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市場調查報告書

印度的醫藥品展望 2016年:由於出口、國內的穩定發展的成長,「在印度製造」下的政策實施,新省廳的提案

India Pharma Outlook 2016: Milestones to Watch - Growth from Exports and Domestic Getting Better, Implementation of Policies under "Make-in-India", Overture of A New Ministry

出版商 MP Advisors 商品編碼 355095
出版日期 內容資訊 英文
商品交期: 最快1-2個工作天內
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印度的醫藥品展望 2016年:由於出口、國內的穩定發展的成長,「在印度製造」下的政策實施,新省廳的提案 India Pharma Outlook 2016: Milestones to Watch - Growth from Exports and Domestic Getting Better, Implementation of Policies under "Make-in-India", Overture of A New Ministry
出版日期: 2016年03月17日 內容資訊: 英文
簡介

印度的製藥企業開始擴大到規範市場 (日本、德國、法國、加拿大) 及層級II各國 (巴西、墨西哥、委內瑞拉、俄羅斯、其他) ,為了探索進一步的成長機會,開始複合學名藥/生技仿製藥的開發。

本報告提供印度的主要製藥企業的相關調查、各公司的產業展望、M&A趨勢、主要的機會、主要的產品與市場佔有率等相關分析。

目錄

Aurobindo Pharma:美國的商務及注射藥成長的鑰匙:其他地區也預定強化

CADILA HEALTHCARE LTD:NCE,生技仿製藥、疫苗、經皮及複合學名藥的未來成長

Cipla Ltd:近幾年的收購使整合+吸入器業務地區性擴大

INVAGEN:市場佔有率的最高產品前五名

Dr Reddy's Ltd. :短期性成長是受限的,上市產品的激烈的競爭+很大的無認證+FDA的WL相關改善成本

LUPIN LIMITED:複合學名藥的可能性及Gavis的整合還未清楚

目錄

2016 will be a crucial for drug makers and consumers. During ‘Make-in-India' week in Mumbai, Govt. highlighted many amendments or introduction of new policies with an aim to make India as a major hub for end to end drug discovery. To boost drug discovery, to promote manufacturing of certain drugs against life threatening diseases like AIDS, and to reduce our dependence on China, the Govt. has promised to offer many incentives (exemption from excise duty or tax) and also plans to setup venture capital funds, cluster developments to strengthen pharma infrastructure / business. Other developments or initiatives include, i) The voluntary Uniform code of Pharma marketing practice will be replaced with a mandatory code by June. This will stop the promotion of drug prior to receipt of the marketing approval and also the practice of drug makers offering gifts to doctors upon prescribing their products; ii) Concept of the ‘Online pharmacies' is also expected to be implemented during this year; iii) Change in FDI rule where investor now invest thru Automatic route rather taking any prior regulatory approval; iv) Growth in Medical Infrastructure which will increase accessibility to drug market to improve in Tier-II towns and rural areas.

Declined growth in bulk drugs due to regulatory scrutiny and rising competition & market factors from other Asian competing nations will be compensated by geographies expansion (e.g., Lupin, Cipla, Sun pharma) and sustainable growth from Domestic formulation (e.g. Alkem, Cipla, Sun pharma, Dr Reddy), mainly from Chronic diseases' segment, due to growth in urban population, better awareness on healthcare, and greater penetration of services. India pharma has started expanding in other regulated markets (Japan, Germany, France, Canada) and Tier-II countries (Brazil, Mexico, Venezuela, Russia, etc.). To explore further opportunities of growth, Indian pharma companies have started developing complex generics/ biosimilars. Almost all companies, among Top-20 list, have robust pipeline in this value chain, targeting primarily emerging markets; however, they are also capitalizing on their competitiveness and capabilities to enter into the regulated market.

Table of Contents

  • Aurobindo Pharma - US BUSINESS AND INJECTABLES KEYS TO GROWTH - Looking to STRENGTHEN IN OTHER GEOGRAPHY TOO
  • Table 1: Aurobindo Pharma: GLOBAL REGULATORY FILINGS
  • Table 2: Aurobindo Pharma KEY ANDAs APPROVAL IN 1H16
  • New Aeras to Watch For: CADILA HEALTHCARE LTD: Future growth from NCE, Bio-Similars, Vaccines, Transdermal and Complex Generics
    • US REMAINS THE KEY GROWTH DRIVER FOR CDH
  • Table 1: Cadila Healthcare Ltd.
  • KEY TRANSDERMAL PRODUCTS
    • ONGOING STUDIES OF LIPAGLYN IN NASH
    • Clinical Data in NASH so far
    • Clinical Data in NASH so far
  • Cipla Ltd: Consolidation of Recent Acquisitions + Geographic Expansion of the Inhaler Business
  • Figure 1: Cipla Ltd.
  • GENERIC NEXIUM'S MARKET SHARE TREND
  • Table 1: Cipla Ltd.
  • INVAGEN'S SELECT PARA IV OPPORTUNITIES
  • Table 2: Cipla Ltd.
  • INVAGEN: HIGHEST MARKET SHARE PRODUCTS - TOP 5
    • Annexure: Cipla Ltd.
  • INVAGEN'S CURRENT PRODUCTS
    • DR REDDY'S LAB: Near-term Growth Muted: Strong Competition to Launched Products + No Significant Approvals + Remediation Costs related to FDA's WL
  • Figure 1: Dr. Reddy's Lab
  • PENDING ANDAs(76) BY DOSAGE FORM& SELECT OPPORTUNITIES
  • Table 1: Dr Reddy's Ltd.
  • FACING COMPETITION IN US: MARKET SHARE OF KEY INJECTABLES
  • Figure 2: Dr. Reddy's Lab
  • AURIGENE: INTERNAL PIPELINE
    • ANNEXURE: Key highlights of the warning letter
  • LUPIN LIMITED :Potential of Complex Generics and Gavis Integration Yet to Unfold
  • Table 1: Lupin Limited
  • NET SALES MIX: 2QFY16
  • Figure 1: Lupin Limited
  • COMBINED ENTITY: LUPIN + GAVIS
  • Figure 1: Lupin Limited
  • COMBINED ENTITY: LUPIN + GAVIS
  • Figure 2: Lupin Limited
  • INCREASED COMPETITION LED TO DECLINED MARKET SHARE IN US
  • Table 2: Lupin Limited
  • US APPROVALS IN 9MFY16
  • Table 3: Lupin Limited
  • US: SELECT UPCOMING ANDAs OPPORTUNITIES
  • Annexure I: Lupin Limited
  • 2QFY16: SALES BREAKUP, GEOGRAPHY-WISE
  • Annexure III: Lupin Limited
  • COMBINED CAPABILITIES: GAVIS + LUPIN
  • NATCO PHARMA: Leading Oncology Company In India - Targeting US market with less competitive and high complex Drugs
  • Table 1: NATCO Pharma
  • KEY ANDAs PIPELINE
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