The Top 10 Generic Pharmaceutical Companies: Positioning, performance and SWOT analyses

Table of Contents

Executive Summary

• Industry overview
• Novartis (Sandoz)
• Teva
• Mylan
• Ratiopharm
• Apotex
• Pfizer (Greenstone)
• Sanofi-Aventis (Winthrop)
• Watson
• Bayer
• Stada

Chapter 1 Introduction

• What is this report about?
• Methodology

Chapter 2 Industry overview

• Summary
• Introduction
• Market overview
• Global generics market: size and growth
• Market overview for the US/5EU
  • The US
  • The UK
  • France
  • Germany
  • Spain
  • Italy
• Top trends in the industry
• Changing paradigms towards emerging markets
• The generics manufacturing base is shifting to low cost hubs
• Growing legislative support for ' follow-on biologics'
• Increasing participation of branded Pharma companies in generics industry
• Consolidation
• Top ten generic companies
• Global ranking
• US/5EU consolidated
• Therapeutic focus of the top 10
• Key marketed products of the top 10
• Geographic focus of the top 10
  • US ranking
  • EU ranking

Chapter 3 Novartis (Sandoz)

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Focus on difficult-to-make and biosimilar generics
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Size and leading generics position
  • Dynamic launches
• Weaknesses
  • Development setbacks
• Opportunities
  • Strong pipeline
• Threats
  • Legal proceedings

Chapter 4 Teva

• Summary
• Teva' s acquisition of Barr Pharma
• Broader product-market focus
• P&L synergies
• Current business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Leading generics market position
  • Global infrastructure
• Weaknesses
  • Distribution model
• Opportunities
  • Focus on hospitals and institutional channels
• Threats
  • Failure to obtain market exclusivity in the US

Chapter 5 Mylan

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Leading market position in Asia Pacific
  • Growth through strategic acquisitions
• Weaknesses
  • Dependence on a few key products
• Opportunities
  • Growing generics demand
• Threats
  • Merck Generics litigations

Chapter 6 Ratiopharm

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Focus on biosimilars
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Leading position in Germany
• Weaknesses
  • Dependence on European market
• Opportunities
  • Biosimilar filgrastim
  • Launch of generic Plavix
• Threats
  • Competition in German generics market

Chapter 7 Apotex

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Strategic alliances
• Investments in R&D
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Strong R&D capabilities
• Weaknesses
  • Lawsuits relating to patent infringement
• Opportunities
  • Expanding global footprint beyond Canada and the US
  • Successful tender bid for critical healthcare needs in Africa
• Threats
  • Extending market exclusivity period in Canada
  • Growing pseudo (authorized) generics market in Canada

Chapter 8 Pfizer (Greenstone)

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Extending generics market share
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Strong market position
• Weaknesses
  • Geographic concentration in the US
• Opportunities
  • Growth opportunities in emerging markets
• Threats
  • Competition in the US generics market

Chapter 9 Sanofi-Aventis (Winthrop)

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Regionalization strategy
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Strong presence in emerging economies
• Weaknesses
  • Lack of presence in the US
• Opportunities
  • Biosimilar generics in the field of low molecular weight heparin
• Threats
  • Low penetration of generics in France

Chapter 10 Watson

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Growing offshore presence
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Global centers of excellence
• Weaknesses
  • Dependence on third-party manufacturers
• Opportunities
  • Expansion in India
• Threats
  • Loss of revenues from Ferrlecit

Chapter 11 Bayer

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Building on government initiatives to promote generics
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Strong R&D capabilities
• Weaknesses
  • Lack of presence in the US and the UK
• Opportunities
  • Focus on emerging economies
• Threats
  • Regulatory pressure on generic pricing in Germany

Chapter 12 Stada

• Summary
• Business description
• Geographic focus
• Marketed products
• Major therapeutic focus
• Growth strategies
• Cost optimization
• Continuous portfolio expansion
• Acquisitions and divestments
• SWOT analysis
• Strengths
  • Low-price cost structure of ALIUD Pharma
  • Strong local sales infrastructure
• Weaknesses
  • Dependence on third-party suppliers and manufacturers
• Opportunities
  • Launch of biosimilar Erythropoietin-zeta
  • Expanding footprint in Eastern Europe
• Threats
  • Regulatory pressure on generics pricing in Germany

Chapter 13 Conclusion

• Introduction
• Generics outperforming the ethical pharmaceutical industry
• Reassessing growth strategies
• Generics competition within the biotech sector
• Stripping-off the pricing advantage
• Outlook

