Pharma News
03 Aug 2025 to 09 Aug 2025
Aug 9, 2025
Eli Lilly's Transformation in Digital Health: Changing the Landscape of Specialty Pharmacy and Chronic Illness Management
Eli Lilly is transforming chronic disease management through a partnership with Senderra Specialty Pharmacy, integrating its biologic treatment EBGLYSS into the SenderraCare+ platform. This digital health strategy aims to streamline patient care, reduce treatment abandonment, and enhance profitability. Lilly's initiatives, including Zepbound and Mounjaro, position it for significant growth in the expanding chronic disease management market.
Aug 9, 2025
Rachel Strauss, known as the "PBM Princess," will address the Self Fund Summit regarding the surge of GLP-1 medications.
Rachel Strauss, CEO of PBM Princess, LLC, will speak at the Self Fund Summit on August 13, 2025, in Milwaukee. Her session, “Navigating the GLP-1 Tsunami and Other PBM Issues,” will address the impact of GLP-1 drugs like Ozempic and Wegovy on employer health plans. The summit aims to challenge traditional health insurance models with over 200 attendees expected.
Aug 9, 2025
Royalty Pharma: A Strong Investment Opportunity in the Changing Biopharma Royalty Sector - AInvest
Royalty Pharma is leading a significant shift in the biopharma royalty market, showcasing a 20% year-over-year increase in Portfolio Receipts to $727 million, driven by drugs like Voranigo and Trelegy. The company’s strategic $1.25 billion deal for daraxonrasib and internalization of operations are set to enhance profitability. With a strong financial outlook, Royalty Pharma is positioned as a compelling investment opportunity.
Aug 9, 2025
Pfizer Increases Profit Outlook Due to Patent Expiration Worries: Should You Invest or Divest? - AInvest
Pfizer Inc. (PFE) has raised its earnings outlook to $3 per share for the year, while maintaining a 7% dividend yield for 16 consecutive years. Despite facing patent cliffs for key products, the company anticipates new drugs will generate $20 billion annually by 2030. However, challenges loom as blockbuster drugs like Eliquis face generic competition starting in 2026.
Aug 9, 2025
AbbVie's Skyrizi Sees Remarkable Growth: The Breakthrough Medication Exceeding Projections and Capturing New Markets!
AbbVie Inc. reported its second-quarter 2025 financial results, highlighting the impressive growth of its blockbuster drug Skyrizi, which is exceeding expectations and expanding into new markets. The report also discussed the impact of Rinvoq's growth and provided independent valuation methodologies and forecasts.
Aug 8, 2025
Eli Lilly Achieves Exceptional Q2 Results and Provides Positive Outlook for 2025: An In-Depth Analysis of the Pharmaceutical Sector ...
Eli Lilly reported a remarkable $15.56 billion in Q2 2025 revenue, a 38% increase driven by blockbuster drugs Zepbound and Mounjaro, highlighting the booming obesity and diabetes therapeutics market. However, sustainability remains uncertain amid competitive pressures from rivals like Novo Nordisk and emerging players. Investors are advised to monitor pricing power and pipeline execution for future growth.
Aug 8, 2025
BioNxt (BNXT.C) surges after European Patent Office supports Cladribine thin-film - Equity.Guru
BioNxt Solutions (CSE: BNXT) shares surged 21% after the European Patent Office approved core claims for its sublingual cladribine thin-film formulation for relapsing-remitting multiple sclerosis. The patents also cover a range of oral-dissolvable chemotherapy drugs for neurological autoimmune diseases. This validation of BioNxt's IP strategy positions the company for future growth and potential licensing opportunities.
Aug 8, 2025
Liquidia Technologies, Inc. vs. FDA - Revised as of May 2, 2025 | Robins Kaplan LLP - JDSupra
Liquidia Technologies, Inc. has won a court case against the FDA regarding its drug Yutrepia® (treprostinil inhalation powder). The FDA had refused to approve an amendment for a new indication due to UTC's marketing exclusivity. The court ruled that UTC lacked standing and that its claims were not ripe, allowing Liquidia to proceed with its NDA amendment for treating pulmonary hypertension associated with interstitial lung disease.
