Lenalidomide

InCred Healthcare PMS achieved top rankings in Nov 2024, with Focused Healthcare PMS leading for the year. The fund's strategy focuses on cash flows and cash flow valuation multiples, investing in 15-20 stocks across healthcare segments. It emphasizes sustainable profitability, with overweight positions in hospitals, diagnostics, and API, expecting continued earnings growth. Key industry triggers include US Bio Secure Act developments and hospital sector consolidation.

The FDA approved an injectable version of Bristol Myers Squibb’s cancer drug Opdivo, enhancing patient convenience and protecting sales. Priced similarly to the IV version, it treats solid tumors and uses Halozyme’s technology for quicker administration.

The FDA approved an injectable version of Bristol Myers Squibb's cancer drug Opdivo, branded as Opdivo Qvantig, offering a more convenient treatment option. It treats approved adult solid tumor indications and is priced similarly to the IV version, aiming to sustain sales as patents expire.

Monjuvi combined with Revlimid and Rituxan reduces disease progression or death risk by 57% in relapsed/refractory follicular lymphoma patients, as per the phase 3 inMIND trial findings presented at ASH 2024 and published in Blood.

Monjuvi combined with Revlimid and Rituxan significantly improved progression-free survival in relapsed/refractory follicular lymphoma patients, showing a 57% risk reduction in disease progression or death compared to placebo, as per a phase 3 trial presented at the 2024 ASH meeting.

In 2024, FDA approved several cancer treatments including Elahere for gynecologic cancers, Udenyca biosimilar for on-body administration, Onivyde for metastatic pancreatic cancer, Enhertu for HER2-positive solid tumors, and Darzalex Faspro for multiple myeloma, based on clinical trial results showing improved survival and response rates.

Recent bills aim to reduce branded drug patent protection to expedite generic/biosimilar availability. The current system, governed by Hatch-Waxman and BPCIA, allows streamlined patent dispute resolution. Proposed bills include the Medication Affordability and Patent Integrity Act and the Affordable Prescriptions for Patients Act, which seek to limit patent assertions and impose new compliance requirements. Competing data from I-MAK and the FDA-Patent Office highlight differing views on patent coverage and market exclusivity, particularly for drugs like Revlimid. The future of these bills depends on further Congressional action and data evaluation.

Adding Darzalex to VRd improved minimal-residual disease (MRD) responses and progression-free survival (PFS) in transplant-ineligible or -deferred newly diagnosed multiple myeloma patients, according to the phase 3 CEPHEUS trial. The overall MRD-negativity rate was 60.9% with Darzalex plus VRd versus 39.4% with VRd alone at 10^-5 sensitivity, and 46.2% versus 27.3% at 10^-6 sensitivity. The 54-month PFS rates were 68.1% and 49.5%, respectively, reducing the risk for disease progression or death by 43%. Darzalex also almost doubled the MRD-negative complete response rates sustained for more than 12, 24, and 36 months.

The AQUILA trial showed single-agent daratumumab delayed progression in high-risk smoldering multiple myeloma. Experts discuss its implications, noting it's a conversation starter, not a one-size-fits-all solution, emphasizing the need for individualized patient care and further research on long-term impacts.

Teva Pharmaceutical Industries, with a $19.81B market cap, navigates legal challenges and market dynamics. Recent $750M settlement and strong Q2 2024 performance, driven by Austedo and GX sales, suggest growth. Analysts project 4.6% revenue growth for Q2 2024, with EPS estimates at $2.49 (FY1) and $2.85 (FY2). Teva's focus on biosimilars and complex generics positions it for future growth, despite competitive and legal risks.