Infectious Diseases Vaccine Market Overview: Key Companies & Strategies - In times of crisis, Big Pharma turns to vaccines

Table of Contents

EXECUTIVE SUMMARY

• Strategic scoping and focus
• Datamonitor insight into the disease market
• Related reports

MARKET DEFINITION

• Market definition for this report

MARKET OVERVIEW

• Summary
• Vaccines have emerged as key revenue drivers for Big Pharma
  • The emergence of new technologies has increased the possibilities for vaccine development
  • The success stories of Prevnar and Gardasil fuel hopes for further vaccine blockbusters
  • New legislation in the US has decreased the risks of litigation for vaccine manufacturers
  • The high entry hurdles for generics manufacturers make vaccines an attractive sector in times of the decline of the traditional blockbuster model
  • Upholding the strong growth of the vaccine sector as a whole will be the key challenge in the coming decade
• Current market assessment
  • Five big companies dominate the vaccines market
  • The global vaccine market is growing very fast and the importance of vaccines for pharmaceutical portfolios is increasing
  • Over the last four years, approvals of novel vaccines as well as consolidation have shaped the global vaccine market
  • The US remain the main market for vaccines in 2007
  • Wyeth' s Prevnar and Merck & Co' s Gardasil have both reached blockbuster status
  • Snapshot of other important vaccines players
• Opportunities and threats
  • Opportunities
  • Threats

MERCK & CO - THE INNOVATOR

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Gardasil
  • RotaTeq
  • Zostavax
  • Hepatitis franchise
  • Other viral vaccines
  • Other vaccines
• Pipeline analysis
  • Heplisav
  • V710
  • V503
  • V419
  • V950
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Merck & Co' s strong portfolio of novel, high-price vaccines will continue to provide large vaccine revenues
  • Weaknesses: late-stage failures have thinned Merck & Co' s vaccine pipeline
  • Opportunities: further geographic expansion of Merck & Co' s novel vaccines portfolio could result in substantial revenue increases
  • Threats: competition for RotaTeq and Gardasil is emerging

SANOFI PASTEUR - THE CUSTOMIZER

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Influenza vaccine franchise
  • Pediatric combination franchise
  • Adult/adolescent booster franchise
  • Meningitis/pneumonia franchise
  • Travel, endemic, MMR vaccine franchise
  • Other vaccines
• Pipeline analysis
  • Influenza
  • Pediatric and adolescent combination vaccines
  • Meningitis/pneumonia
  • Travelers and endemic vaccines
  • Other vaccines
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: ongoing leadership in important flu and pediatric combination sectors
  • Weaknesses: focus on follow-on has resulted in lack of innovation
  • Opportunities: hidden pipeline gems with blockbuster potential
  • Threats: Menactra' s monopoly expected to fall

GLAXOSMITHKLINE - THE ALL-ROUNDER

• Summary
• Strategic overview
  • History of vaccine division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Infanrix franchise
  • Hepatitis franchise
  • Influenza franchise
  • Cervarix
  • Rotarix
  • Other vaccines
• Pipeline analysis
  • Meningitis
  • Pneumococcal disease
  • Influenza
  • Travel vaccines and tuberculosis
  • Cancer
• Deals and alliances
  • Product deals
  • M&A, public-private partnerships, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: commercializing on a continuing strong portfolio
  • Weaknesses: suboptimal US penetration constitutes major revenue limitation
  • Opportunities: strong pipeline to drive future revenues
  • Threats: FDA' s attitude towards novel adjuvants unlikely to change soon

WYETH - THE ONE HIT WONDER

• Summary
• Strategic overview
• History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Prevnar
• Pipeline analysis
  • Prevnar 13
  • ACC-001
  • MnB rLP2086
• Deals and alliances
  • Product deals
  • M&A, public-private partnerships
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Wyeth will continue to dominate the pneumococcal vaccine market
  • Weaknesses: strong reliance on Prevnar franchise as sole revenue generator
  • Opportunities: strong focus on new geographies and target groups
  • Threats: emerging competitors in key revenue sectors

NOVARTIS - THE NEWCOMER

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Influenza vaccine franchise
  • Travel vaccine franchise
  • Meningitis vaccines
  • Pediatric/adult DTP/polio/Hib vaccines
• Pipeline analysis
  • Meningitis
  • Influenza
  • Novel therapeutic vaccines
  • Others
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Novartis has a strong influenza portfolio and excellent science
  • Weaknesses: two years after the acquisition of Chiron, Novartis' s vaccine division is still fragmented
  • Opportunities: Menveo and Men B as potential blockbusters
  • Threats: competition in the meningitis space is fierce

BIBLIOGRAPHY

• Company financial reports
  • Merck & Co
  • Sanofi Pasteur
  • GlaxoSmithKline
  • Wyeth
  • Novartis
• Further literature

