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Table of Contents
- CHAPTER 1 EXECUTIVE SUMMARY
- Key findings
- Historical and forecast ethical sales performance
- Therapeutic strategy
- Launch and expiry outlook
- Externalization, geographic and molecule type strategies
- Externalization strategy
- Geographic strategy
- Molecule type strategy
- SWOT analysis
- CHAPTER 2 CORPORATE HISTORY
- Key findings
- Background
- Key corporate developments
- M&A history
- Acquisition of Imperial Pharmaceutical Services
- Acquisition of Pharmavene
- Acquisition of Richwood
- Merger with Roberts
- Acquisition of Fuisz Technologies' EU subsidiaries
- Acquisition of Biochem Pharma
- Divestment of OTC products
- Divestment of Shire Biologics
- Acquisition of Transkaryotic Therapies
- Acquisition of New River
- Divestment of non-core products
- Current corporate structure
- Shire Human Genetic Therapies (Shire HGT),
- Current management team
- CHAPTER 3 HISTORICAL PERFORMANCE
- Key findings
- Introduction
- Revenue and growth rate analysis, 2001-06
- Revenue and growth rate vs. peer set
- Product analysis, 2001-06
- Growth drivers
- Adderall franchise
- Replagal
- Pentasa
- Growth resistors
- Proamatine
- Agrylin/Xagrid
- Operating revenue and cost analysis, 2001-06
- Operating revenue/cost analysis
- CHAPTER 4 FORECAST PERFORMANCE
- Key findings
- Introduction
- Revenue and growth rate, 2006-12
- Product analysis, 2006-12
- ADHD-life after the Adderall franchise
- Several smaller products spread the dependence away from ADHD
- Growth resistors
- Adderall XR is the greatest drag on growth
- Aside from the Adderall franchise, there are few significant growth
resistors
- Growth drivers
- The success of Vyvanse is critical for Shire' s future growth
- Elaprase highlights the value of Shire' s enzyme replacement therapy
program
- Daytrana is expected to drive sales growth behind Vyvanse
- Minor impact on revenues from divestment of non-core products to
Almirall
- Therapy area analysis, 2006-12
- CNS
- Vyvanse is key to Shire' s replacement of Adderall XR sales
- Daytrana provides robust support in the CNS franchise
- Genetic disorders
- The acquisition of TKT allowed expansion into new specialist markets
- Elaprase faces no competitors in a limited but valuable market
- Therapy area focus
- Launches and expiries analysis, 2006-12
- Launch portfolio
- Critically, Vyvanse and Daytrana have launched in the US
- Shire' s other new ADHD treatments target unmet needs
- Lialda continues Shire' s history of successful re-formulation
- Core portfolio
- Competition has dampened sales of Fosrenol and Replagal
- Expiry portfolio
- The Adderall franchise dominates Shire' s ' expiry' portfolio
- Despite generic erosion in the US, Agrylin has market exclusivity to
2015 in Europe
- Launch/core/expiry configuration
- Externalization analysis, 2006-12
- Geographic analysis, 2006-12
- Molecule type analysis, 2006-12
- CHAPTER 5 KEY PRODUCTS AND COMPETITORS
- Key findings
- Overview
- CNS
- Adderall XR
- Overview
- Sales forecast
- Newsflow
- Competitive landscape
- Future market assessment
- Vyvanse
- Overview
- Sales forecast
- Newsflow
- CHAPTER 6 APPENDIX
- References
- Abbreviations
- Exchange rates
- List of Tables
- Table 1: Shire' s senior management
- Table 2: Peer set overview
- Table 3: Operating revenue/cost analysis ($m), 2001-06
- Table 4: Operating cost ratio analysis (% of total revenues), 2001-06
- Table 5: Product portfolio overview, sales ($m), 2006-12
- Table 6: Therapy area overview, sales ($m), 2006-12
- Table 7: Launch portfolio overview, sales ($m), 2006-12
