In today’s briefing:
- China Healtchare Weely (Mar.16) – 2025 VBP Instructions, GLP-1s Cooling Down, Zai Lab’s Headwinds
- Agilent Technologies: How NASD and The New Demand Dynamics Are Shaping Its Future!
- Elanco Animal Health: Will The Growth of Zenrelia in the Veterinary Clinic Market Help Build A Competitive Edge & Expand Market Share?
- Jazz Pharmaceuticals: Is Its Zepzelca Market Expansion & Indications to Reinforce The Oncology Portfolio?
China Healtchare Weely (Mar.16) – 2025 VBP Instructions, GLP-1s Cooling Down, Zai Lab’s Headwinds
- The NHSA has issued clear instructions for VBP in 2025, including two batches of national VBP of drugs and one batch of medical consumables VBP. TCM will also be included.
- The sales growth of GLP-1s has entered a turning point, it will be far from the previously high expectations. The actual market size of GLP-1s could be only US$100 billion.
- Rapid sales growth of Efgartigimod is the key factor for Zai Lab to narrow the losses.But whether it can be breakeven relies on the decline of cost/expenses, not revenue growth.
Agilent Technologies: How NASD and The New Demand Dynamics Are Shaping Its Future!
- Agilent Technologies’ earnings for the first quarter of fiscal year 2025 highlighted a solid start to the year, with the company exceeding expectations for core revenue growth and earnings per share (EPS).
- The company’s revenue for the quarter was $1.681 billion, a 1% increase year-over-year, driven by strong performance in various sectors and regions, particularly in PFAS (per- and polyfluoroalkyl substances) and the China stimulus awards.
- The company experienced growth in all regions except academia and government.
Elanco Animal Health: Will The Growth of Zenrelia in the Veterinary Clinic Market Help Build A Competitive Edge & Expand Market Share?
- Elanco Animal Health’s fourth quarter 2024 presentation indicates the company is progressing towards its strategic imperatives while grappling with several ongoing challenges.
- The company’s revenue grew by 4% on an organic constant currency basis, marking the sixth consecutive quarter of revenue growth.
- This was driven by the company’s dual businesses: Pet Health and Farm Animal.
Jazz Pharmaceuticals: Is Its Zepzelca Market Expansion & Indications to Reinforce The Oncology Portfolio?
- Jazz Pharmaceuticals reported record financial results for the fourth quarter and full year 2024, achieving over $4 billion in total annual revenue.
- The company’s growth was driven by strong execution in its sleep, epilepsy, and oncology portfolios.
- Fourth quarter revenues nearly reached $1.1 billion, marking the highest figure in the company’s history.
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