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Andrea Alms Video:  Money In Motion 160 - Pharma Q1 2025 Revenue Decline

May 2025 - Private Equity

posted by BrookDell Partners

Andrea Alms Video: Money in Motion 160 - Pharma Q1 2025 Revenue Decline


TRANSCRIPT: Hello, my name is Andrea Alms. I'm a technology investor and financial manager and this is your money in motion. After fourth quarter 2024, in which revenues boomed throughout the biopharma industry, there were reversals for several drug makers. In Q1, which is the first three months of 2025. The companies that took the biggest hits were in the US, where there is considerable angst in the industry over tariff threats and drug price slashing aspirations of President Trump, along with unsettling prospects of having a former adversary, Robert F Kennedy Jr, heading up the Department of Health and Human Services among the top 25 revenue companies in the industry.


In the first quarter, there were seven that saw year over year sales decline. U.S. pharma companies Viatris took the biggest hit at 11%, followed by Pfizer -8%, or by negative seven, Bristol-Myers Squibb by negative six, and Regeneron by negative for Merck by negative two and Gilead by 0.3%. While many factors were played with the political landscape that could have depressed sales in first quarter, most of the companies actually say that first quarter declines were not macroeconomic reasons.


As for the gainers, while many other American companies navigated through hurdles, there's nothing to slow the roll of Eli Lilly. Fueled by strong growing demand for its diabetes and obesity drugs, Lilly saw sales increased by 45%, which was more than twice than any other company among the 25. The combination sales of Novo Nordisk, diabetes drug Ozempic and ABC follow on by Wagga still exceed those of Lilly's corresponding drugs, coming to a 7.5 billion in the quarter. What is expected of Novo Nordisk is that they will hit headwinds in the continuing year. In its first quarter report, the Danish company slashed its revenues projections from 16 from 24% to 16 and then to 13. And in addition to Lilly and Novo Nordisk there are four other companies which accomplish double digit revenue gains in this first quarter.


And this includes Japanese companies Daiichi Sankyo and a plus 21% and Astellas at a plus 11. Both drugmakers are enjoying sales growth as a result of successful Big Pharma partnering cancer medicines. Thank you. This is your money, your money, in motion.


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ALL ALPHAMAVEN CONTENT IS FOR INFORMATIONAL PURPOSES ONLY. CONTENT POSTED BY MEMBERS DOES NOT NECESSARILY REFLECT THE OPINION OR BELIEFS OF ALPHAMAVEN AND HAS NOT ALWAYS BEEN INDEPENDENTLY VERIFIED BY ALPHAMAVEN. PAST PERFORMANCE IS NOT INDICATIVE OF FUTURE RESULTS. THIS IS NOT A SOLICITATION FOR INVESTMENT. THE MATERIAL PROVIDED HEREIN IS FOR INFORMATIONAL PURPOSES ONLY. IT DOES NOT CONSTITUTE AN OFFER TO SELL OR A SOLICITATION OF AN OFFER TO BUY ANY INTERESTS OF ANY FUND OR ANY OTHER SECURITIES. ANY SUCH OFFERINGS CAN BE MADE ONLY IN ACCORDANCE WITH THE TERMS AND CONDITIONS SET FORTH IN THE INVESTMENT'S PRIVATE PLACEMENT MEMORANDUM. PRIOR TO INVESTING, INVESTORS ARE STRONGLY URGED TO REVIEW CAREFULLY THE PRIVATE PLACEMENT MEMORANDUM (INCLUDING THE RISK FACTORS DESCRIBED THEREIN), THE LIMITED PARTNERSHIP AGREEMENT AND THE SUBSCRIPTION DOCUMENTS, TO ASK SUCH QUESTIONS OF THE INVESTMENT MANAGER AS THEY DEEM APPROPRIATE, AND TO DISCUSS ANY PROSPECTIVE INVESTMENT IN THE FUND WITH THEIR LEGAL AND TAX ADVISERS IN ORDER TO MAKE AN INDEPENDENT DETERMINATION OF THE SUITABILITY AND CONSEQUENCES OF AN INVESTMENT.