Global, European and Belgian pharmaceutical market trends · 2016 (a) 2017 (a) 2018 (f) 2019 (f)...

Copyright © 2019 IQVIA. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States and various other countries.

Prepared for CIB

27th February 2019

Patrick Bervelt, Sales Director, Account Management

Patrick Van Dooren, Director Commercial & Technology Services

Global, European and

Belgian pharmaceutical

market trends

1

Agenda

Patrick Van Dooren, Principal, Director Commercial & Technology Services IQVIA

Global and European pharmaceutical market trends

Patrick Bervelt, Sales Director, Sales, BEL & LUX, IQVIA

Belgian pharmaceutical market trends

2

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+ Global and European pharmaceutical market trends

+ Belgian pharmaceutical market trends

4

Global and European pharmaceutical market trends

6

1.108 1.139 1.205

1.245 1.304

1.373 1.447

0%

1%

2%

3%

4%

5%

6%

7%

8%

0

200

400

600

800

1.000

1.200

1.400

1.600

2016 (a) 2017 (a) 2018 (f) 2019 (f) 2020 (f) 2021 (f) 2022 (f)

An

nu

al gro

wth

Sa

les (

$U

S b

n)

Sales Evolution and Forecast - Global(2016-2022)

Global sales Global growth US growth Europe growth

Global growth is forecast at 4.8% per annum, led by developing markets and the US in particular

+4.8%

Forecasted annual

growth 2017-2022

+5,5%

+3.9%

IQVIA Health Market Prognosis Q3 2018

7

In Europe, growth will be more modest and in Belgium slightly weaker still

Forecasted annual

growth 2017-2022


227 238

248 259

269 279

290 300

0%

2%

4%

6%

8%

10%

0

50

100

150

200

250

300

350

2015 (a) 2016 (a) 2017 (a) 2018 (f) 2019 (f) 2020 (f) 2021 (f) 2022 (f)

An

nu

al gro

wth

Sa

les (

US

$ b

n)

Sales Evolution and Forecast - Europe(2016-2022)

Europe sales Europe growth Belgium growth

+3.9%

+2.9%

8

Global growth is expected to be primarily driven by developed markets, and to a lesser extent by expanded access and use in pharmerging markets


1.139

1.447

149

6116

57 13 11 1

800

900

1.000

1.100

1.200

1.300

1.400

1.500

2017 sales N. America W. Europe E. Europe & CIS Asia L. America ME & Africa RoW 2022 sales

Sa

les (

US

$ m

)

Contribution to Global Sales by Region(2017-2022)

CAGR % (2017-2022)+5.5% +5.0% +7.4% +3.8% +3.6% +5.1% +1.6%

9

The US will continue to be the largest market but we expect to see changes in rankings lower down the top 20

Source: IQVIA Institute

10

$22bn

$24bn

$25bn

$27bn

$28bn

$30bn

$34bn

$37bn

$38bn

$43bn

$46bn

$64bn

$69bn

$92bn

$103bn

Lipid regulators

Viral hepatitis

Other cardiovasculars

Nervous system disorders

Multiple sclerosis

Antivirals

Mental Health

Anticoagulants

Antibacterials

Antihypertensives

Respiratory Agents

Pain

Autoimmune Diseases

Antidiabetics

Oncologics

By therapy area, oncology, antidiabetics and autoimmune disease products dominate the global market

Top 15 Therapy area ranked by sales

(Global sales, $US bn MAT 11/2018) 5 year CAGR

-9%

27%

2%

5%

13%

9%

-6%

6%

-2%

-6%

2%

1%

18%

11%

9%

Source: IQVIA MIDAS

11

The current drug pipeline reflects this emphasis on oncology

315

186222

150 10747 100 82 92 66

0

2.000

4.000

6.000

8.000

10.000

Num

be

r o

f M

ole

cu

les in D

eve

lop

me

nt

Top 10 Therapy Areas by Molecule Count

Discovery Clinical Phase 1 Clinical Phase 2 Clinical Phase 3 Clinical

IQVIA Market Analytics and ReSearch, IQVIA Institute

12

Over the past five years there has been a significant increase in the number of and spending on new active substances

14

Fewer than half of the world’s top 20 pharmaceutical companies generated >15% of their 2018 sales from products launched in the last 5 years

1 313 4 28201995 8 6910 12 15 21 27 30

8

70 71

-6

-4

2

6

4

11 13

10

29

12

16

14

7 14

20

0

22

62

Roche

MylanAstrazeneca

Sanofi

Amgen

Novo Nordisk

Teva

Merck & Co

J&J

Share of Q3MAT sales from recent launches* (%)

To

tal a

bso

lute

gro

wth

Q3

MA

T 2

01

2-2

01

8 (

Bn

LC

US

$)

Gilead

GSK

Lilly

Allergan

Abbvie

BMS

Pfizer

Novartis

Boehringer Ingelheim Takeda

Bayer

Global – Top 20 refreshment index

Bubble size represents recently

launched* product sales in Q3MAT 2018

Notes: Recent launches: Innovative branded products launched in the last 5 years.

