Pharmaceutical Emerging MarketsImpact on Global Pharmaceutical Market 2012-2013 Emergpharma Pannel Preliminary Results

More information: www.emergpharma.com

Global Pharmaceutical Market2011-2013 (bn USD)

2012 2013 -

200.00

400.00

600.00

800.00

1,000.00

1,200.00

751.91 743.79

305.30 335.86

Developed Markets Emerging Markets

+2%

-1 %

+10%

Source: Emergpharma Pannel

Emerging Markets (bn USD)

2012 2013 -

50.00

100.00

150.00

200.00

250.00

300.00

350.00

152.44 178.42

152.86 157.44

BRIC Other Emerging

+3%

+17%

Source: Emergpharma Pannel

Developed Markets(bn USD)

2012 2013 -

100.00

200.00

300.00

400.00

500.00

600.00

700.00

800.00

239.54 223.50

512.37 520.29

EU Rest of Dev. Markets

-1%

+2%

-7%

Source: Emergpharma Pannel

Market Growth 2013 (bn USD by Segment)

Global Mark

et 2012

BRIC

Rest of E

merging

Developed M

arkets

Global Mark

et 2013

+25,3+4,6

-8,1

Source: Emergpharma Pannel

Top 12 Pharma in Global MarketNovartis, Pfizer, Merck, Sanofi, GSK, Roche, Astra, J&J, Abbvie,

Teva, Lilly and Boehringer Ingelheim

2012 2013 -

200.00

400.00

600.00

800.00

1,000.00

1,200.00

412.32 406.75

644.89 661.03

Top 12 Rest

+3%

-1%

Source: Emergpharma Pannel

Pharma Top 12 in Global, Developed and Emerging Markets

2012 201320.0%

25.0%

30.0%

35.0%

40.0%

45.0%

39.0% 38.1%

43.3% 42.5%

28.5%27.0%

MS Top 12 Global MS Top 12 Dev MarketsMS Top 12 Emerging Markets

Source: Emergpharma Pannel

Market Growth Drivers 2013

BRIC

Non European Dev M

arkets

Non BRIC Emerging M

arkets EU

25

84.6

-16

bn USD

Source: Emergpharma Pannel

Summary• Global Pharmaceutical market grew 2% in 2013 although Developed and

Emerging Markets played a very different role• While EM delivered 30 bn USD of additional revenues, DM reduced sales

more than 8 bn USD• Within Developed Markets, EU dropped 16 bn USD (-7%) versus 2012 while

USA, Canada, Japan and other APAC developed markets grew at an average of 2%

• In Emerging Markets, BRIC contributed more than 80% to growth, meaning 25 bn USD, while rest of Pharmerging represented nearly 5 additional billion

• Top 12 Pharmaceutical Companies represent 39% of Global Pharmaceutical Market in 2013 with much stronger position in Developed Markets (42,5%) than in Emerging Markets (27%)

• In 2013 MS of Top 12 declined in both market segments, but while in DM decrease was 0,8%, in EM nearly doubled (-1,5%)

• While more than 80% of Market Growth is delivered by Emerging Markets, Big Pharma is strongly losing MS on this Market Segment

Source: Emergpharma Pannel