Aug 8, 2025
Pascal Soriot, the pharmaceutical leader growing weary of the UK - The Economist
Sir Pascal Soriot, CEO of AstraZeneca, emphasizes the importance of science, investing over £1bn in the company's Cambridge headquarters to foster innovation. This strategy has transformed AstraZeneca from a struggling firm to a thriving pharmaceutical powerhouse, doubling its size in five years and establishing Europe’s largest life-sciences hub.
Aug 8, 2025
ETFs Highlighted by Eli Lilly's Strong Q2 Results Amidst Poor Obesity Statistics - TradingView
Eli Lilly and Company (LLY) reported strong Q2 2025 results, exceeding revenue and earnings estimates, driven by sales of diabetes drug Mounjaro and weight-loss drug Zepbound. However, shares fell 14% due to disappointing data on the obesity pill orforglipron. The company raised its full-year revenue guidance to $62 billion, aiming for regulatory approval of orforglipron by 2025.
Aug 8, 2025
Portugal enforces stricter regulations on prescriptions for weight loss medications to curb abuse | Euronews
Portugal is restricting prescriptions of weight loss drugs like Ozempic, Wegovy, and Mounjaro to four medical specialties due to misuse concerns. The Ministry of Health aims to ensure proper access for those in need, as demand has led to shortages. The regulation follows reports of improper access and high black market activity for these GLP-1 receptor agonists and glucose sensors.
Aug 8, 2025
ETFs Highlighted by Eli Lilly's Strong Q2 Results Amidst Poor Obesity Statistics - The Globe and Mail
Eli Lilly and Company (LLY) reported strong Q2 2025 results, exceeding revenue and earnings estimates, driven by sales of diabetes drug Mounjaro and weight-loss drug Zepbound. However, shares fell 14% due to disappointing data on the obesity pill orforglipron. The company raised its full-year revenue guidance to $62 billion, with a regulatory filing for orforglipron expected by 2025.
Aug 8, 2025
Reasons Behind Eli Lilly's 18% Stock Decline This Week - The Globe and Mail
Eli Lilly's shares fell 18% this week despite strong second-quarter revenue growth of 38% to $15.5 billion, driven by its weight loss drugs Mounjaro and Zepbound. Investor concerns over potential pharmaceutical tariffs and disappointing trial data for the new drug orfoglipron contributed to the decline. The stock remains up 300% over five years but is currently in a 35% drawdown.
Aug 8, 2025
Eli Lilly's Stock Plummets 18%: Is This a Chance to Buy or a Red Flag? - AInvest
Eli Lilly's stock plummeted 18% following mixed results for its obesity drug orforglipron, which showed only 11.5% weight loss in trials, below analyst expectations. Despite this, its other drugs, Zepbound and Mounjaro, continue to thrive, prompting analysts to debate the stock's valuation. Investors face risks from competition and potential U.S. tariffs, but long-term prospects remain promising.
Aug 8, 2025
Medicines Valued at Rs 10 Lakh Seized from Unauthorized Storage Facility in Amethi
Authorities in Amethi confiscated medicines worth Rs 10 lakh from an unlicensed warehouse on Chanakyapuri Street. The operation, led by Sub-District Magistrate Ashish Singh and the Drugs Department, involved unlocking the previously sealed facility to ensure compliance with regulations.
Aug 8, 2025
Hebei Yiling Medicine Research Institute uncovers novel medications aimed at complement factor B.
Hebei Yiling Medicine Research Institute Co. Ltd. has announced the discovery of piperidine indole derivatives that target complement factor B (CFB). These new drugs show potential for treating inflammatory disorders, as well as hematological, neurodegenerative, and autoimmune diseases.
Aug 8, 2025
Section 104A of the Patents Act may be applied at the interim stage to reveal the manufacturing process.
The Delhi High Court ruled that F Hoffmann Roche Ltd. and Genentech cannot access Zydus Lifesciences' manufacturing process for Pertuzumab (Perjeta) due to non-compliance with Section 104A of the Patents Act. The court emphasized that Roche failed to demonstrate that Zydus's product was identical to its patented formulation, thus denying their request for disclosure.
