Indian Generics, 2008-2012 The Growing Threat to Westernised Markets

Table of Contents

• Contents List
• List of Tables
• List of Figures
• Executive Summary

1. INTRODUCTION TO THE INDIAN PHARMACEUTICAL INDUSTRY

• 1.0 A Brief History
• 1.1 The First Companies
• 1.2 Government Measures to Encourage the Industry
  • 1.2.1 Patents
  • 1.2.2 Price Controls
  • 1.2.3 Government Incentives
• 1.3 Leading Companies
  • 1.3.1 The Top Ten Indian Pharmaceutical Companies in 2007
• 1.4 Changes in National Pharmaceutical Export-Import Ratios
  • 1.4.1 The Shift from Active Pharmaceutical Ingredients to Formulations
• 1.5 The Medium-to-Small Players
• 1.6 Overseas Presence in the Indian Market
  • 1.6.1 Multinational Branded Companies
  • 1.6.2 Generic Companies

2. GROWTH OF THE INDIAN GENERICS INDUSTRY

• 2.0 History of the Indian Generics Industry
• 2.1 Origins - How did it all Start?
  • 2.1.1 The Ladder to Success
• 2.2 Reverse Engineering
• 2.3 Speed to Market
• 2.4 Branded Generics - The Indian Way
• 2.5 Growth Strategies and Drivers
  • 2.5.1 Active Pharmaceutical Ingredients
  • 2.5.2 Contract Manufacture of Formulations
  • 2.5.3 Own Registrations Abroad
  • 2.5.4 Patent Challenges
  • 2.5.5 Subsidiaries/Joint-Ventures
  • 2.5.6 Acquisitions - The Rationale
    • 2.5.6.1 Recent Acquisitions

3. INDIAN DRUG LEGISLATION

• 3.0 Legislative Background
• 3.1 The Drugs and Cosmetics Act, 1940
• 3.2 Drug Policy of 1986
• 3.3 Liberalisation Since 1991
• 3.4 Pharmaceutical Registration
• 3.5 Data Exclusivity
• 3.6 Barriers to Foreign Ownership
• 3.7 Price Controls
• 3.8 Patents and Intellectual Property
  • 3.8.1 Indian Patents Third Amendment Bill, 2005
  • 3.8.2 Trade-Related Intellectual Property Rights (TRIPS)
  • 3.8.3 Doha Declaration
  • 3.8.4 Impact on International Relations
• 3.9 Export Incentives

4. THE INDIAN DRUG MARKET

• 4.0 Domestic Market and Healthcare System
• 4.1 Market Size and Drivers of Growth
  • 4.1.1 Market Size
  • 4.1.2 Growth Drivers
    • 4.1.2.1 Increased Prosperity and Life Expectancy
    • 4.1.2.2 Improving Transport
    • 4.1.2.3 Healthcare Expenditure
• 4.2 Leading Domestic Companies
• 4.3 Leading Foreign Players
• 4.4 The Indian Market in an International Context
• 4.5 Market Growth - Past and Future
• 4.6 The Healthcare System
  • 4.6.1 Basic Healthcare
  • 4.6.2 Hospitals
  • 4.6.3 Health Insurance
    • 4.6.3.1 Social Health Insurance
    • 4.6.3.2 Private Health Insurance
  • 4.6.4 The Poor
• 4.7 Traditional, Herbal and Ayurvedic Medicines
• 4.8 Factors Influencing Pricing

5. COMPANY PROFILES

• 5.1 [Company]
  • 5.1.1 History
  • 5.1.2 Sales Growth
  • 5.1.3 Major Products
  • 5.1.4 Overseas Presence
    • 5.1.4.1 United States
    • 5.1.4.2 Europe
• 5.2 [Company]
  • 5.2.1 History
  • 5.2.2 Sales Growth
  • 5.2.3 Major Products
  • 5.2.4 Overseas Presence
• 5.3 [Company]
  • 5.3.1 History
  • 5.3.2 Sales Growth
  • 5.3.3 Major Products
  • 5.3.4 Overseas Presence
• 5.4 [Company]
  • 5.4.1 History
  • 5.4.2 Sales Growth
  • 5.4.3 Major Products
  • 5.4.4 Overseas Presence
• 5.5 [Company]
  • 5.5.1 History
  • 5.5.2 Sales Growth
  • 5.5.3 Major Products
  • 5.5.4 Overseas Presence
• 5.6 [Company]
  • 5.6.1 History
  • 5.6.2 Sales Growth
  • 5.6.3 Major Products
  • 5.6.4 Overseas Presence
• 5.7 [Company]
  • 5.7.1 History
  • 5.7.2 Sales Growth
  • 5.7.3 Major Products
  • 5.7.4 Overseas Presence
• 5.8 [Company]
  • 5.8.1 History
  • 5.8.2 Sales Growth
  • 5.8.3 Major Products
  • 5.8.4 Overseas Presence
• 5.9 [Company]
  • 5.9.1 History
  • 5.9.2 Sales Growth
  • 5.9.3 Major Products
  • 5.9.4 Overseas Presence
• 5.10 [Company]
  • 5.10.1 History
  • 5.10.2 Sales Growth
  • 5.10.3 Major Products
  • 5.10.4 Overseas Presence

