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市場調查報告書
生物製劑將來動向
Are Biologics the Wave of the Future?
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本報告已在2011年12月21日停止出版。
新生物製劑投入市場一事使得生物製劑的將來被認為是有希望的。然而,雖然大規模製藥公司積極地進行生物製劑的執照取得與買取行動,但是仍是有藥價及償付問題、生技藥品的市場投入等等的課題有待解決。
專門於醫療業界領域進行廣泛調查的美國專業調查公司Decision Resources Inc. (總公司:Massachusetts),調查分析了生物製劑的將來動向,並有系統地出版了報告書"Are Biologics the Wave of the Future?" 。
此報告書除了調查全球生物製劑市場動向、藥價與成本高效益,也 分析生技藥品的環境限制與今後的展望。報告書之內容摘要如下所示。
摘要
現在正是趕上潮流的時候
全球的生物製劑市場環境
- 由少數的生物製品製造業者所支配
- Amgen為生物製劑支配界的龍頭
- Genentech與Roche的成功
- Johnson & Johnson透過早期生物製劑製造業者的買取行動獲得收益
- Novo Nordisk
- 於當時並不感興趣的大規模製藥公司
生物製劑成為潮流:特別是單克隆抗體
- 新分子
- 特殊的縫隙市場
- 單克隆抗體的出現造就了生物製劑異常的成長
- 生物製劑開發管道
交易狂熱:投資
- 近年生物製劑的戰爭
- AstraZeneca
- GlaxoSmithKline
- Novartis
- Pfizer
- 單克隆抗體被爭相販賣
- 利用合併買取以獨占市場的大規模製藥公司
- Bayer Scheering Pharma
- Merck Serono
- GlazoSmithKline公司買取Domantis公司
- Amgen公司買取Abgenix公司
- AstraZeneca公司買取Cambridge Antibody Technology公司
- Merck & Co.公司買取Abmaxis公司
- 受到極大矚目的Glycoengineering
生物製劑價格與成本高效益
- 價格比較
- 生物製劑開發費用
- 成本高效益與藥價償付制度
生物製劑
今後的展望
圖表
Abstract
Introduction:
Biologics have been good to the pharmaceutical industry- a trend that will
continue for the foreseeable future as a raft of new and improved biologics
comes to market. Some companies rode the crest of the biologics wave that
began 25 years ago while others were left behind. Big pharma, in particular,
has taken a long time to recognize the vital importance of biologics in
today' s marketplace. Big pharma is now on a rampage, entering the
extraordinarily "hot" biologics licensing and acquisitions game, which is
characterized by recent recordsetting deals. However, drug pricing,
reimbursement issues, and anticipated biogenerics erosion represent signifi
cant challenges to the status quo, and 2007 will be a pivotal year for
legislative action.
Get the Answers You Need to Shape Your Strategy:
- In 2006, the FDA approved only 24 new molecular entities- 6 of which were
either biologics or biotechnology-derived products. Which of these new
biologics are predicted to become blockbusters? What lessons does the rate of
FDA approval for biologics hold for companies interested in developing new
biologics?
- In recent years, the number of monoclonal antibodies (MAbs) under
development has far outpaced the growth of other types of drugs, in part
because of the premium prices MAbs command. Which companies currently have
promising MAbs in late-stage development? What commercial and clinical
limitations of fi rstgeneration MAbs is the new generation of MAbs, currently
in development, hoping to overcome? What does GlaxoSmithKline' s 2006,
record-breaking acquisition of Genmab indicate about the future market for
MAbs?
- Only a few players dominate the biologics market; however, big pharma is
now on a rampage to acquire earlyto late-stage biologic products and smaller
biologics companies. Which big pharma companies are recent converts to the
promise of biologics? How are acquisitions enabling these companies to refocus
their pipelines?
- Biologics are steadily being improved by new therapeutic protein
optimization technologies. What does Merck' s acquisition of GlycoFi in May
2006 indicate about the potential value of glycoengineering?
- The market success of biologics is directly related to the premium prices
biologics command. New legislation limiting the pricing of biologics is on the
horizon, however. What strategies should the biologics industry employ to
ensure that a mutually acceptable pricing agreement is reached with
physicians, legislators, and the public at large? How will the imminent threat
of biogenerics affect biologics pricing?
Scope
- The worldwide biologics landscape: the dominant companies; blockbusters,
mega-blockbusters, and specialized markets.
- The current boom in biologics: monoclonal antibodies, recombinant
proteins, and biotechnologyderived vaccines; specialized markets; and
biologics pipelines.
- Deal mania: licensing agreements, product acquisitions, and M&A activity.
