May 7 - Pharma downplays tariff threat | Novo cuts sales forecast

Novo cuts forecasts as compounded GLP-1s weigh on sales; Amgen’s Stelara biosimilar gets off to fast start; Sarepta shares plummet as lower sales outlook adds to gloom over FDA’s new biologics hire; Madrigal’s MASH drug sales again top Wall Street projections

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Commercialization weekly

May 7, 2025 | This week’s commercialization news and insights for biopharma leaders

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Pharma downplays tariff threat, even as risks remain unclear

Drugmaker executives have projected confidence they can mitigate the impact of any levies Trump imposes on the industry. Yet they're adjusting inventory and production nonetheless.

Novo cuts forecasts as compounded GLP-1s weigh on sales

The maker of Ozempic and Wegovy expects lower sales and profit growth this year despite recent victories against compounders.

Amgen’s Stelara biosimilar gets off to fast start

Sales of the company’s copycat to J&J’s blockbuster reached $150 million in the first quarter, adding to a surge in revenue for Amgen's biosimilar business.

TRENDLINE

The rise of antibody-drug conjugates in cancer therapy

After years of development, major pharma companies are investing heavily in ADCs, though the technology faces both successes and setbacks across different treatment settings. Learn more in this Trendline.

Sarepta shares plummet as lower sales outlook adds to gloom over FDA’s new biologics hire

Already facing headwinds caused by a patient’s death and treatment delays, the biotech now may have to contend with a less friendly FDA.

Madrigal’s MASH drug sales again top Wall Street projections

Rezdiffra sales reached $137 million for the quarter, beating consensus analyst estimates by more than $20 million and continuing a faster-than-expected drug launch.

CVS strikes Wegovy deal with Novo Nordisk

The deal could expand access to its in-demand obesity drug at the expense of Eli Lilly, whose shares fell by double digits on Thursday.

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