On Feb. 6, Lilly reported its 2018 results, with annual revenue of 245.$5.6 billion, up 7% from 2017.R & D Input 53.$07 billion, as a share of revenue 21.6%, down 1% from 2017.Lilly expects total revenue of $251-25.6 billion in 2019.
Lilly does not have PD-1 on its hands, but it is actually the drug giant that has benefited the most from the launch of new drugs in recent years, in diabetes.Tumor.Autoimmune disease.Migraine is a full-blown field.In particular, a number of new products approved for marketing after 2014 have significantly increased in volume in 2018, making up for Cialis (tadalafil) and Effient (prasugrel).The adverse effects of the loss of patent protection for products such as Strattera (atomoxetine).而Humalog. The growth of Alimta's old products is mainly due to increased clinical demand and higher retail prices.
From a specific product point of view, Trulicity has become a gifted company, with sales of about $3.2 billion in 2018 and a high growth rate of 58%. The long-lasting GLP-1 relies on convenience and hypoglycemic reduction. The advantages of the other aspects meet the demand for diabetes patients, and the market scale is rapidly expanding. Trulicity's application for listing in China is currently in the “approval” status, and the probability is approved within this month. There is still much room for expectation in 2019. It is expected to grab the handsome flag of Liraglutide ($3.856 billion) in the GLP-1 market. However, the first year of Ozempic (Somarupeptide) also appeared in Liya, sales revenue 2. $8.5 billion to help Novo Nordisk defend its lead in the GLP-1 market.
Jardiance, a model of SGLT-2 inhibitors, has a steady performance and market share. In 2018, global sales revenue was $658 million, and the key is a 47% increase. In contrast, the market outlook is much better than Johnson & Johnson's cardinal (-20%).
In addition to its strength in the two popular areas of GLP-1. SGLT-2, Lilly's insulin syrup generics, Basaglar, also sold well. In 2018, sales exceeded $800 million, an increase of more than 80%.
Taltz (ixekizumab) is the world's second listed IL-17A monoclonal antibody. With more approvals in more countries, sales in 2018 are close to $1 billion, an increase of 68%. Although compared to Novartis first in class of Cosentyx There are still gaps, but Lilly currently has macromolecules and small molecules in the field of autoimmune diseases. The JAK inhibitor Olumiant (baricitinib) was finally approved by the FDA in June 2018 after more than a year in the EU, and 200 million in 2018. The dollar is credited.
Emmigal, a new migraine drug, was approved in September 2018. It is the world's third marketed CGRP antibody drug with a sales income of $5 million in 2018. Amgen/Nova's similar products were sold as First in class for 4 months, sold in 2018. The income is 1. $1.9 billion.Lilly believes its new migraine drug has the advantage of consumer brand recognition and better syringes. The Battle of the Blue Sea has just begun and looks forward to seeing the results next year.
On the tumor side, the new gastric cancer drug Cyramza (remollozumab) and the new breast cancer drug Verzenio (abemaciclib) are giving Lilly a steady return on cash. Lartruvo (olaratuma) is the first soft tissue sarcoma drug listed in the last 10 years, 2018 Sales revenue has increased by 50%, but unfortunately the clinical benefit has not been confirmed in the Phase III validation study after the listing and may be revoked. EMA has recommended that doctors not prescribe new drugs to patients (see: EMA: Lilly Ruvo, a new medicinal sarcoma drug, is not recommended. Lilly has suspended Lartruvo's promotion and is communicating with global regulators to determine the next steps for Lartruvo.
There is no doubt that the pharmaceutical giants without PD-1 in the tumor product pipeline will feel that they are not perfect, but it is unwise to go blindly to PD1 after it is clearly behind. Lilly has announced that it will be 8 billion US dollars. The acquisition of the star company Loxo is also a differential expansion of the tumor product pipeline. Although in addition to the old pemetrexed, Lilly does not have a particularly heavy tumor product, but as the article from the day before yesterday, the development of blockbuster drugs is When I change my mind, the tumor is a huge disease field, and the fire of the stars can finally be a prairie.