On May 16th, we hosted the 4th conference call of our 2019 “Pipelines Unplugged” series with Dr. Mikael Dolsten, President Worldwide Research and Development at Pfizer.
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Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted a “Pipelines Unplugged” webcast with Eli Lilly's Dr. Daniel Skovronsky, SVP and Chief Scientific Officer, and Jake Van Naarden, COO of Loxo Oncology (subsidiary of Eli Lilly). Topics discussed included an update on phase 3 pipeline products, bracing for change in diabetes, and what mid-stage, "next on deck" compounds LLY is most excited about.
Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted a “Pipelines Unplugged” webcast with Pfizer's Dr. Mikael Dolsten. Topics discussed included an update on phase 3 pipeline products, indication expansion opportunities in oncology, and what mid-stage, "next on deck" compounds is PFE most excited about.
The anti-PDx class of drugs represents a paradigm shift in terms of how cancer patients are managed, and it is a category supported by unprecedented levels of R&D investment by industry. While analyst forecasts for these drugs already sit at impressively high levels, there are still additional sources of upside to contemplate. The three that we commonly cite include: (1) moving anti-PDx therapies upstream in the management of cancer, from the metastatic to the “adjuvant” setting; (2) figuring out which combinations, with either existing cancer medicines or new ones in development, may make the anti-PDx’s even more effective; and (3) the potential under-modeling of the ex-US anti-PDx opportunity.
Wednesday (5/8/2019) after the close, Novartis (NOVN) announced an agreement with Takeda to acquire Xiidra (lifitegrast), a product for dry eye. NOVN will pay $3.4B upfront, potential milestones of up to $1.9B, and take on 400 employees. Closing is expected in 2H 2019.
On May 2nd, we hosted the 3rd conference call of our 2019 “Pipelines Unplugged” series with Dr. Roger Perlmutter, Executive Vice President & President of Merck Research Laboratories.
On Wednesday before the open, GlaxoSmithKline (GSK):
Reported 1Q19 results that handily beat consensus EPS. They were, however, flattered by various one-offs (Shingrix rebate adjustment, disperse vaccine inventory movements, share of after-tax profits of associates) that explain half of the EPS beat. Revenues were only modestly above expectations.
Reaffirmed 2019 EPS guidance.
Saw its shares close down slightly on the day.
Wolfe Research's Senior Pharma analyst, Tim Anderson, hosted a “Pipelines Unplugged” webcast with Merck's Dr. Roger Perlmutter. Topics discussed included an update on phase 3 pipeline products: e.g. V114 (pneumococcal vaccine), gefapixant (chronic cough), vericiguat (heart failure); indication expansion opportunities in oncology that are "under-appreciated": Lynparza, Lenvima; an update on Keytruda/IO: adjuvant opportunity, other important newsflow in 2019; and the two or three mid-stage, "next on deck" compounds MRK is most excited about.
GlaxoSmithKline (GSK) reported 1Q19 financial results this morning and reiterated 2019 guidance. This report summarizes key takeaways from the conference call that go above and beyond information provided in the press release.
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