COMPETITIVE POSITIONING OF THE TOP 10 PLAYERS GROWING ALLIANCES IN BIOPHARMACEUTICALS TABLE 7 KEY LICENSING AND PARTNERSHIP DEALS IN

Transcription

1 CHAPTER ONE: INTRODUCTION... 1 STUDY GOALS AND OBJECTIVES... 1 REASONS FOR DOING THE STUDY... 1 SCOPE OF REPORT... 2 INTENDED AUDIENCE... 3 METHODOLOGY AND INFORMATION SOURCES... 3 ANALYST CREDENTIALS... 4 RELATED BCC REPORTS... 4 BCC ONLINE SERVICES... 4 DISCLAIMER... 5 CHAPTER TWO: SUMMARY... 6 SUMMARY TABLE TOTAL EMERGING GEOGRAPHIC MARKETS, BY REGION, THROUGH 2015 ($ MILLIONS)... 6 SUMMARY FIGURE TOTAL EMERGING GEOGRAPHIC MARKETS, BY REGION, ($ MILLIONS)... 7 SUMMARY (CONTINUED)... 8 CHAPTER THREE: OVERVIEW... 9 OVERVIEW... 9 TABLE 1 ECONOMIC STATISTICS AND GROSS DOMESTIC PRODUCTION FOR EMERGING COUNTRIES, 2008 ($ BILLIONS/%) OVERVIEW (CONTINUED) EMERGING MARKET OPPORTUNITIES EMERGING MARKET CHALLENGES Emerging Market Challenges (Continued) CHAPTER FOUR: INDIA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION TABLE 2 SOME FACTS ABOUT INDIA TABLE 3 ECONOMIC STATISTICAL SUMMARY FOR INDIA, TABLE 4 DEMOGRAPHIC STATISTICAL SUMMARY FOR INDIA, PHARMACEUTICAL MARKETS TABLE 5 INDIAN MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS) BIOLOGICS UPTAKE DRIVEN BY MANUFACTURING ADVANTAGES COMPETITIVE POSITIONING OF INDIA AS EMERGING MARKET GENERICS PRODUCTS AND COMPANIES CONTINUE TO THRIVE IN INDIA TABLE 6 SUMMARY OF APPROVED ACTIVE PHARMACEUTICAL INGREDIENTS (API) IN INDIA,

2 COMPETITIVE POSITIONING OF THE TOP 10 PLAYERS GROWING ALLIANCES IN BIOPHARMACEUTICALS TABLE 7 KEY LICENSING AND PARTNERSHIP DEALS IN INDIA, JAPANESE ACCESSING INDIA FOR GENERICS SHARE AND LAWS TABLE 8 INDIA PUBLIC INVESTMENT INTO HEALTHCARE (% OF GDP), LEADING THERAPEUTIC SEGMENTS OUTLOOK TABLE 9 INDIAN THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS) LEADING REGIONAL PRODUCTS TABLE 10 LEADING PRODUCTS IN INDIA, THROUGH 2010 ($ MILLIONS) INTELLECTUAL PROPERTY SUMMARY INDIA S ADOPTION OF PRODUCT PATENT REGIME TABLE 11 TOP 10 INDIAN COMPANIES THROUGH 2010 ($ MILLIONS/%) CIPLA CIPLA THERAPEUTIC FOCUS CIPLA RESEARCH AND DEVELOPMENT RANBAXY RANBAXY THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT GSK-INDIA THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT PIRAMAL HEALTHCARE THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT ZYDUS CADILA THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT SUN PHARMACEUTICAL THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT LUPIN THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT ALKEM THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT... 31