Chapter 14 Appendix

• Glossary
• Index

List of Figures

• Figure 2.1: Global generics market size, 2004-2007 ($m)
• Figure 2.2: Market position of the global top 10 generics companies, 2007
• Figure 2.3: Generics drivers and resistors - the US
• Figure 2.4: Generics drivers and resistors - the UK
• Figure 2.5: Generics drivers and resistors - France
• Figure 2.6: Generics drivers and resistors - Germany
• Figure 2.7: Generics drivers and resistors - Spain
• Figure 2.8: Generics drivers and resistors - Italy
• Figure 2.9: Emerging markets generic sales, 2003-2007 ($m)
• Figure 2.10: Pharmaceutical companies and their generic divisions
• Figure 2.11: Top 10 generic companies global market share, 2007
• Figure 2.12: Geographic focus of the top 10 in US/5EU, 2007
• Figure 3.13: Novartis' (Sandoz) geographic focus, 2006-2007
• Figure 3.14: Novartis' (Sandoz) therapeutic focus, 2007
• Figure 3.15: Novartis (Sandoz) SWOT analysis
• Figure 4.16: Teva' s geographic focus, 2006-2007
• Figure 4.17: Teva' s therapeutic focus, 2007
• Figure 4.18: Teva SWOT analysis
• Figure 5.19: Mylan' s geographic focus, 2006-2007
• Figure 5.20: Mylan' s therapeutic focus, 2007
• Figure 5.21: Mylan SWOT analysis
• Figure 6.22: Ratiopharm' s geographic focus, 2006-2007
• Figure 6.23: Ratiopharm' s therapeutic focus, 2007
• Figure 6.24: Ratiopharm SWOT analysis
• Figure 7.25: Apotex' s geographic focus, 2006-2007
• Figure 7.26: Apotex' s therapeutic focus, 2007
• Figure 7.27: Apotex SWOT analysis
• Figure 8.28: Pfizer' s (Greenstone) geographic focus, 2006-2007
• Figure 8.29: Pfizer' s (Greenstone) therapeutic focus, 2007
• Figure 8.30: Pfizer (Greenstone) SWOT analysis
• Figure 9.31: Sanofi-Aventis' (Winthrop) geographic focus, 2006-2007
• Figure 9.32: Sanofi-Aventis' (Winthrop) therapeutic focus, 2007
• Figure 9.33: Sanofi-Aventis (Winthrop) SWOT analysis
• Figure 10.34: Watson' s therapeutic focus, 2007
• Figure 10.35: Watson SWOT analysis
• Figure 11.36: Bayer' s geographic focus, 2006-2007
• Figure 11.37: Bayer' s therapeutic focus, 2007
• Figure 11.38: Bayer SWOT analysis
• Figure 12.39: Stada' s geographic focus, 2006-2007
• Figure 12.40: Stada' s therapeutic focus, 2007
• Figure 12.41: Stada SWOT analysis
• Figure 13.42: Comparative analysis of top 10 generic companies

List of Tables

• Table 2.1: Total generic sales in the US/5EU, 2003-2007 ($m)
• Table 2.2: Generic sales by volume in the US/5EU, 2003-2007 (Standard units m)
• Table 2.3: Biologics going off patent in the US, 2008-2011
• Table 2.4: Top 10 generic companies' sales in the US/5EU, 2003-2007 ($m)
• Table 2.5: Largest therapy areas for generics for the top 10, 2007 ($m)
• Table 2.6: Market share by therapy area in the US/5EU generics market, 2006-2007
• Table 2.7: Top 10 generics by sales value in the US/5EU, 2007 ($m)
• Table 2.8: Top 10 generic companies in the US, 2003-2007 ($m)
• Table 2.9: Top 10 generics companies in 5EU, 2003-2007 ($m)
• Table 3.10: Novartis (Sandoz) snapshot
• Table 3.11: Novartis' (Sandoz) top 10 marketed products sales, 2006-2007 ($m)
• Table 4.12: Teva snapshot
• Table 4.13: Teva' s top 10 marketed products sales, 2006-2007 ($m)
• Table 5.14: Mylan snapshot
• Table 5.15: Mylan' s top 10 marketed products sales, 2006-2007 ($m)
• Table 6.16: Ratiopharm snapshot
• Table 6.17: Ratiopharm' s top 10 marketed products sales, 2006-2007 ($m)
• Table 7.18: Apotex snapshot
• Table 7.19: Apotex' top 10 marketed products sales, 2006-2007 ($m)
• Table 8.20: Pfizer (Greenstone) snapshot
• Table 8.21: Pfizer' s (Greenstone) top 10 marketed products sales, 2006-2007 ($m)
• Table 9.22: Sanofi-Aventis (Winthrop) snapshot
• Table 9.23: Sanofi-Aventis' (Winthrop) top 10 marketed products sales, 2006-2007 ($m)
• Table 10.24: Watson snapshot
• Table 10.25: Watson' s top 10 marketed products sales, 2006-2007 ($m)
• Table 11.26: Bayer snapshot
• Table 11.27: Bayer' s top 10 marketed products sales, 2006-2007 ($m)
• Table 12.28: Stada snapshot
• Table 12.29: Stada' s top 10 marketed products sales, 2006-2007 ($m)