APPENDIX

• Contributing experts
• Report methodology

TABLES

• Table: Vaccine sales and growth rates of the top five vaccine manufacturers, 2004 - 9M2008
• Table: Sales breakdown of the four best-selling vaccines, 2004-9M 2008
• Table: Recent key mergers and acquisitions in the vaccines industry, December 2008
• Table: Summary of opportunities and threats in the vaccines market, 2008
• Table: Merck & Co - vaccine portfolio overview, December 2008
• Table: Merck & Co - Gardasil product overview
• Table: Merck & Co - RotaTeq product overview
• Table: Merck & Co - Zostavax product overview
• Table: Merck & Co - hepatitis franchise product overview
• Table: Merck & Co - other viral vaccines product overview
• Table: Merck & Co - other vaccines product overview
• Table: Merck & Co - vaccine pipeline overview, December 2008
• Table: Merck & Co - key vaccine product deals, December 2008
• Table: Merck & Co - Vaccine joint venture with Sanofi Pasteur
• Table: Merck & Co - key vaccine technology deals, December 2008
• Table: Merck & Co vaccines - SWOT analysis, December 2008
• Table: Sanofi Pasteur - vaccine portfolio overview, December 2008
• Table: Sanofi Pasteur - influenza vaccine franchise product overview
• Table: Sanofi Pasteur - pediatric combination vaccine franchise key product overview
• Table: Sanofi Pasteur - booster vaccine franchise product overview
• Table: Sanofi Pasteur - meningitis/pneumonia vaccine franchise product overview
• Table: Sanofi Pasteur - traveler/endemic vaccine franchise product overview
• Table: Sanofi Pasteur - vaccine pipeline overview, December 2008
• Table: Sanofi Pasteur - Key vaccine product deals (1); December 2008
• Table: Sanofi Pasteur - Key vaccine product deals (2); December 2008
• Table: Sanofi Pasteur - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Sanofi Pasteur - key vaccine technology deals, December 2008
• Table: Sanofi Pasteur - key grants and government contracts for vaccines, December 2008
• Table: Sanofi Pasteur - SWOT analysis, December 2008
• Table: GlaxoSmithKline - vaccine portfolio overview, December 2008
• Table: GlaxoSmithKline - Infanrix franchise product overview
• Table: GlaxoSmithKline - DTP adolescent booster product overview
• Table: GlaxoSmithKline - hepatitis franchise product overview
• Table: GlaxoSmithKline - influenza vaccine franchise product overview
• Table: GlaxoSmithKline - other vaccines, overview
• Table: GlaxoSmithKline - vaccine pipeline overview, December 2008
• Table: GlaxoSmithKline - key vaccine product deals; December 2008
• Table: GlaxoSmithKline - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: GlaxoSmithKline - key vaccine technology deals, December 2008
• Table: GlaxoSmithKline - key grants and government contracts for vaccines, December 2008
• Table: GlaxoSmithKline vaccines - SWOT analysis, December 2008
• Table: Wyeth - vaccines pipeline, December 2008
• Table: Wyeth - key vaccine product deals, December 2008
• Table: Wyeth - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Wyeth - key vaccine technology deals, December 2008
• Table: Wyeth - key grants and government contracts for vaccines, December 2008
• Table: Wyeth vaccines - SWOT analysis, December 2008
• Table: Novartis - vaccine portfolio overview; December 2008
• Table: Novartis - Influenza vaccine franchise product overview
• Table: Novartis - travel vaccine franchise key product overview
• Table: Novartis - meningococcal vaccine franchise product overview
• Table: Novartis - clinical vaccine pipeline overview, December 2008
• Table: Novartis - key vaccine product deals, December 2008
• Table: Novartis - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Novartis - key vaccine technology deals, December 2008
• Table: Novartis - key grants and government contracts for vaccines, December 2008
• Table: Novartis - SWOT analysis, December 2008

