行业报告全球制药业发展战略PPT课件

.,1,StrategicChangesintheGlobalPharmaceuticalMarket,Dr.BrianWTAugust2011,.,2,DrBrianTempestadvisesCompanies,Banks,HighNetWorthIndividualsandInvestmentFundsontheirStrategyintheEmergingWorldbasedonhiswideexperienceinChina,Japan,SouthEastAsiaandIndiawherehehaslivedforthelastdecade.BrianhasworkedforRanbaxyLaboratoriessince1995holdingthepositionofManagingDirectorandChiefExecutiveOfficeruntil2005.HewasthenChiefMentorandNonExecutiveDirectoruntil2008whenheretired.HeisoneofthefewwesternerstohaveledaSensexNifty50IndianblueChipMNCandasaresulthasavaluableinsightintoIndia.BrianhasalsoworkedforGlaxoasRegionalDirectorFarEastandRegionalDirectorMiddleEast&Africafrom1985to1992.BrianhasworkedinthePharmaceuticalIndustryforthelast40yearsandhasmanagedHealthcarebusinessesinNorthAmerica,SouthAmerica,Europe,Africa,MiddleEast,Australasia,China,JapanandIndia.HehasalsoledmanysessionsatInvestorMeetingsheldaroundtheworld.HeisnowIndependentChairmanofReligareCapitalMarketsPLCandNonExecutiveDirectorofSRLthelargestIndianDiagnosticCompany.BrianisaninternationaladvisortoMAPE,IndiaandtheUnitedNations(UNCTAD)inadditiontobeingamemberoftheSCRIPGlobalawardspanelheisontheEditorialBoardoftheJournalofGenericMedicines.B.BrianhasaPhDinPolymerChemistryfromLancasterUniversityin1971andin2009hebecameChairmanoftheAdvisoryBoardfortheLancasterUniversityManagementSchoolwhichranks4thintheUKHeisaFellowoftheRoyalSocietyofMedicineandaFellowoftheRoyalSocietyofChemistryandisaCharteredChemist.HeisnowChairmanandSeniorPartnerofHale&Tempest,.,3,GenericMedicinesarepartoftheSolutionforAgeingPopulations,.,4,China/Indiawith37%population,14%ofwealthandmostoftheGDPgrowth,.,5,StructuralChange-BigPharma,.,6,In2010,FDAapprovedOnly21NewDrugSource:Fiercebiotech22Jan2011,.,7,USADept.ofJFinesonBigPharmaSource:ChemistryWorldJan2011,.,8,USABatchRecallsSource:DeutchenBank29March2011,.,9,Approvals&ReimbursementsSource:PharmatimesUKJuly-August2010,.,10,BigPharmaLosingtoLocalPlayersSourceGSKPresentation,.,11,EmergingWorldShareofPharmaSourceEIU,OECD,WHO,IMS,RolandBerger,.,12,Top8CosinEmergingMarkets2008,.,13,IncreasingPaceofEmergingMarketsAcquisitions,EmergingMarketInvestorDaysMarch16,2010December10,2009July2,2009,LargePharmaEnteringGenerics,Withtheslow-downofWesternmarkets,Pharmaarerapidlyrepositioningtofocusonemergingmarketsforgrowth,.,14,SalesForceJobCutsinPresssince2009,.,15,StructuralChangeGenericCompanies,.,16,Asiavs.theWesternGenericCompaniesSource:Factset,Religare,.,17,PricingPressuresSource:Watson,.,18,EuropeanGenericPricesSourceRanbaxy,.,19,EuropeanGenericPricesSourceRanbaxy,.,20,USA-ANDAGrowingApprovalTimesSourceFDAChiefMHamburg,GpHAConferenceFebruary2010,200516.3monthsaverage200926.7monthsaverageAround2000ANDAsawaitingapprovalFDAexplainedasaresultofstaffshortagesRegulatoryfilingfeesneeded,.,21,SeasonofWarningLetters/ImportAlertsSource:DeutcheBankJuly2011,.,22,USA-LitigationSuccessRatesSourceRBCCapitalMarketsJanuary152010,PatentChallengesonrise-65FTFsin2009Successrateat48%-or76%includingdeals3courtshold69%with36%successe.g.NJ4courtsneverruledagainstgenericse.g.NYAtrisklaunchesontherise6in2009Tevahas12ofthe28atrisklaunches2002/9Settlementsontherise54in2009TevaaccountsforathirdofallsettlementsAuthorizedgenericsontherise25in2009WatsonrepresentsafifthofallAGs,.,23,GenericProfitMarginProfileindescendingordersource:DeutscheBankJuly2010,.,24,Top25GlobalGenericCompaniesSource:GenericsBulletin10June2011,.,25,Next24GlobalGenericCompaniesSource:GenericsBulletin10June2011,.,26,PatentExpiriesSource:Sandoz,.,27,In2016,AmongTop10,8willbeBiologic/Resp,Source:SandozEGAConference2011,.,28,StructuralChangesIndianPharmaCompanies,.,29,WHOPreQualifiedProducts,.,30,IndianGenericFDAANDAApprovals,.,31,NicheTechnologySource:MAPE,.,32,IndiaShareofCRAMSMarket,.,33,LotsofOpportunityforCROsinIndiaSource:16Feb2011,.,34,MacroStructuralChanges,.,35,Pfizer&Hisun,.,36,PharmaWholesalersetsupChinaJVUKCooptheworldslargestconsumercooperative,GBP10bUKcompanyrunningfoodstores,banks,insurance,funeralhomes,travelagents,farmsandpharmacies3rdrankpharmacychaininUKwith800storesOwnsUKpharmaceuticalwholesalerSantsOpusMarketingJVwithDayLewisPharmacyChainoffers113productsunderProspectbrandTianjinTaslySantsManufacturingJVopened2010,“productionunderway”Jun2011WithInvestmentGBP20m,200staff,.,37,ChinaPharmaIndustryCapexPlansSource:Str