Company Analysis: Astellas
$3,000.00
Company Analysis: Astellas
$3,000.00
PharmaVitae explores Astellas’s prescription pharmaceutical performance and outlook over 2019–29.
Publisher: Datamonitor Healthcare
Published:
28 January 2021
Number of pages:
45
Formats:
PDF
- Highlights
- Description
- Contents
Report Snapshot
Astellas
- Historically, Astellas’ growth was predominantly dependent on Xtandi, Prograf/Astagraf XL, and Myrbetriq as the drugs were 42% of FY2019 revenue.
- Astellas compares unfavorably to most peers over near-term (2019-2024) and unfavorably to all peers over long-term (2024-2029) revenue growth rates; the company also is expected to generate less than 8% of revenue from launch products in 2025, which again is lower than peer average.
- Astellas is forecast to hold revenue right above $12 billion until 2027. The company’s future growth will be determined by new launches such as Xospata and Evenity, while it will also gain from additional approvals for products such as Xtandi.
- Xtandi will remain blockbuster for years to come and will see significant growth until its US patent expiration in 2027.
- Oncology is expected to generate a substantial portion of the company’s revenue in the forecast period. Although the big-selling blockbusters in oncology are all more mature franchises, newer oncology therapies such as Xospata and Padcev are expected to contribute significantly in the long run.
- Astellas expects to generate a majority of its sales in the US, primarily due to the strength of Xtandi.
- Patents related to Astellas’ blockbuster products Myrbetriq and Xtandi will expire in 2021 and 2027, respectively.
- Astellas has filed an application for Xtandi in the EU for the treatment of metastatic hormone-sensitive prostate cancer, which will further bolster its sales internationally.
- High-impact upcoming events comprise topline Phase III trial results, expected CHMP supplemental filing results, and an estimated supplemental CHMP opinion for Xtandi; and topline Phase III trial results for Cresemba.
- In April 2020, Astellas acquired Nanna Therapeutics, a UK-based biotech company focused on addressing age-related diseases with high unmet medical need including mitochondria-related diseases. With this acquisition, Nanna Therapeutics became a wholly owned subsidiary of Astellas.
PharmaVitae explores Astellas’s prescription pharmaceutical performance and outlook over 2019–29.
Snapshot
- Overview – Astellas is forecast to grow revenue until 2026, at which point flagship product Xtandi will face the loss of patent exclusivity.
- Key themes – [1] Minimal short-term losses due to termination of sales and distribution agreement for Symbicort as well as decreases in vaccine revenues will be offset by its growing products [2] Astellas’s growth will be determined by new launched and pipeline assets such as Xospata, Evrenzo, and Evenity.
Model updates (31 October 2020)
- Xtandi forecast adjusted higher due to continued growth in prostate cancer
- Xospata forecast adjusted higher
- Celebrex forecast adjusted lower due to generic competition
- Sujanu forecast adjusted higher due to continued growth
- AT132 removed from forecast due to multiple patient deaths and clinical hold in ASPIRO trial.
Model updates (31 January 2020)
- Xospata forecast adjusted higher due to Europe launch
- Evenity forecast adjusted higher due to launch results
- Padcev EU and ROW launches expedited
- Roxadustat name changed to Evrenzo
- AT132 launch added due to closing of Audentes acquisition.
Model updates (31 October 2019)
- Xtandi revenue adjusted higher due to non-metastatic castration-resistant prostate cancer prescriptions exceeding forecast in the US
- Prograf forecast adjusted higher due to lower generic impact in the US
- Micardis forecast adjusted higher due to generic performance
- Roxadustat forecast adjusted for approval
- Symbicort forecast removed due to termination of sales and distribution agreement with KM Biologics
- Vaccines forecast adjusted lower due to company guidance.
Model updates (14 August 2019)
- AmBisome forecast adjusted higher due to company guidance
- Celebrex forecast adjusted higher due to company guidance
- Cresemba forecast adjusted lower for future patent expiry
- Mycamine forecast adjusted higher due to company guidance
- Xtandi forecast adjusted higher due to prostate cancer and overactive bladder treatment approvals
- Xospata forecast adjusted higher due to launch results
- Myrbetriq forecast adjusted lower due to company guidance
- Vesicare forecast adjusted lower due to generic competition
- Prograf forecast adjusted higher due to company guidance and expansion of clinical adoption in China
- Evenity forecast adjusted higher due to launch results
- Enfortumab vedotin forecast added
- Fezolinetant forecast added.
CONTENTS
Company Background
Company Overview
Key Metrics
SWOT Analysis
Key Drug & Company Information
Company Comparison
Recent Earnings Review
Pharma Insights Analysis
Company Forecast
Prescription Pharmaceuticals Sales Outlook
Branded Drug Outlook
Launch Profile Outlook
Therapy Area Outlook
Regional Sales Outlook
Lifecycle Analysis
Company Profile
Marketed & Pipeline Drugs
Recent Events & Analyst Opinions
Upcoming Catalysts
Recent Insights
Clinical Trial Overview
Clinical Trial Snapshot
Clinical Trials by Country
Clinical Trials by Status and Phase
Clinical Trials by Drug
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