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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 27

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication with hundreds of…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 27

⚆ Revenue of $54.1 billion (+18% Y/Y), driven by strong performance in oncology, cardiovascular, renal & metabolism (CVRM), and rare diseases.

⚆ AZ Lilly invested $13.6 billion in R&D, making up 25% of its revenue. They also invested 35% of their revenue in SG&A.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 27

AstraZeneca released its FY24 financials, showing strong growth across its portfolio. Here's a quick breakdown of its performance.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 24

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication with hundreds of…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 24

How much did pharma spend on sales in marketing in 2024?

SG&A (Selling, General, and Administrative) expenses in pharma cover the costs of running the business

These include marketing, sales, HR, legal fees, compliance costs, etc.

SG&A usually takes somewhere between 25-30% of the revenue

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 20

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication with hundreds of…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 20

⚆ GSK reported $39.8 billion in revenue, reflecting a 3% Y/Y growth.

⚆ Specialty medicines for HIV, respiratory, and immunology are a big part of their portfolio, generating over $11.8 billion in sales.

⚆ GSK invested $8.1 billion in R&D, making up 20% of its revenue.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 20

GSK released its financial statements showing steady growth in revenue but significant cost increases impacting profitability.

Here is a breakdown of how the company performed in FY24

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 13

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication with hundreds of…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 13

Here’s a quick breakdown of how Pfizer performed in FY24

⚆ Pfizer reported $63.9 billion in revenue (7% Y/Y growth).

⚆ Comirnaty still generated over $3.36 billion in sales.

⚆ Pfizer allocated $10.8 billion to R&D - this is 16.9% of their revenue.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 10

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication. Launched 6 days…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 10

Revenue reflects not only profitability but also a company’s strategy (e.g., investments in R&D, manufacturing, etc.) and healthcare market dynamics (e.g., oncology and immunology remain top therapeutic areas).

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 10

These 13 big pharma companies have generated a total revenue of almost 700 billion USD!

The financial reporting season is ongoing, and most pharma companies have now released their unaudited reports.

The pharma sector has shown year-on-year revenue growth, and 2024 is no exception.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 8

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication. Launched 6 days…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 8

⚆ Lilly reported $45.0 billion in revenue, reflecting a 32% Y/Y growth.

⚆ Diabetes and obesity are becoming significant contributors to Eli Lilly's portfolio - Mounjaro generated $11.5 billion, Zepbound - $4.9B.

⚆ Lilly invested $11.0 billion in R&D, making up 24% of its revenue.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 8

Eli Lilly and Company is another diabetes/obesity giant that released its financials from 2024 (unaudited).

Here’s a quick breakdown of how the company performed in FY24.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 3

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Pharma and biotech insights - breaking down drug pipelines, market trends, and R&D with easy-to-digest visuals. Click to read Pharma Snap, by Joanna Sadowska, a Substack publication. Launched 18…

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 3

⚆ AbbVie reported USD 56.3 billion (+4% Y/Y) in net sales.

⚆ Immunology (USD 26.7B), neuroscience (USD 9.0B) and oncology (USD 6.6B) dominated their portfolio.

⚆ AbbVie invested USD 12.8B (22.7% of revenue) into research and development (R&D).

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Feb 3

AbbVie reported their financial performance on January 31st. Here is the recap from their interim financial report.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 28

NBC News recently highlighted the case of Wedam, who underwent the treatment at Children's National Hospital in Washington, D.C.

Here is the link: https://buff.ly/3EqAeBK

#cgt #biotech #pharma #drjojo

'Will it really work?': Young sickle cell patient among the first to start new gene therapy

Since two groundbreaking treatments were approved in late 2023, only a handful of patients have been able to access the multimillion dollar, medically-intensive therapies.

www.nbcnews.com

Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 28

𝐆𝐞𝐧𝐞 𝐭𝐡𝐞𝐫𝐚𝐩𝐢𝐞𝐬 𝐟𝐨𝐫 𝐬𝐢𝐜𝐤𝐥𝐞 𝐜𝐞𝐥𝐥 𝐝𝐢𝐬𝐞𝐚𝐬𝐞 𝐚𝐫𝐞 𝐟𝐢𝐧𝐚𝐥𝐥𝐲 𝐫𝐞𝐚𝐜𝐡𝐢𝐧𝐠 𝐩𝐚𝐭𝐢𝐞𝐧𝐭𝐬

In 2023, two gene therapies were approved for SCD, but only a few patients have accessed them so far.

These therapies are finally reaching patients.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 27

This brings a total of 43 CGT in the US market and 20 ATMPs in the European market.

𝘞𝘩𝘢𝘵 𝘢𝘱𝘱𝘳𝘰𝘷𝘢𝘭𝘴 𝘢𝘯 𝘸𝘦 𝘦𝘹𝘱𝘦𝘤𝘵 𝘪𝘯 2025?

#genetherapy #pharma #biotech #drjojo

*These include cell therapies, gene therapies or tissue engineering products

Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 27

𝐖𝐡𝐚𝐭 𝐜𝐞𝐥𝐥 𝐚𝐧𝐝 𝐠𝐞𝐧𝐞 𝐭𝐡𝐞𝐫𝐚𝐩𝐢𝐞𝐬 𝐚𝐫𝐞 𝐚𝐩𝐩𝐫𝐨𝐯𝐞𝐝 𝐢𝐧 𝐭𝐡𝐞 𝐔𝐒 𝐚𝐧𝐝 𝐄𝐮𝐫𝐨𝐩𝐞?

2024 is over. This has been a good year for cell and gene therapies, especially in the US market, where 9 new CGT products* were approved.

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Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 25

In previous years, pharma companies would simply increase prices to offset losses. Thankfully, this strategy is no longer valid due to the Inflation Reduction Act passed under the Biden Administration.

𝘏𝘰𝘸 𝘸𝘪𝘭𝘭 𝘱𝘩𝘢𝘳𝘮𝘢 𝘤𝘰𝘮𝘱𝘦𝘯𝘴𝘢𝘵𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦𝘴𝘦 𝘭𝘰𝘴𝘴𝘦𝘴?

Joanna Sadowska aka Dr Jojo 🌸 @jmsadowska.bsky.social · Jan 25

This is not the first time we have faced a patent cliff, but this one feels different.

Firstly, more biologics will face loss of exclusivity (LoE) this time, with biosimilars adding to the pressure by offering more affordable solutions.

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