Source: IQVIA MIDAS MAT Q3 2018

15

Small players, the ‘emerging biopharma companies’, are expected contribute a larger share of new active substance launches


18

Share of Specialty Launches

Specialty products are accounting for more and more of new active substance launches and will make up over half of spending

Specialty medicine share of spending

2004-2008 2009-2013

2014-2018 2019-2023

38% 50%

61% 65%


19

Growth in specialty spending will be disproportionately driven by five therapeutic classes


21

Global biologics sales and trends (Bn of US$, MAT 06/2013-06/2018)

Biologics growth continues to outstrip small molecules

-5%

0%

5%

10%

15%

20%

25%

30%

100

0

50

250

150

200

300

Sa

les

(B

nU

S$

)

Gro

wth

2013 2014 2015 2016 2017 2018

Biologics growth

Biologics sales Small molecule growth

MAT 06/18 Biologics sales(Total 2018: 295 Bn US$)

17%

7%

12%

59%

5%

19%

18%

17%

42%

4%

RoW

EU5

US

Japan

Pharmerging

Source: IQVIA; European Thought Leadership; MIDAS MAT Q2 2018; Rx only; Note: growth in LCUS$

Diabetes

Autoimmune

Oncology

MS

Others

22

Biologics are on the cusp of being shaken up

Notes: Pathway biosimilars only

Source: IQVIA MIDAS MAT Q2 2018

Top 10 biologicsbn USD

(2018)

Humira 24

Lantus 11

Enbrel 10

Remicade 8

Novorapid 7

Herceptin 7

Mabthera 7

Opdivo 7

Avastin 6

Humalog 6

Global Biologics Top 10 (MAT Q2 2018)Global Rx Value (MAT Q2 2018) LCUSD

MIDAS

Global Rx

$1.0tn

3%

41%

22%

29%

3%

Value Added Medicines

Innovative SM

1%

Generics

Biologics

Biosimilars

Other$296bn

Total threatened: $90bn, 30% of biologics

Threatened by LOE

23Notes: trastuzumab and rituximab subcutaneous form excluded from calculations

Source: IQVIA MIDAS Restricted MTH October 2018

Originators begin taking back share from certain markets. Adalimumab latest and most anticipated entrant

EU

5H

igh p

enetr

ation

Biosimilar penetration – October 2018

High

uptake

Low

uptake

infliximab

insulin

glargine etanercept rituximab trastuzumab adalimumab

UK 92.2% 9.0% 82.0% 91.5% 60.7%

Germany 51.3% 13.3% 56.8% 60.9% 28.3% 1.4%

France 59.1% 14.6% 17.9% 63.6% 27.5% 0.08%

Italy 78.5% 19.2% 45.6% 74.5% 9.2% 0.01%

Spain 55.8% 12.0% 30.2% 27.8% 10.6% 0.02%

Denmark 98.5% 9.3% 90.6% 67.2% 99.3%

Finland 17.8% 6.0% 6.1% 6.2% -

Netherlands 76.1% 10.8% 24.1% 93.4% 95.0% 3.2%

Norway 97.6% 5.8% 90.1% 0.0% 81.2%

Poland 95.2% 35.6% 36.6% 34.4%

Canada 9.8% 7.8% 11.0% 0.2%

Japan 9.0% 50.2% 6.8% 30.6% 30.6%

USA 6.2% 31.7%

28

Subcutaneous injection: less invasive,

faster administration

Originators use devices as one of their most successful defences

Source: IQVIA European Thought Leadership; IQVIA MIDAS Restricted MTH July 2018

Germany UK

NL

SC Herceptin IV Herceptin Biosimilar

4

0

1

2

3

5

Tre

atm

en

t d

ays (

Mio

.)

