Market Report Source

Overview

Introduction
This analysis examines the historical and forecast performance for Biogen Idec 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 Biogen Idec’s performance against key rivals in the ethical pharmaceutical sector
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Table of Contents

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Historical and forecast ethical sales performance

Therapeutic strategy

Launch and expiry outlook

Launch and expiry outlook

Externalization, geographic and molecule type strategies

Externalization strategy

Geographic strategy

Molecule type strategy

SWOT analysis

Strengths

Weaknesses

Opportunities

Threats

CHAPTER 2 CORPORATE HISTORY

Key findings

Background

Key corporate developments

M&A history

M&A history

M&A strategy

Current corporate structure

Biopharmaceuticals

Current management team

CHAPTER 3 HISTORICAL PERFORMANCE

Key findings

Introduction

Revenue and growth rate analysis, 2002–05

Revenue and growth rate vs. peer set

Product analysis, 2002–05

Growth drivers

Operating revenue and cost analysis, 2002–05

Operating revenue/cost analysis

CHAPTER 4 FORECAST PERFORMANCE

Key findings

Introduction

Revenue and growth rate, 2005–11

Product analysis, 2005–11

Growth drivers

Growth resistors

Therapy area analysis, 2005–11

CNS

Oncology

AIID

Therapy area focus

Launches and expiries analysis, 2005–11

Launch portfolio

Core portfolio

Expiry portfolio

Expiry portfolio

Launch/core/expiry configuration

Externalization analysis, 2005–11

Geographic analysis, 2005–11

Molecule type analysis, 2005–11

CHAPTER 5 KEY PRODUCTS AND COMPETITORS

Key findings

Overview

CNS

Avonex

Tysabri

Oncology

Rituxan (royalties)

R&D pipeline

CHAPTER 6 APPENDIX

Abbreviations

TABLE OF TABLES

Table 1: Biogen IDEC Group Corporate Executive Committee

Table 2: Peer set overview

Table 3: Operating revenue/cost analysis ($m), 2002–05

Table 4: Operating cost ratio analysis (% of total revenues), 2002–05

Table 5: Product portfolio overview, sales ($m), 2005–11

Table 6: Therapy area overview, sales ($m), 2005–11

Table 7: Launch portfolio overview, sales ($m), 2005–11

Table 8: Core portfolio overview, sales ($m), 2005–11

Table 9: Externally sourced portfolio, 2005–11 ($m)

Table 10: Molecule type overview, sales ($m), 2005–11

Table 11: Key products overview

Table 12: Avonex: overview

Table 13: Avonex: sales forecast ($m), 2005–11

Table 14: Avonex: newsflow

Table 15: Tysabri: overview

Table 16: Tysabri: sales forecast ($m), 2005–11

Table 17: Tysabri: newsflow

Table 18: Rituxan: overview

Table 19: Rituxan: sales forecast ($m), 2005–11

Table 20: Rituxan: newsflow

Table 21: Biogen IDEC’s R&D pipeline (Phase I–registration)

TABLE OF FIGURES

Figure 1: Historical and forecast ethical sales performance (% CAGR), Biogen IDEC and biotechnology peer set

Figure 2: Therapeutic focus vs. biotech peer set (%), 2005

Figure 3: Launch, core and expiry, absolute sales growth, 2005–11 (sales as % of 2005 sales), Biogen IDEC

Figure 4: Launch, core and expiry, absolute sales growth, 2005–11 (sales as % of 2005 sales), peer set

Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2005

Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2011

Figure 7: SWOT analysis of Biogen IDEC

Figure 8: Biogen IDEC timeline

Figure 9: M&A/divestment history

Figure 10: Current corporate structure

Figure 11: Revenue & growth rate (ethical sales) ($m), 2002–05

Figure 12: Ethical revenue ($m) and growth rate (%) vs. peer set, 2002–05

Figure 13: Growth drivers/resistor products of historical revenue performance ($m), 2002–05

Figure 14: Operating revenue/cost analysis ($m), 2002–05

Figure 15: Operating cost ratio analysis (% of total revenues), 2002–05

Figure 16: Operating cost ratio vs. peer set, 2002–05

Figure 17: Ethical revenue ($m) and growth rate (%), 2005–11

Figure 18: Top five products by sales ($m), 2005

Figure 19: Top five products by sales ($m), 2011

Figure 20: Growth drivers and resistors by product, 2005–11

Figure 21: Key strategic products, sales ($m), 2005–11

Figure 22: Ethical sales by therapy area ($m), 2005–11

Figure 23: Growth drivers and resistors by therapy area (%), 2005–11

Figure 24: Ethical sales by therapy area (%), 2005–11

Figure 25: Therapy area focus compared with peer set (% total ethical sales), 2005

Figure 26: Therapy area focus compared with peer set (% total ethical sales), 2011

Figure 27: Launch schedule, sales ($m), 2005–11

Figure 28: Core products sales growth ($m), 2005–11

Figure 29: Launch, core and expiry, sales ($m), 2005–11

Figure 30: Launch, core and expiry, absolute sales growth, 2005–11 (sales as % of 2005 sales), Biogen IDEC

Figure 31: Launch, core and expiry, absolute sales growth, 2005–11 (sales as % of 2005 sales), peer set

Figure 32: Externalization dependency, sales ($m), 2005–11

Figure 33: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2005–11

Figure 34: Externalization dependency vs. peer set, % total sales, 2005

Figure 35: Externalization dependency vs. peer set, % total sales, 2011

Figure 36: Geographical sales breakdown ($m), 2005–11

Figure 37: Growth drivers and resistors by geography, sales ($m), 2005–11

Figure 38: US dependency vs. peer set, % total sales, 2005

Figure 39: US dependency vs. peer set, % total sales, 2011

Figure 40: Growth drivers and resistors by molecule type, sales ($m), 2005–11

Figure 41: Molecule type sales breakdown ($m), 2005–11

Figure 42: Biologics dependency vs. peer set, % total sales, 2005

Figure 43: Biologics dependency vs. peer set, % total sales, 2011