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生物制药行业在2023年第四季度展现的势头延续到了今年。 在该行业的前25家公司中，有18家实现了年收入增长，使得2024年第一季度几乎与去年最后一个季度相匹配，当时有21家顶级公司公布了销售额增长。此外，今年前三个月有九家公司实现了两位数的增长， 比上一个时期多了一家。再次成为主导的是GLP-1糖尿病和肥胖症药物的销售商。 尽管诺和诺德（Novo Nordisk）以22%的年收入增长退出了首位，礼来公司（Eli Lilly）却凭借28%的季度增长接管了第一名。礼来可能会保持一段时间的领先地位。上个月，GlobalData预测礼来的Mounjaro将超过诺和的Ozempic， 成为顶级血糖调节治疗药物，预计到2029年销售额将达到惊人的340亿美元。"Mounjaro的新颖双重机制不仅强调了其临床价值，还表明其有潜力成为其类别中的顶级销售药物，" GlobalData的制药分析师Eleni Tokali在一份声明中说。"Mounjaro预计的增长率标志着市场动态可能向礼来有利的方向转变。"尽管诺和的旧GLP-1药物以超过2比1的优势超过了礼来，但势头似乎在礼来这边。在第一季度，Ozempic创造了43亿美元的销售额，增长率为35%，而Mounjaro带来了18亿美元，是2023年第一季度的三倍。至于公司的肥胖症后续治疗，诺和的Wegovy带来了13亿美元，增长了107%，而礼来的Zepbound在其上市的第一个完整季度实现了5.17亿美元的销售额。尽管诺和22%的增长率使其在第一季度成为行业顶级公司之一，但这是从上一季度37%的高增长率下降的。诺和第一季度的653亿丹麦克朗（94亿美元）也略低于上一季度的659亿丹麦克朗。这是诺和自2022年第二季度以来的首次连续下降，表明公司扩大生产的速度不足以满足对司美格鲁肽的压倒性需求。公司希望通过从CDMO巨头Catalent收购三家工厂来解决这个问题。礼来的优势来自于它自身的生产挑战，这些挑战限制了其满足其糖尿病和肥胖症药物需求的能力。"由于不断增长的体积生产被不断增加的批发商积压订单和需求所淹没，预计Mounjaro和Zepbound都将继续保持供应紧张，"Third Bridge分析师Lee Brown最近写道。其他实现两位数增长的公司：其他七家公司（包括三家日本公司）在第一季度实现了两位数增长，尽管其中一些旁边有星号。武田药品工业的营收增长了25%，但大部分增长可以归因于公司向默克出售三种抗体药物偶联（ADC）治疗药物的45亿美元预付款。武田正在推迟这些款项并将其计入收入。去年由于这笔交易，武田将其2024年的收入预测提高了1000亿日元（6.62亿美元）。另一家日本公司安斯泰来在本季度的收入增长了17%，尽管部分增长可以归因于地理萎缩治疗药物Izervay。安斯泰来去年在公司历史上最大的并购交易中收购了这种药物，即以59亿美元收购了Iveric Bio。安进公司的销售从去年第一季度起增长了22%。但在该公司13亿美元的年收入增长中，9.14亿美元可以归因于公司收购Horizon Therapeutics获得的产品。实现主要有机两位数增长的公司有阿斯利康（17%）、Vertex（13%）、武田（10%）和诺华（10%）。AZ和Vertex也通过连续的收入增长6%和7%展示了它们的势头。阿斯利康得益于其一系列处于黄金时期的畅销产品，包括心脏病治疗药物Farxiga、罕见病药物Ultomiris和癌症治疗药物Calquence、Imfinzi和Tagrisso。Vertex继续凭借其囊性纤维化药物攀升，并为镰状细胞病基因疗法Casgevy的推出奠定基础。实现个位数增长的巨头：包括默克（9%）、GSK（6%）、百时美施贵宝（5%）、吉利德（5%）、梯瓦（4%）、赛诺菲（2%）、强生（2%）和艾伯维（1%）在内的几家生物制药行业巨头在第一季度实现了个位数收入增长。默克的增长与超级畅销药Keytruda的持续增长相一致，该药在本季度增长了20%，达到69亿美元。与此同时，HPV疫苗Gardasil增长了14%，达到22亿美元。这两种产品共占公司本季度159亿美元收入的58%。GSK和J&J在一年后展示了增长，这一年他们剥离了消费者健康部门，在行业趋势中，公司越来越专注于其处方药部门。吉利德5%的增长是在上一季度下降4%之后，主要得益于其肿瘤产品增长了18%，肝病产品组合增长了9%。在第一季度下降的七家公司：在第一季度销售额下降的公司中，新出现的意外成员是再生元，尽管Dupixent持续增长，但下降了1%。这家纽约生物技术公司的下降主要是由于眼病治疗药物Eylea的销售下降。该公司的Eylea合作伙伴拜耳在同一时期也下降了3%，延续了这家陷入困境的德国公司的趋势，该公司正在CEO Bill Anderson的领导下进行大规模重组。季度销售额下降了19%，辉瑞是本季度唯一一家持续两位数下降的公司。当然，下降是由于对其COVID产品的需求下降。该公司表示，这种影响现在应该已经过去了。对辉瑞来说，有很多积极的数字，其149亿美元的收入比分析师共识高出10亿美元。这也是辉瑞连续第三个季度实现收入增长。不包括COVID产品的销售，公司在最近一个季度增长了11%。另外两家在本季度销售额下降的公司——罗氏（6%）和默克（5%）——也将原因归咎于COVID产品和相关服务的收入损失。尽管眼病治疗药物Vabysmo的销售额飙升，迅速从Eylea那里夺取市场份额，罗氏的下降还是出现了。其他收入下降的公司包括Biogen（7%）和Viatris（2%）。由于其多发性硬化症产品的销售额下降，Biogen看到这一趋势在2024年继续，因为它预测这将是连续第五年年度收入下降。Viatris的下降也反映了公司的总体趋势，该公司自2021年由仿制药巨头Mylan和Upjohn合并成立以来，每年都在下降。识别微信二维码，添加生物制品圈小编，符合条件者即可加入生物制品微信群！请注明：姓名+研究方向！版权声明本公众号所有转载文章系出于传递更多信息之目的，且明确注明来源和作者，不希望被转载的媒体或个人可与我们联系(cbplib@163.com)，我们将立即进行删除处理。所有文章仅代表作者观点，不代表本站立场。

In the first quarter, 18 of the biopharma industry's top 25 companies posted year-over-year revenue increases, led by Eli Lilly with a 28% gain. The momentum the biopharma industry showed in the fourth quarter of 2023 has continued into this year. With 18 of the industry’s top 25 companies achieving year-over-year revenue gains, the first quarter of 2024 nearly matched the final quarter of last year, when 21 of the industry's top 25 companies posted sales increases. Additionally, nine companies realized double-digit growth in the first three months of this year, which was one more than in the previous period. https://public.flourish.studio/visualisation/17990552/ Once again, the dominant players were the sellers of GLP-1 diabetes and obesity drugs. While Novo Nordisk