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市場調查報告書
日本藥品市場的變動
Change Is Percolating Through Japan's Pharmaceutical Markets
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本報告已在2011年12月21日停止出版。
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），針對日本藥品市場的變動進行調查分析，並系統整理調查結果後出版報告書"Change Is Percolating Through Japan's Pharmaceutical Markets"。
本報告書內容包括：日本的藥品市場環境及政府的費用控制方案、非專利藥品動向、外資企業的影響、近年來的購併案等。內容綱要摘記如下：
實施概要
日本逐漸轉變的藥品環境
日本的藥品市場環境
- 市場規模及人口統計
- 醫療費佔GDP比例
- 日本國內製藥企業的財務狀況
- 日本的主力產品
藥物支出費用縮減對策
- 每兩年的藥價調整
- 長期藥物的價格調降
- NHI價格調整頻率相關持續討論
日本生物製劑的動向
- 從事生物製劑行銷的日本製藥企業
- 日本主要已上市的生物製劑：競爭價格及在日本的營業總額
- 日本企業的產品線：後期生物製劑
非專利藥品的認知度提昇及利用
- 日本政府針對非專利藥品採取的立場
- 醫院利用「定額」償付制度採用非專利藥品
- 新加入企業
- 日本非專利藥品市場的發展前景
外資製藥企業的影響力增加
- 多國籍企業逐漸站穩腳步
- 國内企業面臨日益激烈的競爭局勢
- 創新藥物地區別的上市情況差異逐漸縮小
近年來的購併案
- 中外製藥及Roche
- 第一製藥及三共製藥
- 大日本製藥及住友製藥
- 田邊製藥及三菱製藥(Mitsubishi Pharma Corporation)
- 山之内製藥及藤澤藥品工業
- 有效的競爭方法
- 公司法修正
日本製藥企業在逆境中的摸索
Abstract
Japan' s pharmaceutical markets are increasingly more competitive, and a steady
restructuring of the Japanese pharmaceutical industry is under way. The
government continues to tighten its control over drug expenditures, and
foreign and multinational pharmaceutical companies are strengthening their
foothold in Japan by launching a wide variety of new drugs. To successfully
navigate the changing waters of the world' s second-largest pharmaceutical
market, companies must understand today' s evolving business environment and
institute a plan of action to realize their mid- to long-term visions.
Get the Answers You Need to Shape Your Strategy
- The Japanese government intended to implement annual price revisions in fi
scal year 2007, but the measure has been temporarily shelved, because many
thorny issues regarding Japanese practices of dispensing drugs need to be
resolved before annual price revisions can be instituted. Nevertheless, why
should the pharmaceutical industry in Japan anticipate that the government may
implement annual price revisions in a high-handed manner in fi scal year 2009?
- The advent of "triangular mergers," whereby foreign companies are allowed
to use their stock to acquire or merge with Japanese companies, arrived in May
2007. Why is this new M&A tool particularly likely to accelerate the
restructuring of Japan' s marketplace? Why might Takeda represent an especially
attractive takeover target?
- The Japanese market continues to be subject to less aggressive generic
erosion than the pharmaceutical markets in the United States and in some
European countries. But in May 2007, the government called for an increase in
the market share of generics from 16.8% (by volume) in 2004 to at least 30% in
2012. In spite of the government' s goal, why may some branded drugs remain
impervious to generics competition?
- Japanese pharma' s growing interest in biologics is refl ected not only in
several recent deals for biologics but also in an expanding pipeline of
late-stage recombinant proteins and monoclonal antibodies (MAbs). Which
Japanese companies historically having little interest in biologics now have
one or more biologics in late-stage development? Which companies have entered
into deals in 2007 to acquire MAbs and MAb technology?
- The Japanese government aggressively cut prices for long-listed drugs in
2006, after indicating that a similar cut in 2004 was meant to be a one-time
event. Which type of company has the additional price cut proven particularly
hurtful to?
Scope
- The Japanese pharma landscape: market size and demographics; growth
rate of health care expenditures; overall health care expenditures relative to
gross domestic product; total market value of Japan' s largest domestic
pharmaceutical companies; best-selling drugs in Japan.
- The government' s role in containing drug expenditure costs:
cost-containment measures by the Ministry of Health, Labor, and Welfare;
Japan' s National Health Insurance system; biennial drug price revisions;
increased emphasis on promoting generic drugs; the DPC "fl at sum"
reimbursement system; proposals to revise drug prices annually; price cuts for
long-listed drugs.
- Japanese biologics: dominant players in the Japanese biologics
markets; late-stage biologics in Japanese company pipelines.