Q2/15Q2/14 Q4/14 Q4/15 Q4/16Q2/16 Q2/17 Q4/17

Reformulated

Original

Trastuzumab forms (2014-17) Treatment days

EU5

Trastuzumab volume share (2018) Treatment Days

29

Defences hold strong: no significant switch from SC -> IV

Source: IQVIA European Thought Leadership; IQVIA MIDAS MTH December 2018

0%

5%

10%

15%

20%

25%

30%

35%

France Germany Italy Spain UK

0%

10%

20%

30%

40%

50%

60%

70%

80%

France Germany Italy Spain UK

Rituximab Subcutaneous share Treatment days Trastuzumab Subcutaneous share Treatment days

Biosim Launch May-18Biosim Launch May-17

30

Next-generation Biotherapeutics: expanding use and new approvals

What to watch 2019 to 2023

Source: IQVIA European Thought Leadership

31

Belgian pharmaceutical market trends

32

2019

2018

2017

Recent measures impacting the Belgium market

2016

• Creation of the Federal Observatory

of Biopharmaceutical sector

• Belgian Medicines Verification

System goes Live

• Agreement to boost uptake of biosimilars

• Introduction of patent cliff system for medicines in cat A, B, C, Cs,and Cx

• Reduction of the security margine

• Application of patent cliff

• Implementation of the “180 + 1” measure

• Easing of conditions for reimbursement of hep C

drugs (Jan 2019)

• Incentivization of biosimilar prescription (Jan 2019)

• Liberalization of the distribution network for medical

devices in Belgium (Feb 2019)

• Elections (May 2019)

• Low Variable Care

• Hospital Networks

• BeNeLuxA – initiative to

facilitate information sharing

and streamline Health

Technology Assessments

33

The hospital channel has made the strongest contribution to Belgian pharmaceutical market growth

Delta Absolute growth +€357m 1yr growth +7.1% 5yr CAGR +4.2%

Hospital €2.321m

Retail €3.081m

+€346m abs value

+17.5% 1y growth

+10.9% 5y CAGR

+€10m abs value

+0.3% 1y growth

+0.4% 5y CAGR

43%

57%

Rx bound sales €2.618m

+0.3% 1y growth

Non Rx bound €462m

+0.5% 1y growth

85%15%

Total Pharmaceutical market – Belgium

(MNF Euro value; MAT December 2018)

Total Pharmaceutical Market €5.401m

Source: IQVIA Retail & Hospital audits

34

Hospital sales growth is led by original products, whilst in the retail channel generics are performing best

Generic €107mHospital €2.321m

5%

95%

Original €2.208m

+11.0% 1yr growth

+17.9% 1yr growth

Retail €3.081m

17%

83%

Generic €506m

Original €2.572m

+5.9% 1yr growth

-0.7% 1yr growth

88%

12%

40%

60%

Protected

Unprotected

Total Pharmaceutical market – Belgium

(MNF Euro value; MAT December 2018)

Total Pharmaceutical Market €5.401m

Source: IQVIA Retail & Hospital audits

Protected

Unprotected

35

Retail

36

330

226

177

148

146

100

60

56

55

53

Immunosuppressants (L04)

Antithrombotics (B01)

Antihistamines and COPDproducts (R03)

Antidiabetics (A10)

Systematic antivirals (J05)

Other nervous system drugs (N07)

Antiinflammatory andantirheumatic products (M01)

Vaccines (J07)

Cough medications (R05)

Antiepileptics (N03)

163

140

119

117

94

76

68

58

46

45

Psycholeptics (N05)

Analgesics (N02)

Renin-Angiotensin agents (C09)

Lipid modifying agents (C10)

Psychoanaleptics (N06)

Sex hormones and modulators ofthe genital system (G03)

Urology (G04)

Systematic antibacterals (J01)

Nasal preparations (R01)

Antihemorrhagics (B02)

In retail, immunotherapy and haematology are the best performing categories, whilst angiotensin products have seen the greatest decline

Top 10 ATC2 classes in values with growing and declining – Retail

(MNF Euro Value (Mio.); MAT December 2018)

+9,3%

+9,3%

+5,1%

+5,3%

+6,2%

+1,4%

+13,4%

+10,3%

+2,6%

+2,6%

-2,7%

-4,4%

-3,8%

-25,6%

-3,8%

-0,9%

-4,1%

-3,4%

-4,8%

-8,9%

Source: IQVIA Retail Audit

Retail

Humira, Stelara,

Cosentyx, Cimzia

Eliquis, Lixiana, Brilique

Inuvair, Revlar Elipta, Xolair

Toujeo, Trulicity, Jardiance

Genvoya, Tivicay, Odefsey

Tecfidera, Aubagio

Xeljanz, Olumiant

Gardasil, Bexsero

Bronchosedal, Toularynx

Vimpat

37

330

226

177

148

146

100

60

56

55

53


Antithrombotics (B01)

Antihistamines and COPDproducts (R03)

Antidiabetics (A10)

Systematic antivirals (J05)


