AstraZeneca Stock Discussion

1 PDUFA this week! 🔥
$Arcutis Biotherapeutics(ARQT.US)$ : pending decision 🤔
⇨ ARQ-151 topical roflumilast cream
‣ Atopic Dermatitis (aged 6 & older children)
‣ PDUFA date: 7/7/24 (sNDA)
Upcoming PDUFAs & AdCom in July: 📅👇
$Phathom Pharmaceuticals(PHAT.US)$ : 🤔
⇨ VOQUEZNA® (vonoprazan)
‣ Non-Erosive GERD
‣ PDUFA date: 7/19/24 (NDA)
$AstraZeneca(AZN.US)$ : AdCom 🤔
⇨ Imfinzi + chemotherapy
‣ Neoadjuvant treatment NSCLC
‣ AdCom date:  7/25/24(sBLA)
$BeiGene(BGNE.US)$ :...

🔥 July: 3 PDUFAs & 1 AdCom
$Arcutis Biotherapeutics(ARQT.US)$ : ARQ-151 topical roflumilast cream
$Phathom Pharmaceuticals(PHAT.US)$ : VOQUEZNA® (vonoprazan)
$AstraZeneca(AZN.US)$ : Imfinzi + chemotherapy - AdCom
$BeiGene(BGNE.US)$ : TEVIMBRA (tislelizumab)

$AstraZeneca(AZN.US)$ 🥳
📣 Imfinzi + chemotherapy gets approval for endometrial cancer
⇨ Imfinzi (durvalumab) + carboplatin & paclitaxel followed by Imfinzi mono in adult patients w/ primary advanced or recurrent endometrial cancer that is mismatch repair deficient (dMMR)
⇨ based on DUO-E Ph3 trial results 🧬
» showed reduced risk of disease progression or death by 58% 🆚 chemotherapy

$Esperion Therapeutics(ESPR.US)$ Multiple sources indicate that Esperion's advancements and commercial success with its cholesterol-lowering drugs, NEXLIZET and NEXLETOL, have positioned it as defininte acquistion target for larger pharmaceutical companies. Esperion's drugs NEXLIZET and NEXLETOL now have primary prevention labels, NEXLIZET will soon become the drug of choice over a PCSK9 inhibitor says Texas based HeartPlace leading Cardio...

$United Therapeutics(UTHR.US)$  Phase 3
$Ironwood Pharmaceuticals(IRWD.US)$  Phase 3
$Liquidia(LQDA.US)$  Phase 3
$United Therapeutics(UTHR.US)$  Phase 3
$MorphoSys(MOR.US)$  Phase 3
$Immunocore(IMCR.US)$  Phase 3
$Crinetics(CRNX.US)$  Phase 3
$UroGen Pharma Ltd(URGN.US)$  Phase 3
$AstraZeneca(AZN.US)$  Phase 3
$AstraZeneca(AZN.US)$  Phase 3
$AstraZeneca(AZN.US)$  Phase 3
$AstraZeneca(AZN.US)$  Phase 3
$Capricor Therapeutics(CAPR.US)$  Phase 3
$Annexon(ANNX.US)$  Phase 3
$Lipocine(LPCN.US)$  Phase 3...

Top 10 drug companies raked in NEARLY TRIPLE the revenue in 2023 ($491B) vs 2013 ($165B) 2013 vs. 2023.
$AbbVie(ABBV.US)$ +189%
$Bristol-Myers Squibb(BMY.US)$ +175%
$Johnson & Johnson(JNJ.US)$ +95%
$AstraZeneca(AZN.US)$ +78%
$NVM +45%
$Merck & Co(MRK.US)$ +37% 
$ROCHE HOLDING AG(RHHBY.US)$ +27%
$Pfizer(PFE.US)$ +13%
$GlaxoSmithKline(GSK.US)$ +13%
----- $SPDR S&P 500 ETF(SPY.US)$ +12% -----
$Sanofi(SNY.US)$ +3%
Source: Arjun Murthy on the HR app!

$Travere Therapeutic(TVTX.US)$  Phase 3
$CG Oncology(CGON.US)$  Phase 3
$United Therapeutics(UTHR.US)$  Phase 3
$United Therapeutics(UTHR.US)$  Phase 3
$BioCardia(BCDA.US)$  Phase 3
$Insmed(INSM.US)$  Phase 3
$GlycoMimetics(GLYC.US)$  Phase 3
$Annexon(ANNX.US)$  Phase 3
$Lipocine(LPCN.US)$  Phase 3
$FibroGen(FGEN.US)$  Phase 3
$UroGen Pharma Ltd(URGN.US)$  Phase 3
$Lyra Therapeutics(LYRA.US)$  Phase 3
$Citius Pharmaceuticals(CTXR.US)$  Phase 3
$Jaguar Health(JAGX.US)$  Phas...

🗓️ Last week’s PDUFAs:
$Supernus Pharmaceuticals(SUPN.US)$ : CRL 4/8/24 🙁
⇒ SPN-830
⇒ OFF episodes in PD
⇒ NDA
⇒ PDUFA: 4/5/24
$Legend Biotech(LEGN.US)$ & $Johnson & Johnson(JNJ.US)$ : Approved 🎉
⇒ CARVYKTI (cilta-cel)
⇒ Multiple myeloma
⇒ sBLA
⇒ PDUFA: 4/5/24
$AstraZeneca(AZN.US)$ : Approved 🎉
⇒ Enhertu
⇒ HER2+ solid tumors
⇒ sBLA
⇒ PDUFA: Q2 2024
$2seventy bio(TSVT.US)$ & $Bristol-Myers Squibb(BMY.US)$ : Approved 🎉
⇒ Abecma
⇒ Multiple myeloma
⇒ sBLA
⇒ Delayed PDUFA
$Vanda Pharmaceuticals(VNDA.US)$...