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市場調查報告書
成熟生物科技產業的課題
Challenges for a Maturing Biotechnology Industry: Evolve or Perish
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本報告已在2011年12月21日停止出版。
現今的生物科技產業發展已成熟，正面臨著銷售方式改革的迫切需要。該產業正面臨著經營、商業、臨床發展、市場風險等各種課題的挑戰。
專門於醫療產業相關廣泛調查的美國市調公司Decision Resources Inc. （總公司：美國Massachusetts洲），針對成熟生物科技產業的課題進行調查分析，並系統整理調查結果後出版報告書"Challenges for a Maturing Biotechnology Industry: Evolve or Perish"。
本報告書內容包括：該產業面臨的課題、該產業的赤字狀況、競爭動向、未來發展前景等。內容綱要摘記如下：
實施概要
現今生物科技產業的實際狀況
成熟生物科技產業中的課題
影響到研發預算的營業額及製造成本間的調整
高度可信的製造能力預測
從新產品中得到的充份價値
暢銷藥驚人的折扣
一般生物科技企業的赤字狀況
- Sepracor轉赤字為黒字
- Icos長期負所得的情況使其終將遭收購
- Ligand Pharmaceuticals的利基市場無法捥救赤字經營狀況
- 2大最成功的生物科技企業顯少出現淨損失
- 2大平台企業將可望成功創造暢銷藥的持續銷售狀況
逐漸密集的產品線藥的有效競爭
- OSI Pharmaceuticals
- Biogen Idec
未來預測
- 共同開發夥伴及優良藥物
- 生物科技重建、收購、瓦解
- 技術平台
- 製藥產業研究中心及學術合作
- 適應能力
圖表
Abstract
Introduction
Today' s biotech industry is maturing and must now change the way it operates.
The industry is facing signifi cant challenges from operational, business,
clinical development, and market risks. Business fundamentals, which many
biotech companies have had the luxury to ignore, are now emerging as critical
elements for sustainability and survival.
Get the Answers You Need to Shape Your Strategy
- Today' s biotech market is increasingly crowded and competitive. What can
companies do to differentiate their products? What business fundamentals do
they need to understand in order to plan a successful market strategy for
their new products?
- Many successful biotech companies are surrendering their independence and
merging with larger entities. What made these companies decide to give up
their independence? Why have so many of them struggled even after launching
blockbuster drugs?
- In the rush to develop a marketed product, many biotech companies are defi
cit spending. How do some companies manage to make defi cit spending pay off?
What makes others eventually collapse?
- Many biotechs have licensed away so many of the rights to their fi rst
products that they do not reap substantial fi nancial rewards once the
products launch. Which companies have made this mistake? Why did they make
deals that left them fi nancially vulnerable?
Scope
- Challenges facing the industry: operational, business, clinical
development, and market risks.
- Business fundamentals: essential information biotechs need to run their
business in today' s market.
- Defi cit spending: case studies of how several biotechs handled defi cit
spending.
- Competing against crowded pipelines: effective strategies, case studies.
- Projections for the future: our projections on what the future holds for
the biotech industry and its synergistic relationship with the pharmaceutical
industry.
Table of Contents
- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Reality for Today' s Biotechnology Industry
- Challenges in a Maturing Biotechnology Industry
- Balancing Sales and Manufacturing Costs That Cannibalize R&D Budgets
- Reliably Forecasting Manufacturing Capacity
- Capturing Suffi cient Value from First-Born Products
- A Startling Deduction About Blockbusters
- Managing Defi cit Spending by Public Biotechnology Companies
- Sepracor Makes Defi cit Spending Pay Off
- Icos' s Prolonged Negative Income Leads to Its Acquisition
- Ligand Pharmaceuticals' Niche Markets Cannot Support Its Defi cit
Spending
- The Two Most Successful Biotechnology Companies Rarely Posted Net Losses
- Two Platform Companies Hope for a Blockbuster to Reach Sustainability
- Effectively Competing Against Increasingly Crowded Pipelines
- OSI Pharmaceuticals
- Biogen Idec
- Future Projections
- Codevelopment Partnerships and Better Drugs
- Restructuring, Acquisition, and Collapse of Biotechnology Companies
- Technology Platforms
- Pharma' s Research Centers and Academic Collaborations
- Ability to Adapt
Tables:
- 1. Essential Business Fundamentals for a Maturing Biotechnology Industry,
Circa 2007
- 2. Value Capture from a Biotechnology Company' s First Product
- 3. Select U.S. Pharmaceutical Companies and High-Revenue-Generating
Biotechnology Companies: History and Financials, 2005
Figures:
- 1. Sales and Manufacturing Cost Cannibalization of Icos' s R&D Budgets
Following Product Launch, 2001-2005
- 2. Sepracor Financial Analysis, 1992-2006
- 3. Icos Financial Analysis, 1996-2005
- 4. Ligand Pharmaceuticals Financial Analysis, 1995-2006
- 5. Amgen Financial Analysis, 1988-2006
- 6. Genentech Financial Analysis, 1984-2006
- 7. Millennium Pharmaceuticals Financial Analysis, 1993-2006
- 8. PDL BioPharma Financial Analysis, 1992-2006
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