FIGURES

• Figure: Comparison of IMS-reported versus company-reported global sales data for vaccines, 2007
• Figure: Prevnar: global sales 2001 - 9M2008
• Figure: Gardasil: sales 2004 - 9M2008
• Figure: National Vaccine Injury Compensation Program - petition and award statistics, 1990 - 2008
• Figure: Comparison of lifecycles of pharmaceuticals and vaccines
• Figure: Market growth cycle for vaccines
• Figure: Market shares of the five key vaccine players in total vaccine sales, 2004 versus 2007
• Figure: Combined vaccine sales of the top five vaccine manufacturers, 2004 - 9M2008
• Figure: Vaccines versus overall pharmaceutical sales, 2007
• Figure: Vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Key events impacting the vaccines market, 2004 - 08
• Figure: 2007 vaccine sales of Merck & Co, GlaxoSmithKline, Wyeth, Novartis and Sanofi Pasteur MSD by geography
• Figure: Share of leading vaccines on a product basis, 2004 - 2007
• Figure: Birth cohort sizes - seven major markets versus BRIC countries
• Figure: Possible strategies for penetration of emerging markets
• Figure: Public sector costs of routine childhood immunization per child, US, 1975 - 2008
• Figure: Number of enrolled patients in Phase III trials for selected vaccines
• Figure: Presence of local/regional vaccine manufacturers in emerging geographies
• Figure: Reported measles cases and MMR vaccination coverage in England, 1996- - 2007
• Figure: Merck & Co - vaccines pedigree, 2008
• Figure: Merck & Co - total vaccine sales, 2004 - 2008; Q1 - Q3
• Figure: Merck & Co vaccine sales - geographic spread, 2004 - 9M2008
• Figure: Merck & Co - total vaccine sales, by quarter, 2006-9M2008
• Figure: Merck & Co - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Merck & Co - vaccines versus overall pharmaceutical sales, 2007
• Figure: Merck & Co - Gardasil sales by geography, 2004 - 9M2008
• Figure: Merck & Co - RotaTeq sales by geography, 2004 - 9M2008
• Figure: Merck & Co - Zostavax sales by geography, 2004 - 9M2008
• Figure: Merck & Co - hepatitis franchise sales by geography, 2004 - 9M2008
• Figure: Merck & Co - other viral vaccines sales by geography, 2004 - 9M2008
• Figure: Merck & Co - other vaccines sales by geography, 2004 - 9M2008
• Figure: Merck & Co - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: Merck & Co - clinical vaccines pipeline depth, December 2008
• Figure: Sanofi Pasteur - history of vaccines division
• Figure: Sanofi Pasteur - vaccines pedigree, 2008
• Figure: Sanofi Pasteur - total vaccine sales, 2004 - 9M 2008
• Figure: Sanofi Pasteur - total vaccine sales, by quarter, 2006 - 9M2008
• Figure: Sanofi Aventis - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Sanofi Aventis - vaccines versus overall pharmaceutical sales, 2007
• Figure: Sanofi Pasteur - influenza vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - pediatric combination vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - booster vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - meningitis/pneumonia vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - traveler/endemic vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - other vaccine sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - share of Sanofi Pasteur MSD joint venture sales by vaccine class, 2004 - 9M2008
• Figure: Sanofi Pasteur - clinical vaccines pipeline depth and breadth, December 2008
• Figure: Sanofi Pasteur - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: GlaxoSmithKline - history of vaccines division
• Figure: GlaxoSmithKline - vaccines pedigree, 2008
• Figure: GlaxoSmithKline - total vaccine sales, 2004 - 9M2008
• Figure: GlaxoSmithKline vaccine sales - geographic spread, 2004 - 9M2008
• Figure: GlaxoSmithKline - total vaccine sales, by quarter, 2006 - 9M2008
• Figure: GlaxoSmithKline - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: GlaxoSmithKline - vaccines versus overall pharmaceutical sales, 2007
• Figure: GlaxoSmithKline - Infanrix and Boostrix franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - hepatitis vaccine franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - influenza vaccine franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - Cervarix sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - Rotarix sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: GlaxoSmithKline - clinical vaccines pipeline depth and breadth, December 2008
• Figure: GlaxoSmithKline vaccines pipeline - adjuvanted versus non-adjuvanted candidates, December 2008
• Figure: Wyeth - vaccines pedigree, 2008
• Figure: Wyeth - total vaccine sales (Prevnar), 2004 - 9M2008
• Figure: Wyeth vaccine sales (Prevnar) - geographic spread, 2004 - 9M2008
• Figure: Wyeth - total vaccine sales (Prevnar), by quarter, 2006 - 9M2008
• Figure: Wyeth - vaccine sales (Prevnar) as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Wyeth - vaccines (Prevnar) versus overall pharmaceutical sales, 2007
• Figure: Wyeth - Prevnar sales by geography, 2004 - 9M2008
• Figure: Wyeth - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: Novartis - history of vaccines division
• Figure: Novartis - vaccines pedigree, 2008
• Figure: Novartis - total vaccine sales, 2004 - 9M2008
• Figure: Novartis vaccines and diagnostics sales - geographic spread, 2004 - 9M2008
• Figure: Novartis - total vaccine and diagnostics sales, by quarter, 2006 - 9M2008
• Figure: Novartis - vaccines and diagnostics sales as share of overall company pharmaceutical sales (excluding consumer health), 2004 - 9M2008
• Figure: Novartis - overlap between marketed vaccines portfolio and pipeline vaccines
• Figure: Novartis - clinical vaccines pipeline depth and breadth, December 2008