Market Report Source

Overview

Introduction
This analysis examines the current position and future outlook for Daiichi Sankyo in the ethical pharma 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 Daiichi Sankyo’s performance against key rivals in the ethical pharmaceutical sector
Learn how the integration of Daiichi Sankyo compares with the mergers of Yamanouchi and Fujisawa (Astellas) and Dainippon and Sumitomo
Evaluate Benicar’s chances of achieving blockbuster status and offsetting, fellow cardiovascular drug, Mevalotin’s continued decline in sales

Table of Contents

TABLE OF CONTENTS
CHAPTER 1 EXECUTIVE SUMMARY
Key findings
Strategic outlook
Datamonitor’s strategic recommendations
Current positioning: competitive outlook 2004
Daiichi Sankyo’s forecast revenue stream, 2005–10
Key issues facing Daiichi Sankyo: 2005–10
CHAPTER 2 GLOBAL COMPANY STRATEGY
Introduction to Daiichi Sankyo
Assessment of strategic position
Strengths
Weaknesses
Opportunities
Threats
Datamonitor’s strategic recommendations
Therapeutic foci
Evolution of R&D focus
Growth strategy assessment
Organic growth
Partnerships/licensing
Mergers and acquisitions
CHAPTER 3 GLOBAL PORTFOLIO AND PIPELINE ANALYSIS
Evolution of therapy area focus, 2004-10
Key growth drivers and resistors of future performance, 2005–10
Daiichi Sankyo’s cardiovascular franchise
Marketed products
R&D compounds
Cardiovascular portfolio sales forecasts and forecast revenue growth
Daiichi Sankyo’s infectious diseases franchise
Marketed products
R&D compounds
Infectious diseases portfolio sales forecasts and forecast revenue growth
Daiichi Sankyo’s AIID franchise
Marketed products
R&D compounds
AIID portfolio sales forecasts and forecast revenue growth
Daiichi Sankyo’s other products
Marketed products
CHAPTER 4 US STRATEGY, PORTFOLIO AND PIPELINE
Introduction to Daiichi Sankyo’s presence in the US
US marketing strategy
US product sourcing strategy
US Portfolio and pipeline analysis
US evolution of therapy area focus, 2004-10
Daiichi Sankyo’s Cardiovascular portfolio US sales forecasts and forecast revenue growth
Daiichi Sankyo’s Infectious Disease portfolio US sales forecasts and forecast revenue growth
CHAPTER 5 CORPORATE DEVELOPMENT
Daiichi
Financial position, 2003–04
Revenue growth
Historical assessment of Daiichi’s profitability, 2000–04
Cost structure
2004 operating cost ratio benchmarking
Business model clustering according to 2004 cost ratios
Liquidity, 2000–04
2004 growth and investment momentum
Sankyo
Financial position, 2003–04
Revenue growth
Historical assessment of Sankyo’s profitability, 2000–04
Cost structure
2004 operating cost ratio benchmarking
Business model clustering according to 2004 cost ratios
Liquidity, 2000–04
2004 growth and investment momentum
CHAPTER 6 APPENDIX: SUPPORTING DATA
Exchange rates

LIST OF TABLES
Table 1: The changing Japanese ethical pharmaceutical landscape, 2004
Table 2: Breakdown of Daiichi Sankyo’s ethical sales by therapy area, 2003–04
Table 3: Breakdown of Daiichi Sankyo’s ethical sales by therapy area, 2004–10
Table 4: Daiichi Sankyo’s marketed cardiovascular portfolio
Table 5: Daiichi Sankyo’s current other R&D products
Table 6: Forecast sales for Daiichi Sankyo’s cardiovascular portfolio, 2005–10
Table 7: Daiichi Sankyo’s marketed infectious diseases portfolio
Table 8: Daiichi Sankyo’s current infectious diseases R&D pipeline
Table 9: Forecast sales for Daiichi Sankyo’s infectious diseases portfolio, 2005–10
Table 10: Daiichi Sankyo’s marketed AIID portfolio
Table 11: Daiichi Sankyo’s current AIID R&D pipeline
Table 12: Forecast sales for Daiichi Sankyo’s AIID portfolio, 2005–10
Table 13: Daiichi Sankyo’s other marketed products
Table 14: The Japanese antihistamines market, 2004
Table 15: Daiichi Sankyo’s current other R&D products
Table 16: Forecast sales of Daiichi Sankyo’s other products portfolio, 2005–10
Table 17: Breakdown of Daiichi Sankyo’s US ethical sales by therapy area, 2004–10
Table 18: Forecast US sales for Daiichi Sankyo’s Cardiovascular portfolio, 2003-10
Table 19: Forecast US sales for Daiichi Sankyo’s Infectious disease portfolio, 2003-10
Table 20: Daiichi revenues by division, 2003–04
Table 21: Daiichi’s operating costs, 2003-04
Table 22: Sankyo revenues by division, 2003–04
Table 23: Sankyo’s operating costs, 2003-04
Table 24: Exchange rates*, 2004

LIST OF FIGURES
Figure 1: Assessment of Daiichi Sankyo’s strategic position, 2005
Figure 2: Competitive positioning of Daiichi Sankyo within the pharmaceutical market, 2004
Figure 3: Forecast sales for Daiichi Sankyo’s major therapy areas, 2005–10
Figure 4: Daiichi Sankyo’s level of generic threat by therapy area to 2010
Figure 5: Development of Daiichi Sankyo’s therapeutic strategy, 2004-10
Figure 6: Daiichi Sankyo’s business development by therapy area
Figure 7: Daiichi Sankyo’s breakdown of corporate deals against the industry trend between January 2004 and June 2005
Figure 8: Geographical sales breakdown, Daiichi vs. Sankyo
Figure 9: Geographical sales breakdown forecast, Daiichi Sankyo, 2005–10
Figure 10: Geographical sales breakdown forecast, Daiichi Sankyo, 2005–10
Figure 11: Therapeutic spread, Daiichi Sankyo, 2004
Figure 12: Japanese sales forces, 2004
Figure 13: Japanese merger comparison, 2002–10
Figure 14: Japanese peer set comparison, 2004–10
Figure 15: Daiichi Sankyo’s ethical sales breakdown, 2004-10
Figure 16: Daiichi Sankyo’s growth drivers and resistors, 2004–10
Figure 17: Daiichi Sankyo’s US ethical sales breakdown, 2004-10
Figure 18: Daiichi’s profitability stream, 2000–2004
Figure 19: R&D and S,G&A spend and COGS as a proportion of sales, 2004
Figure 20: Daiichi’s liquid assets versus total liabilities,2000–04
Figure 21: Benchmarking of financial strength, 2004
Figure 22: Sankyo’s profitability stream, 2000–2004
Figure 23: R&D and S,G&A spend and COGS as a proportion of sales, 2004
Figure 24: Sankyo’s liquid assets versus total liabilities,2000–04
Figure 25: Sankyo’s liquid assets versus total liabilities,2000–04