3 SANOFI-AVENTIS: INDIA THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT MANKIND THERAPEUTIC FOCUS RESEARCH AND DEVELOPMENT CHAPTER FIVE: EASTERN EUROPE MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION AND LAWS TABLE 12 SELECTED M&A TRANSACTIONS IN EASTERN EUROPE BETWEEN 2007 AND LEADING THERAPEUTIC SEGMENTS BIOSIMILARS YIELD OPPORTUNITY ONCOLOGY OF PARTICULAR INTEREST TABLE 13 TOP 10 PLAYERS IN THE EASTERN EUROPEAN THERAPEUTIC MARKETS, THROUGH 2010 ($ MILLIONS) NOVARTIS SANOFI-AVENTIS GSK SERVIER ROCHE BAYER PFIZER TEVA ZENTIVA KRKA TABLE 14 EASTERN EUROPEAN THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) CHAPTER SIX: LATIN AMERICA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION TABLE 15 ECONOMIC STATISTICS OF LATIN AMERICA, 2008 ($ BILLIONS) TABLE 16 DEMOGRAPHIC PROFILE OF LATIN AMERICAN COUNTRIES, TABLE 17 SNAPSHOT OF HEALTHCARE STATISTICS IN LATIN AMERICA, TABLE 18 LATIN AMERICAN MARKETS BY COUNTRY, ($ MILLIONS/%) TABLE 19 HEALTHCARE DELIVERY STATISTICS IN LATIN AMERICA, AND LAW... 45

4 TABLE 20 LATIN AMERICAN COUNTRY WATCH LIST, AS PER PHRMA, BIOSIMILAR REGULATORY PATHWAY IN LATIN AMERICA LEADING THERAPEUTIC SEGMENTS AND PRODUCTS TABLE 21 LATIN AMERICAN MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS/%) BRAZIL MEXICO NME LAUNCHES IN MEXICO, VENEZUELA ARGENTINA COLOMBIA CHILE TABLE 22 LATIN AMERICAN THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) INTELLECTUAL PROPERTY BRAZIL MEXICO VENEZUELA ARGENTINA TABLE 23 TOP 10 PLAYERS IN THE LATIN AMERICAN MARKETS, THROUGH 2010 ($ MILLIONS/%) SANOFI-AVENTIS NOVARTIS BAYER PFIZER EMS MERCK (SCHERING PLOUGH) BOEHRINGER INGELHEIM JOHNSON & JOHNSON GSK ROCHE CHAPTER SEVEN: MIDDLE EAST MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION TABLE 24 ECONOMIC STATISTICAL SUMMARY FOR MIDDLE EAST, TABLE 25 DEMOGRAPHIC STATISTICAL SUMMARY FOR MIDDLE EAST, AND LAWS TABLE 26 MIDDLE EAST MARKETS BY COUNTRY. THROUGH 2010 ($ MILLIONS/%) EGYPT Summary... 62

5 Drug Pricing and Reimbursement TURKEY Summary Drug Pricing and Reimbursement TABLE 27 TURKISH HEALTHCARE REIMBURSEMENT COVERAGE BY DESIGNATION SAUDI ARABIA Summary Drug Pricing and Reimbursement Drug Pricing (Continued) ISRAEL Summary Drug Pricing and Reimbursement JORDAN Summary Drug Pricing and Reimbursement UNITED ARAB EMIRATES Summary Drug Pricing and Reimbursement LEBANON Summary Drug Pricing and Reimbursement KUWAIT Summary Drug Pricing and Reimbursement LEADING THERAPEUTIC SEGMENTS TABLE 28 MIDDLE EAST MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS/%) LEADING REGIONAL PRODUCTS SERETIDE (GSK) LIPITOR (PFIZER) AUGMENTIN (GSK/MUP) GLIVEC (NOVARTIS) DIOVAN/CO-DIOVAN (NOVARTIS) SPIRIVA (BOEHRINGER INGELHEIM) PLAVIX (SANOFI-AVENTIS) CIPRALEX (LUNDBECK) TABLE 29 MIDDLE EAST THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) INTELLECTUAL PROPERTY SAUDI ARABIA EGYPT TURKEY ISRAEL... 80

