Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest ...
-
Upload
annis-melton -
Category
Documents
-
view
218 -
download
0
Transcript of Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest ...
![Page 1: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/1.jpg)
Hale & Tempest
The Global Pharmaceutical Industry(MNC & Generic) in Transition
Dr. Brian W Tempest
www.briantempest.com
The Global Generic Summit – Barcelona, Spain
5th March 2009
![Page 2: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/2.jpg)
Hale & Tempest
Healthcare pressures out to 2050
![Page 3: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/3.jpg)
Hale & Tempest
GDP Decline & Economic Melt Down
![Page 4: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/4.jpg)
Hale & Tempest
Public Health Reform Continues
![Page 5: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/5.jpg)
Hale & Tempest
Rising R&D Budgets
![Page 6: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/6.jpg)
Hale & Tempest
Big Pharma Sales Cocentration
![Page 7: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/7.jpg)
Hale & Tempest
But the Product Pipeline..
![Page 8: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/8.jpg)
Hale & Tempest
Mergers Don’t Produce Synergy
![Page 9: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/9.jpg)
Hale & TempestSources: AXA Framlington
Company Expiry2010
Expiry2012
Expiry2011
Pfizer Aricept - $800m Lipitor - $12.1bn
Xalatan - $1.6bn
Viagra - $1.7bn
Detrol - $860m
Geodon - $1.1bn
Astra Zeneca Arimidex - $2.2bn Seroquel - $4.7bn Symbicort - $3.7bn
Sanofi-Aventis Taxotere - $2bn US Plavix - $3.8bn
Avapro - $2.1bn
Lovenox - $3.1bn
BMS US Plavix - $4.8bn
Avapro - $1.3bn
Abilify - $2.1bn
GSK Advair - $3.8bn Avandia - $2.5bn
Patent Expiry Dates
41%
38%
34%
30%
23%
% at Risk
![Page 10: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/10.jpg)
Hale & Tempest
USA New Brand Products
![Page 11: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/11.jpg)
Hale & Tempest
Sector Enquiry – R&D expenses
![Page 12: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/12.jpg)
Hale & Tempest
45,000 Pharma Jobs
![Page 13: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/13.jpg)
Hale & Tempest
double digit growth to single growth focus on 7 developed markets to 7 emerging markets
primary care to specialists, small molecules to biotech EU Sector Enquiry
a slump in R&D innovation - the next 5 years being similar
$84b patent expiries in 2010, 2011, 2012 15 out of 18 top companies have announced restructuring
Big Pharma in Transition
![Page 14: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/14.jpg)
Hale & TempestSources: 1. IMS Midas, March 20052. Earth Trend Data Tables 2005
82% of the World population accounts for only 12% of the Global Pharma sales
Region Pharma Sales Population
North America
Europe
Japan
$255 b 47%
$158 b 30%
$59 b 11%
332 5%
725 11%
128 2%
Asia/Africa/Aus
Latam
88%
$41 b 8%
$20 b 4%
18%
4711 73%
558 9%
12% 82%
Worldwide $533 b 100% 6454 100%
![Page 15: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/15.jpg)
Hale & Tempest
Generic Industry Consolidation
![Page 16: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/16.jpg)
Hale & Tempest
The Asian Race to Prosperity
![Page 17: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/17.jpg)
Hale & Tempest
Indian Healthcare’s 1987 Companies
![Page 18: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/18.jpg)
Hale & Tempest
The Education Advantage
![Page 19: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/19.jpg)
Hale & Tempest
India – USA Expansion
![Page 20: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/20.jpg)
Hale & Tempest
Chinese Healthcare 3751 Companies
![Page 21: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/21.jpg)
Hale & Tempest
China Global Generic Companies
![Page 22: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/22.jpg)
Hale & Tempest
Japan - Generics supported by Gov
![Page 23: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/23.jpg)
Hale & Tempest
Competition is rising, India feels confidant and strong A number of major European Generic Companies for sale Focus in the hospital Injectables sector
First Chinese ANDA
Branded-Generic FTC deals are growing
M&A – 5 big pharma evaluating generic targets
Indian Manufacturing units to double from 2000 to 2010
Generic Companies in Transition
![Page 24: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/24.jpg)
Hale & Tempest
% Share of Global Growth – IMS
![Page 25: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/25.jpg)
Hale & TempestSources: Goldman Sachs 2007
Top 5 Global Pharma Markets 2020
Rank Country Size
1.
2.
3.
4.
5.
USA
China
Japan
France
India
$ 475b
$ 125b
$ 61b
$ 51b
$ 43b
![Page 26: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/26.jpg)
Hale & Tempest
Germany – Payers Contracting
![Page 27: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/27.jpg)
Hale & Tempest
Number of Almus Suppliers
![Page 28: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/28.jpg)
Hale & Tempest
USA – A New President
![Page 29: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/29.jpg)
Hale & Tempest
A New World Order
![Page 30: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/30.jpg)
Hale & Tempest
KSR vs. Teleflex USA Supreme Court decision USA Bilateral FTAs amended –Columbia, Peru, Panama
Compulsory Licensing by Thailand, Canada under WTO German reimbursement review, UK PPRS, Poland, Hungary
FDA setting up offices in China , India, ME, SA, EU
Brazil generics booming , Japan generics rising
Impact of wholesaler brands and pharmacy chains West Europe vs. Central/East Europe vs. South Europe
Pharma Markets in Transition
![Page 31: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/31.jpg)
Hale & Tempest
In this Era of Transition & Change
for Big Pharma, Generics & Markets
there is a Serious Search
for Profitable Sectors and
Profitable Competitive Strategies
![Page 32: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/32.jpg)
Hale & Tempest
The Tempest Crystal Ball
•India will continue to be a Key Driver in the Global Generic Industry
•Competition is rising – Post TRIPs Indian companies will evolve
•Discovery companies will continue to be attracted to India for CT, EDC, MO. China will be perceived to be stronger in biology/ tox •IP changes in US, EU & Developing World will slowly favor Generics
•Alliances between Western Biotech and Asians companies will expand. M&A PE deals will grow
•How to use Asia will become the key opportunity
![Page 33: Hale & Tempest The Global Pharmaceutical Industry (MNC & Generic) in Transition Dr. Brian W Tempest The Global Generic Summit – Barcelona,](https://reader036.fdocuments.in/reader036/viewer/2022062803/56649cd65503460f9499dcb4/html5/thumbnails/33.jpg)
Hale & Tempest
Thank You