Abstract
Introduction
The biotechnology and pharmaceutical sectors as we know them will soon cease
to exist. Companies in these sectors have come face-to-face with the harrowing
ordeals of a global recession. Four stresses on the industry are rapidly
depleting cash reserves, changing sources of growth, the specter of
comparative effectiveness, and the threat posed by biosimilars. Staying alive
in the short term and creating a more viable way of doing business are serious
concerns. Many biotech companies have put themselves on ice with skeleton
staffs in an attempt to ride out the recession, but they may never recover
their scientifi c momentum. Mid-tier pharmaceutical companies are scrambling
and fear for their independence. A new world order is on the horizon that will
be a more unifi ed biopharmaceutical industry. This report addresses the
issues underlying the evolving nature of the biotech and mid-tier
pharmaceutical sectors and identifi es strategies and opportunities for moving
forward.
Questions Answered in This Report
- According to the founder of Excalibur, a medical sciences investment
house, biotech is facing “the most serious, dire situation that the
sector has ever been in.” What strategies are companies using to
survive? What strategies will have better chances of success?
- Burrill & Co.' s CEO has said, “The technology we' ve developed over
the last 40 years is great at keeping us alive, but it' s not economically
viable.” What are the alternative strategies? Is cost-effectiveness
research the answer?
- Sanofi -Aventis' s CEO has said, “If you can partner, why
acquire?” How has the nature of biotech-pharma collaborations
changed? What is the prime directive of cash-strapped biotechs?
- Eli Lilly' s and GlaxoSmithKline' s CEOs do not believe that mega-mergers
bring the added value that they should. What strategies does
GlaxoSmithKline favor? What recent deals has the company executed? Why is
Lilly confi dent of its ability to remain independent, and how will it do
so?
- Mid-tier pharma is struggling to survive and remain independent. What
approaches are Bayer Schering, Takeda, and Lilly pursuing? What could be the
unintended consequences?
Scope
- Biotech industry: Bankruptcy, venture capital investing, bailout,
cash reserves, comparative effectiveness, biosimilars, liquidation, job
losses, white knights, IPOs, culling, registered direct offerings (RDOs),
private investment in public equity (PIPE), corporate venture funds, number of
venture deals 1995-2009.
- Pharmaceutical industry: Changing growth sources, mature markets,
bioinvestment, biosimilars regulatory pathway, NICE' s July 2009 rejection of
Merck-Serono' s Erbitux (cetuximab), E7 countries, top 25 pharma companies, top
20 pharma markets, midsize pharma, unintended consequences, survival
strategies, animal health businesses, specialty medicines, biologics, consumer
health.
- Strategies and business models: A ranking of 11 survival strategies
in play in the pharmaceutical industry, cash-outs, FIPCOs, virtualization,
hibernation, consolidation, reverse merger, emerging markets, selectively
integrated business model, codevelopment, co-commercialization, Big Pharma
collaboration, mega-mergers, joint ventures, takeovers, M&As, inlicensing,
combined brand/generics model, proof-of-concept trials, spin-offs, diversifi
cation, divestments, evolve or die, geographic expansion, alliances.
Mentioned in This Spectrum Report
- Abbott
- Acadia Pharmaceuticals
- Acusphere
- Adolor
- Adrea
- Advanced Life Science
- Advantryx
- Aileron Therapeutics
- Aivgen
- Akesis Pharmaceuticals
- Alexza
- Allergy Therapeutics
- Almirall
- Alnylam Pharmaceuticals
- Altus
- Amgen
- Anadys
- Arana Therapeutics
- Ardea Biosciences
- Arena Pharmaceuticals
- Argolyn Bioscience
- Armour Pharmaceutical
- Array Biopharma
- Association of the British Pharmaceutical Industry
- ABPI)
- Astellas Pharma
- AstraZeneca
- Aurobindo Pharma
- Avalon Pharmaceuticals
- Bayer
- Bayer Healthcare
- Bayer Schering
- Bayhill Therapeutics
- Beecham Pharmaceuticals
- Bellus Health
- Biogen Idec
- BioIndustry Association (BIA)
- BioNovo
- Biopure
- BioSante
- Biotechnology Industry Association (BIO)
- Biovail
- BiPar Sciences
- Boehringer Ingelheim
- Bradmer
- Bristol-Myers Squibb
- Burrill & Co.
