傳染病疫苗市場概要：主要企業及策略 - 將目光轉到疫苗上的大型製藥企業

本報告已在2011年07月19日停止出版。

簡介

目錄

Abstract

Introduction

Long being regarded as an unattractive market, vaccines have re-emerged as successful growth driver for Big Pharma. The launch and rapid uptake of novel, high-price products such as Wyeth' s Prevnar or Merck & Co' s Gardasil, along with the emergence of novel vaccine technologies and favourable legislation have brought vaccines back into the main focus of pharmaceutical and biotech companies.

Scope of this research

• Market overview with current market assessment in terms of leading players, brands and geographies
• In-depth analyses of the leading 5 players' portfolios, R&D pipelines, sales trends, geographic spread, licensing patterns and strategic outlook
• Discussion of key developments shaping the sector: new technologies, indications and geographies
• Snapshot profiles of second tier companies in the sector: strength in specialties

Research and analysis highlights

With the exception of influenza, only two to three vaccine manufacturers compete for each disease. This lack of competition combined with public health requirements to guarantee a stable supply of vaccines has resulted in a recent upward shift of vaccine prices for specialty vaccines.

The most significant threat to the oligopoly of the Big 5 in the vaccines market comes from companies from emerging markets, which have large manufacturing capacities for biologics and are able to produce even complex substances like vaccines at low costs.

While vaccine sales have grown at a CAGR of 32% between 2004 and 2007 and shown an annual growth rate of 46% between 2006 and 2007, overall pharmaceutical sales have grown much more slowly, with both the 2004-2007 CAGR as well as the growth rate between 2006 and 2007 only reaching 8%.

Key reasons to purchase this research

• Get a comprehensive, insightful commercial overview of the vaccines market
• Learn about the strategies of the Big 5 players, their strengths, weaknesses, similarities and differences
• Gain insight into the future directions and growing strategic importance of vaccines for Big Pharma

Table of Contents

EXECUTIVE SUMMARY

• Strategic scoping and focus
• Datamonitor insight into the disease market
• Related reports

MARKET DEFINITION

• Market definition for this report

MARKET OVERVIEW

• Summary
• Vaccines have emerged as key revenue drivers for Big Pharma
  • The emergence of new technologies has increased the possibilities for vaccine development
  • The success stories of Prevnar and Gardasil fuel hopes for further vaccine blockbusters
  • New legislation in the US has decreased the risks of litigation for vaccine manufacturers
  • The high entry hurdles for generics manufacturers make vaccines an attractive sector in times of the decline of the traditional blockbuster model
  • Upholding the strong growth of the vaccine sector as a whole will be the key challenge in the coming decade
• Current market assessment
  • Five big companies dominate the vaccines market
  • The global vaccine market is growing very fast and the importance of vaccines for pharmaceutical portfolios is increasing
  • Over the last four years, approvals of novel vaccines as well as consolidation have shaped the global vaccine market
  • The US remain the main market for vaccines in 2007
  • Wyeth' s Prevnar and Merck & Co' s Gardasil have both reached blockbuster status
  • Snapshot of other important vaccines players
• Opportunities and threats
  • Opportunities
  • Threats

MERCK & CO - THE INNOVATOR

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Gardasil
  • RotaTeq
  • Zostavax
  • Hepatitis franchise
  • Other viral vaccines
  • Other vaccines
• Pipeline analysis
  • Heplisav
  • V710
  • V503
  • V419
  • V950
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Merck & Co' s strong portfolio of novel, high-price vaccines will continue to provide large vaccine revenues
  • Weaknesses: late-stage failures have thinned Merck & Co' s vaccine pipeline
  • Opportunities: further geographic expansion of Merck & Co' s novel vaccines portfolio could result in substantial revenue increases
  • Threats: competition for RotaTeq and Gardasil is emerging

SANOFI PASTEUR - THE CUSTOMIZER

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Influenza vaccine franchise
  • Pediatric combination franchise
  • Adult/adolescent booster franchise
  • Meningitis/pneumonia franchise
  • Travel, endemic, MMR vaccine franchise
  • Other vaccines
• Pipeline analysis
  • Influenza
  • Pediatric and adolescent combination vaccines
  • Meningitis/pneumonia
  • Travelers and endemic vaccines
  • Other vaccines
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: ongoing leadership in important flu and pediatric combination sectors
  • Weaknesses: focus on follow-on has resulted in lack of innovation
  • Opportunities: hidden pipeline gems with blockbuster potential
  • Threats: Menactra' s monopoly expected to fall

