生物医药产业的趋势

Nov 16, 2006

Jacques Mulder

Pharma & Biotech Trends

MARKET	General	Diversified Generics	Large Integrated Pharma
		Diversified OTC
	Special	Specialty Generics	Biotech
		Specialty OTC	Specialty Pharma
		Product Cost	Differentiation
		Compete Base

General Diversified Generics

Diversified OTC

Large Pharma

Specialty Generics

Specialty OTC

Specialty Pharma

Special Biotech

Few Many

Number of competitive products

Big Pharma Under Pressure

Volume UP (aging population)

x Price DOWN (pressure from payers)

- Commercial Cost (MKT/Sales, production & distribution) UP

x Exclusivity Period DOWN

- Development Cost UP (trial complexity, investigators & trial sites UP, war for patents)

/ Risk UP (Higher barrier of FDA, regulatory compliance up)

R & D productivity decrease

Margin decrease (18.5%, 17.1%, 14.3%, 12.2%, 2001-2004, respectively, CDER)

Biotech in last 10 years

Patents filed increasing (Scientific founders + small and quick)

Smaller market à

smaller volume, higher price, balanced commercial cost (more targeted) and develop cost (more small trials), and lower risk à balanced profit

5 x $200 MM brands = $1 B blockbuster ?

manage 5 x scientists?

Conduct 5 x studies?

Build 5 x manufacturing plants? NO!

Deploy 5 x sales?

Daily minutes distribution per sales perspective

13 minutes – Detailing

180 minutes - Driving

287 minutes - Waiting

Develop Alliance UP

For: Acquiring Alliance Partner Perspective

Licensing

Because of: New Tech

Big Pharma’s need for products

Alliance between biotech and pharma have increased 300% in last 10 years

Provided 30% funding for biotch

M&A increased 7 times in 10 years, in terms of number of deals

Considering of Offshore Trial:

- cost

- naïve patients

- IP

CRO: number increased, size decreased.