Future Growth Opportunities in Generics: The impact of consolidation on market and competitive dynamics

Table of Contents

Executive Summary

• Generics growth opportunities and branded defense strategies
• Generics market analysis by country and region
• Generics market analysis by therapeutic area
• Leading generics players
• Consolidation in the generics industry

Chapter 1 Generics growth opportunities and branded defense strategies

• Summary
• Introduction
• Key generics growth opportunities
• Availability of off-patent treatments and paragraph IV challenges
• Healthcare cost containment policies
• The biogenerics/biosimilars opportunity
• Mergers and acquisitions
• Defense strategies from branded companies
• Rx-to-OTC switching
• Defensive pricing
• Patent litigation
• Reformulation
• Authorized generics agreements and settlements
• Launching in-house generics

Chapter 2 Generics market analysis by country and region

• Summary
• Introduction
• Regional generics market analysis
• North American market
• Major markets of Latin America
• Major European markets
• Major markets of Central and Eastern Europe
• Japanese market
• Chinese market
• Selected markets in the Asia-Pacific region

Chapter 3 Generics market analysis by therapeutic area

• Summary
• Introduction
• Market breakdown by therapeutic area
• CNS disorders market analysis
• Cardiovascular diseases market analysis
• Alimentary tract and metabolism market analysis
• Cancer market analysis
• Anti-infectives market analysis
• Therapy area forecasts

Chapter 4 Leading generics players

• Summary
• Introduction
• Key players in the global generics market
• Performance of major generics companies by region
• Company portfolio analysis
• Novartis
  • Marketed product portfolio
  • Forecast sales
• Teva
  • Marketed product portfolio
  • Forecast sales
• Mylan
  • Marketed product portfolio
  • Forecast sales
• Ratiopharm
  • Marketed product portfolio
  • Forecast sales
• Watson
  • Marketed product portfolio
  • Forecast sales
• Merck KGaA
  • Marketed product portfolio
  • Forecast sales
• Ivax
  • Marketed product portfolio
  • Forecast sales
• Apotex
  • Marketed product portfolio
  • Forecast sales
• Par
  • Marketed product portfolio
  • Forecast sales
• Alpharma
  • Marketed product portfolio
  • Forecast sales

Chapter 5 Consolidation in the generics industry

• Summary
• Introduction
• Factors influencing M&A deals across markets
• Key deals in emerging markets
• Dr. Reddy' s
  • Betapharm acquisition
  • Roche' s API facility acquisition
  • Trigenesis acquisition
• Ranbaxy
  • Mundogen acquisition
  • Ethimed acquisition
  • Terapia acquisition
• Egis
  • Serdix acquisition
• Zentiva
  • Sicomed acquisition
• Key deals in Western Europe
• Sandoz/Novartis
  • Sabex acquisition
  • Hexal/Eon acquisition
• Stada Arzneimittel
  • Hemofarm acquisition
  • Nizpharm acquisition
  • Other acquisitions
• Ratiopharm
  • Magnafarma BV acquisition
  • Pulmotec acquisition
  • Ribosepharm acquisition
• Merck KGaA
  • Prasfarma acquisition
  • NM Pharma acquisition
• Actavis
  • Alpharma acquisition
  • Amide acquisition
  • Sindan acquisition
  • Keri Pharma acquisition
• Key deals in the US
• Watson
  • Amarin acquisition
  • Sekhsaria acquisition
  • Andrx acquisition
• Barr
  • Pliva acquisition
• Mylan
  • Matrix Labs acquisition
• Perrigo
  • Agis acquisition
• Other key deals
• Teva
  • Ivax acquisition
• Conclusions

