Total
turnover in the 9 months was £21,948 million, up 25% at AER,
19% at CER, reflecting strong performance in all three product
groups. Commercial Operations turnover, excluding pandemic sales,
grew 15% at AER, 10% at CER. Specialty Medicines included
£2,184 million sales of Xevudy, and double digit AER growth of
all therapy areas. Vaccines growth reflected strong Shingrix performance assisted by demand
recovery in the US, partially offset by pandemic adjuvant sales in 2021. General
Medicines reflected the recovery of the antibiotics market as well
as the strong performance of Trelegy in respiratory across all
regions.
Specialty Medicines
Specialty
Medicines sales were £8,588 million, up 56% at AER, 49% at
CER, driven by consistent growth in all therapy areas. Specialty
Medicines, excluding sales of Xevudy, were £6,404 million up 19%
at AER, 13% at CER.
HIV
HIV
sales were £4,071 million with growth of 16% at AER and 9% at
CER. The performance benefited from strong patient demand for the
new HIV medicines (Dovato,
Cabenuva, Juluca, Rukobia and Apretude). US pricing favourability
broadly offset International tender decline.
New HIV
products delivered sales of over one and a half billion to
£1,668 million, up 75% at AER, 65% at CER, representing 41% of
the total HIV portfolio compared to 27% year-to-date last year.
Sales of the oral two drug regimens Dovato and Juluca were £937 million and
£444 million respectively with combined growth of 52% at AER,
44% at CER. Cabenuva, the
first long acting injectable for the treatment of HIV-1 infection,
recorded sales of £211 million. Apretude, the first long acting
injectable for the prevention of HIV-1 delivered sales of £20
million.
Oncology
Oncology
sales were £445 million, up 25% at AER, 19% at CER.
Zejula sales of £338
million were up 18% at AER, 13% at CER with diagnosis and treatment
rates continuing to be impacted by the pandemic especially in the
US. Sales of Blenrep of
£91 million increased 36% at AER, 28% at CER, reflecting
ongoing launches and growth in launched markets.
Immuno-inflammation,
Respiratory and Other
Immuno-inflammation,
Respiratory and Other sales were £1,888 million up 27% at AER,
20% at CER. Benlysta sales
were £820 million, up 30% at AER, 20% at CER, representing
strong underlying demand worldwide. Nucala sales were £1,028 million,
up 24% at AER, 18% at CER, including US sales of £639 million
up 28% at AER, 16% at CER. The performance reflected continued
strong patient demand and the launch of Nasal Polyps and EGPA
indications.
Pandemic
Sales
of Xevudy were £2,184
million, compared to £130 million sales in the same period
last year. Sales were delivered in all regions, comprising
£818 million in the US, £437 million in Europe, and
£929 million in International.
Vaccines
Vaccines
turnover was £5,863 million, up 18% at AER, 12% at CER,
excluding pandemic adjuvant sales, vaccine sales increased 27% at
AER, 20% at CER. The performance reflected a favourable comparator
in H1 2021, which was impacted by COVID-19 related disruptions in several markets,
as well as strong commercial execution of Shingrix, particularly in the US and
Europe.
Meningitis
Meningitis
vaccines sales grew 16% at AER, 11% at CER to £888 million
mainly driven by Bexsero
(15% at AER, 11% at CER to £603 million) resulting from higher
CDC purchasing and increased share in the US.
Shingles
Shingrix sales grew 95% at AER, 82% at CER to £2,189
million mainly due to post-pandemic rebound, strong commercial
execution aimed at shifting the shingles vaccination season
forward, and wholesaler inventory build in the US, and higher
demand in Germany. All regions grew significantly with 51% of the
growth contributed from outside of the US. Shingrix is now available in 25
countries.
Established Vaccines
Established
Vaccines grew 2% AER but declined 2% at CER to £2,342 million
mainly as a result of supply constraints in MMR/V vaccines, the
negative impact of a CDC stockpile borrow for Rotarix, and lower sales of
Cervarix and Synflorix. This decline was partially
offset by higher demand for hepatitis vaccines and Boostrix in the US and
Europe.
General Medicines
General
Medicines sales in the 9 months were £7,497 million, up 5% at
AER, 2% at CER, with the impact of generic competition in US,
Europe and Japan offset by Trelegy growth in respiratory and the
post-pandemic rebound of the antibiotic market since H2 2021, in
Other General Medicines.
Respiratory
Respiratory
sales were £4,866 million, up 8% at AER, 3% at CER. The
performance was driven by Trelegy sales of £1,272 million,
up 47% at AER, 38% at CER, including strong growth across all
regions. Advair/Seretide
sales of £829 million decreased 19% at AER, 21% at CER
predominately reflecting the adverse impact of generic competition;
growth in certain International markets due to targeted promotion
offset the decrease.