GLAXOSMITHKLINE - THE ALL-ROUNDER

• Summary
• Strategic overview
  • History of vaccine division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Infanrix franchise
  • Hepatitis franchise
  • Influenza franchise
  • Cervarix
  • Rotarix
  • Other vaccines
• Pipeline analysis
  • Meningitis
  • Pneumococcal disease
  • Influenza
  • Travel vaccines and tuberculosis
  • Cancer
• Deals and alliances
  • Product deals
  • M&A, public-private partnerships, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: commercializing on a continuing strong portfolio
  • Weaknesses: suboptimal US penetration constitutes major revenue limitation
  • Opportunities: strong pipeline to drive future revenues
  • Threats: FDA' s attitude towards novel adjuvants unlikely to change soon

WYETH - THE ONE HIT WONDER

• Summary
• Strategic overview
• History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Prevnar
• Pipeline analysis
  • Prevnar 13
  • ACC-001
  • MnB rLP2086
• Deals and alliances
  • Product deals
  • M&A, public-private partnerships
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Wyeth will continue to dominate the pneumococcal vaccine market
  • Weaknesses: strong reliance on Prevnar franchise as sole revenue generator
  • Opportunities: strong focus on new geographies and target groups
  • Threats: emerging competitors in key revenue sectors

NOVARTIS - THE NEWCOMER

• Summary
• Strategic overview
  • History of vaccines division
  • Sales performance
  • Geographic spread
  • Seasonality
  • Role of vaccines in overall company portfolio
• Portfolio analysis
  • Influenza vaccine franchise
  • Travel vaccine franchise
  • Meningitis vaccines
  • Pediatric/adult DTP/polio/Hib vaccines
• Pipeline analysis
  • Meningitis
  • Influenza
  • Novel therapeutic vaccines
  • Others
• Deals and alliances
  • Product deals
  • M&A, distribution and marketing agreements
  • Technology deals
  • Grants and government contracts
• Strategic outlook
  • Strengths: Novartis has a strong influenza portfolio and excellent science
  • Weaknesses: two years after the acquisition of Chiron, Novartis' s vaccine division is still fragmented
  • Opportunities: Menveo and Men B as potential blockbusters
  • Threats: competition in the meningitis space is fierce

BIBLIOGRAPHY

• Company financial reports
  • Merck & Co
  • Sanofi Pasteur
  • GlaxoSmithKline
  • Wyeth
  • Novartis
• Further literature