Aug 8, 2025
Novo Nordisk (NVO) Rises 3.4% Following Mini-Tender Proposal and Challenges Faced by Rivals - AInvest
Novo Nordisk's stock rose 3.4% in pre-market trading on August 8, 2025, following an unsolicited mini-tender offer for 2 million American Depositary shares. The company's shares benefited from Eli Lilly's setbacks with its obesity pill and robust growth in its obesity care segment, despite ongoing legal battles over patents for Wegovy and Ozempic.
Aug 8, 2025
Intellectual Property High Court mandates generic pharmaceutical firms to compensate around JPY ...
On May 27, 2025, Japan's Intellectual Property High Court ruled in favor of Toray Industries, Inc., ordering Sawai Pharmaceutical Co., Ltd. and Fuso Pharmaceutical Industries, Ltd. to pay approximately JPY 21,762 million for patent infringement related to the antipruritic agent nalfurafine. The court clarified the definition of "active ingredient" and upheld the patent's extended term scope.
Aug 8, 2025
Supporters call on South Africa to restart antitrust investigation into Vertex - STAT News
Patient advocacy groups in South Africa are calling for a renewed antitrust investigation into Vertex Pharmaceuticals, alleging the company misled authorities regarding access to its cystic fibrosis treatment, Trikafta. The Competition Commission previously ruled in Vertex's favor, but claims of human rights violations and patent abuse have prompted the push for further scrutiny.
Aug 8, 2025
Expiration of EpiPen patent paves the way for innovative developments - Pharmaceutical Technology
The EpiPen patent held by Viatris will expire on September 11, 2025, potentially transforming the epinephrine delivery market. Following criticism over price inflation and lawsuits, experts predict an influx of generic competitors, which could lower prices and improve access. Viatris may need to innovate or reduce prices to maintain market share amid increased competition.
Aug 8, 2025
Eli Lilly and Company (NYSE:LLY) Reports Unsatisfactory Results for Drug Trials
Eli Lilly and Co (NYSE: LLY) shares fell 1.59% despite raising its full-year profit and sales forecast, driven by demand for its weight-loss drug Zepbound. However, disappointing results from its oral drug orforglipron led to a premarket drop of over 10%. The company reported Q2 earnings of $6.31 per share, exceeding expectations, and raised its annual sales forecast to $60-$62 billion.
Aug 8, 2025
Amgen's Repatha, Evenity, and Blincyto Boost Revenue During This Earnings Period - TradingView
Amgen (AMGN) reported strong Q2 2025 earnings, with revenues rising 9% year-over-year to $9.2 billion. Key products like Repatha and Evenity drove growth, achieving double-digit volume increases. Rare disease drugs also contributed significantly, with sales up 19%. Amgen raised its 2025 revenue outlook, anticipating continued growth from its oncology and biosimilar portfolios, despite potential erosion from expiring patents.
Aug 8, 2025
Street View: Eli Lilly remains strong as weight-loss medication sparks discussion - TradingView
Eli Lilly (LLY) has raised its full-year profit and sales forecast, driven by strong demand for its weight-loss drug Zepbound, as it aims to compete with Novo Nordisk's (NOVO_B) Wegovy. Analysts remain optimistic about LLY's growth potential, particularly with its experimental oral weight-loss pill, orforglipron, despite some safety concerns.
Aug 7, 2025
Eli Lilly's GLP-1 Dominance: Managing Record Sales and Stock Fluctuations in a Competitive Market
Eli Lilly and Company (LLY) has seen significant success with its GLP-1 drugs, Zepbound and Mounjaro, dominating the obesity and diabetes markets. However, a 14% stock drop followed disappointing results from its oral GLP-1 candidate, orforglipron, which showed only 12.4% weight loss. Despite this setback, Lilly's strong pipeline and market position suggest potential for long-term growth.
Aug 7, 2025
Lilly increases yearly profit projections due to rising demand for its weight-loss medication, Zepbound.
Eli Lilly and Company raised its full-year profit and sales forecast, driven by strong demand for its weight-loss drug Zepbound, which generated $3.38 billion in sales. However, shares fell over 10% after disappointing results from its oral weight-loss drug orforglipron. Lilly's market share for incretins increased to 57%, while sales of Mounjaro reached $5.20 billion.