- Generics: the growing acceptance of generics within the Japanese
marketplace; the government' s increased emphasis on generics; reimbursement
system for hospitals; new entrants in the Japanese generics market; overall
outlook for the Japanese generics market.
- The growing impact of foreign companies: the strengthening foothold
of multinational companies; increased competition for domestic pharmaceutical
companies; efforts to accelerate the launch of global drugs in Japan.
- Recent mergers and acquisitions: Chugai and Roche Nippon; Daiichi
and Sankyo; Dainippon and Sumitomo; Tanabe and Mitsubishi; Yamanouchi and
Fujisawa; revisions in corporate law to provide for "triangular" mergers.
- Navigating Japan pharma' s stormy waters: outlook for growth in the
Japanese pharmaceutical market; the probability that M&A activity will
continue for Japanese companies; ongoing attempts to improve the reliability
of generics; the ongoing fi ght for market share; the need for companies to
devise a plan of action.
Table of Contents
- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Japan' s Changing Pharma Environment
- The Japanese Pharma Landscape
- Market Size and Demographics
- Health Care Expenditures Versus Gross Domestic Product
- Financial Standing of Japanese Domestic Pharma Companies
- Best-Selling Drugs in Japan
- Measures to Contain Drug Expenditure Costs
- Biennial Drug Price Revision
- Price Cuts for Long-Listed Drugs
- Ongoing Discussions on the Frequency of NHI Price Revisions
- Movement in Japanese Biologics
- Japanese Pharma Companies Involved in Marketing Biologics
- Key Marketed Japanese Biologics: Comparative Price and Japanese Sales
- Japanese Company Pipelines: Late-Stage Biologics
- Growing Acceptance and Use of Generic Drugs
- The Japanese Government' s Stance on Generics
- Generics Use by Hospitals with "Flat Sum" Reimbursement Systems
- New Entrants
- Outlook for the Generics Market in Japan
- Growing Impact of Foreign Pharmaceutical Companies
- Multinational Players Strengthen Their Foothold
- Domestic Companies Face Increasing Competition
- Geographic Launch Gap for Innovative Drugs Narrows
- Recent Mergers and Acquisitions
- Chugai and Nippon Roche
- Daiichi and Sankyo
- Dainippon and Sumitomo
- Tanabe and Mitsubishi
- Yamanouchi and Fujisawa
- Finding Improved Ways to Compete Effectively
- Revision of Corporate Law
- Navigating Japan Pharma' s Stormy Waters
- Mergers and Acquisitions
- Foreign Companies Operating in Japan
- Domestic Companies
Figures and Tables
Tables:
- 1. The Changing Business Environment for Japanese Pharma, Circa 2007
- 2. Best-Selling Drugs in Japan, 2005-2006
- 3. Revision Rates for Japanese Reimbursement Prices, 1994-2006
- 4. Percentage Reductions in Average NHI Prices for Leading Pharmaceutical
Companies in Japan, 2006
- 5. Percentage of Medical Institutions and Pharmacies That Have Settled
Negotiations of Drug Delivery Prices with Wholesalers, July 2006
- 6. Select Japanese Pharma Companies: Biologics Sales in Proportion to
Total Worldwide Sales, 2006
- 7. Key Marketed Biologics in Japan: Comparative Price and Japanese Sales,
2006
- 8. Japanese Company Pipelines: Late-Stage Biologics
- 9. Increasing Use of Generics in Diagnostic Procedure Combination
Hospitals, Fiscal Years 2004-2006
- 10. Foreign Multinational Players: Select Japanese Market Strategies and
Equity Transfers, 2002-2007
- 11. Sales of the Top 15 Companies in the Japanese Ethical Drug Market,
Fiscal Years 2003-2006
- 12. Study Council on the Use of Unapproved Drugs: Drugs on the Agenda for
Review
- 13. Mergers and Acquisitions of Key Japanese Pharmaceutical Companies,
2002-2007
Figures:
- 1. The Japanese Pharmaceutical Market, Fiscal Years 2002-2006
- 2. Growth of the Elderly Population in Japan, 1980-2006
- 3. Growth Rates: Japan' s National Health Care Expenditures Compared with
Its Gross Domestic Product
- 4. Total Market Value of Listed Shares of Japanese Companies, March 2007
- 5. Ratio of Drug Costs to Total Health Care Expenditures in Japan,
1991-2003
- 6. Number of Drugs Launched in the Japanese Market by Major Companies,
2002-2006
- 7. Japanese Company Sales: Domestic and Overseas, 2006
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