Market Report Source

Overview

Introduction
This analysis examines the current position and future outlook for Astellas 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 Astellas’s performance against key rivals in the ethical pharmaceutical sector
Understand how the complementary disease area foci of Yamanouchi and Fujisawa dovetail to produce a broad therapeutic portfolio for the merged entity
Learn how Yamanouchi and Fujisawa provide routes to EU and US expansion, respectively, providing Astellas with an opportunity to global market access”

Table of Contents

TABLE OF CONTENTS

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Strategic outlook

Datamonitor’s strategic recommendations

Current positioning: competitive outlook, 2004

Astellas’s forecast revenue stream, 2005–10

Key issues facing Astellas, 2005–10

CHAPTER 2 GLOBAL COMPANY STRATEGY

Introduction to Astellas

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 acquisition

CHAPTER 3 GLOBAL PORTFOLIO AND PIPELINE ANALYSIS

Therapy area focus in 2004

Evolution of therapy area focus, 2004–10

Key growth drivers and resistors of future performance, 2005–10

Astellas’s cardiovascular franchise

Marketed products

R&D compounds

Cardiovascular portfolio sales forecasts and forecast revenue growth

Astellas’s arthritis, immune and inflammatory disorders (AIID) franchise

Marketed products

R&D compounds

AIID portfolio sales forecasts and forecast revenue growth

Astellas’s urology franchise

Marketed products

R&D compounds

Urology portfolio sales forecasts and forecast revenue growth

Astellas’s infectious disease franchise

Marketed products

R&D compounds

Infectious disease portfolio sales forecasts and forecast revenue growth

Astellas’s gastrointestinal franchise

Marketed products

R&D compounds

Gastrointestinal portfolio sales forecasts and forecast revenue growth

Astellas’s CNS franchise

Marketed products

R&D compounds

CNS portfolio sales forecasts and forecast revenue growth

Astellas’s other products

Marketed products

R&D compounds

Other products sales forecasts and forecast revenue growth

CHAPTER 4 US STRATEGY, PORTFOLIO AND PIPELINE

US company strategy

Introduction to Astellas’s presence in the US

US marketing strategy

US portfolio and pipeline analysis

US evolution of therapy area focus, 2004–10

Astellas’s AIID portfolio US sales forecasts and forecast revenue growth

Astellas’s cardiovascular portfolio US sales forecasts and forecast revenue growth

Astellas’s urology portfolio US sales forecasts and forecast revenue growth

Astellas’s infectious disease portfolio US sales forecasts and forecast revenue growth

Astellas’s gastrointestinal portfolio US sales forecasts and forecast revenue growth

CHAPTER 5 CORPORATE DEVELOPMENT

Yamanouchi

Financial position, 2003–04

2004 operating cost ratio benchmarking

Liquidity, 2000–04

Fujisawa

Financial position, 2003–04

2004 operating cost ratio benchmarking

Liquidity, 2000–04

CHAPTER 6 APPENDIX: SUPPORTING DATA

Exchange rates

LIST OF TABLES

Table 1: Astellas’s ethical pharmaceutical sales by therapy area, 2003–04

Table 2: Astellas’s ethical pharmaceuticals sales by therapy area, 2004–10

Table 3: Astellas’s marketed cardiovascular portfolio

Table 4: Astellas’s current cardiovascular R&D pipeline

Table 5: Forecast sales for Astellas’s cardiovascular portfolio, 2005–10

Table 6: Astellas’s marketed AIID portfolio

Table 7: Lifecycle management strategy for Prograf

Table 8: Astellas’s current cardiovascular R&D pipeline

Table 9: Forecast sales for Astellas’s AIID portfolio, 2005–10

Table 10: Astellas’s marketed urology portfolio

Table 11: Astellas’s current urology R&D pipeline

Table 12: Forecast sales for urology franchise, 2004–10

Table 13: Astellas’s marketed infectious disease portfolio

Table 14: Astellas’s current infectious disease R&D pipeline

Table 15: Forecast sales for Astellas’s infectious disease portfolio, 2005–10

Table 16: Astellas’s marketed gastrointestinal portfolio

Table 17: Astellas’s current gastrointestinal R&D pipeline

Table 18: Forecast sales for Astellas’s gastrointestinal portfolio, 2005–10

Table 19: Astellas’s marketed CNS portfolio

Table 20: Astellas’s current CNS R&D pipeline

Table 21: Forecast sales for Astellas’s CNS portfolio, 2005–10

Table 22: Astellas’s other marketed products

Table 23: Astellas’s other R&D products

Table 24: Forecast sales of Astellas’s other products portfolio, 2004–10

Table 25: Forecast US sales by therapy area, 2003–10

Table 26: Forecast US sales for Astellas’s AIID portfolio, 2005–10

Table 27: Forecast US sales for Astellas’s cardiovascular portfolio, 2005–10

Table 28: Forecast US sales for Astellas’s urology portfolio, 2005–10

Table 29: Forecast US sales for Astellas’s infectious disease portfolio, 2005–10

Table 30: Forecast US sales for Astellas’s gastrointestinal portfolio, 2005–10

Table 31: Yamanouchi revenues by division, 2003–04

Table 32: Yamanouchi’s operating costs, 2003–04

Table 33: Fujisawa revenues by division, 2003–04

Table 34: Fujisawa’s operating costs, 2003–04

Table 35: Exchange rates*, 2004

LIST OF FIGURES

Figure 1: SWOT analysis for Astellas

Figure 2: Astellas’s competitive outlook, 2004

Figure 3: Forecast sales for Astellas’s major therapy areas, 2004–10

Figure 4: Astellas’s global generic risk, 2002–10

Figure 5: Development of Astellas’s therapeutic strategy, 2004–10

Figure 6: Astellas’s business development by therapy area

Figure 7: Astellas’s key growth drivers and resistors

Figure 8: Astellas’s breakdown of corporate deals against the industry trend between January 2004 and June 2005

Figure 9: Forecast component sales for Yamanouchi and Fujisawa, 2005–10

Figure 10: Forecast CAGR for Yamanouchi, Fujisawa and Astellas, 2004–10

Figure 11: Astellas – a perfect fit?

Figure 12: Astellas’s ethical pharmaceutical sales by therapy area, 2004 and 2010

Figure 13: Key growth drivers, 2004–10

Figure 14: US ethical sales breakdown by therapy area, 2004 and 2010

Figure 15: Yamanouchi profitability stream, 2000–04

Figure 16: R&D and S,G&A spend and COGS as a proportion of sales, 2004

Figure 17: Yamanouchi’s liquid assets versus total liabilities,2000–04

Figure 18: Benchmarking of financial strength, 2004

Figure 19: Fujisawa’s profitability stream, 2000–04

Figure 20: R&D and S,G&A spend and COGS as a proportion of sales, 2004

Figure 21: Fujisawa’s liquid assets versus total liabilities,2000–04

Figure 22: Benchmarking of financial strength, 2004