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Pharmaceutical Leaders 2012 - Key Trends, Emerging Strategies and Financial Analysis of the Top Performers

Abstract

Pharmaceutical Leaders 2012 - Key Trends, Emerging Strategies and Financial Analysis of the Top Performers

Summary

GlobalData's "Pharmaceutical Leaders 2012 - Key Trends, Emerging Strategies and Financial Analysis of the Top Performers" Report integrates deep research of top players in the pharmaceutical industry with our proprietary analysis and ranking methodology to reveal top performers, industry trends, and the strategies that successful companies are using to stay ahead in the increasingly demanding pharmaceutical marketplace. Clients can use this report for strategic planning and tracking of competitor strategies. The report covers major drug approvals and significant M&A and license agreements, as well as other significant cost-containment and operations strategies.

Scope

  • Full financial details and for the top 25 pharmaceutical companies including detailed analysis of key performance metrics.
  • Analysis of the key drivers, trends, and strategies employed by leading companies across important geographic regions including the US, EU, Japan, Asia-Pacific, Brazil, Russia, India, China, and other emerging markets.
  • In addition to the six major therapy areas of cardiovascular disease, central nervous system (CNS), diabetes and metabolic, immunology, oncology, and respiratory diseases, the report analyzes the leading players in the generic pharmaceuticals market.
  • The report includes analysis of important events in 2010 and 2011 that drove the success of leading companies during the year.

Reasons to buy

  • Analyze and emulate the strategies that successful companies are using to maintain their lead in the increasingly competitive global pharmaceutical market.
  • Understand the underlying financial metrics that differentiate certain companies from the pack in terms of growth and profitability, even if they are not revenue leaders.
  • Identify the important disease areas, types of products, and geographical areas where successful companies are expanding to ensure their future success.
  • Organize your sales and marketing efforts by identifying the market categories and segments that present maximum opportunities for consolidations, investments and strategic partnerships.

TOC

1 Table of Contents

1 Table of Contents 3

  • 1.1 List of Tables 5
  • 1.2 List of Figures 6

2 Introduction 7

  • 2.1 Upcoming Related Reports 8

3 Industry Dynamics 9

  • 3.1 The 'Patent Cliff' Will Erode Earnings Over the Next Three Years 9
  • 3.2 The Number of Deals and Deal Values Declined in 2011 11
    • 3.2.1 Sanofi Makes Move into Rare Diseases with Genzyme Acquisition 13
    • 3.2.2 Novartis 'Sees' Alcon as an Opportunity for U.S. Growth 13
    • 3.2.3 Teva to Focus on Branded Drugs with its Acquisition of Cephalon 14
    • 3.2.4 Watson Looks for a Foothold in Emerging Europe with Actavis Purchase 14
  • 3.3 Thirty-Five New Innovative Drugs Approved by the FDA in 2011 15

4 GlobalData Benchmark Rankings 18

5 Financial Performance 20

  • 5.1 Revenue Leaders 21
    • 5.1.1 Pfizer 22
    • 5.1.2 Johnson &Johnson 22
    • 5.1.3 Novartis 22
  • 5.2 Revenue Laggards 23
    • 5.2.1 Watson 23
    • 5.2.2 Celgene 23
    • 5.2.3 Biogen Idec 24
  • 5.3 Revenue Growth Leaders 25
    • 5.3.1 Celgene 25
    • 5.3.2 Watson Pharmaceuticals 25
    • 5.3.3 Novartis 25
  • 5.4 Revenue Growth Laggards 26
    • 5.4.1 Pfizer 26
    • 5.4.2 AstraZeneca 26
    • 5.4.3 GlaxoSmithKline 26
  • 5.5 Gross Margin Leaders 27
    • 5.5.1 Celgene 28
    • 5.5.2 Biogen Idec 28
    • 5.5.3 Allergan 28
  • 5.6 Gross Margin Laggards 28
    • 5.6.1 Mylan 29
    • 5.6.2 Watson 29
    • 5.6.3 Bayer 29
  • 5.7 Operating Margin Leaders 30
    • 5.7.1 Gilead 31
    • 5.7.2 AstraZeneca 31
    • 5.7.3 Biogen Idec 31
  • 5.8 Operating Margin Laggards 31
    • 5.8.1 Astellas 32
    • 5.8.2 Bayer 32
    • 5.8.3 Daiichi Sankyo 32