6 JORDAN UNITED ARAB EMIRATES LEBANON KUWAIT TABLE 30 TOP 10 PLAYERS IN THE MIDDLE EAST MARKETS, THROUGH 2010 ($ MILLIONS/%) NOVARTIS GSK SANOFI-AVENTIS PFIZER CHAPTER EIGHT: RUSSIA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION TABLE 31 ECONOMIC STATISTICAL SUMMARY FOR RUSSIA, TABLE 32 DEMOGRAPHIC STATISTICAL SUMMARY FOR RUSSIA, AND LAWS DRUG PRICES AND REIMBURSEMENT Drug Prices and (Continued) HEALTHCARE REFORM IN RUSSIA LEADING THERAPEUTIC SEGMENTS TABLE 33 RUSSIA MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS/%) TABLE 34 RUSSIA S THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) LEADING REGIONAL PRODUCTS ACTOVEGIN: NYCOMED ARBIDOL: PHARMSTANDARD MERONEM: ASTRAZENECA ESSENTIALE FORTE N: SANOFI-AVENTIS VIAGRA: PFIZER LINEX: NOVARTIS MEXIDOL: FARMASOFT AMOKSIKLAV: NOVARTIS HEPTRAL: HOSPIRA MILDRONAT: GRINDEX INTELLECTUAL PROPERTY TABLE 35 TOP 10 PLAYERS IN THE RUSSIAN MARKETS, THROUGH 2010 ($ MILLIONS/%) NOVARTIS SANOFI-AVENTIS SERVIER BAYER PHARMSTANDARD... 97

7 GEDEON RICHTER Gedeon Richter (Continued) CHAPTER NINE: SOUTH KOREA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION AND LAWS AND LAWS HEALTHCARE EXPENSES HEALTHCARE REFORMS LEADING THERAPEUTIC SEGMENTS AND PRODUCTS TABLE 36 SOUTH KOREA MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS/%) TABLE 36 (CONTINUED) GASTROINTESTINAL CARDIOVASCULAR INFECTIOUS DISEASES CENTRAL NERVOUS SYSTEM TABLE 37 SOUTH KOREA THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) INTELLECTUAL PROPERTY TABLE 38 TOP 10 PLAYERS OF THE SOUTH KOREAN MARKETS, THROUGH 2010 ($ MILLIONS/%) DONG-A SANOFI-AVENTIS DAEWOONG HANMI PFIZER CHAPTER TEN: SOUTH AFRICA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION TABLE 39 DEMOGRAPHIC STATISTICAL SUMMARY OF SOUTH AFRICA, TABLE 40 ECONOMIC STATISTICAL SUMMARY OF SOUTH AFRICA, AND LAWS PHARMACEUTICAL REGULATORY (CONTINUED) SECOND SOUTH AFRICAN GOVERNMENT ARV TENDER RISING TRIAL REGISTRATIONS INCREASING GENERICS UPTAKE LEADING THERAPEUTIC SEGMENTS AND PRODUCTS TABLE 41 SOUTH AFRICA MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS/%)

8 TABLE 42 SOUTH AFRICA THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) INTELLECTUAL PROPERTY FURTHER FOCUS AROUND PATENT POOLING FOR HIV/AIDS THERAPIES TOP 10 PLAYERS: SUMMARY TABLE 43 SOUTH AFRICA MARKETS BY COMPANY, THROUGH 2010 ($ MILLIONS/%) ASPEN ADCOCK INGRAM SANOFI-AVENTIS NOVARTIS PFIZER CIPLA MEDPRO TABLE 44 SOUTH AFRICA MARKET FORECAST BY COMPANY, THROUGH 2015 ($ MILLIONS) CHAPTER ELEVEN: CHINA MAJOR TRENDS INFLUENCING GROWTH AND EXPANSION MAJOR TRENDS INFLUENCING (CONTINUED) AND LAWS PUBLIC SECTOR INSURANCE RURAL AREA INSURANCE AND REIMBURSEMENT PRIVATE SECTOR REIMBURSEMENT TABLE 45 EXPECTED PATENT EXPIRATIONS IN CHINA FOR KEY THEREPAUTICS, AS OF GENERAL REIMBURSEMENT SYSTEM PRICING MECHANISM OUTLOOK FOR REIMBURSEMENT IN CHINA LEADING THERAPEUTIC SEGMENTS AND PRODUCTS INTELLECTUAL PROPERTY KEY PLAYERS: SUMMARY PFIZER TABLE 46 CHINA S MARKETS BY THERAPEUTIC AREA, THROUGH 2010 ($ MILLIONS) TABLE 47 CHINA S THERAPEUTIC MARKET FORECAST, THROUGH 2015 ($ MILLIONS/%) ASTRAZENECA BAYER ROCHE