The publisher explores Alexion’s prescription pharmaceutical performance and outlook over 2019-29.
Snapshot
Model updates (4 November 2020)
Model updates (30 July 2020)
Model updates (6 May 2020)
Model updates (30 January 2020)
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 (4 November 2020)
- Ultomiris forecast adjusted higher due to continued faster switching from Soliris
- Soliris forecast adjusted higher due to strength in neurology indications.
Model updates (30 July 2020)
- Ultomiris forecast adjusted higher due to faster switching from Soliris
- Soliris forecast adjusted higher due to strength in neurology indications
- Andexxa forecast added due to acquisition of Portola Pharmaceuticals.
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)
- Ultomiris forecast adjusted higher due to faster switching from Soliris
- Soliris forecast adjusted lower due to faster switching to Ultomiris.
Table of Contents
Company Background
Recent Earnings Review
Company Forecast
Company Profile
Clinical Trial Overview