dropped out of the top spot with its 22% year-over-year revenue increase, Eli Lilly took over as No. 1 thanks to its 28% quarterly boost. Lilly may hold the top spot for a while. Last month, GlobalData projected Lilly’s Mounjaro will overtake Novo’s Ozempic as the top blood sugar-modulating treatment, generating staggering sales of $34 billion by 2029. “Mounjaro’s novel dual mechanism not only underscores its clinical value but also its potential to become the top-selling drug in its category,” Eleni Tokali, pharma analyst at GlobalData, said in a release. “Mounjaro’s projected growth rate signifies a potential shift in market dynamics in Eli Lilly’s favor.” While Novo’s older GLP-1 medicines outsold Lilly’s by a margin of better than 2 to 1, the momentum appears to be on Lilly’s side. In the first quarter, while Ozempic generated sales of $4.3 billion, good for a 35% growth rate, Mounjaro brought in $1.8 billion, triple its haul from the first quarter of 2023. As for the companies’ obesity follow-on treatments, Novo’s Wegovy pulled in $1.3 billion, a 107% increase, while Lilly’s Zepbound accounted for $517 million in sales in its first full quarter on the market. While Novo’s 22% growth rate put it among the top companies in the industry in the first quarter, it was a decline from the gaudy 37% growth rate it enjoyed in the previous quarter. Novo’s 65.3 billion Danish kroner ($9.4 billion) in the first quarter also was a slight decline from the 65.9 billion Danish kroner the company achieved in the previous quarter. It was the first sequential drop for Novo since the second quarter of 2022, indicating it is not scaling up its manufacturing quickly enough to meet the overwhelming demand for semaglutide. The company hopes to remedy that with its acquisition of three plants from CDMO giant Catalent. Lilly’s edge came despite its own manufacturing challenges that are limiting its ability to meet the demand for its diabetes and obesity drugs. “Both Mounjaro and Zepbound are expected to remain supply-constrained as growing volume production is overwhelmed by building wholesaler backorders and increasing demand,” Third Bridge analyst Lee Brown recently wrote. Double-digit gainers Seven other companies—including three from Japan—realized double-digit growth in the first quarter, though there were asterisks next to a few of them. While revenues for Daiichi Sankyo were up by 25%, much of the boost can be attributed to the company’s sale of three antibody-drug conjugate (ADC) investigational treatments to Merck for $4.5 billion upfront. Daiichi is deferring the payments and booking them as revenue. Last year as a result of the deal, Daiichi jacked up its projection of 2024 revenue by 100 billion Japanese yen ($662 million). Another Japanese firm, Astellas, saw a 17% revenue increase in the quarter, though part of the gain can be attributed to geographic atrophy treatment Izervay. Astellas acquired the drug last year in the company’s largest-ever M&A deal, a $5.9 billion buyout of Iveric Bio. Amgen’s sales were up 22% from the first quarter of 2023. But of the firm's $1.3 billion year-over-year revenue bump, $914 million can be chalked up to products gained in the company’s buyout of Horizon Therapeutics. Companies that achieved mostly organic double-digit growth were AstraZeneca (17%), Vertex (13%), Takeda (10%) and Novartis (10%). AZ and Vertex also showed their momentum with sequential