Leading Drug Delivery Companies and Technologies:


Competitive landscape, company profiles and technological developments

Pages: 175

Publisher: Business Insights

Date Published: June 2008

Format: PDF

Price: $3835

Overview

Over the last decade, the drug delivery industry has evolved to become a key area in the development of value added pharmaceutical products. The global market grew from $15bn to $40bn during 2000–2006 as companies increasingly turned to drug delivery technologies as a means of expanding product lifecycles, enhancing drug efficacy and maximizing revenues. Although the market is still dominated by the oral drug delivery system, a number of novel technologies are emerging across all systems of delivery. However, the pure drug delivery company model is rapidly becoming extinct as leading players attempt to consolidate their strategic opportunities by expanding their focus towards manufacturing, a trend that is expected to accelerate over the next five years.

‘Leading Drug Delivery Companies and Technologies’ is a new report published by Business Insights that examines the current and future trends that are shaping the drug delivery market and reviews the key emerging technologies across major systems of drug delivery. This report identifies the product portfolios and targeted therapeutic areas of leading drug delivery companies in addition to assessing their technology platforms to provide guidance over their applicability, regulatory implications and developmental progress.

This report also evaluates the opportunities and threats facing each of the companies profiled and provides a comparative analysis of the growth strategies used to facilitate successful deals and collaborations. Identify key trends and developments in the global drug delivery market, assess the performances and portfolios of leading drug delivery companies and benchmark their most successful strategies.

Table of Contents

Executive Summary 12
Overview on drug delivery industry 12
Oral drug delivery system 12
Injectable drug delivery system 13
Pulmonary drug delivery system 14
Transdermal drug delivery system 15

Chapter 1 Overview of drug delivery industry 18
Summary 18
What is this report about? 19
Methodology 20
Drug delivery overview 21
Role of drug delivery in the pharma landscape 21
Revenue boosters for pharma companies 22

  • Patent extension and protection from generic competition 23

  • Reformulation of existing products 24

  • Optimizing returns on R&D investment 25

Compliance, bioavailability and safety benefits 26
From drug delivery to specialty pharma 28
Markets for drug delivery systems 30
Oral drug delivery system 30
Pulmonary 30
Injectable 30
Transdermal 30
Market dynamics 31

Chapter 2 Oral drug delivery system 34
Summary 34
Synopsis 35
Oral drug delivery technologies 35
Technologies for fast-dissolving and taste-masking pills 35
Controlled oral drug delivery 36

  • Types of controlled release 36

Dynamics of oral drug delivery market 37

Biovail 39
Key technologies 39
Therapeutic focus 41

  • Product portfolio and pipeline candidates 41

Recent financial performance 42
Growth strategies 44

  • Expanding its presence in diverse geographical areas 44

  • Deriving growth from strategic alliances 44

  • Deals and alliances 44

SWOT analysis 45

  • Strengths 46

  • Weaknesses 46

  • Opportunities 47

  • Threats 47

Elan 48
Key technologies 48

  • NanoCrystal technology 48

  • OCR technology 49

Therapeutic focus 50

  • Product portfolio and pipeline candidates 51

Recent financial performance 52
Growth strategies 54

  • Alzheimer’s disease 54

  • Pipeline products 54

  • Deals and alliances 54

SWOT analysis 56

  • Strengths 56

  • Weaknesses 57

  • Opportunities 57

  • Threats 58

SkyePharma 59
Key technologies 59

  • Oral drug delivery technologies 59

  • Inhalation technologies 60

  • Insoluble drug delivery (IDD) technology 61

Therapeutic focus 62

  • Products portfolio and pipeline candidates 62

Recent financial performance 63
Growth strategies 65

  • Focus on building pipeline of products 65

  • Deals and alliances 66

SWOT analysis 67

  • Strengths 67

  • Weaknesses 68

  • Opportunities 68

  • Threats 69

Chapter 3 Injectable drug delivery system 72
Summary 72
Synopsis 73
Injectable drug delivery technologies 73
Needleless injection device technology 74
Sustained/controlled release technology 74
PEGylation 74
Therapeutic focus 75
Dynamics of the injectable drug delivery market 75

