10大生物學名藥企業：定位、業績及SWOT分析

Abstract

Biologics continue to outperform the global pharma market, driven by premium priced therapies for conditions that cannot be managed by conventional drugs. The rapid penetration of novel biologics and the gradual expiry of their patents will create significant market opportunities for biosimilars developers through to 2016. In the short term, biosimilar market growth will be driven by drug classes including erythropoietin, filgrastim, human growth hormone (hGH) and insulin. ' The Top 10 Biosimilars Players: Positioning, performance and SWOT analyses' is a new report published by Business Insights that examines the competitive landscape of the global biosimilars industry. The latest key issues and evolving business models in the biosimilars market are identified and the leading companies in this sector are profiled in detail. This report examines the portfolio sales performances, pipelines and growth strategies of each of the top 10 biosimilars companies. The opportunities and threats facing each of these leading players are also assessed. This report also examines the size, growth and major trends of the global biosimilars industry, in addition to providing to an assessment of leading biosimilars companies outside of the top 10.

Table of Contents

Executive Summary

• Industry overview
• Novartis (Sandoz)
• Bioton
• Teva
• LG Life Sciences
• Wockhardt
• Biocon
• Intas (Intas Biopharma)
• Emcure (Gennova)
• Hospira
• Ranbaxy

Chapter 1 Introduction

• Scope of the report
• Methodology

Chapter 2 Industry overview

• Summary
• Introduction
• The emerging biosimilar landscape
• Industry characteristics
  • Different market dynamics from standard generics
  • High R&D spend requires greater clinical investment
  • Intellectual property issues
• Regulations of biosimilars
  • Regulated markets
  • Semi-regulated markets
• Market Dynamics
• Global biosimilars market: size and growth
• Global positioning of the top 10 biosimilar companies
• Positioning of the top 10 biosimilar companies across off-patent biologic
• categories
• Product pipeline of the top 10 biosimilar companies
• Growth drivers and inhibitors
• Key trends in the industry
• Big pharmaceutical companies eyeing biosimilars
• Role of biosimilars in controlling healthcare expenditure
• Biosimilars of mAbs represent sizeable market opportunity
• Payors' acceptance of biosimilars as a means to reduce expenditure is
• expected to drive uptake
• Leading generics players with established market presence are spearheading
• biosimilar development
• Emergence of Indian biosimilar players to aid in market expansion
• Outlook

Chapter 3 Novartis (Sandoz)

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
  • Focus on expanding biosimilar product portfolio
• Acquisitions and divestments
• Partnerships and alliances
• SWOT analysis
• Strengths
  • Strongly positioned in the European biosimilars market
  • Strong R&D platform
• Weaknesses
  • Development set-backs for enoxaparin
• Opportunities
  • Developing cost-effective drugs
• Threats
  • FDA warnings on EPO products

Chapter 4 Bioton

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Expansion of biosimilars portfolio in drug categories other than insulin
• Acquisitions and divestments
• Partnerships and alliances
• SWOT analysis
• Strengths
  • Strong distribution network in the semi-regulated markets
  • Technical and regulatory experience
• Weaknesses
  • Lacks brand equity
• Opportunities
  • Entry in new markets
  • Initiatives in Asia
• Threats
  • Threat from analogue insulin

Chapter 5 Teva

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Growth strategies
  • Investing in R&D and manufacturing capabilities
• Acquisitions and divestments
• Partnership and alliances
• SWOT analysis
• Strengths
  • Global capabilities
• Weaknesses
  • Rising debt burden
• Opportunities
  • Growth through acquisitions
  • Joint-Venture with Lonza
  • Approval for marketing TevaGrastim in the EU
• Threats

Chapter 6 LG Life Sciences

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Shifting focus from independent R&D to strategic partnerships
• Acquisitions and divestments
• Partnerships and alliances
• SWOT analysis
• Strengths
  • Robust product portfolio
  • Research expertise
• Weaknesses
  • Relatively small size
• Opportunities
  • Launch of Declage
  • Targeting the antibody treatment segment
• Threats
  • Threat from large biotech companies

Chapter 7 Wockhardt

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Developing marketing and regulatory infrastructure capabilities
• Acquisitions and divestments
• Partnerships and alliances
• SWOT analysis
• Strengths
  • Robust manufacturing infrastructure
  • Domination of the Indian EPO market
  • Strong insulin portfolio in India
• Weaknesses
  • High debt burden
• Opportunities
  • Launch of Glaritus
• Threats
  • High competition for EPO in regulated markets

Chapter 8 Biocon

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Accessing competitive markets
• Acquisitions, divestments
• Partnership and alliances
• SWOT analysis
• Strengths
  • Strong position in the insulin market
• Weaknesses
  • Weaker geographic presence and scale
• Opportunities
  • Expanding biosimilar footprint in Europe
• Threats
  • Patent threat to biosimilars in India

Chapter 9 Intas (Intas Biopharma)

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Expansion into semi-regulated markets
• Restructuring sales network
• Acquisitions and divestments
• Partnership and alliances
• SWOT analysis
• Strengths
  • EU-GMP-certified manufacturing facilities
  • Expertise in filgrastim products development
• Weaknesses
  • Lack of direct distribution networks in regulated markets
• Opportunities
  • Expansion in regulated markets
  • Construction of mAb manufacturing facility
• Threats
  • Low demand for cancer biosimilars in India

Chapter 10 Emcure (Gennova)

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
  • Expansion in semi-regulated markets
• Acquisitions and divestments
• Partnership and alliances
• SWOT analysis
• Strengths
  • Strong R&D platform
• Weaknesses
  • Lack of marketing experience in the US
• Opportunities
  • Diversified product pipeline
  • Threats
  • Patent approval for biosimilars in India

Chapter 11 Hospira

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Expansion into regulated markets
• Acquisitions and divestments
• Partnerships and alliances
• SWOT analysis
• Strengths
  • Strong presence in Europe
• Weaknesses
  • Large debt burden
• Opportunities
  • Ability to leverage its strong distribution network in the US
• Threats
  • Overdependence on alliances

Chapter 12 Ranbaxy

• Summary
• Company overview
• Recent financial performance
• Marketed products
• Product pipeline
• Growth strategies
• Focus on alliances and in-licensing agreements
• Acquisitions and divestments
• Partnership and alliances
• SWOT analysis
• Strengths
  • Strong business model
• Weaknesses
  • High debt burden
• Opportunities
  • Penetrating market for osteoporosis
• Threats
  • Ban on Ranbaxy' s products

Chapter 1 Other major players

• Stada (Bioceuticals)
  • Company overview
  • Recent financial performance
  • Marketed products
  • Product pipeline
• Shreya Life Sciences
  • Company overview
  • Recent financial performance
  • Marketed products
• Dr Reddy' s
  • Company overview
  • Recent financial performance
  • Marketed products
  • Product pipeline
• Shantha Biotech
  • Company overview
  • Recent financial performance
  • Marketed products
  • Product pipeline
• MJ Biopharm
  • Company overview
  • Recent financial performance
  • Marketed products
• Shenzhen Neptunus Interlong
  • Company overview
  • Recent financial performance
  • Marketed products
• 3SBio
  • Company overview
  • Recent financial performance
  • Marketed products
  • Product pipeline
• Bharat Biotech
  • Company overview
  • Recent financial performance
  • Marketed products
• Pharmaclon
  • Company overview
  • Recent financial performance
  • Marketed products
• Panacea Biotech
  • Company overview
  • Recent financial performance
  • Marketed products

Chapter 2 Appendix

• Glossary
• The market for erythropoietins
• USA
• EU
• Japan
• Middle East
• Index