revenue increases of 6% and 7%, respectively. AstraZeneca was boosted by its wealth of blockbusters that are in their prime, including heart treatment Farxiga, rare disease drug Ultomiris and cancer therapies Calquence, Imfinzi and Tagrisso. Vertex continues to climb behind its cystic fibrosis drugs while laying the groundwork for the launch of sickle cell disease gene therapy Casgevy. Single-digit gainers Several giants of the biopharma industry are among the companies that posted single-digit revenue increases in the first quarter, including Merck (9%), GSK (6%), Bristol Myers Squibb (5%), Gilead (5%), Teva (4%), Sanofi (2%), Johnson & Johnson (2%) and AbbVie (1%). Merck’s rise paralleled the continued growth of mega-blockbuster Keytruda, which was up 20% to $6.9 billion in the quarter. Meanwhile, HPV vaccine Gardasil was up 14% to $2.2 billion. Together, the two products accounted for 58% of the company’s revenue of $15.9 billion for the quarter. GSK and J&J showed growth after a year in which they shed their consumer health units in an industry trend where companies are becoming increasingly focused on their prescription drug units. Gilead’s 5% increase came after it was down 4% in the previous quarter, owing largely to an 18% boost in its oncology products and a 9% increase in its liver disease portfolio. On the downside, in addition to reporting its revenue increase, BMS also revealed a massive cost-cutting plan in which it will lay off more than 2,000 employees. The news came months after the company pulled off pricey acquisitions of Mirati, Karuna and RayzeBio in an M&A splurge.   Seven in decline in Q1 Of the companies that saw sales declines in the first quarter, the new surprise member is Regeneron, which had a 1% drop despite the continued growth of Dupixent. The decline for the New York biotech is due largely to a drop in sales for eye disease treatment Eylea. The company’s Eylea partner Bayer also was down by 3% in the period, continuing a trend for the troubled German company which is undergoing a massive restructuring under CEO Bill Anderson. With quarterly sales falling by 19%, Pfizer was the only company in the industry that sustained a double-digit decrease in the first quarter. The fall, of course, is due to declining demand for its COVID products. That effect should now be in the rear-view mirror, the company said. There were plenty of positive numbers for Pfizer as its $14.9 billion revenue haul was $1 billion higher than the analyst consensus. It also was the third straight quarter in which Pfizer had a sequential revenue increase. Excluding sales of COVID products, the company was up 11% in the most recent quarter. Two other companies that saw sales declines in the quarter—Roche at 6% and Merck KGaA at 5%—also chalked it up to the loss of revenue from COVID products and related services. Roche’s drop came despite skyrocketing sales of its eye disease treatment Vabysmo, which has quickly taken market share from Eylea. Other companies that suffered revenue declines were Biogen, at 7%, and Viatris at 2%. With sales falling for its multiple sclerosis products, Biogen sees the trend continuing in 2024 as it is projecting an annual revenue decline for the fifth straight year. Viatris’ decline also reflects an overall trend for the company which has seen annual revenues fall each year since 2021 when it was formed by merging generics powers Mylan and Upjohn.