APPENDIX

• Contributing experts
• Report methodology

TABLES

• Table: Vaccine sales and growth rates of the top five vaccine manufacturers, 2004 - 9M2008
• Table: Sales breakdown of the four best-selling vaccines, 2004-9M 2008
• Table: Recent key mergers and acquisitions in the vaccines industry, December 2008
• Table: Summary of opportunities and threats in the vaccines market, 2008
• Table: Merck & Co - vaccine portfolio overview, December 2008
• Table: Merck & Co - Gardasil product overview
• Table: Merck & Co - RotaTeq product overview
• Table: Merck & Co - Zostavax product overview
• Table: Merck & Co - hepatitis franchise product overview
• Table: Merck & Co - other viral vaccines product overview
• Table: Merck & Co - other vaccines product overview
• Table: Merck & Co - vaccine pipeline overview, December 2008
• Table: Merck & Co - key vaccine product deals, December 2008
• Table: Merck & Co - Vaccine joint venture with Sanofi Pasteur
• Table: Merck & Co - key vaccine technology deals, December 2008
• Table: Merck & Co vaccines - SWOT analysis, December 2008
• Table: Sanofi Pasteur - vaccine portfolio overview, December 2008
• Table: Sanofi Pasteur - influenza vaccine franchise product overview
• Table: Sanofi Pasteur - pediatric combination vaccine franchise key product overview
• Table: Sanofi Pasteur - booster vaccine franchise product overview
• Table: Sanofi Pasteur - meningitis/pneumonia vaccine franchise product overview
• Table: Sanofi Pasteur - traveler/endemic vaccine franchise product overview
• Table: Sanofi Pasteur - vaccine pipeline overview, December 2008
• Table: Sanofi Pasteur - Key vaccine product deals (1); December 2008
• Table: Sanofi Pasteur - Key vaccine product deals (2); December 2008
• Table: Sanofi Pasteur - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Sanofi Pasteur - key vaccine technology deals, December 2008
• Table: Sanofi Pasteur - key grants and government contracts for vaccines, December 2008
• Table: Sanofi Pasteur - SWOT analysis, December 2008
• Table: GlaxoSmithKline - vaccine portfolio overview, December 2008
• Table: GlaxoSmithKline - Infanrix franchise product overview
• Table: GlaxoSmithKline - DTP adolescent booster product overview
• Table: GlaxoSmithKline - hepatitis franchise product overview
• Table: GlaxoSmithKline - influenza vaccine franchise product overview
• Table: GlaxoSmithKline - other vaccines, overview
• Table: GlaxoSmithKline - vaccine pipeline overview, December 2008
• Table: GlaxoSmithKline - key vaccine product deals; December 2008
• Table: GlaxoSmithKline - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: GlaxoSmithKline - key vaccine technology deals, December 2008
• Table: GlaxoSmithKline - key grants and government contracts for vaccines, December 2008
• Table: GlaxoSmithKline vaccines - SWOT analysis, December 2008
• Table: Wyeth - vaccines pipeline, December 2008
• Table: Wyeth - key vaccine product deals, December 2008
• Table: Wyeth - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Wyeth - key vaccine technology deals, December 2008
• Table: Wyeth - key grants and government contracts for vaccines, December 2008
• Table: Wyeth vaccines - SWOT analysis, December 2008
• Table: Novartis - vaccine portfolio overview; December 2008
• Table: Novartis - Influenza vaccine franchise product overview
• Table: Novartis - travel vaccine franchise key product overview
• Table: Novartis - meningococcal vaccine franchise product overview
• Table: Novartis - clinical vaccine pipeline overview, December 2008
• Table: Novartis - key vaccine product deals, December 2008
• Table: Novartis - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
• Table: Novartis - key vaccine technology deals, December 2008
• Table: Novartis - key grants and government contracts for vaccines, December 2008
• Table: Novartis - SWOT analysis, December 2008

