Pharmaceutical Company Outlook to 2014

TABLE OF CONTENTS
ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 Introduction 3
Data sourcing 3
Further reading 4
Chapter 2 Executive Summary 5
Key findings 5
Overview of the PharmaVitae Universe outlook to 2014 6
Introduction to the PharmaVitae Universe 7
The company outlook to 2014 10
PharmaVitae Universe launch/core/expiry analysis 15
PharmaVitae Universe molecule type analysis 19
PharmaVitae Universe M&A analysis 22
Chapter 3 The Big Pharma Outlook to 2014 31
Key findings 31
Overview of Big Pharma to 2014 32
Big Pharma company analysis 35
Big Pharma launch/core/expiry analysis 41
Big Pharma therapy area analysis 45
Big Pharma molecule type analysis 48
Chapter 4 The Mid Pharma Outlook to 2014 53
Key findings 53
Overview of Mid Pharma to 2014 54
Mid Pharma company analysis 56
Mid Pharma launch/core/expiry analysis 62
Mid Pharma therapy area analysis 66
Mid Pharma molecule type analysis 69
Chapter 5 The Biotech Outlook to 2014 74
Key findings 74
Overview of Biotech to 2014 75
Biotech company analysis 77
Biotech launch/core/expiry analysis 83
Biotech therapy area analysis 87
Biotech molecule type analysis 90
Chapter 6 The Japan Pharma Outlook to 2014 95
Key findings 95
Overview of Japan Pharma to 2014 96
Japan Pharma company analysis 99
Japan Pharma launch/core/expiry analysis 105
Japan Pharma therapy area analysis 109
Japan Pharma molecule type analysis 112
Chapter 7 Appendix 117
References 117
Abbreviations 117
Exchange rates 118
About Datamonitor 119
Datamonitor consulting 119
Disclaimer 121

TABLE OF TABLES
Table 1: Strategic overview of the PharmaVitae Universe, 2008–14 8
Table 2: PharmaVitae Universe overview by peer set, 2008–14 10
Table 3: Launch/core/expiry analysis (percentage of 2002 sales), 2002–08 16
Table 4: Launch/core/expiry analysis (percentage of 2008 sales), 2008–14 17
Table 5: Big Pharma peer set overview, 2008–14 35
Table 6: Big Pharma launch/core/expiry portfolios, 2008–14 43
Table 7: Mid Pharma peer set overview, 2008–14 56
Table 8: Mid Pharma launch/core/expiry portfolios, 2008–14 64
Table 9: Biotech peer set overview, 2008–14 77
Table 10: Biotech launch/core/expiry portfolios, 2008–14 85
Table 11: Japan Pharma peer set overview, 2008–14 99
Table 12: Japan Pharma launch/core/expiry portfolios, 2008–14 107
Table 13: Exchange rates, 2009 118