Aug 7, 2025
Eli Lilly's Stock Declines as Oral Weight-Loss Treatment Fails to Meet High Hopes
Eli Lilly and Company's shares fell over 10% after disappointing results from the late-stage trial of its oral weight-loss drug, orforglipron, which achieved a 12.4% weight loss but fell short of expectations. This decline overshadowed strong sales from its injectable GLP-1 drugs, Zepbound and Mounjaro. Competitor Novo Nordisk's stock surged, benefiting from the perceived reduced competition.
Aug 7, 2025
Novo Nordisk, the producer of Wegovy, cautions about potential job cuts amid increasing competition - Al Jazeera
Novo Nordisk's CEO Lars Fruergaard Jorgensen warned of potential layoffs as sales of its obesity drug Wegovy decline amid rising competition from Eli Lilly's Zepbound. The company has cut its sales forecasts, leading to a $95 billion drop in market value. Despite a 36% sales increase for Wegovy in Q2, challenges from compounded GLP-1 drugs persist.
Aug 7, 2025
Novo Nordisk Under Pressure as Ozempic Sales Decline and Wegovy Competes in the Market
Novo Nordisk's Q2 2025 earnings report revealed revenues of $11.95 billion, slightly below expectations, driven by strong sales of its drugs Ozempic and Wegovy. However, the company has lowered its growth forecast due to increased competition, particularly from Eli Lilly, and the rise of unauthorized compounded versions of semaglutide. Investors are concerned about future pricing pressures and market share.
Aug 7, 2025
Eli Lilly increases annual profit outlook due to the success of its weight loss medication - TradingView
Eli Lilly (LLY) has raised its full-year profit forecast to $21.75 to $23 per share, driven by increasing demand for its weight-loss drug, Zepbound. The company aims to expand into new markets and capture more market share from Novo Nordisk's (NOVO_B) Wegovy. Analysts predict a profit of $21.74 per share for 2025.
Aug 7, 2025
Bayer AG (BAYZF) Exceeds Expectations in Q2 2025 and Maintains Strategic Progress - AInvest
Bayer AG (BAYZF) has seen a 63.1% stock surge in 2025, driven by pharmaceutical innovations like Nubeqa and Kerendia, and resilience in crop science. The company is navigating litigation challenges while focusing on high-margin therapies. With a strong pipeline, including Elinzanetant, Bayer presents a compelling investment opportunity for long-term growth.
Aug 7, 2025
Reasons Behind the Decline of Eli Lilly (LLY) Stock Today - TradingView
Eli Lilly (LLY) reported strong Q2 results with adjusted EPS of $6.31 and revenue of $15.56 billion, exceeding estimates. However, shares fell 7% due to mixed earnings and disappointing clinical data for orforglipron. Despite this, Lilly raised its 2025 outlook, projecting adjusted EPS of $21.75-$23.00 and revenue of $60-$62 billion, highlighting growth potential amid clinical risks.
Aug 6, 2025
GOP Advisors Explain That PBMs Are Just One Factor Contributing to High Drug Prices
At a recent FTC-hosted session, experts discussed the need to regulate pharmacy benefit managers (PBMs) to lower prescription drug costs. Concerns were raised about PBMs' compensation structures and their impact on patient access to affordable medications. The bipartisan PBM Transparency Act was introduced to address these issues, while discussions on patent systems and drug approval processes also took place.
Aug 6, 2025
Pheon Therapeutics unveils novel antibody-drug conjugates - BioWorld
Pheon Therapeutics Ltd. has unveiled new antibody-drug conjugates designed to target tumor-associated antigens. These conjugates link antibodies to cytotoxic drugs, showing promise for cancer treatment.
Aug 6, 2025
Another Drug Patent Denial is Being Examined by the Indian Judiciary
The Calcutta High Court has remanded Oramed Ltd.'s patent application for a novel oral insulin composition back for a fresh hearing, citing errors in the Deputy Controller's decision regarding inventive steps and misapplication of patent law. The court emphasized the need for thorough consideration of expert evidence and adherence to the Patent Office Manual.
Aug 6, 2025
Novo Nordisk, the producer of Wegovy, cautions that layoffs are inevitable as it faces ongoing competition from imitators.