- Table 8: Core portfolio overview, sales ($m), 2006-12
- Table 9: Expiry portfolio overview, sales ($m), 2006-12
- Table 10: Externally developed portfolio ($m), 2006-12
- Table 11: Molecule type overview, sales ($m), 2006-12
- Table 12: Key products overview
- Table 13: Adderall XR: overview
- Table 14: Adderall XR: sales forecast ($m), 2006-12
- Table 15: Adderall XR: newsflow
- Table 16: Vyvanse: overview
- Table 17: Vyvanse: sales forecast ($m), 2006-12
- Table 18: Vyvanse: newsflow
- Table 19: Exchange rates, 2006
- List of Figures
- Figure 1: Historical and forecast ethical sales performance (% CAGR),
Roche and Big Pharma peer set
- Figure 2: Therapeutic focus vs. Mid Pharma peer set (%), 2006
- Figure 3: Launch, core and expiry, absolute sales growth, 2006-12
(sales as % of 2006 sales), Shire
- Figure 4: Launch, core and expiry, absolute sales growth, 2006-12
(sales as % of 2006 sales), peer set
- Figure 5: Molecule type, externalization and geographic market
dependency (%) vs. peer set, 2006
- Figure 6: Molecule type, externalization and geographic market
dependency (%) vs. peer set, 2012
- Figure 7: SWOT analysis of Shire
- Figure 8: M&A/divestment history
- Figure 9: Current corporate structure
- Figure 10: Revenue & growth rate (ethical sales) ($m), 2001-06
- Figure 11: Ethical revenue ($m) and growth rate (%) vs. peer set,
2001-06
- Figure 12: Growth drivers/resistor products of historical revenue
performance ($m), 2001-06
- Figure 13: Operating revenue/cost analysis ($m), 2001-06
- Figure 14: Operating cost ratio analysis (% of total revenues), 2001-06
- Figure 15: Ethical revenue ($m) and growth rate (%), 2006-12
- Figure 16: Top five products by sales ($m), 2006
- Figure 17: Top five products by sales ($m), 2012
- Figure 18: Growth drivers and resistors by product, 2006-12
- Figure 19: Key strategic products, sales ($m), 2006-12
- Figure 20: Ethical sales by therapy area ($m), 2006-12
- Figure 21: Growth drivers and resistors by therapy area ($m), 2006-12
- Figure 22: Shire' s ADHD franchise, 7MM sales 2006-12 ($m)
- Figure 23: Ethical sales by therapy area (%), 2006-12
- Figure 24: Therapy area focus compared with peer set (% total ethical
sales), 2006
- Figure 25: Therapy area focus compared with peer set (% total ethical
sales), 2012
- Figure 26: Launch schedule, sales ($m), 2006-12
- Figure 27: Core products sales growth ($m), 2006-12
- Figure 28: Expiry schedule, sales ($m), 2006-12
- Figure 29: Launch, core and expiry, sales ($m), 2006-12
- Figure 30: Launch, core and expiry, absolute sales growth, 2006-12
(sales as % of 2006 sales), Shire
- Figure 31: Launch, core and expiry, absolute sales growth, 2006-12
(sales as % of 2006 sales), peer set
- Figure 32: Externalization dependency, sales ($m), 2006-12
- Figure 33: Growth drivers and resistors, externally vs. internally
discovered products, sales ($m), 2006-12
- Figure 34: Externalization dependency vs. peer set, % total sales, 2006
- Figure 35: Externalization dependency vs. peer set, % total sales, 2012
- Figure 36: Geographical sales breakdown ($m), 2006-12
- Figure 37: Growth drivers and resistors by geography, sales ($m),
2006-12
- Figure 38: US dependency vs. peer set, % total sales, 2006
- Figure 39: US dependency vs. peer set, % total sales, 2012
- Figure 40: Molecule type sales breakdown ($m), 2006-12
- Figure 41: Growth drivers and resistors by molecule type, sales ($m),
2006-12
- Figure 42: Biologics dependency vs. peer set, % total sales, 2006
- Figure 43: Biologics dependency vs. peer set, % total sales, 2012
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