6 Expense Performance 34

  • 6.1 R&D Spending Leaders 35
    • 6.1.1 Mylan, Teva, and Watson 36
    • 6.1.2 Novo Nordisk 36
    • 6.1.3 Bayer 36
  • 6.2 R&D Spending Laggards 37
    • 6.2.1 Celgene 37
    • 6.2.2 Biogen Idec 37
    • 6.2.3 Astellas 37
  • 6.3 SG&A Spending Leaders 38
    • 6.3.1 Gilead 38
    • 6.3.2 Watson 39
    • 6.3.3 Mylan 39
  • 6.4 SG&A Spending Laggards 39
    • 6.4.1 Eisai 39
    • 6.4.2 Allergan 39
    • 6.4.3 Novo Nordisk 40

7 Regional Performance 41

  • 7.1 United States 41
    • 7.1.1 Watson 42
    • 7.1.2 Celgene 43
    • 7.1.3 Mylan 43
  • 7.2 Europe 44
    • 7.2.1 Teva 45
    • 7.2.2 Celgene 46
    • 7.2.3 Watson 46
    • 7.2.4 Allergan 46
  • 7.3 Asia Pacific 48
    • 7.3.1 Eli Lilly 49
    • 7.3.2 Sanofi 49
    • 7.3.3 Biogen Idec 49
    • 7.3.4 Novartis 50
  • 7.4 Japan 51
    • 7.4.1 Sanofi 52
    • 7.4.2 Eli Lilly 52
    • 7.4.3 Merck & Co. 53
  • 7.5 BRIC and Emerging Markets 54
    • 7.5.1 Teva 55
    • 7.5.2 Abbott 55
    • 7.5.3 Novartis 55

8 Therapy Franchise Analysis 57

  • 8.1 Cardiovascular 58
    • 8.1.1 Pfizer 58
    • 8.1.2 AstraZeneca 58
    • 8.1.3 Sanofi 58
    • 8.1.4 Takeda 59
  • 8.2 Oncology 60
    • 8.2.1 Roche 60
    • 8.2.2 Novartis 61
    • 8.2.3 Celgene 61
  • 8.3 Central Nervous System 62
    • 8.3.1 Eli Lilly 63
    • 8.3.2 Pfizer 63
    • 8.3.3 AstraZeneca 63
    • 8.3.4 Teva 63
  • 8.4 Respiratory 64
    • 8.4.1 GSK 65
    • 8.4.2 Merck& Co. 65
    • 8.4.3 AstraZeneca 65
    • 8.4.4 Boehringer Ingelheim 65
  • 8.5 Immunology 66
    • 8.5.1 Abbott 67
    • 8.5.2 Pfizer 67
    • 8.5.3 J&J 67
  • 8.6 Diabetes 68
    • 8.6.1 Novo Nordisk 68
    • 8.6.2 Sanofi 69
    • 8.6.3 Merck & Co. 69

9 Generic Drug Maker Analysis 70

  • 9.1 Teva 70
  • 9.2 Novartis Sandoz 71
  • 9.3 Mylan 72
  • 9.4 Watson 72

10 GlobalData Case Study:Makena from KV Pharmaceutical 73

11 End of Report 75

12 Appendix 76

  • 12.1 Tables and Figures 76
  • 12.2 Methodology 80
    • 12.2.1 Coverage 80
    • 12.2.2 Secondary Research 80
    • 12.2.3 Expert Panel Validation 80
  • 12.3 About the Author 80
  • 12.4 About GlobalData 81
  • 12.5 Contact Us 81
  • 12.6 Disclaimer 81

List of Tables

1.1 List of Tables

  • Table 1: Recent and Upcoming US Patent Expirations with FY2010 and FY2011 Sales Data 9
  • Table 2: GlobalData Rankings, FY2009-FY2011 18
  • Table 3: FY2011 Top 3 Revenue Leaders 21
  • Table 4: FY2011 Top 3 Revenue Laggards 23
  • Table 5: FY2011 Top 3 Revenue Growth Leaders 25
  • Table 6: FY2011 Top 3 Revenue Growth Laggards 26
  • Table 7: FY2011 Top 3 Gross Margin Leaders 27
  • Table 8: FY2011 Top 3 Gross Margin Laggards 28
  • Table 9: FY2011 Top 3 Operating Margin Leaders 30
  • Table 10: FY2011 Top 3 Operating Margin Laggards 31
  • Table 11: FY2011 Top R&D Spend Leaders as a Percentage of Revenue 35
  • Table 12: FY2011 Top 3 R&D Spend Laggards as a Percentage of Revenue 37
  • Table 13: FY2011 Top 3 SG&A Spend Leaders as a Percentage of Revenue 38
  • Table 14: FY2011 Top 3 SG&A Spend Laggards as a Percentage of Revenue 39
  • Table 15: FY2011 Top 3 US Region Revenue Growth Leaders 42
  • Table 16: FY2011 Top EU Region Revenue Growth Leaders 45
  • Table 17: FY2011 Top APAC Revenue Growth Leaders 49
  • Table 18: FY2011 Top 3 Japan Region Revenue Growth Leaders 52
  • Table 19: FY2011 Top 3 BRIC and Emerging Revenue Growth Leaders 55
  • Table 20: FY2011 Top 3 Cardiovascular Franchise Revenue Leaders 58
  • Table 21: FY2011 Top 3 Oncology Franchise Revenue Leaders 60
  • Table 22: FY2011 Top 3 CNS Franchise Revenue Leaders 62
  • Table 23: FY2011 Top 3 Respiratory Franchise Revenue Leaders 64
  • Table 24: FY2011 Top 3 Immunology Franchise Revenue Leaders 66
  • Table 25: FY2011 Top 3 Diabetes Franchise Revenue Leaders 68
  • Table 26: FY2011 Top 3 Generic Drug Manufacturers 70