Chapter 6 Appendix

• Glossary
• Index

List of Figures

• Figure 1.1: Generics company growth strategies
• Figure 1.2: Number of ANDA and first-to-file approvals, 2001-2006
• Figure 1.3: Average monthly ANDA and first-to-file approvals, 2001-2006
• Figure 1.4: Pharmaceutical cost containment policies in developed and developing markets
• Figure 2.5: Market dynamics in the global unbranded generics market by country, 2004-05
• Figure 3.6: Market breakdown of the major therapy classes in the global unbranded generics market, 2001 & 2005
• Figure 3.7: Market dynamics of the major CNS unbranded generics, 2005
• Figure 3.8: Market dynamics of the major cardiovascular unbranded generics, 2005
• Figure 3.9: Market dynamics of the major alimentary tract and metabolism generics, 2005
• Figure 3.10: Market dynamics of the leading cancer unbranded generics, 2005
• Figure 3.11: Market dynamics of the leading anti-infectives unbranded generics, 2005
• Figure 4.12: Performance of major players in the global generics market, 2001 & 2005
• Figure 5.13: Factors shaping M&A deals across the US, EU and emerging markets
• Figure 5.14: Key generics M&A by region, 2004-06
• Figure 5.15: Competitive pressures influencing generics M&A strategies, 2005-06

List of Tables

• Table 2.1: Sales of unbranded generics by country, 2004-05
• Table 2.2: Sales of unbranded generics in North America, 2004-05
• Table 2.3: Sales of unbranded generics in Latin America, 2004-05
• Table 2.4: Sales of unbranded generics in major Western European markets, 2004-05
• Table 2.5: Sales of unbranded generics in major Central and Eastern European markets, 2004-
• Table 2.6: Sales of unbranded generics in Japan, 2004-05
• Table 2.7: Sales of unbranded generics in China, 2004-05
• Table 2.8: Sales of unbranded generics in Asia-Pacific, 2001-05
• Table 3.9: Sales by major therapeutic area across the global unbranded generics market, 2004-
• Table 3.10: Sales of major molecules in the global CNS unbranded generics market, 2004-05
• Table 3.11: Sales of major molecules in the global cardiovascular unbranded generics market, 2004-05
• Table 3.12: Sales of major molecules in the alimentary tract and metabolic disorders global unbranded generics market, 2004-05
• Table 3.13: Sales of major molecules in the global cancer unbranded generics market, 2004-05
• Table 3.14: Sales of major molecules in the global anti-infectives unbranded generics market,2004-05
• Table 3.15: Forecast global unbranded generics sales by therapy area, 2005-11
• Table 4.16: Leading ten generics companies by global unbranded generics sales, 2004-05
• Table 4.17: Leading generics companies by global generics sales, 2004-05
• Table 4.18: Leading products in Novartis' generics portfolio, 2004-05
• Table 4.19: Forecast sales of Novartis' current generics portfolio, 2005-2011
• Table 4.20: Leading products in Teva' s generics portfolio, 2004-05
• Table 4.21: Forecast sales of Teva' s current generics portfolio, 2005-2011
• Table 4.22: Leading products in Mylan' s generics portfolio, 2004-05
• Table 4.23: Forecast sales of Mylan' s current generics portfolio, 2005-2011
• Table 4.24: Leading products in Ratiopharm' s generics portfolio, 2004-05
• Table 4.25: Forecast sales of Ratiopharm' s current generics portfolio, 2005-2011
• Table 4.26: Leading products in Watson' s generics portfolio, 2004-05
• Table 4.27: Forecast sales of Watson' s current generics portfolio, 2005-2011
• Table 4.28: Leading products in Merck KGaA' s generics portfolio, 2004-05
• Table 4.29: Forecast sales of Merck KGaA' s current generics portfolio, 2005-2011
• Table 4.30: Leading products in Ivax' s generics portfolio, 2004-05
• Table 4.31: Forecast sales of Ivax' s current generics portfolio, 2005-2011
• Table 4.32: Leading products in Apotex' s generics portfolio, 2004-05
• Table 4.33: Forecast sales of Apotex' s current generics portfolio, 2005-2011
• Table 4.34: Leading products in Par' s generics portfolio, 2004-05
• Table 4.35: Forecast sales of Par' s current generics portfolio, 2005-2011
• Table 4.36: Leading products in Alpharma' s generics portfolio, 2004-05
• Table 4.37: Forecast sales of Alpharma' s current generics portfolio, 2005-2011