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市場調查報告書
交易及產業展望：抗病毒藥物
Dealmaking and Industry Outlook: Antivirals
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交易及產業展望：抗病毒藥物 是由出版商Decision Resources, Inc.在2010年03月所出版的。
這份英文市場調查報告書包含35 Pages 價格從美金4600起跳。
2010年2月，Roche之CEO Severin Schwan發表了抗禽流感特效藥Tamifl u銷售比2008年增加了435％，此因全球新流感抗病毒藥物需求提升而產生之高成長率。
本報告為，分析抗病毒藥物市場，並匯整市場參與企業及市場機會、各公司商業策略等，以下列摘要形式闡述。
實施概要
何謂使用恐怖之策略
嚴重之病毒疾病
抗病毒藥物市場
與非專利藥之競爭
- HIV/AIDS
- 總統之愛滋病救濟緊急計劃
- GlaxoSmithKline
- 印度生產業者
- 流行性感冒
委員會認可之美國感染病專家
- 最創新研究
- 抗病毒藥治療之流程
- 非專利藥之使用
- 因應病毒性流行疾病措施
主要交易結構及策略
- Crucell之單株抗體治療
- 2種Gilead Sciences交易
- 新興市場中Roche之新HIV策略
- Roche單株抗體基準之流感治療
- SIGA開發防衛生化戰爭之方式
- Vertex Pharmaceuticals收購了ViroChem Pharma
- Viv Healthcare之合併
- 大型製藥公司在特定抗病毒藥物相關之授權
今後展望
- 5個在抗病毒藥物治療領域中之課題
- 5個在抗病毒藥物治療領域中之機會
- 新興國、發展中國家：為何進軍抗病毒藥物市場
Abstract
Introduction:
In February 2010, Roche' s CEO, Severin Schwan, reported that Tamifl u
(oseltamivir) sales increased 435% over sales in 2008. Tamifl u sales were 3.2
billion Swiss francs ($3 billion) in 2009 and accounted for 7% (2.6 billion
francs, $2.4 billion) of the pharmaceutical division' s sales growth - the
division' s sales growth was 4% without Tamifl u. This high percentage of
growth was due to the global demand for antivirals active against pandemic
infl uenza (H1N1) 2009, which certainly validated the investment that Roche
had previously committed to antiviral R&D. Not every pharmaceutical company is
willing to invest in this therapy area. Why not? In this report, we assess the
antiviral market, its major players, and opportunities. We discuss results
from a survey of U.S. infectious disease specialists and analyze the deals
that companies are executing and the business strategies they are deploying.
Questions Answered in This Report:
- Decision Resources' Pharmaview analysts determined that the antiviral
market was $23.4 billion in 2008. Who are the major players? What are the
major brands? How will the dynamics of this market change by 2015? What new
antivirals will launch and become commercially successful, according to these
analysts?
- In a 2009 interview, GlaxoSmithKline CEO Andrew Witty said, "As CEO, I
want this company to be a very successful drug company but not by leaving the
population of Africa behind." What strategies is GSK pursuing in Africa? What
are the objectives? What other pharmaceutical companies have antiviral
programs in developing nations?
- In recent years, generic products have made significant inroads into the
antiviral market. Which viral diseases are most attractive to manufacturers of
generics and why? What are governments doing to shift the dynamics between
brand and generic antivirals - where, how, and why?
- Life-cycle management is a major business-development strategy in the
antiviral industry. What deals took place in 2009? What strategies are
companies using to maintain franchises and market share?
- In 2015, the worldwide antiviral market will be one-half of the $58.6
billion anti-infective market and about one-third of the $94.1 billion
cardiovascular market. What challenges does the antiviral market face? What is
driving its growth?
- A prevailing belief among industry observers is that many pharmaceutical
and biotechnology companies are not interested in the antiviral market and, as
a result, little research is being done and insuffi- cient therapeutic options
are available. Why should a company consider entering or expanding its
presence in the antiviral market as opposed to other therapy area markets?
What tactics and strategies should a company consider when entering less
developed markets?
