hale & tempest global generics & companies chesapeake dr. brian w tempest ...
TRANSCRIPT
Hale & Tempest
Global Generics & Companies
Chesapeake
Dr. Brian W Tempest
www.briantempest.com
UK
March 2014
Hale & Tempest
3. Global Generic
Marketplace
Hale & Tempest
Patent Thickets (for Perindopril)
Hale & Tempest
Branded Generics
Promotion to doctors rather than pharmacists Relevant to Central Europe, East Europe,
Latam, Asia Consistent sales year on year No huge highs & lows for sales and profits Need field force to promote products Tend to be profitable Promoted in conventional manner Global generic brands
Hale & Tempest
Niches
Injectables OTC - brands last forever NDDS - once a day technology Difficult Chemistry - hormones, penems, peptides Natural Products Fermentation technology Aerosols Implants Patches Branded generics Biosimilars Para 4 180 days USA exclusivity/first day EU launches
Hale & Tempest
Generic Global Volume Share Source: Sandoz
Hale & Tempest
Generics 35% Premium over last 10yearsSource: Societe Generale June 2013
Hale & Tempest
Generics versus Big Pharma
Hale & Tempest
Generic Profit Margin Profile in descending order source: Deutsche Bank July 2010
Hale & Tempest
Molecules - Cost of development
source: Societe Generale
Hale & Tempest
Global Pharma Market Size
Hale & Tempest
Global Pharma Spending 2011 to 2016
source: IMS 17 June 2013, Brand/Generic//Other
Hale & Tempest
66 Cos received WLs between 2010 and June 2013 with 8 from India source: Daily Mail 13 October 2013
Hale & Tempest
Generics - Rising Risk & Competition
Hale & Tempest
Patent Expiries to 2018 source: EvaluatePharma 2012
Hale & Tempest
Products Going Off Patent in 2015 $33bSource: Evaluate Pharma 14 February 2013
Hale & Tempest
Counterfeit Medicines source WHO fact sheet N275; India level at 3% Source IPF-WHO
Hale & Tempest
Generic Cos by Sales over last Decade
source: Citi Research August 2013
Hale & Tempest
Generic Cos – Operating Cash Flow
source: Citi Research August 2013
Hale & Tempest
4. Global Generic
Companies
Hale & Tempest
Top 21 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/21
Hale & Tempest
Next 26 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/26
Hale & Tempest
The Teva Future – Standing Still Source: RBC Capital 12 December 2012
Hale & Tempest
Teva Losing Control of Costs in the EU source: Teva June 2012
Hale & Tempest
Sandoz Sales 2012
source: Novartis, Generics Bulletin June 7 2013
Hale & Tempest
Actavis Sales Momentum Source: RBC 12 March 2013
Hale & Tempest
Actavis Sales Momentum Source: RBC 12 March 2013
Hale & Tempest
Actavis R&D Assets
source: Actavis Promotional Material before Warner Chilcott acquisition
Hale & Tempest
Actavis Manufacturing Assets
source: Actavis Promotional Material before Warner Chilcott acquisition
Hale & Tempest
Global footprint of Watson/Actavis
Hale & Tempest
Cash Acquisitions vs free cash flowsource: FT 19 February 2014
Hale & Tempest
Actavis is favoured by Investorssource: Daily Finance 21 January 2014
Hale & Tempest
Mylan Sales Momentum Source: RBC 12 March 2013
Hale & Tempest
Mylan Sales Momentum Source: RBC 12 March 2013
Hale & Tempest
Mylan acquires 9 plants source: FiercePharma February 2014
Hale & Tempest
Stada focus on Russia Source: Stada
Hale & Tempest
Stadasource: Jefferies March 2014
Hale & Tempest
Stadasource: Jefferies March 2014
Hale & Tempest
Sanofi Generics 2012 Source: Generics bulletin 15 February 2013