List of Figures

1.2 List of Figures

  • Figure 1: Deal Analysis -Total Number of Deals and Deal Values ($m), FY2007-FY2011 11
  • Figure 2: Deal Analysis - Number of M&A Deals and Deal Values ($m), FY2007-FY2011 12
  • Figure 3: Deal Analysis - Deal Type as a Percentage of Total Deals for FY2011 12
  • Figure 4: Number of FDA Approvals - NMEs Approved, from FY2007-FY2011 15
  • Figure 5: Top 25 Pharmaceutical Landscape Assessment - FY2011 Revenue Growth vs. Operating Margin 21
  • Figure 6: FY2011 Leading Pharmaceutical Companies by Revenue ($m) 24
  • Figure 7: FY2011 Leading Pharmaceutical Companies by Year-to-Year Revenue Growth 27
  • Figure 8: FY2011 Leading Pharmaceutical Companies by Gross Margin 30
  • Figure 9: FY2011 Leading Pharmaceutical Companies by Operating Margin 33
  • Figure 10: Top 25 Pharmaceutical Landscape Assessment - FY2011 S,G&A Spend vs. R&D Spend 35
  • Figure 11: Leading Pharmaceutical Companies by R&D Spend as a Percentage of Revenue 38
  • Figure 12: Leading Pharmaceutical Companies by SG&A Spend as a Percentage of Revenue 40
  • Figure 13: US Region Landscape Assessment - FY2011 US Revenue Growth vs. Corporate Revenue Growth 42
  • Figure 14: FY2011US Region Year-to-Year Revenue Growth 43
  • Figure 15: EU Region Landscape Assessment - FY2011 EU Revenue Growth vs. Corporate Revenue Growth 45
  • Figure 16: FY2011 EU Region Year-to-Year Revenue Growth 47
  • Figure 17: APAC Region Landscape Assessment - FY2011 APAC Revenue Growth vs. Corporate Revenue Growth 48
  • Figure 18: FY2011 APAC Region Year-to-Year Revenue Growth 50
  • Figure 19: Japan Region Landscape Assessment - FY2011 Japan Revenue Growth vs. Corporate Revenue Growth 51
  • Figure 20: FY2011 Japan Region Year-to-Year Revenue Growth 53
  • Figure 21: BRIC and Emerging Markets Region Landscape Assessment - FY2011 BRIC/Emerging Revenue Growth vs. Corporate Revenue Growth 54
  • Figure 22: FY2011 BRIC and Emerging Region Year-to-Year Revenue Growth 56
  • Figure 23: FY2011 vs. FY2010 Therapy Franchise Sales ($m) 57
  • Figure 24: FY2011 Cardiovascular Franchise Sales ($m) 59
  • Figure 25: FY2011 Oncology Franchise Sales ($m) 62
  • Figure 26: FY2011 CNS Franchise Sales ($m) 64
  • Figure 27: FY2011 Respiratory Franchise Sales ($m) 66
  • Figure 28: FY2011 Immunology Franchise Sales ($m) 68
  • Figure 29: FY2011 Diabetes Franchise Sales ($m) 69
  • Figure 30: FY2011 Leading Generic Drug Makers by Sales ($m) 71
  • Figure 31: Top 25 Pharmaceutical Landscape Assessment - FY2011 Revenue Growth vs. OperatingMargin 76
  • Figure 32: FY2011 Leading Pharmaceutical Companies by Revenue ($m) 77
  • Figure 33: FY2011 Leading Pharmaceutical Companies by R&D Spending FY2011 vs. FY2010 ($m) 78
  • Figure 34: Japan Region Landscape Assessment - FY2011 Japan Revenue Growth vs. Corporate Revenue Growth 79
  • Figure 35: Number of Deals, by Type, FY2007-FY2011 79
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