CHAPTER 2 REVIEW OF KEY BIOSIMILAR DEVELOPERS' PORTFOLIO AND PIPELINE
Introduction
Future launches are expected to increase the diversity of the biosimilar
market
Human growth hormone dominates the therapeutic focus of
currently-marketed biosimilars
Pipeline biosimilars are targeting an increased number of recombinant
protein classes
Biosimilar developers are turning to a range of drug delivery and
formulation technologies to differentiate their products from competitors
Innovative injection devices dominate advanced biosimilar drug delivery
Improving biosimilar pharmacodynamics using pegylation-like
technologies dominates advanced biosimilar drug reformulation
Biosimilar developers deprioritize emerging markets and focus pipeline
launches on Western markets to maximize profit
CHAPTER 3 COLLABORATION AND M&A TRENDS IN THE BIOSIMILARS MARKET
There are a wide range of drivers powering licensing and M&A deals
Deals are used extensively in the biosimilars market to enable
biosimilars to penetrate new markets
Top-12 biosimilar developers use M&A deals over licensing deals to
access emerging markets
Both M&A deals and licensing deals are used by biosimilar
developers to access Western markets
The core focus for licensing deals is to source marketed and/or
pipeline products
Much licensing and M&A activity focuses on improving market access
or putting up barriers for competitors
Biosimilar manufacturers use licensing deals rather than M&A deals
to gain access to reformulation and/or drug delivery technologies
Deals can also be used to provide a biosimilar with a larger
specialist sales force to remove barriers to entry and improve market
access
CHAPTER 4 BIOSIMILAR COMPANY PROFILES
Key biosimilar companies profiled
Leading biosimilar developers
Teva (and its subsidiary SICOR)
Overview
Teva' s biosimilar product portfolio and pipeline
Teva' s alliances
Teva' s strategy
Teva' s outlook
Sandoz
Overview
Sandoz' s biosimilar product portfolio/pipeline
Sandoz' s alliances
Sandoz' s strategy
Sandoz' s outlook
Barr (through acquisition of Pliva)
Overview
Barr' s biosimilar product portfolio/pipeline
Barr' s alliances
Barr' s strategy
Barr' s outlook
Stada (through Bioceuticals)
Overview
Bioceutical' s biosimilar product portfolio/pipeline
Stada/Bioceuticals' s alliances
Stada/Bioceuticals' s strategy
Stada/Bioceuticals' s outlook
BioPartners
Overview
BioPartners' s biosimilar product portfolio/pipeline
BioPartners' s alliances
BioPartners' s strategy
BioPartners' s outlook
BioGeneriX (ratiopharm group)
Overview
BioGeneriX' s biosimilar product portfolio/pipeline
BioGenerix' s alliances
BioGenerix' s strategy
BioGenerix' s outlook
New, smaller biosimilar-focused companies
Cangene
Overview
Cangene' s biosimilar product portfolio/pipeline
Cangene' s alliances
Cangene' s strategy
Cangene' s outlook
Hospira
Overview
Hospira' s outlook
Phage Biotechnology
Overview
Phage Biotechnology' s technology
Phage' s biosimilar product portfolio/pipeline
Phage Biotechnology' s alliances
Phage Biotechnology' s strategy
Phage Biotechnology' s outlook
Dragon Pharmaceutical
Overview
Dragon Pharmaceutical' s biosimilar product portfolio/pipeline
Dragon Pharmaceutical' s alliances
Dragon Pharmaceutical' s strategy
Dragon Pharmaceutical' s outlook
Neose Technologies
Overview
Neose Technologies' s product portfolio and pipeline
Neose Technologies' s alliances
Neose Technologies' s strategy and outlook
GeneMedix
Overview
GeneMedix' s biosimilar product portfolio/pipeline
GeneMedix' s manufacturing
GeneMedix' s technology
GeneMedix' s alliances
GeneMedix' s strategy
GeneMedix' s outlook
Emerging market-based biosimilar developers and very early-stage
companies
Indian biosimilars players
Wockhardt
Biocon
Bharat Biotech
Shantha Biotech
Dr. Reddy' s
Cipla
Chinese biosimilars players
Very early-stage biosimilars companies
Microbix Biosystems
Aceto
CJ Corporation
CHAPTER 5 BIBLIOGRAPHY
On-line articles and paper references
CHAPTER 6 APPENDIX : SUPPORTING DATA
Definitions
List of Tables
Table 1: Patent expiries of selected key recombinant proteins
Table 2: Western M&A targets tend to be more expensive than deals
focusing on acquiring emerging market targets
Table 3: Teva' s biosimilar product portfolio and pipeline
Table 4: Sandoz' biosimilar product portfolio and pipeline
Table 5: Pliva' s biosimilar product portfolio and pipeline
Table 6: Stada acquisitions and divestments, 2005-06
Table 7: Bioceuticals' biosimilar product portfolio and pipeline
Table 8: BioPartners' biosimilar product portfolio and pipeline
Table 9: BioGeneriX' s biosimilar product portfolio and pipeline
Table 10: Cangene' s biosimilar product portfolio and pipeline
Table 11: Dragon Pharmaceutical' s biosimilar product portfolio and
pipeline
Table 12: Superbiosimilar products developed by Neose Technologies
Table 13: GeneMedix' s biosimilar product portfolio and pipeline
Table 14: Biosimilar products already marketed in India
Table 15: Marketed products from Chinese biosimilars manufacturers
List of Figures
Figure 1: Launched biosimilars belong to six classes of recombinant
proteins
Figure 2: At least fourteen classes of recombinant proteins are being
targeted by biosimilar pipeline drugs in development by the major
biosimilar developers
Figure 3: Pegylation accounts for the majority of biosimilar
modifications made by developers
Figure 4: The majority of currently-marketed biosimilars have launched
in emerging markets, although the majority of pipeline biosimilars are
targeting Western markets
Figure 5: Licensing and collaboration deals are used for different
purposes compared to M&A deals
Figure 6: The focus for licensing and collaboration deals differs from
the focus for entering into M&A deals
Figure 7: There are three core deal drivers powering both licensing
and collaboration deals, and M&A deals
Figure 8: Datamonitor expects the initial market leaders to be those
with the greatest financial backing and commercial expertise
Figure 9: Phage Biotechnology' s biosimilar product portfolio and
pipeline