Scope:
- Viruses: Cytomegalovirus (CMV); Epstein-Barr virus (EBV); hepatitis A
virus (HAV), hepatitis B virus (HBV), hepatitis C virus (HCV); herpes simplex
virus (HSV-1 and HSV-2); herpes viruses 6, 7, and 8 (HHV-6, HHV-7, and HHV-8);
human immunodeficiency virus (HIV); human papillomavirus (HPV); influenza
virus A, influenza virus B, infl uenza (H1N1) 2009; respiratory syncytial
virus (RSV); varicella-zoster virus (VZV); common cold viruses; enteroviruses;
human T-lymphotropic virus (HTLV); metapneumovirus (MPV); progressive
multifocal leukoencephalopathy (PML); human parainfl uenza virus (HPIV);
adenovirus; BK virus; JC virus; Dengue virus; arbovirus; avian infl uenza
(H5N1); coronavirus; encephalitis viruses; West Nile virus; Saint Louis
encephalitis virus; equine encephalitis viruses; rabies virus; hemorrhagic
viruses; hantavirus.
- Markets: Infl uenza (H1N1) 2009 pandemic market; anti-infective market;
antiviral market; market size, growth; drug classes; generics; major players,
major brands; worldwide sales, market share; brands that will launch soon and
achieve commercial success; market drivers and constraints.
- Generic competition: Public Library of Science (PLOS) studies; compulsory
licenses; Brazilian Ministry of Health; patent expiry; generic antiretrovirals
in sub-Saharan Africa and Brazil; President' s Emergency Plan for AIDS Relief
(PEPFAR); fixed-dose combinations (FDCs); Indian manufacturers; access
programs; HIV/AIDS; infl uenza; emergency use authorization by the FDA; World
Health Organization (WHO); costs.
- Primary research: Survey of 100 board-certified U.S. infectious disease
specialists, their insights on unmet needs and opportunities; innovative
antiviral research; monoclonal antibodies (MAbs); access to antivirals;
percentage of needy patients forgoing therapy; physician recommendations on
what pharmaceutical companies can do to help; generic usage; pandemic
preparedness.
- Deals: Compulsory licensing; negotiated price reductions; voluntary
licenses; Gilead Access Program; life-cycle management strategies;
broad-spectrum therapies; patent expiry strategy; emerging market strategy;
biodefense deals; joint venture; inlicensing.
- Expert Contributors: Peter Wittner, principal, Interpharm Consultancy,
Decision Resources' Pharmaview and Pharmacor analysts.
- Outlook: Five things that are holding back the antiviral therapy area,
five opportunities that could advance the antiviral therapy area.
Mentioned in This Report:
- Abbott Laboratories
- Alkem Laboratories
- Amarillo Biosciences
- Asahi Kasei Pharma
- Aspen Pharmacare
- Astellas Pharma
- AstraZeneca
- Aurobindo Pharma
- Avexa
- Barr Laboratories
- BioAlliance Pharma
- BioChem Solutions
- BioCryst Pharmaceuticals
- BioPartners
- Boehringer Ingelheim
- Brazilian Ministry of Health
- Bristol-Myers Squibb
- Calmune
- Center of High Technologies ChemRar (CHT ChemRar)
- Centers for Disease Control and Prevention
- Chugai Pharmaceutical
- Cipla
- Clinton Health Access Initiative (CHAI)
- Crucell
- Daiichi Sankyo
- Dainippon Sumitomo Pharma
- Dana-Farber Cancer Institute
- Debiopharm
- Defense Threat Reduction Agency (DTRA)
- Emcure Pharmaceuticals
- Endo Pharmaceuticals
- Express Scripts
- FDC
- FFF Enterprises
- Bill and Melinda Gates Foundation
- Genentech
- Gilead Sciences
- GlaxoSmithKline
- Hemispherx Biopharma
- Hetero Drugs
- Huahai US/Zhejiang Huahai Pharmaceutical Co.
