Alexion

The publisher explores Alexion’s prescription pharmaceutical performance and outlook over 2019–29.

Snapshot

Overview: Alexion’s rare diseases portfolio maintains its solid growth and attractive orphan drug potential.
Key themes: [1] Alexion might see revenue growth slow due to patient switching from Soliris to Ultomiris, which has a lower annual average cost but a longer period of exclusivity [2] Soliris revenues will be driven by uptake in neurology [3] Business development activity (Eidos, Stealth BioTherapeutics, Achillion, Portola) adds significant diversification to pipeline.

Model updates (6 May 2020)

Ultomiris forecast adjusted higher due to faster switching from Soliris, tempered somewhat by an impact to new patient starts from COVID-19
Soliris forecast adjusted lower due to faster switching to Ultomiris as well as an impact to new patient starts from COVID-19.

Model updates (30 January 2020)

Model updates (28 October 2019)

Ultomiris forecast adjusted higher due to faster conversion of Soliris patients
Soliris forecast adjusted higher due to ramp of neurology indications (generalized myasthenia gravis and neuromyelitis optica spectrum disorders)
Elamipretide forecast will be added after Alexion exercises option to co-develop and commercialize the drug
Danicopan (ACH-4471) and ACH-5228 forecasts will be added after Alexion closes the Achillion acquisition.

Model updates (24 July 2019)

Soliris sales adjusted higher due to continued strong volume growth across all geographies
Soliris sales adjusted lower due to pricing issues in Canada, and Russian biosimilar launch
Ultomiris sales adjusted higher due to recent approvals in Europe and Japan, as well as stronger-than-expected launch in the US
ALXN1840 (WTX101) forecast added.

Company Background

Recent Earnings Review

Company Forecast

Company Profile

Clinical Trial Overview

Table of Contents