Abstract
Overview
Introduction
Based on an analysis of 46 companies and 1,000+ products, Datamonitor
forecasts that pharmaceutical industry ethical sales will increase at a modest
4.9% CAGR 2005-11. However, behind this industry average figure there are
strategic segments of the market that offer double-digit growth rates through
barriers against generic competition and the opportunity for aggressive
indication broadening
Scope
- Financial and Strategic Analysis of the Sales Outlook to 2011 for Big
Pharma, Mid Pharma, Japan Pharma and Biotech
- Quantitative analysis of the revenue balance of launches and expiries for
each peer set member to 2011
- Assessment of current and forecast 2011 therapeutic focus and product type
focus for each peer set member
- 2002-2006 operating cost and EBIT margin analysis for each peer set member
Report Highlights
Faced with failing growth, Big Pharma is expected to pursue strategic options
including operational cost efficiencies, M&A with other Big Pharma companies,
biotech, Mid Pharma CNS players and/or generics manufacturers and
acquisitional moves outside of ' pharma space' to increase presence in medical
devices, diagnostics and consumer healthcare
Biotech will be the fastest growing peer set with a 10.1% sales CAGR 2005-11.
Biotech is almost totally insulated from generic threat because (1) biotech
portfolios are often too young to contain expired products and (2) even if
products have expired, the predominantly biologic nature of biotech portfolios
is a major barrier to generic entry
The fastest growing Japanese companies (such as Daiichi-Sankyo and Astellas)
will receive the majority of their growth from expanding sales of already
marketed products whereas the slowest growing companies (such as Takeda and
Eisai) are burdened with heavy sales declines from patent expiries -
particularly in the gastrointestinal therapy area
Reasons to Purchase
- Understand the strategic motives behind the recent wave of Big Pharma
acquisitions of monoclonal antibody companies
- Identify the rare examples of promising high growth CNS products located
in the Mid Pharma peer set
- Learn how biotech faces slowing growth momentum due to second generation
biologics cannibalizing sales of first generation predecessor products
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