- Idenix Pharmaceuticals
- Indian Patent Office
- Interpharm Consultancy
- J.B. Chemicals & Pharmaceuticals
- Johnson & Johnson
- Macleods Pharmaceuticals
- Matrix Laboratories
- Medchem International
- MedImmune (a subsidiary of AstraZeneca)
- Merck & Co.
- Mitsubishi Tanabe Pharma
- National Institute of Allergy and Infectious Diseases (NIAID)
- National Institutes of Health (NIH)
- Novartis
- Ortho-McNeil-Janssen Pharmaceuticals
- Pfizer
- Polydex Pharmaceuticals
- Progenics Pharmaceuticals
- Public Library of Science (PLOS)
- Ranbaxy Laboratories
- ReceptoPharm
- Roche
- Sanford-Burnham Medical Research Institute
- Sanofi Pasteur
- Shasun Chemicals and Drugs
- Shionogi
- SIGA Technologies
- Stanford University
- Strides Arcolab
- TaiMed Biologics
- Teva Pharmaceutical Industries
- Tibotec Pharmaceuticals (a Johnson & Johnson company)
- Toyama Chemical
- Trellis Bioscience
- Vertex Pharmaceuticals
- Viiv Healthcare
- Viriom
- ViroChem Pharma
- ViroPharma
- World Health Organization (WHO)
Key Terms for This Report:
Access programs, Antivirals, Brazil, Business development, Fixed-dose
combination (FDC), Generic competition, Hepatitis, H1N1, HIV AIDS, Indian
manufacturer, Least developed countries, Opportunities, Pandemic, Strategic
planning, Sub-Saharan Africa
Table of Contents
Executive Summary
- Strategic Considerations
- Stakeholder Implications
Was It Fear Mongering?
Serious Viral Diseases
Antiviral Market
- Market Size, Growth, and Drug Classes
- Major Players
- Major Antiviral Brands
Competition from Generics
- HIV/AIDS
- President' s Emergency Plan for AIDS Relief (PEPFAR)
- GlaxoSmithKline
- Indian Manufacturers.
- Infl uenza
Survey of Board-Certified U.S. Infectious Disease Specialists
- Most Innovative Research
- Access to Antiviral Therapies
- Generic Antiviral Usage
- Viral Pandemic Preparedness
Select Deal Structures and Strategies
- Crucell' s MAb-Based Therapies
- Two Gilead Sciences' Deals
- A New HIV Strategy for Roche in Emerging Markets
- Roche' s MAb-Based Infl uenza Therapies
- SIGA Develops Defenses Against Biological Warfare
- Vertex Pharmaceuticals Acquires ViroChem Pharma
- Viiv Healthcare Joint Venture
- Big Pharma Inlicenses Specific Antivirals
Outlook
- Five Challenges in the Antiviral Therapy Area
- Five Opportunities in the Antiviral Therapy Area
- Emerging and Least Developed Countries - Why Enter the Antiviral Market?
Expert Commentaries
- Peter Wittner, principal, Interpharm Consultancy
- Competition from Generics
Tables
- 1. Antivirals: Major Players
- 2. Antivirals: FDA Approvals Under the President' s Emergency Plan for AIDS
Relief (PEPFAR)
- 3. Antivirals: GlaxoSmithKline' s Efforts to Tackle Public Health Problems
in the Least Developed Countries, 2009-2010
Figures
- 1. Growth in the Global Anti-Infectives Market, 2008-2015
- 2. Antivirals: Worldwide Sales by Drug Class, 2008 and 2015
- 3. Antivirals: Market Share of Top Companies, 2008 and 2015
- 4. Antivirals: Brands with Worldwide Sales of More Than $500 Million, 2008
and 2015
- 5. Antivirals: U.S. Board-Certified Physician Survey: Diseases with the
Most Innovative Ongoing Research
- 6. Antivirals: U.S. Board-Certified Physician Survey: Percentage of Needy
Patients Forgoing Therapy Due to Lack of Funds
- 7. Antivirals: U.S. Board-Certified Physician Survey: Frequency That
Generic Antivirals Are Prescribed
- 8. Antivirals Market Size Compared with Other Therapy Area Markets, 2015
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