Abstract
Overview
Introduction
This analysis examines the current position and future outlook for GSK in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.
Reasons to Purchase
- Benchmark GSKs performance against key rivals in the ethical pharmaceutical sector
- Learn how GSK will deploy lifecycle management and in-licensing strategies in order to maximize revenues from its mature marketed portfolio
- Understand the challenges of GSKs weak late-stage pipeline, and how these must be met if the promising early pipeline is to have time to deliver
Table of Contents
CHAPTER 1 EXECUTIVE SUMMARY
- Key findings
- Strategic outlook
- Datamonitors strategic recommendations
- Current positioning: competitive outlook 2005
- GSKs forecast revenue stream, 2005-10
- Key issues facing GSK: 2005-10
CHAPTER 2 GLOBAL COMPANY STRATEGY
- Introduction to GlaxoSmithKline
- Assessment of strategic position
- Strengths
- Weaknesses
- Opportunities
- Threats
- Datamonitors strategic recommendations
- Therapeutic foci
- Evolution of R&D focus
- R&D overview
- Current outlook
- R&D evolution by selected therapeutic franchise
- Evolution of R&D focus
- Growth strategy assessment
- Organic growth
- Partnerships/licensing
- Co-marketing partnerships
- Commercialization strategies
- Co-development and collaborations
- Licensing opportunities
- Mergers and acquisitions
- Smaller scale acquisitions
CHAPTER 3 GLOBAL PORTFOLIO AND PIPELINE ANALYSIS
- Therapy area focus in 2004
- Evolution of therapy area focus, 2004-10
- Key growth drivers and resistors of future performance,2005-10
- GSKs respiratory franchise
- Key respiratory products to 2010
- Seretide/Advair (salmeterol, fluticasone)
- Flixotide/Flovent (fluticasone propionate) / Serevent (salmeterolxinafoate)
- Flixonase/Flonase (fluticasone propionate)
- R&D compounds
- Avamys/Allermist (formerly 685698)
- Respiratory portfolio sales forecasts and forecastrevenue growth
- Key respiratory products to 2010
- GSKs CNS franchise
- Marketed products
- Paxil/Seroxat (paroxetine)
- Wellbutrin (bupropion)
- Imigran/Imitrex (sumatriptan)
- Lamictal (lamotrigine)
- Requip (ropinirole)
- R&D compounds
- Trexima (sumatriptan + naproxen)
- Radafaxine
- 683699
- CNS portfolio sales forecasts and forecast revenuegrowth
- Marketed products
- GSKs infectious disease franchise
- Marketed products
- Augmentin (amoxicillin, clavulanate potassium)
- Valtrex (valaciclovir)
- R&D compounds
- LAPDAP (chlorproguanil and dapsone)
- Sitamaquine
- Etaquinne (tafenoquine)
- Infectious disease portfolio sales forecasts andforecast revenue growth
- Marketed products
- GSKs HIV franchise
- Marketed products
- Combivir (lamivudine, zidovudine)
- Epivir (lamivudine)
- Trizivir (lamivudine, zidovudine, abacavir)
- Ziagen (abacavir)
- Retrovir (zidovudine)
- Agenerase/Lexiva
- R&D compounds
- HIV portfolio sales forecasts and forecast revenuegrowth
- Marketed products
- GSKs diabetes & endocrinology franchise
- Marketed products
- Avandia (rosiglitazone)
- R&D compounds
- Diabetes and endocrinology portfolio sales forecasts andforecast revenue growth
- Marketed products
- GSKs vaccines franchise
- Marketed products
- Hepatitis vaccines
- Infanrix/Pediarix
- Rotarix
- R&D compounds
- Cervarix
- Priorix-Tetra (MMR-varicella)
- Streptorix
- Simplirix
- Influenza vaccine
- Vaccine portfolio sales forecasts and forecast revenuegrowth
- Marketed products
- GSKs oncology franchise
- Marketed products
- Zofran (ondansetron)
- Hycamtin (topotecan)
- Bexxar (tositumomab)
- R&D compounds
- Lapatinib
- Nelarabine
- Oncology portfolio sales forecasts and forecast revenuegrowth
- Marketed products
- GSKs cardiovascular franchise
- Marketed products
- Coreg (carvedilol)
- Fraxiparine (nadroparin)
- Arixtra (fondaparinux sodium)
- Integrilin (eptifibatide)
- R&D compounds
- Noratak
- Odiparcil
- 480848
- 590735 and 796406
- Marketed products
- GSKs other products
- Marketed products
- Zantac (ranitidine)
- Avodart (dutasteride)
- Levitra (vardenafil)
- Vesicare (solifenacin)
- BonivaBonviva (ibandronate)
- Other R&D compounds
- Entereg (alvimopan)
- Avandia (rosiglitazone)
- LymphoStat-B (belimunab)
- Other products sales forecasts and forecast revenuegrowth
- Marketed products
CHAPTER 4 US STRATEGY, PORTFOLIO AND PIPELINE
- US company strategy
- Introduction to GSKs presence in the US
- US marketing strategy