Antiinflammatory andantirheumatic products (M01)

Vaccines (J07)

Cough medications (R05)

Antiepileptics (N03)

163

140

119

117

94

76

68

58

46

45

Psycholeptics (N05)

Analgesics (N02)

Renin-Angiotensin agents (C09)



Sex hormones and modulators ofthe genital system (G03)

Urology (G04)

Systematic antibacterals (J01)

Nasal preparations (R01)


In retail, immunotherapy and haematology are the best performing categories, whilst angiotensin products have seen the greatest decline

Top 10 ATC2 classes in values with growing and declining – Retail


+9,3%

+9,3%

+5,1%

+5,3%

+6,2%

+1,4%

+13,4%

+10,3%

+2,6%

+2,6%

-2,7%

-4,4%

-3,8%

-25,6%

-3,8%

-0,9%

-4,1%

-3,4%

-4,8%

-8,9%


Retail

Risperdal, Zolpidem,

Lormetazepam, Abilify

Dafalgan, Durogesic, Perdolan

Coversyl, Preterax, Exforge

Crestor, Inegy, Ezetrol

Sipralexa, Cymbalta

Mireva, Nuvaring, Yasmin

Vesicare, Tamsolisine SDZ, Cialis

Amoxicilline EG, Amoclane EG, Tetralysal

Otrivine, Sofrasolone, Rhinospray

Refacto AF, Benefix

38

The top 20 companies account for 63% of the market share and display variable performances over the last year

Top 20 companies performances and growth – Retail



219,3

164,4

140,8

131,3

125,3

122,8

114,6

113,7

113,7

106,2

101,7

92,0

73,9

68,8

63,8

62,1

22,1

49,1

47,3

47,2

EG GENERICS

PFIZER

ABBVIE

NOVARTIS PHARMA

GLAXOSMITHKL.PHARM

SANDOZ

BRISTOL-M. SQUIBB

MSD BELGIUM

JANSSEN-CILAG

BAYER PHARMACEUTIC

SANOFI BELGIUM

ASTRAZENECA

BOEHRINGER INGEL.

GILEAD SCIENCES

TAKEDA BELGIUM

TEVA PHARM.BELGIUM

J&J CONS.

VIIV HEALTHCARE

NOVO-NORDISK

SERVIER 0,1%

-0,1%

2,0%

-2,2%

6,6%

-6,7%

10,6%

5,0%

-33,3%

-2,8%

-1,9%

20,0%

-6,8%

7,3%

3,1%

2,3%

4,9%

9,1%

-7,5%

1,4%

+1

+1

+1

+1

+1

+1

+3

-1

+1

-9

+1

-1

Retail

Market growth

0.2%

Growth since last MAT

Enbrel

Humira

Eliquis, Orencia

Inegy, Ezetrol

Stelara

Crestor

Genvoya, Odefsey

Pantomed Nycomed

39

On the Belgian market, 162 retail products have been launched between January 2017 and September 2018

162

139

23

In total, 162 products were launched on the Belgian market between

January 2017 and September 2018

Influenza vaccines, Imported products, Generics

Original products with monthly sales below €30k

Original products with monthly sales above €30k recorded at least once

Retail

40

HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth

Source: IQVIA LMPB data

Retail

J05C - ODEFSEY - 201701

J05C - SYMTUZA - 201804

0

200.000

400.000

600.000

800.000

1.000.000

1.200.000

1.400.000

MO

NT

H 1

MO

NT

H 2

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NT

H 3

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H 4

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H 5

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H 7

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H 8

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H 9

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H 1

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1

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H 1

2

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3

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4

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5

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H 1

6

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7

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H 1

8

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9

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H 2

0

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1

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NT

H 2

2

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NT

H 2

3

MO

NT

H 2

4

Sale

s (

MN

F/E

UR

)

Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once

(Value (MNF/EUR); 24 months as of launch)

41



Retail

M01C - OLUMIANT - 201711

M01C - XELJANZ - 201712

M01C - KEVZARA - 201803

0

100.000

200.000

300.000

400.000

500.000

600.000

MO

NT

H 1

MO

NT

H 2

MO

NT

H 3

MO

NT

H 4

MO

NT

H 5

MO

NT

H 6

MO

NT

H 7

MO

NT

H 8

MO

NT

H 9

MO

NT

H 1

0

MO

NT

H 1

1

MO

NT

H 1

2

MO

NT

H 1

3

MO

NT

H 1

4

MO

NT

H 1

5

MO

NT

H 1

6

MO

NT

H 1

7

MO

NT

H 1

8

MO

NT

H 1

9

MO

NT

H 2

0

MO

NT

H 2

1

MO

NT

H 2

2

MO

NT

H 2

3

MO

NT

H 2

4

Sale

s (

MN

F/E

UR

)



