In the link you can click through the top 20 pharmas ( top of page) to see their sales/products/pipeline.
I've highlighted a couple for their peak sales contributions vs takeover price. Very illuminating when considering potential of our first products market potential. 500 kids/2500 adults = 3000. Indicative pricing will place 50% marketshare at sales of 1 Billion- without label extension into Chronic GvHD or other inflammatory IBD disease. Add Accelerated Approval for end stage heart disease , CLBP trial just needing to repeat prior trial results, Remestemcel-l having manufacturing , safety and efficacy sign off- tell me we are not in play.
First product approval derisks the pipeline. I have Si's voice in my head , something about realising true value in the new year re the heart meeting ( help me out someone).
If we get kids approval this baby will fly.......................................................if we get AA I reckon we get taken over...........................pure speculation as always.
Reg
Aggressive acquisition strategy
As we moved into 2022, Pfizer kicked off an aggressive acquisition spree when it scooped up Arena Pharmaceuticals for $6.7 billion in December 2021. Arena is a clinical stage biotech developing potential therapies for the treatment of several immuno-inflammatory diseases. Arena’s portfolio includes diverse and promising development-stage therapeutic candidates in gastroenterology, dermatology, and cardiology, including etrasimod, an oral, selective sphingosine 1-phosphate (S1P) receptor modulator currently in development for a range of immuno-inflammatory diseases including gastrointestinal and dermatological diseases.
In April 2022, Pfizer inked a deal with Novo Holdings to buy another clinical stage biotech, ReViral, for as much as $525 million. ReViral, based in London, UK, and Research Triangle Park, NC, is focused on antiviral therapeutics that target respiratory syncytial virus (RSV). ReViral’s lead drug, sisunatovir, is an orally administered inhibitor designed to block the fusion of RSV to the host cell, which has been granted Fast-Track designation by the FDA.
In May 2022 Pfizer unveiled plans to purchase Biohaven Pharmaceuticals for $11.6 billion. Biohaven is the maker of Nurtec ODT (rimegepant), a dual-acting migraine therapy approved for both acute treatment and episodic prevention of migraine in adults. The deal also included rights to zavegepant, which won FDA approval in the U.S. in March 2023 as an intranasal spray for the acute treatment of migraine and is sold under the trade name Zavzpret. The medication is also in development as an oral soft gel for chronic migraine prevention. In addition to these medicines, Pfizer acquired a portfolio of five pre-clinical calcitonin gene-related peptide (CGRP) assets.
In August 2022, Pfizer gained access to rare hematology expertise and a leading portfolio and pipeline when it acquired Global Blood Therapeutics (GBT) for $5.4 billion. GBT is a biopharmaceutical company dedicated to developing treatments for underserved patient communities, starting with sickle cell disease (SCD). GBT’s portfolio and pipeline could add potential combined peak sales of more than $3 billion to Pfizer’s bottom line while allowing it to address a full spectrum of critical needs in this underserved community.
Most recently, in March 2023, Pfizer acquired Seagen, a pioneer in antibody drug conjugate (ADC) technology developing and commercializing cancer medicines, for $43 billion.
Seagen’s portfolio includes four approved medicines that are first- or best-in-class across solid tumors and hematologic malignancies, including three ADCs: Adcetris (brentuximab vedotin), Padcev (enfortumab vedotin), and Tivdak (tisotumab vedotin). The company also commercializes Tukysa (tucatinib).
Seagen expects to generate approximately $2.2 billion of revenue in 2023, representing 12% year-over-year growth, from its four in-line medicines, royalties and collaboration and license agreements. Pfizer anticipates Seagen could contribute more than $10 billion in revenues by 2030, depending on clinical trial and regulatory success.
AMGEN
Blockbuster Horizon deal
Compared to prior years, 2022 was shaping up to be a lackluster year for biopharma M&A. However, just before the year closed out, in December, Amgen struck a blockbuster deal—the largest of the year—to acquire Ireland-based Horizon Therapeutics for around $28 billion, strengthening its portfolio of treatments for rare, autoimmune, and severe inflammatory diseases.
The deal was also a way for Amgen to shore up losses when its top seller, arthritis drug Enbrel, faced the start of its loss of exclusivity on June 8, 2023. Sales of Enbrel fell 8% to $4.1 billion in 2022 and have continued to slide. According to first quarter 2023 data, Enbrel’s U.S. sales tumbled 33% year-over-year to $564 million.
Among the marketed products that Amgen gains through the Horizon purchase are thyroid eye disease drug Tepezza, gout therapy Krystexxa, and Uplizna. The three drugs carry promising growth potential. Horizon reported at the end of last year that Tepezza’s peak sales estimate are more than $4 billion and Krystexxa’s U.S. peak sales expectations are greater than $1.5 billion.
MSB Price at posting:
$1.01 Sentiment: Buy Disclosure: Held
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