Market Report Source

Overview

Introduction
This report provides a comprehensive strategic analysis of the mAb market out to 2012 by company. It identifies four ‘established’ and four ‘emerging’ players within the mAb sector which are forecast to play the most commercially significant role within this market. The report assesses how these players will be insulated from the impact of generic competition as a result of mAb market penetration.

Scope

• Provides in-depth analysis (including sales forecasts to 2012) of key players within the mAb market
• Assesses the strategic decisions which have been implemented by key mAb market players
• Provides an overview of mAb market business models and alliance networks
• Outlines the key therapeutic segments within the mAb market where key players operate

Highlights
Over the period 200612, monoclonal antibodies (mAbs) are forecast to act as the key growth segment of the prescription pharmaceutical market. mAb revenues are anticipated to grow at a compound annual growth rate of 14.2% over the period 200612, versus 2.2% for the overall market. Four players currently hold a dominant position in the global mAb market: Genentech, Roche, Johnson & Johnson and Abbott, accounting for a combined 74.8% share of mAb market revenues. However, Datamonitor forecasts that by 2012 a number of additional players will have significantly enhanced their presence in the mAb segment, with four companiesBiogen IDEC, Amgen, Novartis and UCB Pharmaeach forecast to generate mAb sales growth in excess of $1 billion.

Reasons to Purchase

• Understand in detail the dynamics of mAb market growth over 2006-12, which will be driven by four ‘established’ players and four ‘emerging’ players
• Assess how penetration of the mAb market will provide companies with increased insulation from the impact of generic competition
• Analyze the factors that have driven the evolution and commercial expansion of the mAb market, and those that will drive future sales growth.

Table of Contents

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Total market outlook

Monoclonal antibody market outlook

Introduction to the PharmaVitae universe

Prescription pharmaceutical market performance, 2006-12

Generic competition and the ‘patent cliff’ – the key driver of market growth

Balance of launch and expiry products in the prescription pharmaceutical market, 2006-12

The majority of expiry driven sales decline occurs over the ‘patent cliff’

Prescription pharmaceutical sales by molecule type, 2006-12

Generic competition and the ‘patent cliff’ – an exclusive burden on small molecules

Absolute annual sales growth by molecule type, 2006-12

Sales growth rate by molecule type, 2006-12

mAb market performance 2006-12

mAbs are the most attractive product segment in the prescription pharmaceutical market, 2006-12

Contrasting fortunes – Roche versus Pfizer

mAb market penetration – insulation from the ‘patent cliff’

Which companies have the mAbs?

Established mAb players

The role of Big Pharma

The ‘Big 5’ products

Genentech & Roche

Johnson & Johnson

Abbott

Strategies of the four incumbent players

Emerging mAb players

Emergent biotech players have gained scale

The need to circumvent the ‘Big 5’ products

Direct head-to-head competition

Position as complementary therapy to incumbent mAb

Access patients who are refractory to gold-standard therapy

Biogen IDEC

Amgen

Novartis

UCB Pharma

CHAPTER 2 MAB COMPANY ANALYSIS

Key findings

The monoclonal antibody business model

mAb technology providers

Early-stage mAb developers

Late-stage mAb developers

Fully-integrated companies

Case study: PDL BioPharma

mAb alliance network

Early-stage alliances

Late-stage alliances

mAb driven M&A activity

Key players in the mAb market

Historical mAb company landscape

Forecast mAb company landscape

mAb sales dependency

Therapeutic focus

Oncology mAb market

AIID mAb market

Other mAb market

Technology focus

Pipeline focus

Emerging mAb technology providers

Private company overview

mAb company profiles

CHAPTER 3 ROCHE/GENENTECH

Introduction

Genentech partnership gives Roche mAb market superiority

Global licensing of Genentech products

The emergence of an oncology giant

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Avastin (bevacizumab)

Overview

Current market assessment

Future market assessment

Rituxan (rituximab)

Overview

Current market assessment

Future market assessment

Herceptin (trastuzumab)

Overview

Current market assessment

Future market assessment

Lucentis (ranibizumab)

Overview

Current market assessment

Future market assessment

Xolair (omalizumab)

Overview

Current market assessment

Future market assessment

Raptiva (efalizumab)

Overview

Current market assessment

Future market assessment

Actemra (tocilizumab)

Overview

Current market assessment

Future market assessment

Zenapax (daclizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

CHAPTER 4 JOHNSON & JOHNSON

Introduction

Acquisition of Centocor central to J&J’s antibody presence

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Remicade (infliximab)

Overview

Current market assessment

Future market assessment

Reopro (abciximab)

Current market assessment

Future market assessment

mAb pipeline

Golimumab

Overview

Future market assessment

CHAPTER 5 ABBOTT LABORATORIES

Introduction

In-licensing strategy secures Abbott’s mAb position

Humira central to Abbott’s growth in the wake of core genericization

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Humira (adalimumab)

Overview

Current market assessment

Future market assessment

Synagis (palivizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Numax (motavizumab)

Overview

Future market assessment

CHAPTER 6 UCB PHARMA

Introduction

Celltech innovation to drive long-term opportunity

Cimzia central to UCB’s medium-term accruement from Celltech acquisition

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb pipeline

Cimzia (certolizumab pegol)

Overview

Future market assessment

LymphoCide (epratuzumab)

Overview

Future market assessment

CHAPTER 7 BIOGEN IDEC

Introduction

mAb platform supported by manufacturing and development infrastructure

Tysabri central to medium-term growth potential

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Tysabri (natalizumab)

Overview

Current market assessment

Future market assessment

Rituxan (rituximab)

mAb pipeline

Galiximab (anti-CD80)

Lumiliximab (anti-CD23)

Daclizumab (anti-CD25)

Volociximab (anti-AAB1)

CHAPTER 8 AMGEN

Introduction

Abgenix integration diversifies Amgen’s robust molecule focus

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Vectibix (panitumumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Denosumab

Overview

Future market assessment

AMG 531 (anti-MGDF)

Overview

Future market assessment

CHAPTER 9 NOVARTIS

Introduction

Externalization pursuits provide Novartis with mAb opportunity

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Xolair (omalizumab)

Lucentis (ranibizumab)

mAb pipeline

Mycograb (efungumab)

Future market assessment

CHAPTER 10 MEDIMMUNE

Introduction

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Synagis (palivizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Numax (motavizumab)

Overview

Future market assessment

CHAPTER 11 APPENDIX

References

Abbreviations

List of Tables

Table 1: PharmaVitae company coverage by peer set

Table 2: Forecast sales by molecule type ($m), 2006-12

Table 3: mAb market overview, sales ($m), 2003-12

Table 4: Sales ($m) of ‘top 4’ mAb players in 2003, 2006 and 2012

Table 5: Key examples of mAb-fuelled M&A

Table 6: mAb market overview, sales ($m), 2003-12

Table 7: Oncology mAb market sales ($m) by company, 2006 and 2012

Table 8: AIID mAb landscape, sales ($m), 2006 and 2012

Table 9: Other TAs mAb landscape, sales ($m), 2006 and 2012

Table 10: Technology presence by company, marketed mAbs in 2012

Table 11: mAb pipeline by company, preclinical to launched

Table 12: Private mAb company landscape

Table 13: mAb company profiles, sales ($m)

Table 14: Roche/Genentech’s operating revenue/cost analysis ($m), 2003-06

Table 15: Roche/Genentech’s historical performance, sales ($m), 2003-06

Table 16: Roche/Genentech’s forecast performance, sales ($m), 2006-12

Table 17: Roche/Genentech marketed mAb portfolio