Poland Pharmaceuticals and Healthcare Report Q1 2010

Executive Summary ......................5
SWOT Analysis..............................6
Poland Pharmaceuticals Industry SWOT......... 6
Poland Political SWOT.................................... 7
Poland Economic SWOT................................. 7
Poland Business Environment SWOT ............. 8
Pharmaceutical Business Environment Ratings ..............9
Table: Central And Eastern Europe Business Environment Ratings For Q110............................. 9
Limits Of Potential Returns ........................... 10
Risks To Realisation Of Returns.................... 10
Market Summary .........................12
Regulatory Regime......................13
Intellectual Property Developments ............... 14
Pricing And Reimbursement.......................... 16
Table: Wholesale Margins ............................. 18
Table: Pharmacy Margins .............................. 18
Pricing & Reimbursement Developments ...... 19
Marketing ................ 21
Other Regulatory Developments.................... 22
Industry Developments...............24
Healthcare Overview ..................................... 24
Healthcare Reforms ....................................... 25
Health Insurance...... 27
Epidemiology .......... 28
Table: Disease Burden In CEE ...................... 29
Research And Development .......................... 30
Industry Forecast Scenario........32
Overall Market Forecast ................................ 32
Key Growth Factors – Industry...33
Key Growth Factors – Macroeconomic ......... 35
Table: Poland – Economic Activity, 2004-2013 .................................. 36
Prescription Market Forecast ......................... 37
Patented Market Forecast............................... 38
Generics Market Forecast .............................. 39
OTC Medicine Market Forecast .................... 40
Medical Device Market Forecast ................... 42
Trade Figures........... 44
Key Risks To BMI’s Forecast Scenario......... 45
Competitive Landscape..............46
Domestic Industry.......................................... 46
Domestic Company Developments................ 47
Foreign Industry ...... 47
Foreign Company Developments................... 48
Biotechnology Sector..................................... 49
Wholesale Sector ..... 50
Retail Sector ............ 53
Table: Poland’s Pharmacies And Pharmacy Market Ratios, 2004-2009 ..................................... 54
Company Monitor........................56
GlaxoSmithKline ..... 56
Eli Lilly.................... 58
Gedeon Richter ........ 59
Krka......................... 61
Lek (Novartis/Sandoz)................................... 63
Polpharma................ 65
Bioton...................... 68
Country Snapshot: Poland Demographic Data ...............71
Section 1: Population..................................... 71
Table: Demographic Indicators, 2005-2030......................................... 71
Table: Rural/Urban Breakdown, 2005-2030........................................ 72
Section 2: Education And Healthcare ............ 72
Table: Education, 2002-2005......................... 72
Table: Vital Statistics, 2005-2030.................. 72
Section 3: Labour Market And Spending Power.................................. 73
Table: Employment Indicators, 2001-2006.... 73
Table: Consumer Expenditure, 2000-2012 (US$)................................ 73
Table: Average Annual Wages, 2000-2012 ......................................... 74
BMI Methodology ........................75
How We Generate Our Pharmaceutical Industry Forecasts.................... 75
Pharmaceutical Business Environment Ratings Methodology ............... 76
Ratings Overview .......................................... 76
Table: Pharmaceutical Business Environment Indicators..................... 77
Weighting ................ 78
Table: Weighting Of Components ................. 78
Sources ...................... 78
Forecast Tables ...........................79