 🏆 🥇, contributing to its $7.7 billion sales, a 50% increase from 2022. While Sanofi and Regeneron’s Dupixent fell to second place 🥈 despite a 4% increase in ad spend and Rinvoq 🥉 rounding out the top 3. Takeda’s Entyvio and Pfizer’s Nurtec ODT saw reduced spending. Notably too, Novo Nordisk with its GLP-1 Franchise taking the 5th & 6th spots for Rybelsus ($191m / 16% increase) and Ozempic ($187.4m / 6% increase) with a combined total of $378.4m. Rybelsus raked in $2.7b in sales and Ozempic a whopping $13.9b 💪 💎 🚀 Full article here... ⬇ https://lnkd.in/eBexy9Yy #pharmamarketing #pharmaadvertising

Britain’s leading pharmaceuticals company AstraZeneca hit the mark in today’s first-quarter earnings print. Total revenue increased by 19% at constant exchange rates to $12.7 billion (£10.2 billion), driven by an 18% increase in product sales. This trickled down to a 22% year-on-year increase in operating profits to $3.1 billion and a 13% increase in earnings per share to £2.06. AstraZeneca’s suite of oncology products was the top performer, with sales adding 26% year on year. Notable developments in the quarter included positive trial results for Imfinzi and Tagrisso in lung cancer, and several US and EU approvals for other drugs. AstraZeneca reiterated its full-year guidance of low double-digit to low teens percentage growth in both total revenues and EPS. The group said the total dividend for the year will increase by $0.20 per share to $3.10. More at #Proactive #ProactiveInvestors http://ow.ly/PMnG105qMcz

Would be interesting to analyze what percentage of these pipelines is worthy of attaining blockbuster status.

Ipsen steps into the #ADC arena with a strategic global licensing deal with Sutro Biopharma, Inc., securing exclusive rights to develop and commercialize STRO-003, a promising ROR1-targeting antibody-drug conjugate (#ADC). This move positions Ipsen at the forefront of oncology innovation, marking its entry with STRO-003 into the high-stakes world of ADCs. Under this partnership, #Sutro could net up to $900M in payments, highlighting the significant investment and belief in STRO-003's potential. #Ipsen will spearhead Phase I trials and oversee the #drug's journey from clinical development to global market presence. With ADCs becoming a hotbed of activity, Ipsen's venture represents a strategic alignment with industry trends, showcasing the immense potential and value within the ADC market. In recent months, giants like Johnson & Johnson and Bristol Myers Squibb have inked multi-billion dollar deals, emphasizing the growing importance of ADCs in oncology treatment. As Ipsen embarks on this journey with STRO-003, the pharmaceutical world watches closely, anticipating the impact of this collaboration on cancer treatment and ADC development. Connect, Repost & Follow for more info on the pharmaceutical industry 🌍 #pharma #pharmaceutical #pharmaindustry #europe #pharmaceuticalindustry #healthcare

#Announcement Trillioni Pharma achieves a new milestone! In line with our ongoing commitment to expanding pharmaceuticals to meet the diverse needs of our clients, we announce our strengthened presence in Germany through a new partnership with an EU GMP-certified manufacturer specialized in oncology products. With each new partnership, we enhance our role in streamlining communication between buyers and pharmaceutical manufacturers worldwide. Contact us for further inquiries and discuss your investment options. www.trillionipharma.com info@trillionipharma.com #Pharma #Trillioni #TrillioniPharma #TrillioniPlatform #TrillioniPharmaPlatform #PharmaceuticalManufacturing #Manufacturing #PharmaceuticalProducts #Medicine #Health #HealthCare #Germany #Partnership #GlobalNetWork #NewDeals #GMP #EU #Oncology #Oncological