TABLE OF FIGURES
Figure 1: The PharmaVitae Explorer 3
Figure 2: PharmaVitae Universe prescription pharma sales ($bn) and year-on-year growth rate (%), 2002–14 6
Figure 3: PharmaVitae Universe prescription pharmaceutical sales ($bn) by company, 2008 12
Figure 4: PharmaVitae Universe prescription pharma sales CAGR (%) by company, 2008–14 13
Figure 5: PharmaVitae Universe prescription pharma sales ($bn) by company, 2014 14
Figure 6: PharmaVitae Universe launch/core/expiry analysis, change in sales ($bn), 2002–08 and 2008–14 15
Figure 7: PharmaVitae Universe launch/core/expiry analysis, change in sales (% 2008) by peer set, 2008–14 17
Figure 8: PharmaVitae Universe launch/core/expiry analysis, change in sales (% 2008) by company, 2008–14 18
Figure 9: PharmaVitae Universe prescription pharma sales ($bn) by molecule type, 2002–14 19
Figure 10: PharmaVitae Universe prescription pharma sales growth ($bn) by molecule type, 2008–14 20
Figure 11: PharmaVitae Universe company-by-company prescription pharma sales growth ($m) by molecule type, 2008–14 21
Figure 12: PharmaVitae Universe prescription pharma sales growth ($bn) by source, 2002–08 22
Figure 13: Big Pharma peer set prescription pharma sales and growth rate, 2002–14 32
Figure 14: Big Pharma peer set landscape, 2008–14 33
Figure 15: Big Pharma peer set companies, prescription pharma sales ($m), 2008 36
Figure 16: Big Pharma peer set companies, prescription pharma sales CAGR (%), 2008–14 37
Figure 17: Big Pharma peer set companies, prescription pharma sales ($bn), 2008–14 38
Figure 18: Big Pharma peer set companies, prescription pharma sales ($m), 2014 38
Figure 19: Big Pharma peer set growth by source of product ($m), 2002–08 40
Figure 20: Big Pharma peer set launch/core/expiry, 2002–14 41
Figure 21: Big Pharma companies launch/core/expiry ($bn), 2008–14 42
Figure 22: Big Pharma companies launch/core/expiry as % of 2008 prescription pharma sales, 2008–14 44
Figure 23: Big Pharma peer set, therapy area focus, 2002–14 45
Figure 24: Big Pharma company sales by therapy area ($m), 2008 46
Figure 25: Big Pharma company sales by therapy area ($m), 2014 47
Figure 26: Big Pharma peer set, molecule type focus, 2002–14 48
Figure 27: Big Pharma peer set growth by molecule type, 2008–14 49
Figure 28: Big Pharma companies molecule type focus (% prescription pharma sales), 2008 50
Figure 29: Big Pharma companies, growth by molecule type, 2008–14 51
Figure 30: Big Pharma companies molecule type focus (% prescription pharma sales), 2014 52
Figure 31: Mid Pharma peer set prescription pharma sales and growth rate, 2002–14 54
Figure 32: Mid Pharma peer set landscape, 2008–14 55
Figure 33: Mid Pharma peer set companies, prescription pharma sales ($m), 2008 57
Figure 34: Mid Pharma peer set companies, prescription pharma sales CAGR (%), 2008–14 58
Figure 35: Mid Pharma peer set companies, prescription pharma sales ($bn), 2008–14 59
Figure 36: Mid Pharma peer set companies, prescription pharma sales ($m), 2014 60
Figure 37: Mid Pharma peer set growth by source of product ($m), 2002–08 61
Figure 38: Mid Pharma peer set launch/core/expiry, 2002–14 62
Figure 39: Mid Pharma companies launch/core/expiry ($bn), 2008–14 63
Figure 40: Mid Pharma companies launch/core/expiry (percentage of 2008 Prescription pharma sales), 2008–14 65
Figure 41: Mid Pharma peer set, therapy area focus, 2002–14 66
Figure 42: Mid Pharma company sales by therapy area ($m), 2008 67
Figure 43: Mid Pharma company sales by therapy area ($m), 2014 68
Figure 44: Mid Pharma peer set, molecule type focus, 2002–14 69
Figure 45: Mid Pharma peer set growth by molecule type, 2008–14 70
Figure 46: Mid Pharma companies molecule type focus (% prescription pharma sales), 2008 71
Figure 47: Mid Pharma companies, growth by molecule type, 2008–14 72
Figure 48: Mid Pharma companies molecule type focus (% prescription pharma sales), 2014 73
Figure 49: Biotech peer set Prescription pharma sales and growth rate, 2002–14 75
Figure 50: Biotech peer set landscape, 2008–14 76
Figure 51: Biotech peer set companies, prescription pharma sales ($m), 2008 78
Figure 52: Biotech peer set companies, prescription pharma sales CAGR (%), 2008–14 79
Figure 53: Biotech peer set companies, prescription pharma sales ($bn), 2008–14 80
Figure 54: Biotech peer set companies, prescription pharma sales ($m), 2014 81
Figure 55: Biotech peer set growth by source of product ($m), 2002–08 82
Figure 56: Biotech peer set launch/core/expiry, ($bn), 2002–14 83
Figure 57: Biotech companies launch/core/expiry ($bn), 2008–14 84
Figure 58: Biotech companies launch/core/expiry (percentage of 2008 prescription pharma sales), 2008–14 86
Figure 59: Biotech peer set, therapy area focus, 2002–14 87
Figure 60: Biotech company sales by therapy area ($m), 2008 88
Figure 61: Biotech company sales by therapy area ($m), 2014 89
Figure 62: Biotech peer set, molecule type focus, 2002–14 90
Figure 63: Biotech peer set growth by molecule type, ($bn), 2008–14 91
Figure 64: Biotech companies molecule type focus (% prescription pharma sales), 2008 92
Figure 65: Biotech companies, growth by molecule type, ($m), 2008–14 93
Figure 66: Biotech companies molecule type focus (% prescription pharma sales), 2014 94
Figure 67: Japan Pharma peer set prescription pharma sales and growth rate, 2002–14 96
Figure 68: Japan Pharma peer set landscape, 2008–14 97
Figure 69: Japan Pharma peer set companies, prescription pharma sales ($m), 2008 100
Figure 70: Japan Pharma peer set companies, prescription pharma sales CAGR (%), 2008–14 101
Figure 71: Japan Pharma peer set companies, prescription pharma sales ($bn), 2008–14 102
Figure 72: Japan Pharma peer set companies, prescription pharma sales ($m), 2014 103
Figure 73: Japan Pharma peer set growth by source of product ($m), 2002–08 104
Figure 74: Japan Pharma peer set launch/core/expiry, ($bn), 2002–14 105
Figure 75: Japan Pharma companies launch/core/expiry ($bn), 2008–14 106
Figure 76: Japan Pharma companies launch/core/expiry (percentage of 2008 prescription pharma sales), 2008–14 108
Figure 77: Japan Pharma peer set, therapy area focus, 2002–14 109
Figure 78: Japan Pharma company sales by therapy area ($m), 2008 110
Figure 79: Japan Pharma company sales by therapy area ($m), 2014 111
Figure 80: Japan Pharma peer set, molecule type focus, 2002–14 112
Figure 81: Japan Pharma peer set growth by molecule type, ($m), 2008–14 113
Figure 82: Japan Pharma companies molecule type focus (% prescription pharma sales), 2008 114
Figure 83: Japan Pharma companies, growth by molecule type, ($m), 2008–14 115
Figure 84: Japan Pharma companies molecule type focus (% prescription pharma sales), 2014 116