6. OUTLOOK FOR THE INDIAN GENERICS INDUSTRY

• 6.1 Growth Opportunities and Possible Threats for Indian Companies
  • 6.1.1 Opportunities
  • 6.1.3 Acquisitions
• 6.2 Threats
  • 6.2.1 Market Saturation and Consolidation
  • 6.2.2 Competition
• 6.3 Research and Development
  • 6.3.1 New Developments
  • 6.3.2 Alliances

7. CONCLUSIONS AND INSIGHTS FOR THE INDIAN GENERICS MARKET

• 7.1 Is India the Pharmaceutical Giant of the Future?
  • 7.1.1 Domestic Market
  • 7.1.2 International Growth
  • 7.1.3 Environmental Concerns
  • 7.1.4 Growth through Consolidation
  • 7.1.5 Growth through New Products
    • 7.1.5.1 Generics
    • 7.1.5.2 New Chemical Entities
• 7.2 Are Indian Companies Allies or Opponents?
  • 7.2.1 Alliances
  • 7.2.2 Indian Companies as Competitors
• 7.3 Who will be Tomorrow' s Generic Champions?
  • 7.3.1 The Future

List of Tables

• Table 1 Presence of Asian Pharmaceutical Companies at Annual Global Exhibitions, 1997-2005
• Table 1.1 Pricing Differentials of Ciprofloxacin (10 �~ 500mg tablets) in 2006
• Table 1.2 Price Comparisons of Doxycycline in Europe, the US, and India
• Table 1.3 Top Ten Indian Pharmaceutical Companies by Turnover, 2005
• Table 1.4 Annual Revenues of the Leading Indian Drug Manufacturers, 2006-2007
• Table 1.5 Value Growth Trends of Drug Exports and Imports in India, 1999-2005 (Crore Rupees)
• Table 1.6 Domestic Sales of Medium-to-Small Sized Pharmaceutical Players (to March 2005)
• Table 1.7 Members of the Organisation of Pharmaceutical Producers of India
• Table 2.1 List of Brand Names for Cephalexin, the Manufacturers and Price Comparisons
• Table 2.2 Sales Distributions (%) of Selected Indian Drug Manufacturers by Region, 2006
• Table 2.3 Ranbaxy Cases and Outcomes with Pfizer in Europe, 2005-2007
• Table 2.4 Selected Indian Drug Company Acquisitions in North America
• Table 2.5 Selected Indian Drug Company Acquisitions in Western Europe
• Table 2.6 Selected Indian Drug Company Acquisitions in Eastern Europe
• Table 3.1 Indian Trade Balance, 2000-2007 (US$m)
• Table 3.2 Comparison of Indian Data Exclusivity Proposals to Actual Practice in the West
• Table 3.3 History of the Indian Patent System
• Table 4.1 Analysis of Pharmaceutical Sales in India, Quarter ending March 2007
• Table 4.2 Indices of Population and Economic Growth in India, 2004-2008
• Table 4.3 Leading Indian Pharmaceutical Company Market Shares, 2004-2006
• Table 4.4 Comparison of Indian Drug Sales by Value (US$m) with Key International Territories (2005-2006) and Population Statistics
• Table 5.1 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.2 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.3 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.4 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.5 Major [Company] Brands and Sales (Rs and US$ million)
• Table 5.6 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.7 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.8 [Company] Major Domestic Brands and Sales (Rps million), 2006-2007
• Table 5.9 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.10 Annual Sales Figures (Rs and US$) for [Company], 2002-2007
• Table 5.11 Annual Sales Figures (Rs and US$) for [Company], 2002-2006
• Table 5.12 Annual Sales Figures (Rs and US$) for [Company], 2002-2007