Overview 1
Catalyst 1
Summary 1
Table of Contents 2
Table of figures 3
Table of tables 4
Company Structure 5
Company Overview and Key Facts 5
Business Description 6
Landmark Products & Services 6
Xolair 6
History 7
M&A History 7
Genentech 7
Locations and Subsidiaries 8
Company Financials 9
Stock Market Performance 9
P&L 9
Balance Sheet 12
Cash Flow 12
Business Segment Performance 13
Products & Services 15
Marketed Products 15
Xolair 15
Pipeline Products 15
Collaboration Pipeline 15
TNX 355 16
TNX 650 16
TNX 234 16
TNX 559 16
AC Forecast Product Sales 17
Competitors and Strategic Businesss Relationships 19
Top Competitors 19
Key Suppliers 19
Key Clients 20
Shareholding Structure 21
Strategy 22
Corporate Strategy 22
SWOT Analysis 23
Overview 23
Strengths 24
Xolair 24
Weaknesses 25
Weak product pipeline 25
Opportunities 26
Merger with Genentech 26
Growing HIV Market 26
Threats 27
Competitive threat 27
Regulatory challenges 27
Value Chain Analysis 28
Overview 28
Discovery and Product Development 29
Manufacturing 29
Scorecard 30
Overview 30
Scorecard Analysis 31
Financial and Operational Overview 32
Financial and Operational Overview 32
Appendix 34
Ask the analyst 34
Datamonitor consulting 34
Disclaimer 34
List of Tables
Table 1: Tanox - Key Facts 5
Table 2: Tanox - Other Locations and Subsidiaries 8
Table 3: Tanox - Year-End Share Price and Market Capitalization, 2002-2006 ($) 9
Table 4: Tanox - Key Events Impacting Share Price Performance 9
Table 5: Tanox - Operating Revenue/Cost Analysis, 2002-2006 ($ Mn) 10
Table 6: Tanox - Operating Cost Ratio Analysis, 2002-2006 (% of total revenues) 12
Table 7: Tanox - Balance Sheet, 2002-2006 ($ Mn) 12
Table 8: Tanox - Cash Flow, 2002-2006 ($ Mn) 12
Table 9: Tanox - Revenue Breakdown, 2002-2006 ($ Mn) 13
Table 10: Tanox - Marketed Products 15
Table 11: Tanox - Collaboration Pipeline Products 15
Table 12: Tanox - Forecast Sales, 2006-2010 ($ Mn) 17
Table 13: Tanox - Top Competitors 19
Table 14: Tanox - Key Suppliers 20
Table 15: Tanox - Key Clients 20
Table 16: Tanox - Key Shareholders 21
Table 17: Tanox - SWOT Analysis Summary 23
Table 18: Tanox - Value Chain Analysis 28
Table 19: Tanox - Scorecard 30
Table 20: Tanox - Financial and Operational Overview 32
List of Figures
Figure 1: Tanox - Operating Revenue/Cost Analysis, 2002-2006 ($ Mn) 11
Figure 2: Tanox - Key Strategic Revenues, 2002-2006 ($ Mn) 14
Figure 3: Tanox - Key Strategic Revenues, 2006-2010 ($ Mn) 18