Market Report Source

Overview

Introduction
This analysis examines the current position and future outlook for Mitsubishi 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 Mitsubishi’s performance against key rivals in the ethical pharmaceutical sector
Evaluate the strategies open to Mitsubishi to achieve growth in the face of a contracting domestic market and increasing competition from big pharma
See how Albrec will emerge as Mitsubishi’s main growth driver, as its mature marketed portfolio exposes holes in the rest of the company’s pipeline”

Table of Contents

TABLE OF CONTENTS

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Strategic outlook

Datamonitor’s strategic recommendations

Current positioning: competitive outlook 2004

Mitsubishi’s forecast revenue stream, 2005–10

Key issues facing Mitsubishi: 2005–10

CHAPTER 2 GLOBAL COMPANY STRATEGY

Introduction to Mitsubishi Pharmaceuticals Corporation

Domestic benchmarking of Mitsubishi

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

Therapy area focus in 2004

Evolution of therapy area focus, 2004–10

Mitsubishi’s cardiovascular franchise

Marketed products

R&D compounds

Cardiovascular portfolio sales forecasts and forecast revenue growth

Central nervous system (CNS) franchise

Marketed products

R&D compounds

CNS portfolio sales forecasts and forecast revenue growth

Autoimmune and inflammatory diseases (AIID) franchise

Marketed products

R&D compounds

AIID portfolio sales forecasts and forecast revenue growth

Mitsubishi’s gastrointestinal franchise

Marketed products

R&D compounds

Gastrointestinal portfolio sales forecasts and forecast revenue growth

Mitsubishi’s other products

Marketed products

R&D compounds

Other products sales forecasts and forecast revenue growth

CHAPTER 4 CORPORATE DEVELOPMENT

Financial position, 2003–04

Revenue growth

Historical assessment of Mitsubishi’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 5 APPENDIX: SUPPORTING DATA

Exchange rates

LIST OF TABLES

Table 1: Japanese pharma peer set, sales ($bn), 2004–10

Table 2: Breakdown of Mitsubishi’s ethical sales by therapy area, 2003–04

Table 3: Breakdown of Mitsubishi’s ethical sales by therapy area, 2004–10

Table 4: Mitsubishi’s marketed cardiovascular portfolio

Table 5: Mitsubishi’s current cardiovascular R&D pipeline

Table 6: Forecast sales for Mitsubishi’s cardiovascular portfolio, 2005–10

Table 7: Mitsubishi’s marketed CNS portfolio

Table 8: Forecast sales for Mitsubishi’s CNS portfolio, 2004–10

Table 9: Mitsubishi’s marketed AIID portfolio

Table 10: Mitsubishi’s AIID R&D portfolio, 2004

Table 11: Forecast sales of Mitsubishi’s AIID portfolio, 2005–10

Table 12: Mitsubishi’s marketed gastrointestinal portfolio

Table 13: Forecast sales for Mitsubishi’s gastrointestinal portfolio, 2005–10

Table 14: Mitsubishi’s other marketed products

Table 15: Mitsubishi’s current other R&D products

Table 16: Forecast sales of Mitsubishi’s other products portfolio, 2004–10

Table 17: Mitsubishi’s revenues by division, 2004–05

Table 18: Mitsubishi’s operating costs, 2003–04

Table 19: Exchange rates*, 2004

LIST OF FIGURES

Figure 1: Assessment of Mitsubishi’s strategic position, 2005

Figure 2: Competitive positioning of Mitsubishi within the pharmaceutical market, 2004

Figure 3: Forecast sales for Mitsubishi’s major therapy areas, 2005–10

Figure 4: Mitsubishi’s level of licensing dependence by therapy area to 2010

Figure 5: Mitsubishi’s proportion of revenues according to marketing strategy by therapy area to 2010

Figure 6: Global revenues of key Japanese players 2001–10

Figure 7: Global revenue CAGRs by company, 2001–10

Figure 8: Development of Mitsubishi’s therapeutic strategy, 2004–10

Figure 9: Mitsubishi’s business development by therapy area

Figure 10: Mitsubishi’s breakdown of corporate deals against the industry trend between January 2004 and June 2005

Figure 11: Mitsubishi’s ethical sales breakdown, 2004–10

Figure 12: Mitsubishi’s profitability stream, 2000–04

Figure 13: R&D and S,G&A spend and COGS as a proportion of sales, 2004

Figure 14: Mitsubishi’s liquid assets versus total liabilities,2000–04

Figure 15: Benchmarking of financial strength, 2004