42



Retail

A10C - FIASP - 201809

A10C - XULTOPHY - 201808

0

50.000

100.000

150.000

200.000

250.000

MO

NT

H 1

MO

NT

H 2

MO

NT

H 3

MO

NT

H 4

MO

NT

H 5

MO

NT

H 6

MO

NT

H 7

MO

NT

H 8

MO

NT

H 9

MO

NT

H 1

0

MO

NT

H 1

1

MO

NT

H 1

2

MO

NT

H 1

3

MO

NT

H 1

4

MO

NT

H 1

5

MO

NT

H 1

6

MO

NT

H 1

7

MO

NT

H 1

8

MO

NT

H 1

9

MO

NT

H 2

0

MO

NT

H 2

1

MO

NT

H 2

2

MO

NT

H 2

3

MO

NT

H 2

4

Sale

s (

MN

F/E

UR

)



43



Retail

R03L - TRELEGY ELLIPTA - 201807

R03L - TRIMBOW - 201804

0

50.000

100.000

150.000

200.000

250.000

MO

NT

H 1

MO

NT

H 2

MO

NT

H 3

MO

NT

H 4

MO

NT

H 5

MO

NT

H 6

MO

NT

H 7

MO

NT

H 8

MO

NT

H 9

MO

NT

H 1

0

MO

NT

H 1

1

MO

NT

H 1

2

MO

NT

H 1

3

MO

NT

H 1

4

MO

NT

H 1

5

MO

NT

H 1

6

MO

NT

H 1

7

MO

NT

H 1

8

MO

NT

H 1

9

MO

NT

H 2

0

MO

NT

H 2

1

MO

NT

H 2

2

MO

NT

H 2

3

MO

NT

H 2

4

Sa

les (

MN

F/E

UR

)



44



Retail

J05C - ODEFSEY - 201701

J05C - SYMTUZA - 201804

D05B - TALTZ - 201704

D05B - TREMFYA - 201807

D05B - KYNTHEUM - 201809

M01C - OLUMIANT - 201711

M01C - XELJANZ - 201712

M01C - KEVZARA - 201803

R03M - FASENRA - 201809A10C - FIASP - 201809

A10C - XULTOPHY - 201808R03L - TRELEGY ELLIPTA - 201807

R03L - TRIMBOW - 201804

0

200.000

400.000

600.000

800.000

1.000.000

1.200.000

1.400.000

MO

NT

H 1

MO

NT

H 2

MO

NT

H 3

MO

NT

H 4

MO

NT

H 5

MO

NT

H 6

MO

NT

H 7

MO

NT

H 8

MO

NT

H 9

MO

NT

H 1

0

MO

NT

H 1

1

MO

NT

H 1

2

MO

NT

H 1

3

MO

NT

H 1

4

MO

NT

H 1

5

MO

NT

H 1

6

MO

NT

H 1

7

MO

NT

H 1

8

MO

NT

H 1

9

MO

NT

H 2

0

MO

NT

H 2

1

MO

NT

H 2

2

MO

NT

H 2

3

MO

NT

H 2

4

Sale

s (

MN

F/E

UR

)



45

Specific patterns cannot be traced when looking at generic products separately


Retail

0

50.000

100.000

150.000

200.000

250.000

300.000

350.000

400.000

450.000

500.000

MO

NT

H 1

MO

NT

H 2

MO

NT

H 3

MO

NT

H 4

MO

NT

H 5

MO

NT

H 6

MO

NT

H 7

MO

NT

H 8

MO

NT

H 9

MO

NT

H 1

0

MO

NT

H 1

1

MO

NT

H 1

2

MO

NT

H 1

3

MO

NT

H 1

4

MO

NT

H 1

5

MO

NT

H 1

6

MO

NT

H 1

7

MO

NT

H 1

8

MO

NT

H 1

9

MO

NT

H 2

0

MO

NT

H 2

1

MO

NT

H 2

2

MO

NT

H 2

3

MO

NT

H 2

4

Sale

s (

MN

F/E

UR

)

Generic products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once


Gx launched betwen Jan17 & Dec18 = 18,9M€

75% coming from 4 molecules :

- Tadalafil

- Rosuvastatine

- Ezetimibe

- Ethinylestradiol

46

Hospital

47

On the hospital market, Antineoplastic drugs lead in sales and growth, adding €229m additional sales for the period Hospital

908

123

104

84

79

78

75

74

65

63

Antineoplastic agents (L01)