Novo Nordisk has cut its full-year sales and profit forecasts, losing $95 billion in market value amid rising competition from copycat versions of its obesity drug Wegovy. The company faces potential layoffs and has announced the termination of eight R&D projects. Despite a 36% sales increase for Wegovy in the U.S., analysts question its competitiveness against rivals like Eli Lilly's Zepbound.
Aug 6, 2025
Medicare and Medicaid are set to test coverage for obesity medications, according to reports - CNBC
The Trump administration is reportedly planning to cover weight loss drugs like Eli Lilly's Zepbound and Novo Nordisk's Wegovy under Medicare and Medicaid, potentially expanding access for millions of Americans with obesity. The pilot plan could start in 2026 for Medicaid and 2027 for Medicare, addressing current barriers to coverage and boosting sales for these pharmaceutical companies.
Aug 6, 2025
Novo Nordisk stock declines as earnings disappoint - Shares Magazine
Novo Nordisk reported an 18% increase in second quarter sales, totaling DKK 76.9 billion, but reaffirmed lower full-year guidance due to reduced growth expectations for its GLP-1 treatments. The company's shares fell 1.5% following a profit warning, with CEO Mike Doustdar set to lead from August 7. Sales of the obesity drug Wegovy rose 67% to DKK 19.5 billion.
Aug 6, 2025
Novo Nordisk's slim product lineup requires a substantial solution — TradingView News
Novo Nordisk, known for its obesity drug Wegovy, faces increased competition from Eli Lilly and copycat products, prompting a revision of its revenue growth forecast to 8%-14%. CEO Maziar Mike Doustdar may need to enhance drug development or pursue acquisitions to strengthen the company's pipeline, which is currently under pressure from rivals like Roche and AstraZeneca.
Aug 6, 2025
Novo Nordisk, the producer of Wegovy, plans to reduce expenses amid increasing competition in the weight-loss market.
Novo Nordisk is implementing cost-cutting measures as it faces increased competition from Eli Lilly and copycat versions of its obesity drug Wegovy. The company has lowered its growth outlook for GLP-1 treatments and replaced CEO Lars Fruergaard Jorgensen with Maziar Mike Doustdar. Despite a 67% sales increase for Wegovy, Novo's market value has dropped significantly.
Aug 6, 2025
Pharmaceutical Firms Leverage AI to Enhance Drug Launch Approaches in Response to Changing...
Pharmaceutical companies are increasingly utilizing artificial intelligence (AI) to enhance drug launch strategies amid evolving market challenges. AI is being employed to analyze data for identifying target populations, predicting demand, and optimizing marketing efforts, while also improving clinical trial designs and supply chain logistics. This shift aims to address inefficiencies and balance innovation with compliance in the industry.
Aug 6, 2025
Data indicates that Health Canada is experiencing delays in the approval process for generic medications.
Sandoz Canada has raised concerns over Health Canada's delays in reviewing generic drug applications, which have increased wait times for cheaper medications. The Canadian Generic Pharmaceutical Association reported that 70% of rulings in 2024-25 were last-minute, often resulting in rejections. Sandoz highlighted five generics, including sapropterin and palbociclib, that could lower prices if approved.
Aug 6, 2025
Trump Warns Pharmaceutical Companies to Comply with Most Favored Nation Drug Pricing or Face Repercussions
President Trump has urged 17 pharmaceutical companies, including Pfizer, Eli Lilly, and Merck, to comply with his Executive Order for Most Favored Nation pricing, aiming to reduce U.S. drug prices by 30% to 80%. The initiative faces skepticism from industry leaders and patient advocacy groups, who question its feasibility and potential impact on innovation and access to medicines.
Aug 5, 2025
Novartis' cardiovascular medication serves as a case study in China: The gradual erosion of drug exclusivity through numerous applications.
Novartis's heart drug Entresto, which generated $4.05 billion in US sales in 2024, lost its US patent protection, leading to a surge of generic versions in China. At least 13 Chinese firms have gained approval to sell generics, with many more in trials. Novartis is employing various strategies to maintain market share amid this competitive landscape.
