On Tuesday, local time, GlaxoSmithKline announced the appointment of Emma Walmsley as the next CEO of the company. As a result, the first female head of the pharmaceutical giant will be born.
Currently, Walmsley leads GSK's consumer health department. She will serve on the board of directors of the company from June 5438 to 1 October1day next year, and will succeed Andrew Witty as CEO in March.
Walmesley's working background also confirms the current trend of pharmaceutical companies choosing CEO, that is, paying attention to business ability. Before joining GSK, Walmsley was responsible for L 'Oré al's consumer business in China. Like Joe Jimenez, CEO of Novartis, he works for Heinz, a food company.
In fact, so far this year, eight well-known pharmaceutical companies, including GSK, have announced a coaching change. In this regard, FirstWord website combed and prospected the future prospects of these pharmaceutical companies.
1
Glaxosmithkline (British pharmaceutical company)
Give full play to the boosting role of AIDS products
Andrew Witty will leave his post on March 20 17 after 9 years as CEO of GlaxoSmithKline. Wei Jie is considered as one of the most far-sighted leaders in the pharmaceutical industry. He helped promote the research and development of vaccines and reformed the practice of selling drugs to doctors. On the surface, he took the most pragmatic position on the issue of rising drug prices.
However, GlaxoSmithKline investors may think that Weijie's business performance is mixed. In recent years, many new products of GSK have been approved, but the company has been trying to turn these new products into revenue growth. Market analysts believe that GlaxoSmithKline's R&D performance has been poor for most of the past 10 years. Two years ago, Wei Jie decided to divest the company's anti-tumor product portfolio, which even caused more controversy among some analysts.
At present, the outside world has begun to call for GSK split. The controversial strategy seems to have begun to take effect: in the second quarter of this year, GSK's sales increased by 4%, and its performance continued to exceed expectations. Among them, the low-profit vaccine business and consumer business played an important role in the turning point of its recovery. It remains to be seen how Walmesley will lead GSK to continue to grow in the future. To be sure, GSK will continue to upgrade its HIV product portfolio and research and development line, which is expected to promote the rapid growth of the company's performance.
2
lily
The key to success in advertising field
When John Lechleiter steps down as CEO of Lilly at the end of this year, David Ricks, the current president of Lilly's biomedical business, will take over this position. If Lilly's experimental drug solanezumab for Alzheimer's disease (AD) can get the long-awaited explosive data, it means that the business that Ricks was originally responsible for may have begun to take shape.
Bernstein analysts say that if solanezumab proves to be effective, it may change etiquette. If it fails, it may force Ricks to withdraw from the field of treatment of Alzheimer's disease. It is reported that Lilly has invested $3 billion in research and development in this field.
In addition to solanezumab, Lilly also has a wider portfolio of new drugs, including the latest drugs (such as Trulicity and Jardiance for diabetes) and other new drugs to be listed soon (such as baricitinib for rheumatoid arthritis and abemaciclib for breast cancer). Although the competition in these therapeutic fields is fierce, Lilly's income base in these markets is small, so appropriately increasing its sales will have an impact on its business performance. Because of Rix's business background and skills, Lilly should fully launch important late R&D products in the future.
three
Bayer
Strengthen the later R&D line
Since becoming CEO of Bayer in May this year, Werner Bowman probably has little time to think about the pharmaceutical department of the company, because he is busy buying Monsanto, which will make Bayer the largest seed and pesticide company in the world.
Bayer's product portfolio, such as Xarelto and Eylea, continued to make significant contributions to the company's sales in the second quarter of this year and exceeded the expectations of market analysts. However, as the competitive pressure faced by these products is expected to further intensify in the next few years, analysts hope that Bowman can strengthen Bayer's later product research and development line.
four
Gilead
M&A urgently needs to stop falling
After 20 years in charge of Gilead Scientific Company, john martin resigned as CEO in March this year. Since 20 1 1 Gilead acquired Pharmasset, Martin has implemented impressive changes within the company. At that time, this questionable transaction could go down in history, because it enabled Gilead to obtain drugs for treating hepatitis C, such as Sovaldi and Havoni.
However, six months after taking over from Martin as CEO, the new head of Gilead, John Milligan, was threatened by the decline in the sales of hepatitis C drugs, which was faster than expected. In addition, he is also under pressure from the company to carry out M&A activities.
At present, milligan has signed several smaller deals. However, since the company's share price has fallen by 23% since the beginning of this year, market analysts are eager for Gilead to make a greater leap, which will help push it to pursue external assets more widely.
five
novo nordisk
The "big knife" to reduce costs will fall.
In early September, Novo Nordisk confirmed to the outside world that Lars Rebien Sorensen, CEO of the company, would step down early. As far as Novo Nordisk is concerned, market analysts predict that the company will not completely give up its long-term concern in the field of diabetes treatment, partly because Sorensen's position was replaced by Lars Joergensen, the current director in charge of enterprise development of Novo Nordisk, from 20 17, and Joergensen has been working at Novo Nordisk for the past 25 years.
Under the leadership of Sorensen, Novo Nordisk experienced a period of rapid development, which left a deep impression on people. However, Frank Horning Andersen, an analyst at Jutland Bank in Denmark, believes that Sorensen's early retirement is tantamount to acknowledging that Novo Nordisk is facing severe challenges (mainly in the US market) and was originally scheduled to leave on 20 19.
In recent weeks, the management of Novo Nordisk has admitted that the company is facing unprecedented challenges due to the pressure of drug prices and market competition imposed by drug payers. This also means that Joergensen's first task may be to implement cost-cutting measures.
six
Baijian
Key treatment areas need to be adjusted
During George Scangos' tenure as CEO of Biogen, the company's dominant position in the treatment market for multiple sclerosis became more stable, mainly due to Tecfidera's successful introduction to the market. But now, the sales growth of this oral drug has slowed down. Baijian recently confirmed that Skanges will leave in the next few months, which is widely regarded as an opportunity for Baijian to readjust its treatment priorities.
At present, Baijian has valuable assets in the later product research and development line, which may become the best-selling products, but at the same time, most of these products are considered as high-risk, and the main representative is aducanumab, a therapeutic drug for Alzheimer's disease. Recently, positive research data published in nusinersen, a therapeutic drug for spinal muscular atrophy (SMA), indicate that Baijian's bold R&D strategy may be rewarded. However, many people expect that Skanges' successor will bet on some research and development products that look more conservative.
seven
Xinji medicine
Get rid of lenalidomide dependence
At the end of the first quarter of this year, Celgene appointed Mark Alles to replace Robert Hugin as the new CEO of the company. Compared with milligan of Gilead, Ansiming has not encountered any urgent problems in Xinji Medicine, which is mainly due to the continuous growth of sales of the company's flagship product, the anticancer drug Revlimid.
What investors are most concerned about is the research data about its experimental Crohn's disease drug GED-030 1 which is one of the few promising drugs in Xinji Medicine. It is expected to promote the company's income growth, realize income diversification and reduce the dependence on lenalidomide in the next 10 year. Among the new heads of eight companies, An Siming faces the least pressure and only needs to meet the company's smooth transition.
eight
Vallante
Paying off debts is the first task.
In May this year, with the stepping down of Mike Pearson, Valeant poached Joseph Papa from his competitor Perrigo, a professional pharmaceutical manufacturer. Papa's appointment was welcomed by the outside world, but the company he took over actually continued to sail in the wrong direction.
Papa's first task is to sell the company's assets to reduce Vallante's huge debt.