Ophthalmologicals (S01)

Immunoglobulins (J06)

Antianemics (B03)


Imaging diagnostics (T01)

Systematic antibacterials (J01)

Hormono therapy (L02)

83

20

17

17

15

11

10

7

4

4

Systemic antivirals (J05)

Systematic antimycotics (J02)

Psycholeptics (N05)

Analgesics (N02)

Antiseptics and disinfectants(D08)

Other gynecologicals (G02)

Drugs for acid related disorders(A02)


Plasma expensers (K02)


Top 10 ATC2 classes in values with growing and declining – Hospital


+35,4%

+8,7%

+19,6%

+12,8%

+10,7%

+10,9%

+15,6%

+16,3%

+6,5%

+26,8%

-22,9%

-3,1%

-1,3%

-8,1%

-2,3%

-0,7%

-5,2%

-1,1%

-14,4%

-21,6%

Source: IQVIA Hospital Audit

Opdivo, Keytruda,

Revlimid

Remsima, Inflectra

Novoseven, Advate, Kovaltry

Lucentis, Eylea

Multigam, Privigen

Aranesp, Injectafer

Gilenya, Lemtrada, Bridion

Iomeron, Dotarem, Visipaque

Piperacilline/Tazobactam,

Meropenem Fresenius Kabi

Xtandi, Zytiga

48

On the hospital market, Antineoplastic drugs lead in sales and growth, adding €229m additional sales for the period Hospital

908

123

104

84

79

78

75

74

65

63

Antineoplastic agents (L01)



Ophthalmologicals (S01)

Immunoglobulins (J06)

Antianemics (B03)


Imaging diagnostics (T01)

Systematic antibacterials (J01)

Hormono therapy (L02)

83

20

17

17

15

11

10

7

4

4

Systemic antivirals (J05)

Systematic antimycotics (J02)

Psycholeptics (N05)

Analgesics (N02)

Antiseptics and disinfectants(D08)

Other gynecologicals (G02)

Drugs for acid related disorders(A02)


Plasma expensers (K02)


Top 10 ATC2 classes in values with growing and declining – Hospital


+35,4%

+8,7%

+19,6%

+12,8%

+10,7%

+10,9%

+15,6%

+16,3%

+6,5%

+26,8%

-22,9%

-3,1%

-1,3%

-8,1%

-2,3%

-0,7%

-5,2%

-1,1%

-14,4%

-21,6%


Epclusa, Viekirax,

Daklinza

Cancidas

Paracetamol Fresenius Kabi, Dafalgan

Xeplion

Iso-Betadine

Syntocinon, Prostin E2, Dostinex

Pantomed Nycomed, Nexiam,

Losec Mups

Sipralexa, Cymbalta

Volulyte, Voluven, Geloplasma MRX

Crestor, Inegy, Ezetrol

49

The leaders on the hospital market remain consistent compared to last period

233,5

185,8

170,6

164,9

138,8

104,0

90,8

87,5

75,2

66,4

63,6

59,9

56,6

43,9

42,0

40,3

38,5

32,5

32,0

29,4

ROCHE

MSD BELGIUM

NOVARTIS PHARMA

BRISTOL-M. SQUIBB

JANSSEN-CILAG

CELGENE

AMGEN

PFIZER+PFE BE

SANOFI BELGIUM

TAKEDA BELGIUM

BAYER PHARMACEUTICALS

FRESENIUS KABI

ABBVIE

BAXTER

CSL BEHRING

GILEAD SCIENCES

NOVO-NORDISK

ASTELLAS

ASTRAZENECA

SHIRE PHARMACEUT.

15%

37%

12%

20%

34%

25%

3%

85%

5%

34%

9%

7%

32%

5%

15,7%

-38%

36%

12%

19%

14%

-1

-1

-1

+2

-1

+1

+3

-1

-1

-7

+1

-2

Top 20 hospital companies sales and annual growth

(MNF Euro Values (Mio.); MAT December 2018)


+1

Hospital

Market growth

19%


Keytruda

Opdivo, Sprycel

Revlimid

Imbruvica, Darzalex, Zytiga

Ibrance, Inflectra, Sutent, Ecalta

Entyvio

Maviret

Novoseven

Iressa, Lynparza, Tagrisso, Faslodex

+9

50

Consumer Health

51

The Consumer Health market grew by 1.1% in the past year, driven by the performance of the patient care category

OTC €1,340m

PEC €354m

PAC + NTR €302m

+0.8% 1y growth

+1.4% 5y CAGR

+0.4% 1y growth

+2.1% 5y CAGR

+2.8% 1y growth

+3.8% 5y CAGR

67%

18%

15%

Registered €823m

+0.4% 1y growth

Non registered €517m

+1.6% 1y growth

Consumer Health market – Belgium

(PUB Euro value; MAT December 2018)

