PharmaVitae explores Boehringer Ingelheim’s prescription pharmaceutical performance and outlook over 2019–29.

Snapshot

• Overview – Boehringer Ingelheim will see near-term growth, but will see long-term revenue declines because of fewer NMEs in its late-stage pipeline compared to its peers.
• Key themes – [1] Upcoming label expansions for Jardiance should help to sustain recent robust revenue trends [2] Ofev should see continued growth in idiopathic pulmonary fibrosis (IPF) and interstitial lung disease associated with systemic sclerosis (SSc-ILD) [3] Boehringer Ingelheim will see royalties from Skyrizi, which has already become a blockbuster product for AbbVie.

Model updates (20 May 2020)

• Jardiance forecast adjusted higher
• Glyxambi forecast removed due to Boehringer not providing brand-level revenue performance
• Stiolto forecast removed due to Boehringer not providing brand-level revenue performance.

Model updates (6 August 2019)

• Ofev forecast adjusted higher due to market share gains within IPF
• Jardiance forecast adjusted higher due to strong growth.