Biosimilars News & Analysis
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Market Mood
Sandoz Collaboration with Henlius Worth Up to $322M for Biosimilars
Sandoz has signed a collaboration agreement with Shanghai Henlius Biotech for up to $322 million to develop new biosimilars. This deal includes near-term payments of up to $100.5 million for initial assets and covers up to 10 biosimilars, including those referencing Erbitux, Repatha, and Benlysta. Sandoz, recognized as the largest biosimilar and generics company, increases its biosimilar pipeline from 39 to potentially 46 assets. This partnership occurs against a backdrop of significant opportunities in the industry, coinciding with a large patent cliff projected to drop patent-protected drug sales from 12% in 2022 to 4% by 2030. This matters for investors as the collaboration aims to capture significant market opportunities in biosimilars.
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Sandoz (SDZ) Shares Rise 8% After Q2 Biosimilars Beat Earnings
Sandoz (SDZ) shares increased by 8% following the company's second-quarter biosimilars performance exceeding expectations. The company affirmed its full-year 2026 outlook, which provides investors clarity on future earnings potential. This announcement reflects the growing demand in the biosimilars market, which could positively impact Sandoz's market position. The performance and outlook provided by Sandoz are essential for investors to gauge the company's potential for sustained growth in the sector.
Read More: Sandoz (SDZ) Shares Rise 8% After Q2 Biosimilars Beat Earnings
Teva (TEVA) Shares Surge 85% With Focus on Branded Drugs
Teva Pharmaceutical Industries (NYSE: TEVA) shares have seen an 85% increase over the past 12 months as the company shifts from generic to branded drugs. The company expects earnings per share (EPS) to decline from $2.65 in 2025 to between $1.91 and $2.11 in 2026, partly due to the acquisition of Emalex Biosciences. Anticipated launches of biosimilars and other factors may result in a 30% increase in operating profit and adjusted EBITDA next year. A major upcoming drug, duvakitug, could significantly boost sales, with management estimating potential peak annual sales of $2 billion to $5 billion, making this stock appealing for investors.
Read More: Teva (TEVA) Shares Surge 85% With Focus on Branded Drugs