Inclisiran sodium

企业动态2025年4月29日，诺华公布2025年第一季度财务业绩。公司净销售额132亿美元，同比增长15%（按固定汇率计算，下同）。其中仿制药竞争带来了2%的负面影响，而定价带来了2%的正面影响，主要得益于美国的收入调整。公司核心营业利润45亿美元，同比增长26%，主要由净销售额增加推动，部分被重点品牌和上市相关的更高投资所抵消。报告期内，公司重点品牌凯丽隆（瑞波西利）、全欣达（奥法妥木单抗）和乐可为（英克司兰）继续表现出强劲的增长势头，预计这些品牌将推动到2030年及以后的增长。此外，公司在本季度取得了重要的创新里程碑，Pluvicto（镥[177Lu]特昔维匹肽）在紫杉醇前使用、Vanrafia（阿曲生坦）用于IgA肾病以及飞赫达（伊普可泮）用于C3肾病均获得了新批准。此外，公司完成了remibrutinib慢性自发性荨麻疹适应证的全球申请，这是该管线的首个适应证。公司假设，在2025年中，达希纳（尼洛替尼）、瑞弗兰（艾曲波帕）和诺欣妥（沙库巴曲缬沙坦）在美国市场将面临仿制药竞争。在此基础上，预计全年公司净销售额将实现高个位数增长，核心营业利润实现低两位数增长。2025年第一季度公司前20大品牌销售额品牌名称2025年第一季度（百万美元）同比增长（按固定汇率计算）诺欣妥2,261+22%可善挺1,534+18%凯丽隆956+56%全欣达899+43%泰菲乐+迈吉宁552+19%瑞弗兰546+8%捷恪卫492+7%茁乐456+19%Ilaris（卡那奴单抗）419+20%达希纳377-2%Pluvicto（镥[177Lu]特昔维匹肽）371+21%Zolgensma（索伐瑞韦）327+13%Sandostatin Group（奥曲肽）317-9%乐可为257+72%Scemblix（阿思尼布）238+76%Lutathera（镥[177Lu]氧奥曲肽）193+15%诺适得189-38%倍博特179-1%代文150+12%佳维乐124-11%->点击文末阅读原文，解锁完整双语新闻全球医疗情报领导者解锁隐藏在数据中的商业潜力 关于 G B I”自从2002年成立以来，GBI始终以技术为驱动，为药企、器械及行业相关服务商提供贯穿生命周期的全球药品市场竞争数据、全球行业资讯、HCPs洞察、全国医疗器械数据等商业信息与洞察，助力企业在进行战略布局和决策时，脱颖而出。历经20余年的深耕细作GBI已成为95%以上跨国药企、国内头部药企、咨询与投资机构等医疗圈灯塔用户值得信赖的长期合作伙伴。联系我们投稿 | 发稿 | 媒体合作▶ xujingou@baidu.com数据库 | 咨询服务 | 资讯追踪▶ 点击左下“阅读原文”完成表单填写点击阅读原文，解锁完整双语新闻

Novartis is starting the year on a strong note as several of its core medicines beat Wall Street’s sales projections, prompting the drugmaker to shift its full-year guidance to a higher bar. In the first three months of 2025, the company’s net sales increased by 15% to $13.2 billion, beating Wall Street’s consensus of around $13 billion, the Swiss pharma said in a Tuesday release . With that, Novartis now expects net sales in 2025 to grow by high-single digits, up from a previous range spanning the mid- to high-single digits. This means Novartis could reach up to $55 billion in sales this year, Jefferies analysts said in a same-day note. Novartis’ Tuesday update follows its positive full-year 2024 earnings, which it described as one of the strongest in its history after its yearslong rejig as a pure-play pharma company. It achieved $50.3 billion in sales last year. As for its clinical pipeline, the company axed two programs: a chondrogenic asset called LRX712 and a radiopharmaceutical candidate dubbed GIZ943. Novartis dropped LRX712 after it showed “insufficient effect on knee cartilage” in a Phase 2 trial of patients with osteoarthritis, a company spokesperson told Endpoints News in an email. It nixed GIZ943, which was in development for ovarian and lung cancer, based on a Phase 1 risk-benefit assessment, the spokesperson said. The first half of 2025 should be especially strong, CFO Harry Kirsch said in a media call. Novartis expects generic competition for its heart failure drug Entresto, cancer medicine Tasigna and blood disorder treatment Promacta from midyear onwards. Products that performed better than the Street expected in Q1 included asthma drug Xolair ($456 million), spinal muscular atrophy therapy Zolgensma ($327 million) and Still’s disease treatment Ilaris ($419 million), according to Jefferies analysts. Meanwhile, Kisqali sales in the quarter grew 56% to $956 million, reflecting its position as “the CDK4/6 inhibitor of choice across metastatic and early breast cancer,” CEO Vas Narasimhan said on the call. And sales of cholesterol-lowering medicine Leqvio increased 72% to $257 million as it remains on track to reach blockbuster status this year. The company also highlighted that it won three FDA approvals in Q1, which should bolster its performance this year. In March, its radioligand drug Pluvicto was greenlit for certain prostate cancer patients who haven’t received chemotherapy. Pluvicto reached blockbuster status for the first time last year. Also in March, Fabhalta secured its third indication for an ultra-rare kidney disease called C3 glomerulopathy. And earlier this month, Vanrafia was approved for a rare kidney disease called IgA nephropathy.