Sun Pharma, India's top-ranked drug firm, has three key specialty launches lined up in the US in FY19. Management commentary was generally upbeat about the potential prospects of the three products, but also emphasized that the commercialization plans will entail significant costs.
It’s going to be a relatively big launch year for Sun Pharmaceutical Industries Ltd., with expenses also moving upwards in tandem as India’s top-ranked drug firm gets set to introduce three specialty products – Ilumya (tildrakizumab), Yonsa (abiraterone acetate), and OTX-101 (cyclosporine A, ophthalmic solution 0.09%) – on the US market.
Management commentary around Ilumya and Yonsa was encouraging, but specifics around strategy or pricing outlook were minimal.
The Swiss pharma company is rebalancing the portfolio, emphasizing best-in-class drugs and moving into new areas like cardiovascular and metabolic disease.
In this week's episode: Trump’s UK drug pricing win; Novo explains semaglutide Alzheimer's rationale; J&J and Novartis on this year’s biggest M&A deals; a look at the mixed performance of CAR-Ts; and Akeso’s goals beyond ivonescimab.
Pipelines in bioconjugates continue to develop, from ADCs to XDCs, with radionuclide drug conjugates (RDCs) and antibody-oligonucleotide conjugates (AOCs) leading the expansion.
Lilly's first Phase III triplet win opens the door to a label expansion in BTK-pretreated CLL, with analysts suggesting Jaypica could attain blockbuster status. However, the window to capitalize may be brief as next-generation BTK degraders close in with head-to-head trials.
Mounjaro, Eliquis, and Darzalex buck the Q1 trend to make gains
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