Mercado & Negócios

Aumento do emprego, da produção e do faturamento podem ter influenciado o avanço  

Farmacêutica adotou novo modelo de gestão, reposicionou marca e vem investindo em portfólio com produtos exclusivos, chegando ao resultado inédito de R$ 1,2 bilhão em vendas

Cristina possui mais de 28 anos de experiência de atuação em Pesquisa e Desenvolvimento de produtos naturais

Na companhia há 11 anos, o executivo possui ampla experiência no mercado de saúde e traz olhar inovador para a estratégia-base dos negócios da biofarmacêutica no Brasil

Por Alberto Nascimento e Marcelo Nicolosi, jornalistas da 2A+

Empresa investe em ações para reter e atrair talentos, pensando no bem-estar dos colaboradores e de seus familiares 

Abril, 2024 – A União Química, uma das maiores indústrias farmacêuticas do Brasil, anuncia a contratação de Roberto Crestana como novo CFO da companhia.

Após quedas acentuadas no meses anteriores, mercado varejista sinaliza retomada positiva 

Carmot acquisition propels Roche to forefront of obesity drug leadership, finds GlobalData

In a significant move in December 2023, Roche completed the acquisition of the US-based company Carmot Therapeutics in a deal worth $2.9 billion. This strategic acquisition provides Roche access to Carmot’s portfolio, which notably includes three lead molecules, all GLP-1 analogues, currently in the advanced stages of clinical trials for obesity and type 2 diabetes. This acquisition positions Roche on par with other industry leaders in the realm of GLP-1 analogues, such as Novo Nordisk, Eli Lilly and others, according to GlobalData, a leading data and analytics company.

GlobalData’s Technology Foresights model recognizes GLP-1 analogues as a high-impact innovation, with accelerating patent trends and other markers indicating their near-term impact. Notably, leaders in this space, like Novo Nordisk and Eli Lilly, have experienced significant success, with share prices surging over 20% in 2023 year on year due to the sales of their respective GLP-1 agonist brands, Wegovy and Mounjaro.

The Technology Foresights model also identifies over 70 companies, including early-stage ventures, actively developing innovative products utilizing GLP-1 analogues. The model further suggests that these molecules, primarily targeting obesity and type 2 diabetes, are also being explored for applications in neurological disorders and NASH type Hepatitis.

Sourabh Nyalkalkar, Practice Head of Innovation Products at GlobalData comments: “As a major player in the pharmaceutical industry, Roche has traditionally focused its research and development (R&D) efforts on cancer research, diagnostics, and gene therapies, as evidenced by the 120+ innovation areas tracked for Roche on the Technology Foresights model. However, innovations in lifestyle disorders, such as GLP-1 analogues, were not a key focus until this recent acquisition.”

On the other hand, Carmot Therapeutics, a privately held company, centred its innovation portfolio almost entirely on GLP-1 agonists. Two out of its four molecules have received positive responses in Phase I clinical trials, positioning Carmot among the leaders in the field of GLP-1 analogue innovation, as identified by GlobalData’s proprietary framework.

Sourabh concludes: “Roche’s well-timed move aligns with the resounding success of GLP-1 agonists like Ozempic, Wegovy, and Mounjaro. The shift in Roche’s position is evident on the innovation leadership map. This move also signals a potential trend, suggesting that other major pharmaceutical players with a strong market presence may be actively seeking targets with robust innovation portfolios in GLP-1 analogues. The Technology Foresights model emerges as a valuable tool for evaluating potential targets in this evolving landscape.”

O setor farmacêutico e farmoquímico reagiu de forma positiva ao cenário econômico de 2023 e confirma a tendência de crescimento para o ano, na contramão da indústria da transformação como um todo. No mês de outubro, foi responsável por movimentar R$ 9,97 bilhões, um crescimento de 9,1% sobre outubro do ano anterior e de 2,5% em relação ao mês de setembro de 2023.