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Pharma & Biotech
Abbott’s product innovation trajectory demonstrates balanced pipeline construction with combination of iterative and transformative innovation, generating approximately $500 million in sales from recently launched products in Q3FY25 alone, contributing 100+bps to organic sales growth
Johnson & Johnson’s MedTech segment is entering a period of accelerated growth, driven by strong execution across its highest-potential categories. Cardiovascular, Robotics, and Vision. In Q3FY25, MedTech delivered 5.6% operational sales growth, marking one of its strongest quarters in recent years and reflecting broad momentum rather than isolated product outperformance.
Agilent paid $71mn in cash dividends during Q3FY25. This represented a dividend of $0.248 per common share. During the same period, the company repurchased and retired 737,474 shares of its common stock for $85mn. These repurchases were executed under the 2023 repurchase program. This represents that Agilent Technologies is committed in returning to its shareholders.
The massive multi year migration of Veeva’s core CRM business from the Salesforce Platform to its proprietary Veeva Vault platform, which is expected to peak in FY26 and FY27, comes with operational risk. This migration can cause potential business disruptions for
customers which may lead to the loss of customers to competitors.
Novartis’s immunology segment exhibits emerging momentum from regulatory approvals and Phase III readouts that signal revenue contribution potential beginning 2025-2026 and extending through 2029, creating medium-term earnings visibility independent of mature product deterioration
RP Management’s internalization in May 2025 was a transformational milestone that will deliver over $100mn in annual cash savings to the company in 2026 alone, and exceed $175mn by 2030, totalling over $1.6bn over the next ten years.
Teva’s “Transforming Teva” program is targeting net annual savings of $700mn by 2027, with two-thirds planned to be achieved by the end of 2026. As of Q2FY25, the company has already achieved 20% run-rate savings. The program has three pillars, i.e. 8% workforce reduction focused on middle management and support roles, digital and AI based modernization in finance and HR, and 10% external spend optimization through vendor consolidation and procurement efficiency.
The main driver of ADMA’s growth is ASCENIV, a specialized IVIG that contains high-titer antibodies against RSV. Both product utilization and new patient starts are accelerating, indicating strong demand momentum.
Despite its focus on oncology, AstraZeneca has significantly diversified its business, with multiple growth drivers clearly visible. The
Bio Pharmaceuticals unit generated $11.2bn in revenue in 1H25 with 10% CER growth. In the Cardiovascular, Renal & Metabolism (CVRM) segment, Farxiga continued its strong momentum, generating $2.2bn in revenue in Q2FY25 with 10% CER growth, boosted by the expansion of heart failure and chronic kidney disease indications.
Novo Nordisk’s performance is driven by their GLP-1 drugs, but their large and thoughtfully planned R&D pipeline will secure their revenues in the future and keep the company a leader until the 2030s. Novo Nordisk’s decision to advance Amycretin to Phase 3 trials is a major positive step for the company’s long-term future. Amycretin is a single-molecule therapy that acts on both GLP-1 and amylin receptors, so its mechanism is different and more powerful than existing drugs.
Roche experienced mixed results in its COPD trials of astegolimab, the Phase IIb ALIENTO study met its primary endpoint, but the Phase III ARNASA study failed. The FDA issued a Complete Response Letter for the second-line diffuse large B-cell lymphoma indication of Columvi, while the STARGLO trial data was strong.
Waters’ recurring revenue model demonstrates remarkable resilience, with the segment representing 60% of total sales and growing 11% in constant currency during Q2FY25. Service revenue expanded 9% while chemistry consumables surged 16%, though
approximately $8 million of chemistry sales were pulled forward from future quarters due to tariff dynamics.