Company Analysis: Shionogi

The publisher explores Shionogi’s prescription pharmaceutical performance and outlook through to 2029.

Snapshot

Overview - PharmaVitae forecasts Shionogi’s revenue to remain flat through 2029, with royalties from its HIV franchise accounting for the largest proportion of revenues.
Key themes - [1] Longer-listed products have been able to maintain profits in the short term, such as royalties from Crestor, with expected decreases still to come [2] With forecasts for Xofluza, Cymbalta, and Intuniv being cut significantly, Shionogi is looking to adjust its business strategy for these assets moving forward.

Model updates (30 October 2020)

HIV royalties forecast adjusted lower due to trends seen from Juluca, Dovato, and Triumeq
Vyvanse forecast adjusted lower due to continued launch trends in Japan.

Model updates (3 February 2020)

Xofluza forecast adjusted lower due to wholesalers having leftover inventory from last year’s flu season, and concerns about its effectiveness for all forms of influenza
Cymbalta forecast adjusted lower due to poor performance in first-line chronic lower back pain
Intuniv forecast adjusted lower due to being unable to capture share from Concerta or Strattera.

Model updates (30 October 2019)

Model updates (14 August 2019)

Actair forecast adjusted lower due to company guidance
Cefiderocol forecast adjusted lower in Japan due to reported sales, and US, EU, and RoW launch delayed
Crestor forecast adjusted higher due to company guidance
Crestor Royalties forecast adjusted higher due to company guidance
Cymbalta forecast adjusted higher due to company guidance
Esbriet/Pirespa forecast adjusted higher due to company guidance, and patent expiry added
Intuniv forecast adjusted higher due to an immediate increase in market share for adult patients
Mulpleta forecast adjusted lower due to drop in uptake
Symproic forecast adjusted higher in Japan due to company guidance.

Company Background

Company Forecast

Company Profile

Clinical Trial Overview

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