The publisher explores AstraZeneca’s prescription pharmaceutical performance and outlook over 2019–29.
Snapshot
Model updates (21 May 2020)
Model updates (9 March 2020)
Model updates (4 November 2019)
Model updates (25 July 2019)
Snapshot
- Overview: AstraZeneca poised for continued growth, driven by its oncology portfolio and strong presence in high-growth emerging markets like China.
- Key themes: [1] AstraZeneca’s oncology portfolio – Tagrisso, Imfinzi, Lynparza, among others – grew 44% in 2019 and should sustain robust growth rates over the forecast period [2] Leading position in Rest of World markets, such as China, provides AstraZeneca with a strong foothold to drive future growth as these emerging markets should grow quicker than established markets [3] Upcoming product launches of Enhertu, roxadustat, and tezepelumab, which each have the potential to be blockbusters.
Model updates (21 May 2020)
- Tagrisso forecast adjusted higher due to recent results of ADAURA trial in adjuvant NSCLC
- Calquence forecast adjusted higher due to supplemental approval in CLL/SLL
- Farxiga forecast adjusted lower due to complete response letter in type 1 diabetes
- Koselugo forecast added.
Model updates (9 March 2020)
- Tagrisso sales adjusted higher due to continued growth in first-line non-small cell lung cancer
- DS-8201 name changed to Enhertu; forecast adjusted due to launch timing and revenue recognition guidance (royalties from Daiichi will not be recognized as product sales)
- Symbicort forecast adjusted higher due to launch of authorized generic in the US, and strength in Rest of World
- Pulmicort forecast adjusted higher due to higher demand in Rest of World
- Fasenra forecast adjusted higher due to continued market share gains in severe, uncontrolled asthma
- Epanova forecast removed due to termination of Phase IIII STRENGTH trial.
Model updates (4 November 2019)
- Imfinzi forecast adjusted higher due to continued adoption in unresectable, Stage III NSCLC
- Calquence forecast adjusted higher due to market share gains following inclusion in NCCN guidelines
- Faslodex forecast adjusted lower due to higher initial impact from generics
- Farxiga forecast adjusted lower due to gross-to-net adjustments in US
- Fasenra forecast adjusted higher due to market share gains in eosinophilic asthma
- Nexium forecast adjusted higher in RoW due to stronger sales
- Roxadustat forecast adjusted lower due to launch timing in China and US.
Model updates (25 July 2019)
- Tagrisso sales adjusted upwards due to approval for first-line NSCLC (FLAURA data) and addition to Chinese NRDL
- Imfinzi sales adjusted upwards due to recent international regulatory approvals and continued sales momentum in the US
- Lynparza sales adjusted upwards due to recent US approval as first-line maintenance treatment of patients with BRCAm ovarian cancer and market share gains for breast cancer
- Farxiga sales adjusted upwards due to ongoing launches in emerging markets
- DS-8201 (trastuzumab deruxtecan) added after licensing deal with Daiichi Sankyo
- PT010 added
- Nexium sales adjusted due to sale of European rights to Grünenthal
- Seroquel XR sales adjusted due to sale of various rights to Luye
- Synagis sales adjusted due to sale of US rights to Swedish Orphan Biovitrum
- Delayed Lokelma launch in US to H2 2019.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
