Pharmaceutical:

Datamonitor
Management Report  May 2006

'Big Pharma' (non-biotech companies with annual revenues >$10bn) has historically focused on small molecules. However, this is set to change, with around 60% of revenue growth forecast to come from biologic products (therapeutic proteins and monoclonal antibodies): by 2010, annual sales of biologics will have increased by $26bn, compared to a $13bn increase for small molecules.

• Global sales forecasts for all Big Pharma products, split by company, therapy area and technology type, spanning the period 200110
• Introduction to the 'technology lifecycle' concept and assignment of each of the four drug classes to distinct positions along the lifecycle
• Evaluation of the competitive forces that impact the drug types, including generic exposure, access to new technology suppliers and pricing leverage
• Strategic assessment of Roche's relationship with Genentech, and Novartis' contrasting approach of pursuing growth in the small molecule arena

Within the Big Pharma peer set, the revenue growth rate to 2010 forecast for biologics is a robust CAGR of 13.0%, outstripping the near-static CAGR of 0.9% predicted for small molecules. The small molecule growth rate is depressed by continued exposure to intense generic competition.

Big Pharma has assumed a strong position within the antibody market, a major attraction of this product type being the total absence of generic risk. In contrast, bio-similars are an emerging threat for members of the therapeutic protein class.

Roche is the leading Big Pharma player within the biologics market. It holds an extremely strong position in the antibody market thanks to its 1990 merger with Genentech. As a result, Roche is forecast to record the highest sales growth rate to 2010 within the peer set, equal to an increase in annual company sales of $14bn.

• Understand, in dollar terms, the changing nature of product technology within 'Big Pharma' using sales forecasts through to 2010
• Assess the competitive forces driving significantly stronger growth for antibodies in comparison to small molecules and therapeutic proteins
• Be prepared for the end-of-decade acceleration in vaccine sales and scan the horizon for future technology waves, including nucleic acid therapeutics

For full details, please email jenniferc@cmsinfo.com

Order Form

For more information about us, visit CMSinfo.