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PharmaVitae 2004: Shire Pharmaceuticals Global AnalysisPublished by: Datamonitor Published: Jun. 15, 2004 - 117 Pages Table of ContentsTABLE OF CONTENTS CHAPTER 1 EXECUTIVE SUMMARY 4 Key findings 4 Current positioning: competitive outlook 2003 5 Future performance: growth drivers and resistors 2004-10 6 Evolution in therapeutic focus: 2003 - 10 8 Key issues facing Shire Pharmaceuticals: 2004 - 10 9 Strategic outlook 10 CHAPTER 2 GLOBAL COMPANY STRATEGY 18 Introduction to Shire Pharmaceuticals 19 Assessment of strategic position 20 Strengths 20 Weaknesses 21 Opportunities 24 Threats 25 Therapeutic foci 26 R&D productivity 30 Development opportunities 31 Organic growth 31 Partnerships/licensing 32 Mergers and acquisitions 33 Geographical expansion 36 Implications of financial position 37 CHAPTER 3 GLOBAL PORTFOLIO AND PIPELINE ANALYSIS 39 Therapy area focus in 2003 40 Business development by therapy area 42 Forecast revenue stream, 2004-10 45 Therapy area forecasts to 2010 45 CNS franchise 48 Marketed products 48 R&D compounds 62 CNS portfolio sales forecasts and forecast revenue growth 70 Gastrointestinal franchise 71 Marketed products 71 R&D compounds 76 Gastrointestinal portfolio sales forecasts and forecast revenue growth 80 Oncology franchise 81 Marketed products 81 R&D compounds 85 Oncology portfolio sales forecasts and forecast revenue growth 88 Other products 89 Marketed products 89 R&D compounds 92 Other products sales forecasts and forecast revenue growth 99 CHAPTER 4 CORPORATE DEVELOPMENT 102 Financial position, 1999 - 2003 103 Profitability, 1999-2003 103 Revenue growth 104 Cost structure 105 Liquidity, 1999-2003 106 2003 performance benchmarking 107 Business model clustering according to 2003 cost ratios 107 2003 growth and investment momentum 110 Key events shaping corporate activity, 2003-2004 111 Merger and acquisition activity 111 Corporate alliances and deals 112 Regulatory affairs 114 Other business development and news 116 CHAPTER 5 APPENDIX : SUPPORTING DATA 117 Exchange rates 117 Methodology for therapy area forecasting 118 LIST OF TABLES Table 1: Combined Shire Pharmaceuticals’s regional sales, 2003 35 Table 2: Breakdown of Shire’s ethical sales by therapy area, 2002-03 39 Table 3: Forecast sales for Shire Pharmaceuticals’s major therapy areas, 2004-10 44 Table 4: Shire Pharmaceuticals’s marketed CNS portfolio 47 Table 5: Shire Pharmaceuticals’s CNS R&D pipeline, 2003 61 Table 6: Forecast sales for Shire Pharmaceuticals’s CNS portfolio, 2004-10 69 Table 7: Shire Pharmaceuticals’s marketed gastrointestinal portfolio 70 Table 8: Shire Pharmaceuticals’s gastrointestinal R&D pipeline, 2003 75 Table 9: Forecast sales for Shire Pharmaceuticals’s gastrointestinal portfolio, 2004-10 79 Table 10: Shire Pharmaceuticals’s marketed oncology portfolio 80 Table 11: Shire Pharmaceuticals’s oncology R&D pipeline, 2003 84 Table 12: Forecast sales for Shire Pharmaceuticals’s oncology portfolio, 2004-10 87 Table 13: Shire Pharmaceuticals’s other marketed products 89 Table 14: Shire Pharmaceuticals’s other R&D products, 2004 91 Table 15: Forecast sales of Shire Pharmaceuticals’s other products portfolio, 2004-10 99 Table 16: Shire’s revenues by division, 2002-03 103 Table 17: Shire’s operating expenses, 2002-03 104 Table 18: Summary of Shire’s M&A activity, 2003-04 110 Table 19: Summary of Shire’s historical agreements, 2003-04 111 Table 20: Exchange rates, 2003 116 LIST OF FIGURES Figure 1: Competitive positioning of Shire Pharmaceuticals within the European pharmaceutical market, 2003 5 Figure 2: Shire Pharmaceuticals’s growth drivers and resistors, 2004-10 6 Figure 3: Evolution of Shire Pharmaceuticals’s therapeutic focus, 2003-10 8 Figure 4: R&D dependence of Shire’s sales by therapy area, 2002-10 9 Figure 5: Assessment of Shire Pharmaceuticals’s strategic position, 2004 10 Figure 6: Shire’s absolute (risk-free) and risk-adjusted product sales, 2001-2010 22 Figure 7: Development of Shire’s therapeutic strategy, 2004-2010 28 Figure 8: Breakdown of Shire Pharmaceuticals’s sales by region, 2002-03 36 Figure 9: Breakdown of Shire’s ethical sales by therapy area, 2003 40 Figure 10: Shire Pharmaceuticals’s business development by therapy area 42 Figure 11: Forecast sales for Shire Pharmaceuticals’s major therapy areas, 2004-10 46 Figure 12: US Sales of Shire’s Adderall ADHD franchise and its generic competitors 50 Figure 13: Shire Pharmaceuticals’s profitability stream, 1999-2003 102 Figure 14: Shire’s liquid assets versus total liabilities,1999-2003 105 Figure 15: R&D and S,G&A spend and COGS as a proportion of sales, 2003 107 Figure 16: Benchmarking of financial strength, 2003 109 AbstractIntroductionThis analysis examines the current position and future outlook for Shire in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-7 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information. Reasons to Purchase Evaluate Shire's program of rationalization and global integration following its strategic review in 2003 Assess the impact of generic competition to Shire's Adderall franchise Benchmark Shire's performance against key rivals in the ethical pharmaceutical sector Get Full Details About This Report >> |
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