New cancer drugs can’t quite plug the revenue hole at AZ

Sales of three new anticancer drugs from AstraZeneca jumped sharply in the first half of this year, but we were not able to fully offset the prolonged influence of the patent expiration date on the previous big hit

Total of ovarian cancer drugs and breast cancer treatments Synparza (olaparib), Tagrisso (osimertinib), and a new immunologic drug Imfinzi (durvalumab), sales of cancer medicines increased by 42% to $ 2.66 billion have become. Treatment category

Overall sales declined by 5% to $ 10.33 billion, but sales of cholesterol drug crestor (rosuvastatin) declined again, especially in Europe and Japan. 2% increased in the second quarter. This shows that Arizona has made a commitment to resume growth this year.

With the new approval for PARP inhibitor Lynparza and early treatment of ovarian cancer, sales in the first half of this year increased 124% to $ 269 million, Tagrisso grew. 82%, reaching 760 million dollars. First line application of EGFR positive non-small cell lung cancer (NSCLC)

The popularity of the PD-L1 inhibitor Imfinzi also increased to $ 184 million - $ 122 million in the second quarter - mainly due to the recent recently in the US as maintenance therapy to prevent the recurrence of NSCLC patients It is based on approval of. This is the first checkpoint inhibitor approved with this indicator and analysts believe that the market itself is a $ 2 billion market and the EMA decision will expire soon.

Other highlights of AZ include antiplatelet drug Brilinta (Ticagrelor) increased by 18% to $ 699 million, diabetes medicine Farxiga (dapagliflozin) increased 36% to $ 639 million, and a new asthma drug Fasenra benalizumab) continues The total respiratory sales in the first half of the year were flat at 2.41 billion dollars, but the growth rate

AZ has decided to price the IL-5 inhibitor Fasenra at a lower price than the competitors of GlaxoSmithKline and Teva. Despite recent sales, sales in the first half were $ 86 million and sales in the second quarter were $ 65 million. Failure of chronic obstructive pulmonary disease (COPD) greatly reduces upper limit of sales peak

Emerging Markets - Another Priority Growth Platform in Arizona - Although it performed well, yields rose by 10% to $ 3.42 billion, largely due to the soaring launch of China support by Tagrisso

CEO Pascal Soriot said the company's "we are convinced that the high level of interest in pipelines and businesses provided the right conditions for this year's economic growth." Happy, this week the stock price rose 7%

However, AZ's pipeline radar is the latest version in the middle, and short films have been found because it was revealed that thyroid cancer candidate selumetinib did not pass the Phase III trial of thyroid cancer. MEK inhibitors previously failed progressive lung cancer research

The pharmaceutical company's channel should also promote revenue and revenue growth. The best candidates for the AbbVie pipeline are endometriosis and uterine fibroids drugs Elarcholux, cancer treatment drug Rova-T and autoimmune disease treatment drugs risankizumab and upadacitinib. AbbVie expects an average annual sales growth rate of 17% between current products and promising new drugs. On the other hand, this concern makes sense. Because most real estate investment trusts use large amounts of debt to buy assets, because they are making money by the difference between capital cost and the rent they can borrow. Many investors are concerned that Caretrust and its peers may find it difficult to fully recover the impact of future higher interest rates.

Two new urological cancer drugs for treating bladder cancer - atezolizumab of Roche and AstraZeneca's Duval Mab - are predicted to reach a state of great hit in 2022. After approval at the end of 2016, the former achieved a revenue of $ 2.5 billion in 2022, a lack of targeted therapy for bladder cancer, and that uptake is accelerated by increased morbidity and proficiency in clinicians is expected. The latter is expected to generate 1.2 billion dollars in 2022 after the forecast approval in 2017. It is expected to become one of more and more immunotherapies for bladder cancer cancers, providing a less toxic alternative for the treatment of malignant tumors and providing poor treatment outcome for patients doing.