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Pharma & Biotech
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.
Regeneron’s partnerships with Sanofi and Bayer remain structural pillars underpinning its business model. The Sanofi antibody collaboration continues to deliver expanding profit contributions, with Regeneron’s share of profits at $1.28 billion in Q2FY25.
The performance of the Simparica franchise, encompassing both Simparica and the flagship combination product Simparica Trio, provides a compelling case study in competitive durability. The franchise delivered exceptional 17% operational growth in the second quarter, reaching revenues of $448 million.
The company’s unique position, where it manages both medical and pharmacy benefits for the same patient population, provides data insights that competitors cannot easily replicate. This gives Cigna a strong and unique edge in the market.
Pfizer will acquire all outstanding shares of Metsera common stock for $47.50 per share in cash at closing, representing an enterprise value of approximately $4.9 billion.
Eli Lilly’s current growth trajectory is driven by its strong commercial execution, particularly in the cardiometabolic space where it dominates the incretin class of medications for type 2 diabetes and obesity.