The publisher explores AstraZeneca’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (6 November 2020)
Model updates (3 August 2020)
Model updates (21 May 2020)
Model updates (9 March 2020)
Snapshot
- Overview - AstraZeneca is 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 (6 November 2020)
- Tagrisso forecast adjusted lower due to high market penetration in first-line NSCLC
- Imfinzi forecast adjusted lower in Japan
- Lynparza forecast adjusted lower in Japan
- Enhertu forecast adjusted lower due to removal of estimates in 5EU as Daiichi Sankyo commercializes in those markets.
Model updates (3 August 2020)
- Pulmicort forecast adjusted lower due to negative impact of COVID-19 in China
- Imfinzi forecast adjusted lower.
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.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
