The Top 10 Generics Companies:
Strategic insight, growth opportunities and competitive dynamics in the US and Europe
Pages: 178
Publisher: Business Insights
Date Published: March 2006
Format: PDF
Price: Single User $2875
Price: Global / Enterprise $16000
Overview
The generics sector has grown at a fast pace over the past few years, outperforming the pharmaceutical market as a whole; generic growth opportunities are significant, with an estimated $100bn worth of branded pharmaceutical products to go off patent by 2010, of which $21bn expire in 2006. Although US and major European generic drug sales increased rapidly from 2000 to 2003, there has been a slowdown in growth during 2004. In response to an increasingly competitive unbranded generic pharmaceutical marketplace, and a slowdown in growth in 2004, some of the major generics players have consolidated. The two largest M&A deals in the generics market in recent years have been the acquisition of Eon and HEXAL Labs by Sandoz in February 2005, and the acquisition of IVAX by Teva in January 2006. ‘The Top 10 Generics Companies: Strategic insight, growth opportunities and competitive dynamics in the US and Europe’, identifies the successful strategies utilized by the industry’s key players in the US and Western European market. The report provides insights into the top 10 generic companies strengths, weaknesses, opportunities and threats in the generic pharmaceutical market, allowing you to tailor the best practice strategies of the generic industry’s leading players to your company’s needs.
Table of Contents
Table of Contents
The Top 10 Generics Companies
Executive Summary
The generics market in US and Europe
Teva/IVAX
Sandoz (incl. Eon Labs and HEXAL)
Mylan
Ratiopharm
Watson Pharmaceuticals Inc.
Par Pharmaceuticals, Inc.
Merck KGaA
Baxter International Inc.
STADA
Apotex
Chapter 1 The generics market in the US and Europe
Summary
Introduction
Total generics market based on dollar sales
Western Europe
UK
Spain
Germany
France
Italy
US
Total generics market based on standard unit sales
The top 10 players
Geographic focus of the top 10
US
iv
5EU
Future geographic trends
Generics as a proportion of total sales of the top 10
Therapeutic focus of the top 10
Central nervous system
Cardiovascular system
General anti-infectives
Alimentary tract and metabolism
Key marketed products of the top 10
Key M&A activity
Sandoz/Eon/HEXAL
Teva/IVAX
Future outlook
Drivers of growth
FDA first approvals
Major upcoming patent expirations
Government influence and legislation
Medicare prescription drug plan
Resistors to growth
Competition between generics
Generic market maturity
Legislation enforcing generic drug pricing
FDA ANDA approval
Key strategies for growth
Chapter 2 Teva/IVAX
Summary
Company overview
Teva
IVAX
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
v
Chapter 3 Sandoz (incl. Eon Labs and HEXAL)
Summary
Company overview
Strategic analysis
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 4 Mylan
Summary
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 5 Ratiopharm
Ratiopharm
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
vi
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 6 Watson Pharmaceuticals Inc.
Summary
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 7 Par Pharmaceuticals, Inc.
Summary
Company overview
Strategic Position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 8 Merck KGaA
Summary
vii
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 9 Baxter International Inc.
Summary
Company overview
Strategic Position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 10 STADA
Summary
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
First generic FDA approvals, 2005
Therapeutic focus
M&A and licensing activity
viii
Chapter 11 Apotex
Summary
Company overview
Strategic position
Strengths
Weaknesses
Opportunities
Threats
Geographic focus
Marketed products
FDA first generic approvals, 2005
Therapeutic focus
M&A and licensing activity
Chapter 12 Appendix
IMS data
Index
List of Figures
Figure 1.1: Market share of the total generics market, 2004
Figure 1.2: Geographic focus of the top 10, 2004
Figure 1.3: Proportion of generic sales of the top 10, 2004
Figure 1.4: Market share of therapy areas in the US and major European generics pharmaceutical
market, 2003-4
Figure 1.5: Key drivers and resistors to sales growth in the US/5EU generic drug market
Figure 2.6: SWOT analysis for Teva/IVAX
Figure 2.7: Teva/IVAX’s geographic focus, 2003-4
Figure 2.8: Teva/IVAX’s therapeutic focus, 2004
Figure 3.9: SWOT analysis for Sandoz
Figure 3.10: Sandoz’s geographic focus, 2003-4
Figure 3.11: Sandoz’s therapeutic focus, 2004
Figure 4.12: SWOT analysis for Mylan
Figure 4.13: Mylan’s geographic focus, 2003-4
Figure 4.14: Mylan’s therapeutic focus, 2004
Figure 5.15: SWOT analysis for Ratiopharm
Figure 5.16: Ratiopharm’s geographic focus, 2003-4
Figure 5.17: Ratiopharm’s therapeutic focus, 2004
Figure 6.18: SWOT analysis for Watson
Figure 6.19: Watson’s geographic focus, 2003-4
Figure 6.20: Watson’s therapeutic focus, 2004
ix
Figure 7.21: SWOT analysis for Par
Figure 7.22: Par’s geographic focus, 2003-4
Figure 7.23: Par’s therapeutic focus, 2004
Figure 8.24: SWOT analysis for Merck KGaA
Figure 8.25: Merck KGaA’s geographic focus, 2003-4
Figure 8.26: Merck KGaA’s therapeutic focus, 2004
Figure 9.27: SWOT analysis for Baxter
Figure 9.28: Baxter’s geographic focus, 2003-4
Figure 9.29: Baxter’s therapeutic focus, 2004
Figure 10.30: SWOT analysis for STADA
Figure 10.31: STADA’s geographic focus, 2003-4
Figure 10.32: STADA’s therapeutic focus, 2004
Figure 11.33: SWOT analysis for Apotex
Figure 11.34: Apotex’s geographic focus, 2003-4
Figure 11.35: Apotex’s therapeutic focus, 2004
List of Tables
Table 1.1: Total generic sales in the US and 5EU, 2000-2004
Table 1.2: Total generic sales in the US and 5EU (standard units), 2000-2004
Table 1.3: Top 10 generics company sales in the US and 5EU, 2003-4
Table 1.4: Top 10 generics company sales in the US, 2003-4
Table 1.5: Top 10 generics company sales in the 5EU, 2003-4
Table 1.6: Largest therapy area based on 2004 sales ($m)
Table 1.7: Top 10 generics of the US and 5EU, 2004
Table 1.8: Patent expiration dates for the top selling generic drugs, US
Table 1.9: FDA first generic approvals, 2001-2005
Table 1.10: US patent expirations, 2006-7
Table 2.11: Teva/IVAX’s top 10 marketed products, 2004
Table 2.12: Teva/IVAX’s FDA first generic approvals, 2005
Table 2.13: Teva/IVAX’s key licensing and alliance activity, 2004-5
Table 3.14: Sandoz’s top 10 marketed products, 2004
Table 3.15: Sandoz’s FDA first generic approvals, 2005
Table 3.16: Sandoz’s key licensing and alliance activity, 2004-5
Table 4.17: Mylan’s top 10 marketed products, 2004
Table 4.18: Mylan’s FDA first generic approvals, 2005
Table 4.19: Mylan’s key licensing and alliance activity, 2004-5
Table 5.20: Ratiopharm’s top 10 marketed products, 2004