Aug 5, 2025
Pfizer's Second Quarter Earnings Approach—Is It Time to Buy, Hold, or Sell? - TradingView
Pfizer (PFE) is set to release its Q2 earnings, with analysts predicting revenue of $13.58 billion and adjusted EPS of $0.57-$0.58. The company faces challenges from patent expiries on drugs like Eliquis and Ibrance, and a significant drop in COVID-19 vaccine and Paxlovid sales. Pfizer aims to cut costs by $1.2 billion this year through automation and AI.
Aug 5, 2025
Market Analysis and Forecast for Generic Injectable Medications Through 2034
The global generic injectable drugs market is projected to grow from USD 38.16 billion in 2025 to USD 55.25 billion by 2034, driven by patent expirations and rising demand for cost-effective treatments. Key players like Pfizer, Sandoz, and Fresenius Kabi are advancing biosimilars and innovative delivery systems. However, challenges include stringent manufacturing regulations and supply chain vulnerabilities exacerbated by the COVID-19 pandemic.
Aug 5, 2025
Madrigal's Rezdiffra: A Patent-Guarded Success with Growth in Europe and Future Developments...
Madrigal Pharmaceuticals (MDGL) is poised for growth in the metabolic dysfunction-associated steatohepatitis (MASH) market with its drug Rezdiffra (resmetirom). The company secured a U.S. patent extending exclusivity until 2045 and is expanding into Europe, targeting $5 billion in annual sales by 2031. Additionally, the acquisition of SYH2086 enhances its pipeline, making it a strong investment opportunity.
Aug 5, 2025
Government informs High Court about efforts to expand NAT testing to 45 locations, according to DrugsControl Media Services.
The Orissa High Court has acknowledged an affidavit from the state health department regarding the expansion of advanced blood testing facilities. The government is taking steps to extend NAT testing to 45 centers, addressing non-compliance with a 2023 order aimed at improving services in government-run blood banks.
Aug 5, 2025
Hims & Hers Announces Lower-Than-Expected Q2 Revenue and Provides Cautious Outlook Due to GLP-1 Concerns
Hims & Hers Health Inc. shares dropped 10% after Q2 revenue of $544.8 million fell short of estimates. The decline is attributed to legal scrutiny over its GLP-1 compounded weight-loss drugs, including semaglutide, linked to Novo Nordisk's Wegovy and Ozempic. Novo Nordisk also cut its sales forecast due to weaker U.S. demand for GLP-1 drugs.
Aug 5, 2025
Pfizer's Approach to Reducing Costs and Addressing Pricing Issues: A Route to Long-Term Profitability?
Pfizer has achieved $4.5 billion in savings through cost-cutting measures, bolstering Q2 2025 earnings to $2.9 billion. However, regulatory challenges from the U.S. Inflation Reduction Act and tariffs on Chinese APIs threaten long-term profitability. Key drugs like Vyndaqel and Eliquis may face price negotiations, impacting margins. Investors should monitor Pfizer's adaptability amid these pressures.
Aug 5, 2025
J&J Anticipates Improved Revenue Growth in the Second Half: Will It Meet Its Target? - The Globe and Mail
Johnson & Johnson (JNJ) reported strong second-quarter results, surpassing earnings and sales estimates despite the loss of exclusivity for Stelara. JNJ raised its 2025 sales guidance to $93.2-$93.4 billion, reflecting robust performance in its Innovative Medicine and MedTech segments. AbbVie (ABBV) and Bristol-Myers (BMY) also increased their financial outlooks, with BMY adjusting its EPS due to recent charges.
Aug 5, 2025
Wyden and Cortez Masto Criticize Billion-Dollar Pharmaceutical Bailout in GOP Budget Proposal
Senators Ron Wyden and Catherine Cortez Masto criticized the Republican budget bill for exempting costly prescription drugs, including cancer treatments like Keytruda, from Medicare negotiation. They argue this policy delays price reductions, burdening seniors with high costs. Keytruda, a top-selling drug, costs up to $175,000 annually, with Medicare spending $5.5 billion on it in 2023.
Aug 5, 2025
Cortez Masto and Wyden Criticize Billion-Dollar Rescue for Big Pharma in GOP Tax Legislation
Senators Catherine Cortez Masto and Ron Wyden criticized the Republican tax bill for exempting costly cancer drugs like Keytruda from Medicare price negotiations, allowing high prices to persist. This policy benefits Big Pharma while burdening seniors with thousands in treatment costs. Keytruda, a top-selling drug, costs up to $175,000 annually, with Medicare spending $5.5 billion in 2023.