Total Consumer Health Market €1,997m

Delta Absolute growth €21m 1yr growth +1.1% 5yr growth +1.8%

Source: IQVIA Consumer Health Services

Consumer

Health

52

253

194

189

90

87

46

28

27

24

23

01 Cough Cold

04 Vit/Minerals/Nutrit.Suppl

03 Digestive/Oth Intest Rems

06 Skin Treatment

83 Unisex Beauty Products

13 Calm Sleep Mood Enhancing

56 Tests & Measuring Instr.

30 Spec Enteral Nutrition Pr

47 Advanced Dressings

57 Medical/Surgical Aids

Top 10 OTC classes in values with growing and declining – Consumer Health

(PUB Euro Value (Mio.); MAT December 2018)

Most of the biggest Consumer Health classes are OTC but are experiencing mixed performances

Source: IQVIA Consumer

Health Services

Consumer

Health

268

116

81

62

61

46

44

44

42

17

02 Pain Relief

82 Beauty Product For Women

10 Circulatory Products

07 Eye Care

35 Baby Foods

86 Hair Products

12 Urinary And Repruduct Car

85 Personal Hygiene

05 Tonics/Other Stimulants

93 Oral Hygiene & Care Acce

+4,3%

+1,0%

+1,0%

+1,7%

+7,1%

+5,7%

+1,1%

+4,1%

+8,8%

+8,3%

-0,3%

-0,2%

-6,8%

-0,2%

-1,5%

-0,7%

-2,5%

-1,9%

-0,4%

-3,7%

Rhinathiol, Medica, Physiomer

Promagnor, Tribvit,

Folavit

Imodium, Movicol, Buscopan

Iso-Betadine, Bepanthol, Cremicort H

Cicaplast LRP, Anthelios, Mouskito

Sedistress, Sediplus, Metasleep

One Touch Verio, Bayer Contour Next

Fortimel Com.Prote, Fresubin 2 Kcal

Flaminal, Flamigel, Opsite

Krober Oxycure, Nexcare Coldhot

53

253

194

189

90

87

46

28

27

24

23

01 Cough Cold

04 Vit/Minerals/Nutrit.Suppl

03 Digestive/Oth Intest Rems

06 Skin Treatment

83 Unisex Beauty Products

13 Calm Sleep Mood Enhancing

56 Tests & Measuring Instr.

30 Spec Enteral Nutrition Pr

47 Advanced Dressings

57 Medical/Surgical Aids

Top 10 OTC classes in values with growing and declining – Consumer Health

(PUB Euro Value (Mio.); MAT December 2018)

Most of the biggest Consumer Health classes are OTC but are experiencing mixed performances

Source: IQVIA Consumer

Health Services

Consumer

Health

268

116

81

62

61

46

44

44

42

17

02 Pain Relief

82 Beauty Product For Women

10 Circulatory Products

07 Eye Care

35 Baby Foods

86 Hair Products

12 Urinary And Repruduct Car

85 Personal Hygiene

05 Tonics/Other Stimulants

93 Oral Hygiene & Care Acce

+4,3%

+1,0%

+1,0%

+1,7%

+7,1%

+5,7%

+1,1%

+4,1%

+8,8%

+8,3%

-0,3%

-0,2%

-6,8%

-0,2%

-1,5%

-0,7%

-2,5%

-1,9%

-0,4%

-3,7%

Dafalgan, Voltaren Emulgel

Widmer Visage, Remederm, Widmer Yeux

Arterin, Cardioaspirine

Preservision 3, Hyabak, Systane

Nutrilon (2), Nan Optipro HA, Nan

Nizoral-JPB, Dercos Shamp

Ymea, Canestene Gyn Clo., Prevalon

Saforelle, PH5-Eucerin

Biocure, A.Vogel (5), Tonixx

Corega, Protefix

54

Johnson & Johnson retains its leadership in Belgium Consumer Health but the top 10 have overall seen negative performance

-4,3%

0,0%

-2,7%

5,5%

1,7%

2,7%

7,9%

11,2%

-2,1%

-0,2%

-0,4%

4,6%

-2,3%

-2,8%

-0,7%

1,2%

-7,9%

-2,4%

-6,3%

1,3%

Market growth

1.1%

25,8

29,1

29,8

35,7

39,0

39,6

39,7

40,3

44,2

45,5

47,0

49,4

54,9

57,1

58,8

62,3

63,0

66,2

75,8

87,7

VICHY

NESTLE BELGILUX

LOUIS WIDMER

METAGENICS

LA ROCHE POSAY

TILMAN

QUALIPHAR

EG

NUTRICIA

MELISANA

MEDA PHARMA

SMB LABORATOIRE

MERCK CONS.HLTH

TAKEDA BELGIUM

RECKITT BENCKISER

SANOFI CHC

OMEGA PHARMA

BMS

GSK

J&J CONS.

