Market Report Source

Overview

Introduction

This analysis examines the historical and forecast performance for BI in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Reasons to Purchase

*Benchmark Boehringer Ingelheim’s performance against key rivals in the ethical pharmaceutical sector *See how BI will beat the industry trend to achieve growth in the respiratory and cardiovascular sectors, thanks to the strength of Spiriva and Rendix *Learn how the company will cope with the rapid sales decline forecast for its current biggest product, Mobic, following US patent expiry

Table of Contents

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Historical and forecast ethical sales performance

Therapeutic strategy

Launch and expiry outlook

Externalization, geographic and molecule type strategies

Externalization strategy

Geographic strategy

Molecule type strategy

SWOT analysis

Strengths

Weaknesses

Opportunities

Threats

CHAPTER 2 CORPORATE HISTORY

Key findings

Background

Key corporate developments

M&A history

Current corporate structure

Prescription pharmaceuticals

Consumer healthcare

Industrial customer

Animal health

Current management team

CHAPTER 3 HISTORICAL PERFORMANCE

Key findings

Introduction

Revenue and growth rate analysis, 2002-05

Revenue & growth rate vs. peer set

Product analysis, 2002-05

Growth drivers

Spiriva

Micardis

Mobic

Growth resistors

Mucosolvan

Combivent

Operating revenue and cost analysis, 2002-05

Operating revenue/cost analysis

CHAPTER 4 FORECAST PERFORMANCE

Key findings

Introduction

Revenue and growth rate, 2005-11

Product analysis, 2005-11

Growth drivers

Spiriva

Rendix (BIBR-1048)

Micardis/Micardis HCT

Growth resistors

Mobic

Therapy area analysis, 2005-11

Respiratory

Cardiovascular

AIID

Therapy area focus

Launches and expiries analysis, 2005-11

Launch portfolio

Core portfolio

Expiry portfolio

Launch/core/expiry configuration

Externalization analysis, 2005-11

Geographic analysis, 2005-11

Molecule type analysis, 2005-11

CHAPTER 5 KEY PRODUCTS AND COMPETITORS

Key findings

Overview

Respiratory

Spiriva

Overview

Sales forecast

Newsflow

Competitive landscape

Cardiovascular

Rendix

Overview

Sales forecast

Newsflow

Competitive landscape

Micardis/Micardis HCT

Overview

Sales forecast

Newsflow

Competitive landscape

CNS

Sifrol

Overview

Sales forecast

Newsflow

Competitive landscape

Urology

Alna/Flomax

Overview

Sales forecast

Newsflow

Competitive landscape

AIID

Mobic

Overview

Sales forecast

Newsflow

Competitive landscape

R&D pipeline

CHAPTER 6 APPENDIX

IMS vs. company-reported data reconciliation

Abbreviations

Exchange rates

List of Tables

Table 1: Boehringer Ingelheim’s major consumer healthcare products.

Table 2: Boehringer Ingelheim management team

Table 3: Peer set overview

Table 4: Operating revenue/cost analysis ($m), 2002-05

Table 5: Operating cost ratio analysis (% of total revenues), 2002-05

Table 6: Product portfolio overview, sales ($m), 2005-11

Table 7: Therapy area overview, sales ($m), 2005-11

Table 8: Launch portfolio overview, sales ($m), 2005-11

Table 9: Core portfolio overview, sales ($m), 2005-11

Table 10: Expiry portfolio overview, sales ($m), 2005-11

Table 11: Externally developed portfolio, sales ($m), 2005-11

Table 12: Molecule type overview, sales ($m), 2005-11

Table 13: Key products overview

Table 14: Spiriva: overview

Table 15: Spiriva: sales forecast ($m), 2005-11

Table 16: Spiriva: newsflow

Table 17: Rendix: overview

Table 18: Rendix: sales forecast ($m), 2005-11

Table 19: Rendix: newsflow

Table 20: Micardis/Micardis HCT: overview

Table 21: Micardis: sales forecast ($m), 2005-11

Table 22: Micardis HCT: sales forecast ($m), 2005-11

Table 23: Micardis/Micardis HCT: newsflow

Table 24: Sifrol: overview

Table 25: Sifrol: sales forecast ($m), 2005-11

Table 26: Sifrol: newsflow

Table 27: Alna/Flomax: overview

Table 28: Alna/Flomax: sales forecast ($m), 2005-11

Table 29: Alna/Fosamax: newsflow

Table 30: Mobic: overview

Table 31: Mobic: sales forecast ($m), 2005-11

Table 32: Mobic: newsflow

Table 33: Boehringer Ingelheim’s R&D pipeline (Phase I-registration)

Table 34: Boehringer Ingelheim’s indication broadening pipeline (Phase I-registration)

Table 35: Exchange rates, 2005

List of Figures

Figure 1: Historical and forecast ethical sales performance (% CAGR), Boehringer Ingelheim and Mid Pharma peer set

Figure 2: Therapeutic focus vs. ‘Big 6’ Mid Pharma peer set (%), 2005

Figure 3: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), Boehringer Ingelheim

Figure 4: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), peer set

Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2005

Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2011

Figure 7: SWOT analysis of Boehringer Ingelheim

Figure 8: Current corporate structure

Figure 9: Revenue & growth rate (ethical sales) ($m), 2002-05

Figure 10: Ethical revenue ($m) and growth rate (%) vs. peer set, 2002-05

Figure 11: Growth drivers/resistor products of historical revenue performance ($m), 2002-05

Figure 12: Operating revenue/cost analysis ($m), 2002-05

Figure 13: Operating cost ratio analysis (% of total revenues), 2002-05

Figure 14: Operating cost ratio vs. peer set, 2002-05

Figure 15: Ethical revenue ($m) and growth rate (%), 2005-11

Figure 16: Top five products by sales ($m), 2005

Figure 17: Top five products by sales ($m), 2005

Figure 18: Growth drivers and resistors by product, 2005-11

Figure 19: Key strategic products, sales ($m), 2005-11

Figure 20: Ethical sales by therapy area ($m), 2005-11

Figure 21: Growth drivers and resistors by therapy area (%), 2005-11

Figure 22: Ethical sales by therapy area (%), 2005-11

Figure 23: Therapy area focus compared with peer set (% total ethical sales), 2005

Figure 24: Therapy area focus compared with peer set (% total ethical sales), 2011

Figure 25: Launch schedule, sales ($m), 2005-11

Figure 26: Core products sales growth ($m), 2005-11

Figure 27: Expiry schedule, sales ($m), 2005-11

Figure 28: Launch, core and expiry, sales ($m), 2005-11

Figure 29: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), Boehringer Ingelheim

Figure 30: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), peer set

Figure 31: Externalization dependency, sales ($m), 2005-11

Figure 32: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2005-11

Figure 33: Externalization dependency vs. peer set, % total sales, 2005

Figure 34: Externalization dependency vs. peer set, % total sales, 2011

Figure 35: Geographical sales breakdown ($m), 2005-11

Figure 36: Growth drivers and resistors by geography, sales ($m), 2005-11

Figure 37: US dependency vs. peer set, % total sales, 2005

Figure 38: US dependency vs. peer set, % total sales, 2011

Figure 39: Growth drivers and resistors by molecule type, sales ($m), 2005-11

Figure 40: Molecule type sales breakdown ($m), 2005-11

Figure 41: Biologics dependency vs. peer set, % total sales, 2005

Figure 42: Biologics dependency vs. peer set, % total sales, 2011

Figure 43: IMS vs. company-reported ethical sales discrepancy ($m), 2005

Figure 44: IMS vs. company-reported ethical sales forecast growth rates (%), 2005-11