Consolidation in the Generic Pharmaceutical Industry: An evolving landscape

Executive Summary

• Introduction
• Generics companies as major pharmaceutical companies
• Consolidation to meet new challenges

• Introduction
• North America
  • US
  • Canada
• Europe
  • Western Europe
  • Central and Eastern Europe
• Japan
• Emerging markets
  • Latin America
  • Asia

• Introduction
• Authorised generics
  • Overview
  • Financial impact
  • Outlook
• Generic divisions of major companies
• Impact of the innovation gap
  • Biosimilars
  • Introduction
  • Entry barriers
  • Legislative constraints
  • Patents
  • Regulatory factors
  • Europe
  • US
• Outlook

• Introduction
• Benefits of consolidation
  • Economies of scale
  • Marketing muscle
  • Geographic focus
• Battle for market leadership
  • Teva vs Sandoz
• Highly competitive acquisitions
  • Pliva
  • Andrx
  • Merck Generics
• Further consolidation
  • North America
  • Europe
  • India
• Other markets
• Alternative strategies

• Introduction
• India
• China
• South Korea
• Brazil
• Mexico

• Introduction
• Teva
• Sandoz
• Watson
• Barr
• Merck KGaA
• Ratiopharm
• Actavis
• Stada
• Mylan
• Ranbaxy
• Dr Reddy' s

• Introduction
• Key developments
  • New market opportunities
  • Biosimilars
  • Declining product opportunities
  • Increased competition
• New strategies
  • Consolidation
  • Biosimilars
  • Product differentiation

References

• Figure 2.1 Predicted market growth rates for generics, 2006-11
• Figure 2.2 Distribution of global generics revenues by market, 2006
• Figure 2.3 Growth in US generic drug sales, 1984-2006
• Figure 2.4 Market penetration of generics in European countries, 2006
• Figure 2.5 Growth rates of major Latin American markets, 2000-05
• Figure 3.1 US sales of paroxetine, July 2003-May 2004
• Figure 3.2 FDA approvals of new therapeutics, 2000-06
• Figure 6.1 Geographical distribution of Teva' s revenues, 2006
• Figure 6.2 Geographical distribution of Sandoz' s revenues, 2006
• Figure 6.3 Geographical distribution of Pliva' s revenues, 2006
• Figure 6.4 Geographical distribution of Merck KGaA' s revenues from generics, 2006
• Figure 6.5 Geographical distribution of Actavis' s revenues, 2006
• Figure 6.6 Breakdown of Stada' s revenues, 2006
• Figure 6.7 Geographic distribution of Stada' s revenues, 2006
• Figure 6.8 Therapeutic distribution of Mylan' s revenues, 2006
• Figure 6.9 Geographic distribution of Ranbaxy' s revenues, 2006
• Figure 6.10 Geographic distribution of Dr Reddy' s revenues, fiscal 2007
• Figure 7.1 Number of significant new generic opportunities in the US, 2007-11

• Table 1.1 Sales of leading generics manufacturers, 2006
• Table 2.1 Total and generic pharmaceutical sales in Western European (EU) countries, 2006
• Table 2.2 Total pharmaceutical sales in Central and Eastern European countries, 2006
• Table 2.3 Major Latin American markets, 2006 sales
• Table 3.1 2006 sales revenues of NCEs approved by the FDA in 2001
• Table 3.2 Leading biotechnology products, 2006
• Table 4.1 Major acquisitions by Teva and Sandoz, 1996-2006
• Table 4.2 Leading Indian generics manufacturers, showing sales revenues for fiscal 2006 (mostly year ending 31 March 2007) and market capitalisation in April 2007
• Table 5.1 Acquisition deals made by Indian pharmaceutical companies, 2005-07
• Table 6.1 Actavis' s leading products, 2006
• Table 6.2 Stada' s leading products, 2006