Table of Contents
- CHAPTER 1 EXECUTIVE SUMMARY
- Key findings
- Strategic outlook
- Datamonitors strategic recommendations
- Current positioning: competitive outlook 2005
- GSKs forecast revenue stream, 2005-10
- Key issues facing GSK: 2005-10
- CHAPTER 2 GLOBAL COMPANY STRATEGY
- Introduction to GlaxoSmithKline
- Assessment of strategic position
- Strengths
- Weaknesses
- Opportunities
- Threats
- Datamonitors strategic recommendations
- Therapeutic foci
- Evolution of R&D focus
- R&D overview
- Current outlook
- R&D evolution by selected therapeutic franchise
- Growth strategy assessment
- Organic growth
- Partnerships/licensing
- Co-marketing partnerships
- Commercialization strategies
- Co-development and collaborations
- Licensing opportunities
- Mergers and acquisitions
- Smaller scale acquisitions
- CHAPTER 3 GLOBAL PORTFOLIO AND PIPELINE ANALYSIS
- Therapy area focus in 2004
- Evolution of therapy area focus, 2004-10
- Key growth drivers and resistors of future performance,2005-10
- GSKs respiratory franchise
- Key respiratory products to 2010
- Seretide/Advair (salmeterol, fluticasone)
- Flixotide/Flovent (fluticasone propionate) / Serevent (salmeterolxinafoate)
- Flixonase/Flonase (fluticasone propionate)
- R&D compounds
- Avamys/Allermist (formerly 685698)
- Respiratory portfolio sales forecasts and forecast revenuegrowth
- GSKs CNS franchise
- Marketed products
- Paxil/Seroxat (paroxetine)
- Wellbutrin (bupropion)
- Imigran/Imitrex (sumatriptan)
- Lamictal (lamotrigine)
- Requip (ropinirole)
- R&D compounds
- Trexima (sumatriptan + naproxen)
- Radafaxine
- 683699
- CNS portfolio sales forecasts and forecast revenue growth
- GSKs infectious disease franchise
- Marketed products
- Augmentin (amoxicillin, clavulanate potassium)
- Valtrex (valaciclovir)
- R&D compounds
- LAPDAP (chlorproguanil and dapsone)
- Sitamaquine
- Etaquinne (tafenoquine)
- Infectious disease portfolio sales forecasts and forecastrevenue growth
- GSKs HIV franchise
- Marketed products
- Combivir (lamivudine, zidovudine)
- Epivir (lamivudine)
- Trizivir (lamivudine, zidovudine, abacavir)
- Ziagen (abacavir)
- Retrovir (zidovudine)
- Agenerase/Lexiva
- R&D compounds
- HIV portfolio sales forecasts and forecast revenue growth
- GSKs diabetes & endocrinology franchise
- Marketed products
- R&D compounds
- Diabetes and endocrinology portfolio sales forecasts andforecast revenue growth
- GSKs vaccines franchise
- Marketed products
- Hepatitis vaccines
- Infanrix/Pediarix
- Rotarix
- R&D compounds
- Cervarix
- Priorix-Tetra (MMR-varicella)
- Streptorix
- Simplirix
- Influenza vaccine
- Vaccine portfolio sales forecasts and forecast revenuegrowth
- GSKs oncology franchise
- Marketed products
- Zofran (ondansetron)
- Hycamtin (topotecan)
- Bexxar (tositumomab)
- R&D compounds
- Oncology portfolio sales forecasts and forecast revenuegrowth
- GSKs cardiovascular franchise
- Marketed products
- Coreg (carvedilol)
- Fraxiparine (nadroparin)
- Arixtra (fondaparinux sodium)
- Integrilin (eptifibatide)
- R&D compounds
- Noratak
- Odiparcil
- 480848
- 590735 and 796406
- GSKs other products
- Marketed products
- Zantac (ranitidine)
- Avodart (dutasteride)
- Levitra (vardenafil)
- Vesicare (solifenacin)
- BonivaBonviva (ibandronate)
- Other R&D compounds
- Entereg (alvimopan)
- Avandia (rosiglitazone)
- LymphoStat-B (belimunab)
- Other products sales forecasts and forecast revenue growth
- CHAPTER 4 CORPORATE DEVELOPMENT
- Financial position, 2003-04
- Revenue growth
- Historical assessment of GSKs profitability, 2000-04
- Cost structure
- 2004 operating cost ratio benchmarking
- Business model clustering according to 2004 cost ratios
- Liquidity, 2000-04
- 2004 growth and investment momentum
- CHAPTER 5 APPENDIX: SUPPORTING DATA
- List of Tables
- Table 1: GSKs ethical sales by therapeutic area,2003-04
- Table 2: Breakdown of GSKs ethical sales by therapyarea, 2004-10
- Table 3: GSKs marketed respiratory portfolio, 2004
- Table 4: GSKs respiratory R&D pipeline, 2004
- Table 5: Forecast sales for GSKs respiratory portfolio,2004-10
- Table 6: GSKs CNS franchise, 2004
- Table 7: GSKs CNS R&D pipeline, 2004
- Table 8: Forecast sales for GSKs CNS franchise, 2005-10
- Table 9: GSKs infectious disease franchise, 2004
- Table 10: GSKs infectious disease R&D pipeline,2004
- Table 11: Forecast sales GSKs infectious diseasefranchise, 2005-10
- Table 12: GSKs HIV franchise, 2004
- Table 13: GSKs HIV R&D pipeline, 2004
- Table 14: Forecast sales for GSKs HIV franchise,2005-10
- Table 15: GSKs diabetes & endocrinology franchise,2004
- Table 16: GSKs diabetes & endocrinology pipeline,2004
- Table 17: Forecast Sales for GSKs diabetes &endocrinology portfolio, 2004-10
- Table 18: GSKs marketed vaccines portfolio, 2004
- Table 19: GSKs vaccines R&D pipeline
- Table 20: Forecast sales for GSKs vaccines portfolio,2004-10
- Table 21: GSKs marketed oncology portfolio, 2004
- Table 22: GSKs oncology R&D pipeline, 2004
- Table 23: Forecast sales for GSKs oncology portfolio,2005-10
- Table 24: GSKs marketed cardiovascular franchise, 2004
- Table 25: GSKs cardiovascular pipeline, 2004
- Table 26: Forecast sales for GSKs cardiovascularportfolio, 2005-10
- Table 27: GSKs other marketed products
- Table 28: GSKs other drugs R&D pipeline
- Table 29: Forecast sales for GSKs other products
- Table 30: GSKs revenues by division, 2003-04
- Table 31: GSKs operating costs, 2003-04
- Table 32: Exchange rates*, 2004
- List of Figures
- Figure 1: SWOT assessment of GSKs strategic position,2005
- Figure 2: GSKs industry position, 2004
- Figure 3: Forecast sales for GSKs major therapy areas,2004-10
- Figure 4: GSKs generic risk by therapeutic area,2004-10
- Figure 5: GSKs R&D dependence by therapeutic area,2004-10
- Figure 6: GSKs therapeutic strategy, 2004-10
- Figure 7: GSKs evolution of R&D focus, 2004
- Figure 8: GSKs ethical sales breakdown, 2004-10
- Figure 9: GSKs growth drivers, 2004-10
- Figure 10: GSKs profitability stream, 2000-04
- Figure 11: R&D, SG&A and COGS as a proportion ofsales, 2004
- Figure 12: GSKs liquid assets versus total liabilities,2000-04
- Figure 13: Benchmarking of financial strength againsteuropean competitors, 2004
- Figure 14: Benchmarking of financial strength againstnorth american competitors
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