IR & Earnings
Track earnings calls, investor presentations, and financial updates
Filter by Disease State
Upcoming Earnings Calls & IR Events
Pfizer Q2 2025 Earnings Call
Pfizer will discuss Q2 2025 financial results and provide business updates.
J&J Multiple Myeloma Investor Day
J&J will host an investor day focused on their multiple myeloma portfolio and pipeline.
Novartis Immunology Pipeline Update
Novartis will provide updates on their immunology pipeline, including psoriasis and psoriatic arthritis programs.
CI Analysis of Recent Earnings
Key Takeaways from Q1 2025 Earnings Season
1. Immunology Market Dynamics: Multiple companies reported strong growth in immunology franchises, with particular strength in psoriasis and psoriatic arthritis treatments. AbbVie's Skyrizi and J&J's Tremfya continue to gain market share.
2. Oncology Pipeline Progress: Merck, Roche, and Pfizer all highlighted advancements in their oncology pipelines, with multiple myeloma and breast cancer being areas of significant investment.
3. Pricing Pressure: Several companies noted increasing pricing pressure in the US market, particularly for mature products, while highlighting the value proposition of newer innovative therapies.
Disease State Mentions in Q1 2025 Earnings Calls
Disease state mention frequency chart would appear here
Most Mentioned Disease States
- Multiple Myeloma (42 mentions)
- Psoriasis (38 mentions)
- Breast Cancer (35 mentions)
- Psoriatic Arthritis (29 mentions)
- Severe Asthma (24 mentions)
Most Mentioned Products
- Keytruda (Merck, 56 mentions)
- Skyrizi (AbbVie, 48 mentions)
- Tremfya (J&J, 37 mentions)
- Darzalex (J&J, 35 mentions)
- Cosentyx (Novartis, 32 mentions)
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