Top 20 Companies by Market Cap (2003 vs. 2024)

In 2003, BioPharma accounted for nearly a quarter of the market cap within the world’s 20 most valuable companies. Today, BioPharma makes up only 5% of the top 20. Here are some driving causes of this change.

August 01, 2024

AbbVie Q2 Earnings: Immunology Strength Overshadows Aesthetics Challenges

Immunology Strength Overshadows Aesthetics Challenges AbbVie reported strong Q2 earnings, driven by immunology drugs Skyrizi and Rinvoq. The company raised guidance for both, with Skyrizi now expected to hit 11B in global sales and Rinvoq 5.7B. Skyrizi and Rinvoq have a combined 40% share of the US Crohn's market. However, aesthetics remained a weak spot with flat sales, as Juvéderm declined due to economic headwinds.

July 29, 2024

The Shifting Spending Priorities of Big Pharma

Explore the shifting spending priorities of big pharma over the past 30 years, including the steep decline in sales & marketing costs and surge in R&D expenditures to develop new drugs.

July 26, 2024

The Prize of the Eyes: Eylea & Vabysmo in Opthalmology

Roche held an Ophthalmology-focused investor event today at the end of the annual American Society of Retina Specialists Meeting in Stockholm, and provided some interesting insights on Vabysmo’s performance vs. Eylea:

July 23, 2024

J&J's Q2 Earnings and Key Milestones in Immunology and Oncology

Johnson & Johnson (J&J) recently reported its Q2 earnings, providing insights into the performance of its core divisions, Innovative Medicines and MedTech, following the spin-off of its consumer arm, Kenvue.

July 22, 2024

Small Molecule GLP-1 Overview

Two key GLP-1 updates came out in the last week, both on small molecules: Pfizer's update on danuglipron, and Roche's topline results yesterday on CT-996, which caused shares of competitors to drop sharply - here's the recap:

July 18, 2024

Recap of Recent Radiopharmaceutical Deals

Radiopharmaceuticals are one of the most dynamic segments of BioPharma. Here is a deep dive into some notable deals, and how the biggest companies are approaching the space.

July 15, 2024

The Constant Evolution of Biopharma: A Decade of Transformation

Biopharma companies reinvent themselves every decade, driven by innovation and portfolio changes. Learn about the shifting best-sellers, impacts on sales teams, brand awareness, and strategic decisions in the industry.

July 08, 2024

Top 15 Immunology Drugs by Sales of Q1 '24

Explore the shifting landscape of the immunology market as top-selling drugs face varying futures. Humira's sales slow but stabilize, with AbbVie's Skyrizi and Rinvoq picking up momentum, projecting a combined sales forecast of $27B by 2027. Meanwhile, J&J's Stelara braces for generic competition in early 2025, and Dupixent's sales soar, potentially expanding indications to include COPD.

July 01, 2024

Novartis Navigates Patent Cliff with Robust Pipeline and Strategic Focus

Facing upcoming patent expirations, Novartis is reinforcing its pipeline with promising drugs like Kisqali and Pluvicto. Despite challenges, including complex manufacturing for radioligand therapies, the company's strategic focus and recent divestitures position it well to manage future competition.

June 25, 2024