Aug 5, 2025
Biotechnology is viewed globally as a key sector that will shape future national competitiveness.
South Korea aims to become a biotechnology powerhouse by enhancing its pharmaceutical bio, industrial bio, and agricultural bio sectors. The country achieved 12 trillion won in pharmaceutical technology exports in the first half of 2023, driven by innovations from ABL Bio and Alteogen. A national strategy is essential for balanced development and to secure leadership in biosimilars and bio-manufacturing.
Aug 4, 2025
Regeneron's drug evaluation is hindered by production problems at Novo's facility.
Regeneron faces regulatory setbacks as the FDA rejects its blood cancer therapy odronextamab and delays approvals for Eylea HD due to issues at a Novo Nordisk-owned manufacturing site. CEO Len Schleifer anticipates a swift resolution, despite the challenges impacting Eylea's market position against Roche's Vabysmo. Regeneron's Q2 sales rose 4% to $3.68 billion, despite Eylea's declining sales.
Aug 4, 2025
The $400 Billion Patent Expiration Challenge: A Revenue Dilemma for Major Pharmaceutical Companies - The American Bazaar
President Trump has pressured 17 major pharmaceutical companies, including Pfizer, Merck, and J&J, to lower U.S. drug prices to match international levels by September 29. This comes amid a looming $400 billion revenue crisis due to a historic patent cliff, with blockbuster drugs like Merck's Keytruda and Bristol Myers Squibb's Eliquis facing significant revenue losses as generics and biosimilars enter the market.
Aug 4, 2025
Investorsobserver: Short-sellers overlook the true influence of Novo Nordisk (NVO) in the pharmaceutical industry.
Novo Nordisk (NVO) faces significant challenges on Wall Street, including a lowered sales forecast for its weight-loss drug Wegovy and increased competition from Eli Lilly. Despite controlling 40% of the global insulin market and leading the GLP-1 drug sector, NVO stock plummeted 32% last week, trading below $49. Investors may view this downturn as a buying opportunity.
Aug 4, 2025
DRL collaborates with Cipla to solidify strategies for introducing anti-obesity medications | Industry Update
Indian pharmaceutical companies, including Dr Reddy’s Laboratories, Cipla, Sun Pharma, and Mankind Pharma, are preparing to launch generic versions of semaglutide, a GLP-1 receptor agonist for diabetes and weight loss, following its patent expiration in March. This move is expected to significantly reduce prices for Indian consumers, currently ranging from ₹17,000-26,000 monthly.
Aug 4, 2025
Process Patent | Section 104A of the Patents Act Can Be Utilized at the Interim Phase for Disclosure Requests...
The Delhi High Court ruled that Section 104A of the Patent Act 1970 can be invoked at the initial stage of a patent infringement suit. This decision arose from a case involving Roche Group's 'Pertuzumab' against Zydus Lifesciences, where Roche sought disclosure of Zydus's manufacturing process for a similar breast cancer drug. The court emphasized the need for proving product identity in such cases.
Aug 4, 2025
Novo Nordisk's Challenges Highlight the Need for Effective Management of Market Expectations and Stock Prices
Novo Nordisk's shares have dropped over 70% amid challenges in managing market expectations for its drugs Ozempic and Wegovy, coupled with leadership changes and increased competition from Eli Lilly. The company's new CEO, Maziar Mike Doustdar, faces pressure as investor sentiment remains low, despite some institutional investments. Ongoing legal issues further complicate the company's outlook.
Aug 4, 2025
Internal Email from Novo Nordisk Senior Director Reveals Management Issues Linked to Stock Decline
Novo Nordisk faces significant internal challenges, as highlighted by a senior director's email revealing bureaucratic inefficiencies and management issues. The company, known for its GLP-1 drugs Ozempic and Wegovy, has seen its stock plummet 70% since June 2024. Despite high demand, organizational dysfunction hampers R&D and production, leading to a $100 billion market cap loss and a reliance on acquisitions for capacity.
