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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
Our oncology product experienced a decline relative to the first quarter of twenty twenty four. In part, this was driven by having one fewer shipping week in the first quarter of twenty twenty five compared to the first quarter of twenty twenty four.
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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
As Renee noted earlier, we believe we have line of sight into a resumption of growth for these products in the coming quarters. As I will highlight on the next slide, we are affirming our total revenue guidance for 2025 based on our conviction in the strength of our overall commercial portfolio.
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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
For 2025, we anticipate no direct financial impact from these tariffs
10
Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We also believe Zepzelcas potential expansion into first line maintenance therapy will provide more patients the ability to receive treatment for a longer duration.
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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
I am happy to jump in and take that one. So as we think about Zepzelca, we did have some dynamics impacting the first quarter. As we look forward though to your point on Zepzelca returning to growth, even with competition and some, delayed progression of first line limited stage patients coming into the second line, Zepzelca in the second line still remains the leading treatment as measured by market share. Importantly, we do look forward to both sharing our data at ASCO on the first line and FORTE trial where we showed stat say, again, clinically meaningful PFS and OS in our study of first line extensive stage maintenance patients.
10
Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
And so this is something we look forward to presenting at ASCO and then rapidly submitting that data for potential inclusion in NCCN treatment guidelines. We do expect this data to be practice changing, and therefore, going into the first line, we look to a larger patient population to treat in the extensive stage, patients, but also longer treatment duration. So we do expect this to contribute to future growth of the brand, and we would also expect, patients that didnt receive Zepzelca in first line to have the opportunity to receive it in the second line.
10
Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
Again, Jess, I think you covered it very well, Renee. With our new data and ultimately adoption into NCCN and and in the label as first line, you know, that that affords us a larger population for a longer duration of therapy. Tirilatumab is not approved in that in that setting, and it would be quite a while before a new trial would read out there.
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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
Pues ya sabemos que un 7% menos es por haber tenido una semana menos, ahora hace falta saber que parte es por el desplazamiento del 50% de los pacientes de segunda linea que vienen de LS y se trataran unos meses despues y el resto es tarla.
(2)
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Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
Gracias Ysisi.
Queda aclarado el motivo en gran parte coyuntural, aunque el avance del Tarla también está ahí.
Queda aclarado el motivo en gran parte coyuntural, aunque el avance del Tarla también está ahí.
(2)
10
Mensaje de: ysisí Hora: 07/05/2025 4:52:22
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
We submitted a supplemental new drug application or sNDA to expand Zepzelca into first line maintena..........
Si, el tarla nos está comiendo mercado en 2L y seguirá haciendolo. Por otra parte, parte de los que eligen Tarla luego ya en 3L tienen Lurbi. Pero es mucho menos tiempo.
Ya es hora de irnos a 1L. A ver si a partir del verano.
Ya es hora de irnos a 1L. A ver si a partir del verano.
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Buenos dias PHARMILIA,os deseo toda la suerte y exitos del mundo
(6)
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Noticias
MERCADO ESPAÑOL
Indice
Ultimo
DIF
HORA
IBEX 35
OTROS MERCADOS
información PHARMA MAR
CNMV Links PHARMA MAR
Datos Generales
Acciones:
18.000.000
Capitalización:
1.418.400.000 €
Máximo Hoy:
83,250 (1,34 )
Mínimo Hoy:
78,200 (-4,81 )
Ayer:
82,150
Open:
82,000
GAP:
-0,18 %
ISIN:
ES0169501022
Rent. 1 Semana:
-1,68%
Rent. 1 Mes:
-5,46%
Rent. Anual:
5,21%
Rent. 1 Año:
-4,08%
Rent. 3 Año:
164,09%
UILTIMAS RECOMENDACIONES
BROKER
FECHA
Pre.Obj
Pre.Ant
Bestinver Secu
24/02/2026
93,00
90,00
JB Capital Mar
13/02/2025
118,00
95,00
JB Capital Mar
16/10/2024
102,00
57,00
RX Securities
16/10/2024
80,00
65,00
NEEDHAM
18/09/2024
72,00
70,00