Alkermes 76
Introduction 76
Key technologies 76

  • Medisorb injectable technology 76

  • AIR pulmonary drug delivery technology 77

Therapeutic focus 77

  • Product portfolio and pipeline candidates 77

Recent financial performance 78
Growth strategies 80

  • Deals and alliances 81

SWOT analysis 82

  • Strengths 82

  • Weaknesses 83

  • Opportunities 83

  • Threats 83

Bioject 85
Introduction 85
Key technologies 85

  • Needle-free injection technology 85

Therapeutic Focus 86

  • Product portfolio and pipeline candidates 86

Recent financial performance 87
Growth strategies 89

  • Developing clinical research collaborations 89

  • Deals and alliances 90

SWOT analysis 91

  • Strengths 91

  • Weaknesses 91

  • Opportunities 92

  • Threats 92

QLT 93
Key technologies 93

  • Atrigel drug delivery system 93

  • PDT 94

Therapeutic focus 94

  • Product portfolio and pipeline candidates 94

Recent company financials 95
Growth strategies 97

  • Focus on key therapeutic areas 97

  • Deals and alliances 98

SWOT analysis 99

  • Strengths 99

  • Weaknesses 100

  • Opportunities 100

    • T
  • hreats 101

Chapter 4 Pulmonary drug delivery system 104
Summary 104
Synopsis 105
Inhaled formulations 105
Therapeutic focus 106
Dynamics of the pulmonary drug delivery market 107

Nektar Therapeutics 108
Key technologies 108

  • Dry powder pulmonary technology 108

  • Liquid pulmonary technology 109

  • PEGylation technology 109

Therapeutic focus 109

  • Product portfolio and pipeline candidates 110

Recent financial performance 111
Growth strategies 112

  • Shifting focus from drug delivery to become a specialty pharma company 113

  • Deals and alliances 113

SWOT analysis 114

  • Strengths 114

  • Weaknesses 115

  • Opportunities 115

  • Threats 116

Aradigm 118
Key technologies 118

  • AERx pulmonary drug delivery system 118

  • Liposomal Formulations 119

Therapeutic focus 119

  • Product portfolio and pipeline candidates 119

Recent financial performance 120
Growth strategies 122

  • Deals and alliances 122

SWOT analysis 123

  • Strengths 123

  • Weaknesses 123

  • Opportunities 124

  • Threats 124

3M 125
Key technologies 125

  • Pulmonary drug delivery technology 125

  • Transdermal drug delivery technology 126

Therapeutic focus 126

  • Product portfolio and pipeline candidates 127

Growth strategies 127

  • Deals and alliances 128

Chapter 5 Transdermal drug delivery system 132
Summary 132
Synopsis 133
Transdermal drug delivery technologies 133
Passive formulations 134
Active formulations 134
Therapeutic focus 135
Dynamics of the transdermal drug delivery market 135