FIGURES

• Figure: Comparison of IMS-reported versus company-reported global sales data for vaccines, 2007
• Figure: Prevnar: global sales 2001 - 9M2008
• Figure: Gardasil: sales 2004 - 9M2008
• Figure: National Vaccine Injury Compensation Program - petition and award statistics, 1990 - 2008
• Figure: Comparison of lifecycles of pharmaceuticals and vaccines
• Figure: Market growth cycle for vaccines
• Figure: Market shares of the five key vaccine players in total vaccine sales, 2004 versus 2007
• Figure: Combined vaccine sales of the top five vaccine manufacturers, 2004 - 9M2008
• Figure: Vaccines versus overall pharmaceutical sales, 2007
• Figure: Vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Key events impacting the vaccines market, 2004 - 08
• Figure: 2007 vaccine sales of Merck & Co, GlaxoSmithKline, Wyeth, Novartis and Sanofi Pasteur MSD by geography
• Figure: Share of leading vaccines on a product basis, 2004 - 2007
• Figure: Birth cohort sizes - seven major markets versus BRIC countries
• Figure: Possible strategies for penetration of emerging markets
• Figure: Public sector costs of routine childhood immunization per child, US, 1975 - 2008
• Figure: Number of enrolled patients in Phase III trials for selected vaccines
• Figure: Presence of local/regional vaccine manufacturers in emerging geographies
• Figure: Reported measles cases and MMR vaccination coverage in England, 1996- - 2007
• Figure: Merck & Co - vaccines pedigree, 2008
• Figure: Merck & Co - total vaccine sales, 2004 - 2008; Q1 - Q3
• Figure: Merck & Co vaccine sales - geographic spread, 2004 - 9M2008
• Figure: Merck & Co - total vaccine sales, by quarter, 2006-9M2008
• Figure: Merck & Co - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Merck & Co - vaccines versus overall pharmaceutical sales, 2007
• Figure: Merck & Co - Gardasil sales by geography, 2004 - 9M2008
• Figure: Merck & Co - RotaTeq sales by geography, 2004 - 9M2008
• Figure: Merck & Co - Zostavax sales by geography, 2004 - 9M2008
• Figure: Merck & Co - hepatitis franchise sales by geography, 2004 - 9M2008
• Figure: Merck & Co - other viral vaccines sales by geography, 2004 - 9M2008
• Figure: Merck & Co - other vaccines sales by geography, 2004 - 9M2008
• Figure: Merck & Co - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: Merck & Co - clinical vaccines pipeline depth, December 2008
• Figure: Sanofi Pasteur - history of vaccines division
• Figure: Sanofi Pasteur - vaccines pedigree, 2008
• Figure: Sanofi Pasteur - total vaccine sales, 2004 - 9M 2008
• Figure: Sanofi Pasteur - total vaccine sales, by quarter, 2006 - 9M2008
• Figure: Sanofi Aventis - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Sanofi Aventis - vaccines versus overall pharmaceutical sales, 2007
• Figure: Sanofi Pasteur - influenza vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - pediatric combination vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - booster vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - meningitis/pneumonia vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - traveler/endemic vaccine franchise sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - other vaccine sales, 2004 - 9M2008
• Figure: Sanofi Pasteur - share of Sanofi Pasteur MSD joint venture sales by vaccine class, 2004 - 9M2008
• Figure: Sanofi Pasteur - clinical vaccines pipeline depth and breadth, December 2008
• Figure: Sanofi Pasteur - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: GlaxoSmithKline - history of vaccines division
• Figure: GlaxoSmithKline - vaccines pedigree, 2008
• Figure: GlaxoSmithKline - total vaccine sales, 2004 - 9M2008
• Figure: GlaxoSmithKline vaccine sales - geographic spread, 2004 - 9M2008
• Figure: GlaxoSmithKline - total vaccine sales, by quarter, 2006 - 9M2008
• Figure: GlaxoSmithKline - vaccine sales as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: GlaxoSmithKline - vaccines versus overall pharmaceutical sales, 2007
• Figure: GlaxoSmithKline - Infanrix and Boostrix franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - hepatitis vaccine franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - influenza vaccine franchise sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - Cervarix sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - Rotarix sales by geography, 2004 - 9M2008
• Figure: GlaxoSmithKline - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: GlaxoSmithKline - clinical vaccines pipeline depth and breadth, December 2008
• Figure: GlaxoSmithKline vaccines pipeline - adjuvanted versus non-adjuvanted candidates, December 2008
• Figure: Wyeth - vaccines pedigree, 2008
• Figure: Wyeth - total vaccine sales (Prevnar), 2004 - 9M2008
• Figure: Wyeth vaccine sales (Prevnar) - geographic spread, 2004 - 9M2008
• Figure: Wyeth - total vaccine sales (Prevnar), by quarter, 2006 - 9M2008
• Figure: Wyeth - vaccine sales (Prevnar) as share of overall company pharmaceutical sales, 2004 - 9M2008
• Figure: Wyeth - vaccines (Prevnar) versus overall pharmaceutical sales, 2007
• Figure: Wyeth - Prevnar sales by geography, 2004 - 9M2008
• Figure: Wyeth - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
• Figure: Novartis - history of vaccines division
• Figure: Novartis - vaccines pedigree, 2008
• Figure: Novartis - total vaccine sales, 2004 - 9M2008
• Figure: Novartis vaccines and diagnostics sales - geographic spread, 2004 - 9M2008
• Figure: Novartis - total vaccine and diagnostics sales, by quarter, 2006 - 9M2008
• Figure: Novartis - vaccines and diagnostics sales as share of overall company pharmaceutical sales (excluding consumer health), 2004 - 9M2008
• Figure: Novartis - overlap between marketed vaccines portfolio and pipeline vaccines
• Figure: Novartis - clinical vaccines pipeline depth and breadth, December 2008

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