- Burroughs Wellcome Medical
- Calando Pharmaceuticals
- Cambridge Laboratories
- Cardiome Pharma
- Catalyst Biosciences
- Celgene
- Cell Genesys
- Cell Therapeutics
- Celldex Therapeutics
- Cempra Pharmaceuticals
- Cephalon
- Cerulean Pharma
- CIBA Laboratories
- Cipla
- Clavis Pharma
- Clinical Data
- Clovis Oncology
- CombinatoRX
- Cortex Pharmaceuticals
- Cougar Biotechnology
- Covidien
- Cubist Pharmaceuticals
- CuraGen
- CV Therapeutics
- Cytos Biotechnology
- Daiichi-Sankyo
- DiObex
- Dr. Reddy' s Laboratories
- DuPont Pharmaceuticals
- Dyax
- Dynogen
- Echo Therapeutics
- Eden Bioscience
- Eisai
- Eli Lilly
- Emisphere Technologies
- Endo Pharmaceuticals
- Enhance BioMedical
- Ensemble Discovery
- EpiCept
- Epix Pharmaceuticals
- European Medicines Agency (EMEA)
- Evotec
- Exact Sciences
- Excalibur
- Exelixis
- Facet Biotech
- Federal Trade Commission (FTC)
- Forma Therapeutics
- Fournier Pharmaceuticals
- Galapagos
- Geigy
- Genaera
- Genelab
- Genentech
- GenVec
- Genzyme
- Gilead Sciences
- GlaxoSmithKline
- GlobeImmune
- Haemacure
- Handok Pharmaceuticals
- Hisamitsu Pharmaceuticals
- Hoechst
- Hyperion Therapeutics
- Idenix Pharmaceuticals
- IDM Pharma
- ImClone
- Indevus Pharmaceuticals
- Infi nity Pharmaceuticals
- Institute of Medicine
- Intercytex
- Interpharm Consultancy
- Intervet
- Ironwood Pharmaceuticals
- Isis Pharmaceuticals
- Isolagen
- Isotechnika
- Johnson & Johnson
- Kendrick
- La Jolla Pharmaceutical
- Lederle
- Lexicon
- Lilly Ventures
- Lundbeck
- Marion Merrell Dow
- Massachusetts Biotechnology Council
- Medarex
- MedImmune
- Medley
- Merck & Co.
- Merck KGaA
- Merck-Serono
- Merial
- Metabasis Therapeutics
- Micromet
- Millennium Pharmaceuticals
- Mylan
- Nanogen
- National Institute for Health and Clinical Excellence
- (NICE)
- NeoStem
- Neurobiological Technologies
- Neurocrine
- Neurogen
- NeuroSearch
- Northfi eld Laboratories
- Northstar Neuroscience
- Novacea
- Novartis
- Novartis India
- NovaVax
- Noven
- Novo Nordisk
- Novogen
- Nueromed Pharmaceuticals
- Nycomed
- Offi ce of Fair Trading (OFT)
- OncoGenex Pharmaceuticals
- Onyx Pharmaceuticals
- Orexigen Therapeutics
- Oscient Pharmaceuticals
- Ovation Pharmaceuticals
- Oxford BioTherapeutics
- Oxygen Life Science Solutions
- Panacos
- Parke-Davis
- Penwest Pharmaceuticals
- Peptimmune
- Pfi zer
- Pharma Strategy Consulting
- Pharmaceutical Research and Manufacturers of America
- (PhRMA)
- Pharmacyclics
- Plexxikon
- Poniard
- Portola Pharmaceuticals
- Pressure BioSciences
- Progenics
- Protein Sciences
- Proteon Therapeutics
- QOL Medical
- Ranbaxy Laboratories
- Rhone-Poulenc
- Roche
- Rorer Pharmaceuticals
- S*BIO
- Sandoz
- Sangart
- Sanofi -Aventis
- Santaris Pharma
- Santhera
- Schering-Plough
- Sepracor
- Sequenom
- Servier
- Sirtris Pharmaceuticals
- Smith-Kline French
- Solvay
- Solvay Pharmaceuticals
- Strativa Pharmaceuticals
- Synta
- Takeda
- Targeted Genetics
- Telik
- Teva
- Thomas Weisel Partners
- Titan Pharmaceuticals
- Torrey Pines Therapeutics
- Tragara Pharmaceuticals
- Transcept
- Trimeris
- Trubion
- Tyrian Diagnostics
- U.S. Congress
- US Oncology
- Vertex Pharmaceuticals
- Victory Pharma
- ViroChem Pharma
- VNUS Medical Technologies
- Warner-Lambert
- Wyeth
- Xoma
- ZymoGenetics
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