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默沙东疫苗业务增长势头强劲
发布时间:[2013/11/4]     访问人数:[1205]

--上个月默沙东的裁员计划中突出了今后其疫苗地位,而最近刚公布的公司第三季度财报也印证了这一战略的正确性。例如公司生产的HPV疫苗Gardasil前九个月增长了15%。尽管公司今年在日本市场面临日本政府对Gardasil安全性的质疑,美国市场强劲需求完全弥补了这一不利影响。

公司下一步计划是尽快推动V503的上市,这种腺病毒疫苗所能免疫的HPV比Gardasil还要多5种。

详细英文报道:

The layoffs and cuts outlined by Merck ($MRK) earlier this month showed the faith it has in the vaccine unit to drive growth over the coming years. And this week brought fresh data to back its decision, with third-quarter results showing strong demand for vaccines propping up other struggling areas of the firm.

Another big quarter for human papillomavirus (HPV) vaccine Gardasil means the vaccine unit is up 15% over the first 9 months of the year. Gardasil achieved year-over-year growth of 15% in the third quarter, despite Japan's ongoing investigation into the safety of the vaccine causing international sales to fall. Merck is providing Japan with a "vast amount persuasive safety and efficacy data" in a bid to regain the government's recommendation, global human health president Adam Schechter said, but for now strong sales in the U.S. are offsetting problems overseas.

The U.S. public sector bought $60 million of Gardasil in the quarter--as well as $30 million of rotavirus vaccine RotaTeq--and this contributed to a 30% jump in sales of the HPV jab in Merck's home market. U.S. sales were also buoyed by increased uptake in boys. The next step is to win approval for V503, Merck's 9-valent HPV vaccine. Merck provided an update on V503 to the Advisory Committee on Immunization Practices, revealing it met its primary endpoints in a Phase III trial. The positive data means Merck is still on track to submit a biologics license application to the FDA by the end of the year.

V503 is designed to protect against 5 more HPV serotypes than Gardasil, which Merck claims will make it effective against 90% of strains. Merck needs V503 to build on the success of Gardasil to offset problems in other areas of the business. Growth of company cash-cow Januvia stalled in the third quarter, raising fears that rival diabetes drugs from Bristol-Myers Squibb ($BMY) and Eli Lilly ($LLY) are gaining ground. Merck must now try to boost sales while working through the restructuring, which began this week.