Other General
Medicines
Other
General Medicines sales were £2,631 million, and decreased 1%
at AER, 1% at CER. Augmentin sales were £409 million,
up 38% at AER, 42% at CER, reflecting the post pandemic rebound of
the antibiotic market since Q3 2021 in the International and Europe
regions. This offsets the ongoing adverse impact of generic
competition and approximately two percentage points impact from the
divestment of cephalosporin products in Q4 2021.
By Region
US
In the
US, sales were £10,918 million, up 30% at AER, 18% at CER,
including Xevudy sales of
£818 million. Sales grew 24% at AER, 13% at CER excluding
sales of pandemic assets.
In
Specialty, HIV sales of £2,593 million were up 24% at AER, 12%
at CER. Growth benefited from favourable pricing mix and strong
patient demand for all new HIV products with sales of £1,104
million up 80% at AER, 64% at CER. Nucala in respiratory and Benlysta in immunology both continued
to grow double-digit and reflected ongoing and strong patient
demand. Oncology sales increased 14% at AER, 4% at CER with
diagnosis and treatment rates continuing to be impacted by the
pandemic.
Vaccine
sales were £3,255 million, up 24% at AER, 13% at CER,
excluding the impact of COVID-19 vaccine adjuvant sales in 2021,
sales increased 37% at AER, 24% at CER. The performance was
primarily driven by Shingrix sales of £1,484 million
up 66% at AER, 51% at CER, together with strong growth in
Established and Meningitis vaccines.
General
Medicines sales were £2,699 million up 11% at AER, 1% at CER,
driven by strong respiratory sales of Trelegy, which increased 54% at AER,
40% at CER, and reflected increased patient demand and growth of
the single inhaler triple therapy market.
Europe
In
Europe, sales were £4,693 million, up 22% at AER, 24% at CER,
including Xevudy sales of
£437 million contributing 13 percentage points of
growth.
In
Specialty Medicines, HIV sales were £966 million up 10% at
AER, 12% at CER primarily driven by strong patient demand from two
drug regimens Dovato and
Juluca. Dovato delivered sales of £342
million and Juluca £95
million. Benlysta in
immunology, Nucala in
respiratory, and Oncology medicines Zejula, Blenrep and Jemperli all continued to show strong
double-digit growth.
Vaccine
sales were £1,305 million, up 33% at AER, 35% at CER. The
performance was driven by Shingrix sales of £484 million,
>100% at AER, >100% at CER, particularly in
Germany.
General
Medicines sales were £1,527 million and decreased 5% at AER,
4% at CER, reflecting the ongoing impact of generic competitive
pressures on Seretide and
the divestment in Q4 2021 of cephalosporins which caused 2
percentage points of drag. This was partly offset, however, by
strong demand for Trelegy
and the growth of Augmentin
following the post-pandemic rebound of the antibiotic market since
H2 2021.
International
International
sales were £6,337 million, up 18% at AER, 18% at CER,
including Xevudy sales of
£929 million. Sales grew 5% at AER, 5% at CER excluding sales
of pandemic assets.
In
Specialty, HIV sales were £512 million and decreased 6% at
AER, 9% at CER, primarily driven by tender decline; strong
Dovato growth partially
offset the performance. Combined Tivicay and Triumeq sales were £381 million,
down 18% at AER and 20% at CER. Nucala grew 24% at AER and 27% at CER
in reflecting biological market growth in Japan and strong uptake
in Canada and Brazil. Benlysta grew 46% at AER and 45% at CER
reflecting addition to China’s National Reimbursement Drug
List and market growth in Japan.
Vaccine
sales were £1,303 million and decreased 4% at AER, 6% at CER.
Excluding the impact of COVID-19 vaccine adjuvant sales in the
first 9 months of 2021, sales grew 4% at AER, 2% at CER, primarily
reflecting strong Shingrix
take-up in China, Canada and Japan offsetting phasing and supply
constraint impacts across the Established Vaccines
portfolio.
General
Medicines sales were £3,271 million up 5% at AER, 5% at CER.
Respiratory sales of £1,425 million increased 8% at AER, 8% at
CER, reflecting the strong growth of Trelegy, particularly in Japan, China,
and Canada. Sales of Advair/Seretide were stable at AER,
down 1% at CER with the adverse impact of generic competition
offset by growth in certain markets due to targeted promotion.
Other General Medicines sales of £1,846 million increased 2%
at AER, 3% at CER, and reflected growth of Augmentin following the post-pandemic
rebound of the antibiotic market since Q3 2021.
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