Antares 137
Key technologies 137

  • Advanced transdermal delivery 137

  • njection devices 138

  • Easy Tec fast melt oral disintegrating tablets 139

Therapeutic focus 139

  • Product portfolio and pipeline candidates 139

Recent financial performance 140
Growth strategies 142

  • Deals and alliances 143

SWOT analysis 145

  • Strengths 145

  • Weaknesses 146

  • Opportunities 147

  • Threats 148

Noven 150
Key technologies 150

  • DOT Matrix technology 150

Therapeutic focus 151

  • Product portfolio and pipeline candidates 152

Recent financial performance 153
Growth strategies 154

  • Deals and alliances 155

SWOT analysis 155

  • Strengths 155

  • Weaknesses 157

  • Opportunities 158

  • Threats 158

Alza 159
Key technologies 159

  • D-Trans 159
  • E-Trans 160

  • Macroflux 160

  • Stealth 160

  • Alzamer 161

  • Oros 161

Therapeutic focus 162

  • Product portfolio and pipeline candidate 162

  • Deals and alliances 163

SWOT analysis 164

  • Strengths 164

  • Weaknesses 165

  • Opportunities 166

  • Threats 166

Chapter 6 Conclusion 168
Financials 168
Growth strategies 169
Outlook 172

Glossary 174

Index 175

List of Figures

Figure 1.1: Drug delivery technologies are revenue boosters for pharma companies 22
Figure 1.2: Procardia XL patent expiry 23
Figure 1.3: Cardizem’s reformulation strategy 25
Figure 1.4: Compliance, bioavailability and safety benefits via effectice drug delivery 27
Figure 1.5: Positioning of key drug delivery companies 29
Figure 1.6: Key drug delivery systems market share, 2006 31
Figure 2.7: Biovail financial performance, $m, 2003–2007 43
Figure 2.8: Biovail SWOT analysis 45
Figure 2.9: Elan financial performance, 2003–2007 ($m) 53
Figure 2.10: Elan SWOT analysis 56
Figure 2.11: SkyePharma financial performance, $m, 2003–2007 65
Figure 2.12: SkyePharma SWOT analysis 67
Figure 3.13: Alkermes financial performance, 2003–2007 80
Figure 3.14: Alkermes SWOT analysis 82
Figure 3.15: Bioject financial performance, 2003–2007 ($m) 89
Figure 3.16: Bioject SWOT analysis 91
Figure 3.17: QLT financial performance, 2003–2007 ($m) 97
Figure 3.18: QLT SWOT analysis 99
Figure 4.19: Nektar financial performance, 2003–2007 ($m) 112
Figure 4.20: Nektar SWOT analysis 114
Figure 4.21: Aradigm financial performance, 2003–2007 ($m) 121
Figure 4.22: Aradigm SWOT analysis 123
Figure 5.23: Antares financial performance, 2003-2007 ($m) 142
Figure 5.24: Antares SWOT analysis 145
Figure 5.25: Noven financial performance, 2003-2007 ($m) 154
Figure 5.26: Noven SWOT analysis 155
Figure 5.27: Alza SWOT analysis 164
Figure 6.28: Comparative analysis of key drug delivery companies (I) 170
Figure 6.29: Comparative analysis of key drug delivery companies (II) 171

List of Tables

Table 2.1: Biovail snapshot 39
Table 2.2: Biovail oral marketed products 41
Table 2.3: Biovail oral product sales, 2006–2007 ($m) 41
Table 2.4: Biovail oral product pipeline 42
Table 2.5: Biovail financial performance, 2003–2007 ($m) 43
Table 2.6: Elan snapshot 48
Table 2.7: Elan oral marketed products 51
Table 2.8: Elan NanoCrystal product pipeline 52
Table 2.9: Elan financial performance, 2003–2007 ($m) 53
Table 2.10: SkyePharma snapshot 59
Table 2.11: SkyePharma oral marketed products 62
Table 2.12: Skye Pharma oral product pipeline 63
Table 2.13: SkyePharma financial performance, 2003–2007 64
Table 3.14: Alkermes snapshot 76
Table 3.15: Alkermes injectable marketed products 78
Table 3.16: Alkermes injectable product sales, 2006–2007 ($m) 78
Table 3.17: Alkermes injectable product pipeline 78
Table 3.18: Alkermes financial performance, 2003–2007 ($m) 79
Table 3.19: Bioject snapshot 85
Table 3.20: Bioject injectable marketed products 86
Table 3.21: Bioject injectable product sales, 2006–2007 ($m) 87
Table 3.22: Bioject financial performance, 2003–2007 ($m) 88
Table 3.23: QLT snapshot 93
Table 3.24: QLT injectable marketed products 95
Table 3.25: QLT injectable product sales, 2006–2007 ($m) 95
Table 3.26: QLT injectable product pipeline 95
Table 3.27: QLT financial performance, 2003–2007 ($m) 96
Table 4.28: Nektar snapshot 108
Table 4.29: Nektar pulmonary marketed products 110
Table 4.30: Nektar pulmonary product sales, 2006–2007 ($m) 110
Table 4.31: Nektar pulmonary product pipeline 111
Table 4.32: Nektar financial performance, 2003–2007 ($m) 112
Table 4.33: Aradigm snapshot 118
Table 4.34: Aradigm pulmonary product pipeline 120
Table 4.35: Aradigm financial performance, 2003–2007 ($m) 121
Table 4.36: 3M snapshot 125
Table 4.37: 3M pulmonary marketed products 127
Table 5.38: Antares snapshot 137
Table 5.39: Antares transdermal marketed products 139
Table 5.40: Antares transdermal product pipleine 140
Table 5.41: Antares financial performance, 2003–2007 ($m) 141
Table 5.42: Noven snapshot 150
Table 5.43: Noven transdermal marketed products 152
Table 5.44: Noven transdermal product pipeline 152
Table 5.45: Noven financial performance, 2003–2007 ($m) 153
Table 5.46: Alza snapshot 159
Table 5.47: Alza transdermal marketed products 162