Gilead Sciences is in talks with China on pricing for Sovaldi as the country stands outside of an access program by the U.S. drugmaker that relies heavily on licensing to India-based companies with the discusssions held against a backdrop of China seeking to expand insurance access for serious illness coverage.
Not so downbeat for Bayer Healthcare in China in the second quarter, though the consumer side like Johnson & Johnson is watching the mix of legacy and new sales channels and managing the integration of products picked up in the acquisition last quarter of Merck's consumer business.
GlaxoSmithKline joins other multinational pharma that witnessed a slowdown in China in the second quarter as heard on the July 29 earning call, with CEO Andrew Witty sounding in fine form, handling many of the questions directly.
Merck's July 28 second-quarter earnings call said bon voyage to Joseph Romanelli, vice president of investor relations, as he heads over to run Hong Kong and Taiwan as managing director. It also included a bit about filing plans in Japan and the outlook for China.
For the second quarter, Pfizer gave the good news about continued strong Prevnar 13 sales in the U.S. But outside of a mention of possible approval in Japan in 2017, the company gave no update abroad and more importantly on China, where in April it halted vaccine operations following failure to get a license renewal for its existing Prevnar shot as Prevnar 13 also awaits approval.
U.S.-based biotech Tesaro has in-licensed rights to its candidate to treat nausea in chemotherapy victims to China's Jiangsu Hengrui Medicine as it looks ahead to a pending review decision by the U.S. FDA.
China's ZAI Lab has in-licensed a novel multi-kinase inhibitor aimed at a non-small cell lung cancer candidate from Sanofi as the firm led by well-known biotech executive Samantha Du builds its on deep Greater China trial and regulatory experience.
According to reports posted on the EudraGMDP site, regulators from Italy recommended bans on specific products made by Jinan Jinda Pharmaceutical in Shandong Province in China and Wuxi Jida Pharmaceutical in Jiangsu City, China, as well as Parabolic Drugs in Haryana, India.
For the second quarter Eli Lilly on a July 23 earnings call heard John Lechleiter, chairman, president and CEO, and his team provided upbeat talk about opportunities in Japan. But there was also some of the same comments heard from Johnson & Johnson, Abbott and Novartis on China's slowdown.
For the second quarter Roche on a July 23 earnings call saw CEO Severin Schwan speak about the cancer immunotherapy pipeline at some length, but his two chief operating officers provided details on emerging markets.