Description

Novartis is an innovative medicines company, engaged in the research, development, manufacturing, distribution, marketing and sale of a broad range of innovative pharmaceutical medicines. Novartis focuses on core therapeutic areas: cardiovascular, renal and metabolic; immunology; neuroscience; and oncology. 

#7 COMPANY IN ONCOLOGY PRODUCT SALES. 

Oncology Portfolio: Key Marketed Products - Novartis maintains an extensive oncology portfolio for patients with solid tumours and haematological cancers. 

• Kisqali®
• Tafinlar®
• Jakavi®
• Tasigna®
• Pluvicto
• Sandostatin®
• Lutathera®
• Scemblix®
• Piqray®
• Kymriah®
• Afinitor®/Votubia®
• Gleevec®/Glivec®
• Tabrecta®
• Votrient®
• Mekinist®

Revenue (2024):

• Worldwide net sales from continuing operations were $50.3 billion, up 11% in USD reported terms and 12% measured in constant currencies (2023: $ 45.4 billion)
• Worldwide net sales in the oncology therapeutic area were USD 13.67 billion with sales growth mainly driven by Kisqali, Tafinlar + Mekinist, Pluvicto, Scemblix and Jakavi.
• Kisqali® FY sales grew +49% cc to $3.0bn, reflecting market leadership in mBC (metastatic breast cancer) NBRx at 50% and strong early launch uptake in eBC (early breast cancer) NBRx reaching 52% within 3 months of launch in the United States.
• Pluvicto® delivered FY sales of $1.4bn (+42% cc) in post-taxane setting, while laying foundation for anticipated pre-taxane launch in H1 2025.
• Scemblix® FY sales of $689 million grew +68% cc, with continued momentum in 3L+ CML and promising early lines launch in US. Market leader in 3L+ CML. US: NBRx share of 49%, 3x higher than next competitor.Ex-US: leadership in NBRx (66%)2 and total patient share in key markets.

Novartis 2025 guidance:

• Net sales expected to grow high single-digit
• Core operating income expected to grow low double-digit
• Growth expected from Oncology products like Kisqali, Scemblix, Pluvicto in 2025
• Scemblix® - blockbuster status in 2025 with strong momentum in early lines and global leadership in 3L+ CML

Description

Eli Lilly and Company (referred to as the company, Lilly) a drug manufacturing company discovers, develops, manufactures, and markets products in a single business segment—human pharmaceutical products. Eli Lilly focuses on four core therapeutic areas— Cardiometabolic Health products, Immunology, Neuroscience and Oncology.

Oncology Portfolio: Eli Lilly and Company maintains an extensive oncology portfolio (e.g., Breast cancer, lung cancer, Blood cancer, Gastrointestinal cancer, Thyroid cancer, Head and neck cancer)

• Alimta
• Cyramza
• Elunate
• Erbitux
• Jaypirca
• Retevmo
• Tyvyt
• Verzenio - Growth Product
• Gemzar
• Halpryza
• Lartruvo
• Portrazza
• Vitrakvi

 Revenue (2024):

• Worldwide sales were $45.04 billion in 2024, an increase of 32% compared with 2023 ($34.12 billion)
• Full-Year Global Net Revenues from the Oncology Portfolio were $8.752 billion in 2024, an increase of 31.45 Percent as compared to 2023 ($6.658 billion).
• VERZENIO Global sales increased by 37% $5.306 billion (2023: $3.863 billion). Revenue of Verzenio increased 36 percent in the U.S., driven by increased demand, wholesaler buying patterns and, to a lesser extent, higher realized prices. Revenue outside the U.S. increased 39 percent, driven by increased demand.

2025 revenue guidance:

• The company anticipates 2025 revenue to be in the range of $58.0 billion to $61.0 billion, growth of 32% at the midpoint compared to expected 2024 revenue. A significant portion of revenues is likely to have been generated from sales of the company’s blockbuster breast cancer drug, Verzenio.
• Lilly anticipates revenue growth contributions in 2025 from new Lilly medicines such as Jaypirca (Oncology Portfolio), Ebglyss™, Omvoh and Kisunla™; approvals of new indications for existing Lilly medicines.
• Sales of RET inhibitor Retevmo and newer lymphoma drug Jaypirca are expected to contribute positively to top-line growth during the year.
• Scorpion Therapeutics’ PI3K alpha inhibitor program STX-478, targeting breast cancer and other advanced solid tumors, to be acquired by Lilly for up to $2.5bn.

Description

AbbVie Inc.  is a global, diversified research-based biopharmaceutical company positioned for success with a comprehensive product portfolio that has leadership positions across immunology, oncology, aesthetics, neuroscience and eye care.

Oncology Portfolio: AbbVie’s oncology products compete with BTK inhibitors.

• Imbruvica – worldwide collaboration and license agreement with Janssen Biotech, Inc.
• Venclexta/Venclyxto - jointly developed by AbbVie and Roche
• Elahere (ImmunoGen product)
• Epkinly

 Revenue (2024):

• Worldwide sales (net revenue) were $56.3 billion in 2024, an increase of 3.71% compared with 2023 ($54.3 billion)
• Full-Year Global Net Revenues from the Oncology Portfolio in 2024 were $6.555 billion compared with 2023 ($5.915 billion), an Increase of 10.8 Percent.
• AbbVie’s global Imbruvica revenues decreased 7% in 2024 primarily driven by decreased demand and lower market share in the United States as well as decreased collaboration revenues. Global Revenue: 2024: $3.347 billion (2023: $3.596 billion).
• Net revenues for Venclexta increased 16%  (constant currency) in 2024 primarily driven by continued market share uptake and market growth across all indications. Global Revenue: 2024: $2.583 billion (2023: $ 2.288 billion).

AbbVie forecasts 2025

AbbVie is issuing its adjusted diluted EPS guidance for the full-year 2025 of $12.12 to $12.32. The company's 2025 adjusted diluted EPS guidance excludes any impact from acquired IPR&D and milestones that may be incurred during 2025, as both cannot be reliably forecasted.

AbbVie Long-Term Guidance

• AbbVie is reaffirming its expectations for a high single-digit compound annual revenue growth rate through 2029. This guidance assumes 2024 as the base year in the compound annual growth rate calculation.
• Oncology revenue return to growth in 2026 as new oncology products and indications ramp.On February 12, 2024, AbbVie completed the acquisition of ImmunoGen, Inc. (ImmunoGen). The acquisition of ImmunoGen further builds on AbbVie’s existing solid tumor pipeline of novel targeted therapies and next-generation immuno-oncology assets, which have the potential to create new treatment possibilities across multiple solid tumors and hematologic malignancies.