Biopharma Quarter: Key Trends and Events of the Third Quarter of 2009
Decision Resources
December 11, 2009 37 Pages - SKU: DECR2523973
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The rules of the game in healthcare are changing. Although U.S. healthcare reform has yet to coalesce, the
European Union is cracking down on generics shipments, stirring up controversy about trade rules and counterfeit
drugs, and ratcheting up its oversight of antitrust laws, launching an investigation into purported agreements
between a pharma company and generics manufacturers to keep generic alternatives off the market. Companies
are looking outside of their traditional strongholds and toward new opportunities in emerging geographical
markets, niche diseases, and targeted approvals.
Questions Answered in This Report
- Healthcare reform initiatives in the United States and related global moves toward cost-containment intensifi
ed in the third quarter. What is the outlook for U.S. healthcare reform as the issue becomes more
heated? What are the implications for the generics drug business? How do these changes shape the
emerging personalized medicine business model? How must pharma companies adapt to become winners
in a new marketplace?
- Dealmaking activity increased slightly in the third quarter of 2009 relative to the prior quarter. Which companies
were most active? What trends in dealmaking illustrate company strategies?
- Emerging geographical markets are of great interest to makers of branded and generic pharmaceuticals. How
are companies gaining access to these markets? What are some of the challenges of reaching these
markets?
- The 2006 U.S. approval of a vaccine against human papillomavirus, for use in young girls with the goal of
warding off HPV and consequent cervical cancer, was controversial. How has that vaccine been received?
What events have occurred since that initial approval? How are commercial dynamics related to this
marketplace evolving?
Scope
- Events: Genetic testing, personalized medicine, companion diagnostics, testing uptake; Genzyme's
troubles; HPV vaccine approvals; HIV vaccine development.
- Dealmaking: Companies, deal values, historical comparisons, trends, technologies, products.
- Generics: Watson expands, Wockhardt contracts; EU generic shipment seizures; legislative defi nition
loopholes; EC antitrust investigations; U.K. generic substitution plans.
- Healthcare reform: Rational scenarios; winners and losers; size, scale, and focus of companies before and after reform.
Please note, the PDF e-mail from publisher version of this report is for a global site license.
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- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Introduction
- Events Perspective
- The Genetic Testing Component of Personalized Medicine—Who Is Passing and Who Is Failing?
- Genzyme: Will the King of Rare Diseases Lose Its Throne?
- HPV Vaccine Developments: Gardasil vs. Cervarix
- AIDS Vaccine Breakthroughs: Therapeutic and Prophylactic Possibilities
- Deals Perspective
- Dealmaking Initiatives in Emerging Markets
- M&A Activity Energized
- Notable Product Deals
- Therapy-Area Deals
- Technology Deals
- Generics Perspective: Contracts, Controversy, Confl ict, and Competitiveness
- Buying and Selling in the Industry
- EU Seizes Indian Generics in Transit and Fuels Controversy
- European Commission Investigates the Activities of Servier
- Sanofi ’s Generic Problems Multiply
- U.K. Plans for Generic Substitution Delayed
- Strategy Perspective: Healthcare Reform and the Future of Pharma
- The Pharma Factor
- Rational Scenarios
- Ramifi cations for Pharma
- Winners
- Losers
- Decision Time
- Key Strategic Issues
- Scale and Size
- Focus
- The Bottom Line
- Tables
- 1. HER2 Tests on the Market
- 2. Diagnosed Incident Cases, by Stage, of Cervical Cancer in the Major Pharmaceutical Markets, 2008 and 2013
- 3. Diagnosed Incident Cases of HIV Infection in the Major Pharmaceutical Markets, 2008 and 2013
- 4. Top Company Dealmaking Activity, Q3 2009
- 5. Select Deals by Therapeutic Area, Q3 2009
- 6. Select Stem Cell Deals, Q3 2009
- 7. Select Foreign Acquisitions by U.S. Generics Companies
- 8. Recent EMEA Generics Approvals
- 9. Blockbusters Facing Patent Expiry in 2010
- Figures
- 1. Select Product/Franchise Shares of Genzyme Revenue, 2008
- 2. Number of Third-Quarter Deals, 2006-2009
- 3. Number of Deals Valued at More than $100 Million in the Third Quarter of Each Year, 2006-2009
- 4. Number of Deals with a Focus on Emerging Markets, 2009
- 5. Select Mergers and Acquisitions Valued at More than $250 Million, Q3 2009
- 6. Select Product Deals Valued at More than $100 Million, Q3 2009
- 7. Percentage of Deals by Therapeutic Area, Q3 2009
- 8. Percentage of Deals by Technology, Q3 2009
- 9. Number of Deals with a Focus on Stem Cell Technology, Q3 2009
- 10. Healthcare Statistics in the United States vs. Select Nations
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