- Pricing and cost-effectiveness: price comparisons, cost of developing an
approved biologics drug, drug reimbursement, and harmonization standards in
Europe.
- Biogenerics: regulatory environment, pricing, and market dynamics.
- Outlook: challenges to current pricing and reimbursement structures and
the threat of biogenerics erosion.
Companies Mentioned in This Spectrum Report
- Abbott Laboratories
- Abgenix
- Abmaxis
- Alexion
- Alkermes
- Amgen
- Applied Molecular
- Evolution
- AstraZeneca
- Baxter International
- Bayer AG
- Bayer Healthcare
- Bayer Schering Pharma
- Bioceuticals Arzneimittel
- Biogen Idec
- Bioren
- BioRexis
- Bristol-Myers Squibb
- Cambridge Antibody
- Technology
- Celtic Pharmaceutical
- Centocor
- Corixa
- CureTech
- Daiichi Sankyo
- Danisco
- Domantis
- Eisai
- Elan
- Eli Lilly
- Genentech
- Genmab
- Genzyme
- GlaxoSmithKline
- Glycart Biotechnology
- GlycoFi
- Hoffman-La Roche
- Hospira
- Human Genome Sciences
- ImaRx Therapeutics
- ImClone Systems
- Immunex
- Immunomedics
- InterMune
- Johnson & Johnson
- Ligand Pharmaceuticals
- Lundbeck
- Medarex
- MedImmune
- Merck & Co.
- Merck KGaA
- Merck Serono
- Millennium
- Pharmaceuticals
- Neurobiological
- Technologies
- Novo Nordisk
- Novartis
- Ortho Biotech
- Paion
- PDL BioPharma
- PDL Pharmaceuticals
- Pfi zer
- Protherics
- Regeneron Pharmaceuticals
- Rinat Neuroscience
- Roche
- Sandoz
- Sanofi -Aventis
- Savient Pharmaceuticals
- Schering AG
- Schering-Plough
- Seattle Genetics
- Serono
- Shire Human Genetic
- Therapies
- Takeda
- Talecris Biotherapeutics
- Tanabe Seiyaku
- Teva
- Transkaryotic Therapies
- UCB
- Valeant Pharmaceuticals
- Valera Pharmaceuticals
- Wyeth
- ZymoGenetics
Table of Contents
- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Still Time to Jump On the Bandwagon
- The Worldwide Biologics Landscape
- Few Biologics Players Dominate
- Amgen' s Reign as Biologics King
- Genentech' s Very Successful Ride with Roche
- Johnson & Johnson' s Profi ts from Early Biologics Acquisition
- Novo Nordisk
- Big Pharma' s Lack of Early Interest
- Biologics Are Booming- Especially MAbs
- New Molecular Entities
- Specialized and Niche Markets
- MAbs Are Driving Extraordinary Growth
- Biologics Development Pipelines
- Deal Mania- Ante Up
- Recent Biologics Converts
- AstraZeneca
- GlaxoSmithKline
- Novartis
- Pfizer
- Anything MAb Is on the Auction Block
- Big Buyouts Through Mergers and Acquisitions
- Bayer Schering Pharma
- Merck Serono
- GlaxoSmithKline Acquires Domantis
- Amgen Acquires Abgenix
- AstraZeneca Acquires Cambridge Antibody Technology
- Merck & Co. Acquires Abmaxis
- Glycoengineering Is Really Hot
- Biologics Pricing and Cost-Effectiveness
- Price Comparisons
- The Cost of Developing Biologics
- Cost-Effectiveness and Drug Reimbursement
- Biogenerics
- Regulatory Environment
- Biogenerics Pricing
- Biogenerics Market Dynamics
- Outlook
Tables:
- 1. Major Biologics Companies: 2005 Sales and Projected 2012 Sales of Key
Biologic Products
- 2. Select Biologics Under Development, March 2007
- 3. Acquisitions and License Agreements for Late-Stage Biologics, 2005 and
2006
- 4. Recent Acquisitions of Biotechnology Companies with Biologics
Optimization Technologies
- 5. Cost-Effectiveness of Select Biologics
Figures:
- 1. The 100 Best-Selling Pharmaceutical Products Worldwide, By Technology,
2006
- 2. Best-Selling Biologics Worldwide, 2006
- 3. Approvals of New Biopharmaceutical Products in the United States, 1990
Through October 2006
- 4. Projected Growth in Biologics Sales, 2001-2010
- 5. Average Prices of Leading Biologics, Small-Molecule Drugs, and
Pharmaceuticals Overall in the Major Markets as a Percentage of U.S. Prices
- 6. Total Capitalized Cost per Approved Biopharmaceutical, 2006
- 7. Biogenerics Market Dynamics, 2005-2015
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