- US product sourcing strategy
- US portfolio and pipeline analysis
- US evolution of therapy area focus, 2004-10
- US sales forecasts and forecast revenue growth for GSKsrespiratory portfolio
- US sales forecasts and forecast revenue growth for GSKsCNS portfolio
- US sales forecasts and forecast revenue growth for GSKsinfectious disease portfolio
- US sales forecasts and forecast revenue growth for GSKsvaccine portfolio
- US sales forecasts and forecast revenue growth for GSKsHIV portfolio
- US sales forecasts and forecast revenue growth for GSKsdiabetes & endocrinology portfolio
- US sales forecasts and forecast revenue growth for GSKsoncology portfolio
- US sales forecasts and forecast revenue growth for GSKscardiovascular portfolio
- US sales forecasts and forecast revenue growth for GSKsportfolio of other drugs
CHAPTER 5 CORPORATE DEVELOPMENT
- Financial position, 2003-04
- Revenue growth
- Historical assessment of GSKs profitability, 2000-04
- Cost structure
- 2004 operating cost ratio benchmarking
- Business model clustering according to 2004 cost ratios
- Liquidity, 2000-04
- 2004 growth and investment momentum
CHAPTER 6 APPENDIX: SUPPORTING DATA
- Exchange rates
List of Tables
- Table 1: GSKs ethical sales by therapeutic area,2003-04
- Table 2: Breakdown of GSKs ethical sales by therapyarea, 2004-10
- Table 3: GSKs marketed respiratory portfolio, 2004
- Table 4: GSKs respiratory R&D pipeline, 2004
- Table 5: Forecast sales for GSKs respiratoryportfolio, 2004-10
- Table 6: GSKs CNS franchise, 2004
- Table 7: GSKs CNS R&D pipeline, 2004
- Table 8: Forecast sales for GSKs CNS franchise,2005-10
- Table 9: GSKs infectious disease franchise, 2004
- Table 10: GSKs infectious disease R&D pipeline,2004
- Table 11: Forecast sales GSKs infectious diseasefranchise, 2005-10
- Table 12: GSKs HIV franchise, 2004
- Table 13: GSKs HIV R&D pipeline, 2004
- Table 14: Forecast sales for GSKs HIV franchise,2005-10
- Table 15: GSKs diabetes & endocrinologyfranchise, 2004
- Table 16: GSKs diabetes & endocrinology pipeline,2004
- Table 17: Forecast Sales for GSKs diabetes &endocrinology portfolio, 2004-10
- Table 18: GSKs marketed vaccines portfolio, 2004
- Table 19: GSKs vaccines R&D pipeline
- Table 20: Forecast sales for GSKs vaccines portfolio,2004-10
- Table 21: GSKs marketed oncology portfolio, 2004
- Table 22: GSKs oncology R&D pipeline, 2004
- Table 23: Forecast sales for GSKs oncology portfolio,2005-10
- Table 24: GSKs marketed cardiovascular franchise,2004
- Table 25: GSKs cardiovascular pipeline, 2004
- Table 26: Forecast sales for GSKs cardiovascularportfolio, 2005-10
- Table 27: GSKs other marketed products
- Table 28: GSKs other drugs R&D pipeline
- Table 29: Forecast sales for GSKs other products
- Table 30: GSKs regional sales, 2003-04
- Table 31: GSKs US ethical sales by therapeutic area,2004-10
- Table 32: US sales forecast for GSKs respiratoryportfolio, 2004-10
- Table 33: US sales forecast for GSKs CNS portfolio,2004-10
- Table 34: US sales forecast for GSKs infectiousdisease portfolio
- Table 35: US sales forecast for GSKs vaccinesportfolio
- Table 36: US sales forecast for GSKs HIV portfolio
- Table 37: US sales forecast for GSKs diabetes &endocrinology portfolio, 2004-10
- Table 38: US sales forecast for GSKs oncologyportfolio
- Table 39: US sales forecast for GSKs cardiovascularportfolio
- Table 40: US sales forecast for other GSK drugs
- Table 41: GSKs revenues by division, 2003-04
- Table 42: GSKs operating costs, 2003-04
- Table 43: Exchange rates*, 2004
List of Figures
- Figure 1: SWOT assessment of GSKs strategic position,2005
- Figure 2: GSKs industry position, 2004
- Figure 3: Forecast sales for GSKs major therapyareas, 2004-10
- Figure 4: GSKs generic risk by therapeutic area,2004-10
- Figure 5: GSKs R&D dependence by therapeuticarea, 2004-10
- Figure 6: GSKs therapeutic strategy, 2004-10
- Figure 7: GSKs evolution of R&D focus, 2004
- Figure 8: GSKs ethical sales breakdown, 2004-10
- Figure 9: GSKs growth drivers, 2004-10
- Figure 10: GSKs profitability stream, 2000-04
- Figure 11: R&D, SG&A and COGS as a proportionof sales, 2004
- Figure 12: GSKs liquid assets versus totalliabilities, 2000-04
- Figure 13: Benchmarking of financial strength againsteuropean competitors, 2004
- Figure 14: Benchmarking of financial strength againstnorth american competitors