Aug 4, 2025
Pfizer's Growth Indicates Greater Stability in the Healthcare Industry During a Surge of Innovation
Pfizer's shares have recently risen, reflecting renewed investor confidence amid a strengthening health sector. The company, known for its COVID-19 vaccine Comirnaty and antiviral Paxlovid, reported $63.6 billion in revenue for 2024, with a 7% operational growth. Its $43 billion acquisition of Seagen bolsters its oncology portfolio, positioning Pfizer for significant future revenue growth.
Aug 4, 2025
What Impact Did Skyrizi and Rinvoq Sales Have on AbbVie's Second Quarter Performance? - TradingView
AbbVie (ABBV) reported strong Q2 2025 results, driven by sales of its immunology drugs, Rinvoq and Skyrizi, which rose 41% and 62% year-over-year, respectively. AbbVie expects combined sales of these drugs to exceed $25 billion in 2025, despite a decline in Humira revenues due to biosimilar competition. The company maintains a Zacks Rank #3 (Hold).
Aug 3, 2025
NPPA reduces prices of 37 vital medications, according to DrugsControl Media Services.
The National Pharmaceutical Pricing Authority (NPPA) has reduced the retail prices of 37 essential drug formulations in India. This decision, announced by the Ministry of Chemicals and Fertilisers, is in accordance with the Drugs (Prices Control) Order (DPCO), 2013, aimed at making essential medications more affordable for consumers.
Aug 3, 2025
Pharmaceutical companies advocate for rapid approval of 1,000 new drugs | The Business Standard
The Bangladesh Association of Pharmaceutical Industries (Bapi) has urged the government to expedite the registration of over 1,000 new medicines pending with the DGDA, warning of financial implications due to upcoming TRIPS obligations. Industry leaders, including Delta Pharma's Md Zakir Hossain and Renata's Kaiser Kabir, emphasized the need for timely registration to avoid increased medicine prices post-LDC graduation in 2026.
Aug 3, 2025
Eli Lilly's Journey Towards a $1 Trillion Valuation: Should You Invest Now? - AInvest
Eli Lilly (LLY) is nearing a historic market valuation of $700 billion, driven by its successful diabetes and obesity drugs, Mounjaro and Zepbound, which generated $16 billion in 2024. The company is also advancing orforglipron, an oral GLP-1 agonist, and expanding into gene therapy and Alzheimer's treatment. Despite high valuations, its strong financials and strategic investments position it for future growth.
Aug 3, 2025
Novo Nordisk's Market Leadership at Risk: Consequences for Denmark's Economy and ...
Novo Nordisk faces significant challenges in 2025, including intensified competition from Eli Lilly's Zepbound and compounded GLP-1 alternatives, which have impacted its sales outlook for Wegovy. The company's leadership transition and supply chain issues further complicate its position. With Denmark's economy heavily reliant on Novo, the stakes are high for both the company and the nation.
Aug 3, 2025
Reasons Behind Today's Decline in AbbVie Stock - AOL.com
AbbVie (NYSE: ABBV) reported a strong second quarter with revenues exceeding $15.4 billion, driven by blockbuster drugs Skyrizi and Rinvoq. However, shares dipped after President Trump demanded U.S. pharmaceuticals, including AbbVie, reduce drug prices. The company raised its 2025 profit guidance, expecting adjusted net income of $11.88 to $12.08 per share.
Aug 3, 2025
Novo Nordisk shares experience their most significant weekly decline since 2021, yet experts anticipate a larger issue on the horizon.
Novo Nordisk's stock plummeted over 30% this week, marking its worst weekly loss ever, following a significant cut in its 2025 sales growth outlook. The decline is attributed to disappointing sales of its weight-loss drugs, Wegovy and Ozempic, amid increasing competition and regulatory pressures. Analysts have downgraded the stock to "Neutral," reflecting concerns over its market position.
Aug 3, 2025
Authorities apprehend two smugglers in Meerut, confiscating drugs valued at ₹ 20 lakh.
Two smugglers, including a pharmacist, were arrested in Meerut's Shastri Nagar, with banned drugs worth ₹20 lakh seized by the Nauchandi Police and Drug Department. A case has been registered at the Nauchandi police station.
