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市場調查報告書

PharmSource:生物科技企業/製藥企業的資本支出額的趨勢

PharmSource - Bio/Pharma CapEx Trends - 2019 Edition

出版商 GlobalData 商品編碼 923366
出版日期 內容資訊 英文 32 Pages
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PharmSource:生物科技企業/製藥企業的資本支出額的趨勢 PharmSource - Bio/Pharma CapEx Trends - 2019 Edition
出版日期: 2019年12月31日內容資訊: 英文 32 Pages
簡介

已上市製藥企業的資本支出額,2014∼2018年以4.7%的年複合成長率增加預測。

本報告提供全球生物科技/醫藥品市場上資本支出額趨勢預測相關分析,整體資本支出額的變化和預測,各地區、內容詳細趨勢,今後的市場成長可能性 (潛在的市場規模、成長率等) 的資訊彙整,為您概述為以下內容。

第1章 目錄

第2章 表格一覽

第3章 圖的一覽

第4章 摘要整理

第5章 簡介

第6章 資本支出額 (CapEx)的概要

  • 最大企業
  • 大規模企業
  • 中規模企業
  • 小規模企業

第7章 資本支出額:各總公司所在地

第8章 資本支出額:之外的財務指標的比較分析

第9章 資本支出額的特徵 - 什麼在建設中?

第10章 結論

第11章 附錄

目錄
Product Code: GDPS0029MAR

Capital Expenditure (CapEx) compound annual growth rate (CAGR) of public pharma companies increased by 4.7% between 2014 and 2018, with mega or large cap collectively accounting for approximately 75% of the total 2018 Capital Expenditure (CapEx) spending despite accounting for less than 5% of the companies analyzed. Moreover, five mega cap bio/pharma companies accounted for 27% of the Capital Expenditure (CapEx) in 2018. These findings highlight exactly why contract manufacturing organizations (CMOs) find it hard to improve the outsourcing rates from mega or large pharma companies, which often invest in their own manufacturing capabilities/facilities rather than choosing to outsource.

The general trajectory is that Capital Expenditure (CapEx) is rising for all of the different market cap categories with the mega cap group's expenditure rising the fastest. The largest public pharma companies have had their individual Capital Expenditure (CapEx) projects detailed since a completion date of 2016. In recent years, the largest public companies have heavily invested in biologic and injectable capabilities. The increasing amount of large pharma Capital Expenditure (CapEx) projects involving both active pharmaceutical ingredient (API) biologics (protein and peptide) and injectable manufacturing is influenced both by the shift of the drugs pipeline to biologics and to the lucrative nature of biologic and high-potency injectable sales.

The continuously rising overall Capital Expenditure (CapEx) across different market cap groups reflects the technological shift that the drug industry has been undergoing toward more complex drug production, from small molecule products to biologics. An increasing number of high-potency drugs are being trialed for oncology, and solubility technologies are more frequently needed for poorly soluble APIs. Even with their relatively modest levels of Capital Expenditure (CapEx), CMOs can continue to play a critical role in the bio/pharmaceutical industry, even for the mega cap pharma companies. Often, a CMO's investments will be in the form of mergers and acquisitions (M&A) rather than Capital Expenditure (CapEx), because these contract service providers have a tendency to buy already-existing facilities from other CMOs or pharma companies rather than constructing new facilities.

Dual sourcing, where a product is both manufactured in-house and outsourced, has become a key part of the manufacturing strategy for many larger pharma companies as a way to manage supply chain risk and financial risk. Understanding why large pharma outsource their production for strategic reasons rather than out of necessity and adjusting contract manufacturing. Capital Expenditure (CapEx) can potentially yield manufacturing relationships for CMOs with lucrative pharma companies.

The latest report, "Bio/Pharma CapEx Trends - 2019 Edition", characterizes pharma companies Capital Expenditure (CapEx) through a number of quantitative dimensions, including by company market cap, growth rate, compared to their revenue growth, by company headquarter geography, and also characterizes the manufacturing services being gained or enhanced by Capital Expenditure (CapEx) projects.

Scope

This 32-page report gives an important expert quantitative analysis on the capital expenditure. Findings are based on the GlobalData's Financial Analytics tool, financials have been analyzed for 1,345 pharma companies. The 5 tables and 11 figures throughout the report illustrate major points and trends. This report is required reading for -

  • CMO executives and strategic decision-makers: improves understanding of the dose CMO industry and a critical input for strategic planning efforts.
  • Sourcing and procurement executives in bio/pharmaceutical companies: improving understanding of crucial components of the supply base that will provide insights for supplier selection and management.
  • Suppliers of capital components

Reasons to buy

  • How are trends in CapEx related to company revenue?
  • What has been the CapEx growth trends between 2014-2018?
  • How do trends in CapEx vary by company market cap?
  • How do CapEx trend change by company HQ location?
  • What is the CapEx for leading public CDMOs?
  • Which pharma companies have the highest number of CapEx projects?
  • What CapEx projects were completed 2016-2018 or have a projected completion for 2019-2025 and which manufacturing services and facility locations are involved?

1. Table of Contents

1. Table of Contents

2. List of Tables

3. List of Figures

4. Executive Summary

5. Introduction

6. CapEx Overview

  • 6.1. Mega Cap
  • 6.2. Large Cap
  • 6.3. Mid Cap
  • 6.4. Small Cap

7. CapEx by Company Headquarter Location

8. CapEx Relative to Other Financial Indicators

9. Nature of Capital Expenditure - What Is Being Built?

10. What it Means

11. Appendix

  • 11.1. Methodology for Dataset Creation
  • 11.2. CapEx Project Tables
  • 11.3. Key Opinion Leaders
  • 11.4. Bibliography
  • 11.5. About the Authors
  • 11.6. Contact Us
  • 11.7. Disclaimer

List of Tables

  • Table 1: Composition of Bio/Pharma Companies, 2018
  • Table 2: Analysis of Identified CapEx Projects with 2018 Completion or Later
  • Table 3: Location of Identified CapEx Projects
  • Table 4: CapEx Projects Completed 2016-2018
  • Table 5: CapEx Projects Completed 2019 or Later

List of Figures

  • Figure 1: CapEx by Company Market Cap, 2018
  • Figure 2: Comparison of CapEx Change to Revenue Change, 2014-2018
  • Figure 3: CapEx Trends at Bio/Pharma Companies, 2014-2018
  • Figure 4: CapEx Trends at Bio/Pharma Companies 2014-2018 Compared to Base Year 2014
  • Figure 5: CapEx Spend and Growth Rate for Mega Cap Companies
  • Figure 6: Total CapEx Spend by Company HQ Location
  • Figure 7: CapEx as a Proportion of Revenue by Country
  • Figure 8: Mid Cap CapEx as a Proportion of Revenue by Country
  • Figure 9: Cash Spent on Dividends, Share Repurchase, and CapEx by Mega Cap Companies (excluding Roche), 2014-2018
  • Figure 10: Capital Expenditure for Leading Public CDMOs, 2018
  • Figure 11: Companies with the Highest Number of Projects Completed, 2019-2025