OTC PEC

PAC NTR

+1

-1

+1

-1

+2

-2

Top 20 Consumer Health Companies Ranked by Sales

(PUB Prices €m, MAT December 2018)

Source: IQVIA Consumer Health Services


Consumer

Health

Voltaren Emulgel, Voltapatch Tissugel

Dafalgan, Sedergine, Niflugel

XLS Medical, Arterin, Davitamon

Asaflow, Steovit, Magnecaps

Omnibionta

Algostase Mono, Neo-Golaseptine, Afebryl

Cetirizine EG, Paracetamol EG, Ibuprofen EG

Medica, Toularynx, Mouskito

Probactiol, Curcudyn, Metasleep

55

Biosimilars

56

2019 is expected to be the biggest year yet for biosimilars

Share of Sales in Belgium – Originators and Biosimilars


Source: IQVIA MIDAS

Therapy Area Molecule Product Share of sales Biosimilar Share of sales

Antineoplastic &

Immunomod.

Adalimumab Humira 100% Imraldi, Amgevita 0%

Etanercept Enbrel 94% Benepali 6%

Infliximab Remicade 71% Remsima, Inflectra, Flixabi 29%

Filgrastim Neupogen 73% Tevagrastim, Nivestim 27%

Trastuzumab Herceptin 100% Herzuma 0%

Rituxumab Mabthera 100%

Bevacizumab Avastin 100% Expected EU 2022

Nivolumab Opdivo 100% Expected in EU 2024

AlimentaryInsulin Glargine Toujeo, Lantus, Suliqua 98% Abasaglar 2%

Insulin Aspart Novorapid, Novomix 100% Expected in EU 2022

Blood Epoetin Alfa Eprex 88% Binocrit 12%

Genito, sex

hormonesFollitropin Alfa Gonal-F 76% Bemfola 24%

Hormonal Somatropin Genotonorm, Norditropin 82% Omnitrope 18%

57

HCPs

58

Amongst the General Practitioners, 4,545 of them are responsible for 70% total market potential

555

312

228169

124

86 5427

8 1

35%

20%15%

11%

8%

5%3%

2% 1% 0%

0%

5%

10%

15%

20%

25%

30%

35%

40%

45%

50%

0

100

200

300

400

500

600

D1 D2 D3 D4 D5 D6 D7 D8 D9 D10

Mark

et share

Pre

scription v

alu

e (

mill

ions)

Decile analysis

(Active GPs and Occupational GPs; prescription value (millions); MAT December 2018)

15,155 physicians

366 206 151 112 82 57 36 18 6 1

AVERAGE prescription

value per doctor per year

(in thousands euro)

Source: IQVIA Xponent

Prescriptions

59

96% 95% 94% 94% 95%

4% 5% 6% 6% 5%

0%

20%

40%

60%

80%

100%

FY 2014 FY 2015 FY 2016 FY 2017 FY 2018

Digital vs. Traditional promotional spend EU5

Traditional Spending Digital Spending

Corporate website

61%

Mailing20%

Web advertising GPs/Primary care

5%

Social media11%

Detailing2%

Meetings0%

Apps1%

Total Digital Spending

144 136 137 130 116

Corporate website and mailing represent over 80% of digital spending

Digital promotional spending has slowly grown compared to traditional spending, but levelled off in 2018 at 5%

€ 9m

Total €m

Source: IQVIA ChannelDynamics

60

When including Digital channels in the mix, it is important to target the HCP’s who are receptive to these channels

61

CONCLUSIONS

Hospital market is the key driver of the market growth, and

potentially as large as the Retail in a few years’ time

Despite the slow down and stability of the Retail market, the launch

performance and uptake will be an important driver for the Primary Care drugs

Biosimilars are part of the market pictures, with some of them

launched lately and a few others to come in the next years

Use of the Digital channels in the promotion mix will also require a

good tactical plan to be successful

Thank you

Global, European and Belgian pharmaceutical market trends · 2016 (a) 2017 (a) 2018 (f) 2019 (f)...

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Transcript of Global, European and Belgian pharmaceutical market trends · 2016 (a) 2017 (a) 2018 (f) 2019 (f)...