Pharmaceutical Growth Opportunities In Brazil, Russia, India And China: Healthcare Reform, Market Dynamics And Key Players

Published by: Business Insights

Published: Aug. 1, 2006 - 243 Pages

Table of Contents

Executive Summary

The external environment in the BRIC markets

The market opportunity in the BRIC countries

Market composition in the BRIC countries

Competitive dynamics in the BRIC region

Key players and winning strategies

Chapter 1 The external environment in the BRIC markets

Summary

Introduction

Background

Healthcare systems and structures across the BRIC markets

Healthcare financing

Pharmaceutical expenditure in the context of healthcare spends

Private and public sources of healthcare financing

Epidemiological analysis

Major disease states

Structural challenges to pharmaceutical marketers in the BRIC countries

Healthcare delivery

Social aspects

Market factors

Pricing and reimbursement

Healthcare reform in the BRIC countries

Profiles of healthcare systems across the BRIC countries

Brazil

Healthcare system

Healthcare financing and expenditure

Pricing and reimbursement

Political and regulatory issues

Russia

Healthcare system

Healthcare financing and expenditure

Pricing and reimbursement

Political and regulatory issues

India

Healthcare system

Healthcare financing and expenditure

Pricing and reimbursement

Political and regulatory issues

China

Healthcare system

Healthcare financing and expenditure

Pricing and reimbursement

Political and regulatory issues

Chapter 2 The market opportunity in the BRIC countries

Summary

Introduction

BRIC market dynamics

Comparative dynamics between the BRIC markets and the global market

Market composition by therapeutic areas

Market analysis by therapeutic area

Cardiovascular market analysis

CNS disorders market analysis

Cancer market analysis

Respiratory market analysis

Anti-infectives market analysis

Minor therapeutic areas analysis

Forecast sales by therapy area

Chapter 3 Market composition in the BRIC countries

Summary

Introduction

Licensing trends: a comparison with the global market

Market breakdown by country

Brazil

Russia

India

China

Therapeutic licensing trends in the BRIC countries

Cardiovascular

CNS disorders

Cancer

Anti-infectives

Respiratory

Other therapeutic areas

Current and future potential

Chapter 4 Competitive dynamics in the BRIC region

Summary

Introduction

Competitive dynamics in each BRIC market

Brazil

Russia

India

China

Chapter 5 Key players and winning strategies

Summary

Key players in the BRIC markets

Key multinational players

Sanofi-Aventis

Novartis

Pfizer

GlaxoSmithKline

Key medium-sized international players

Gedeon Richter

Servier

Menarini

Key Brazilian regional players

Aché Laboratórios Farmacêuticos

EMS

Medley

Key Indian regional players

Cipla

Nicholas Piramal

Ranbaxy

Key Chinese regional players

HLJ. Harbin

Jiang Su Hengrui Medicine

Yangzijiang/Yangtze River Group

Winning strategies in the BRIC markets

Competitive strategy of key multinational players in the BRIC markets

Competitive strategy of key medium-sized players in the BRIC markets

Competitive strategy of regional pharmaceutical players in the BRIC markets

Brazil

India

China

Chapter 6 Appendix

IMS sales data

Glossary

Index

List of Figures

Figure 1.1: Comparison of pharmaceutical sales in the markets of BRIC, EU5, US and Japan, 2005

Figure 1.2: Average total health expenditure as a proportion of GDP for BRIC, EU5 and the US, 2000-04

Figure 1.3: Healthcare expenditures across the four BRIC countries, 2004

Figure 1.4: Comparison of spends on pharmaceuticals between the US, 5 major EU markets and the BRIC markets, 2004

Figure 1.5: Private healthcare expenditure as a percentage of total healthcare expenditure in the BRIC countries, 2004

Figure 1.6: Structural challenges to pharmaceutical marketers in the BRIC countries

Figure 1.7: Major challenges in healthcare reform in the BRIC countries

Figure 1.8: Average total health expenditure as % of GDP for Brazil and the BRIC economies, 2000-04

Figure 1.9: Summary structure of Brazilian healthcare system

Figure 1.10: Summary structure of the Russian healthcare system

Figure 1.11: Average total health expenditure as % of GDP for Russia and the BRIC economies, 2000-04

Figure 1.12: Summary structure of the Indian healthcare system

Figure 1.13: Average total health expenditure as % of GDP for India and the BRIC economies, 2000-04

Figure 1.14: Summary structure of Chinese healthcare system

Figure 1.15: Average total health expenditure as % of GDP for China and the BRIC economies, 2000-04

Figure 1.16: Average private health expenditure for China, 2000-04

Figure 2.17: Cardiovascular market breakdown by therapy area sales for individual markets of BRIC, 2001-2005

Figure 2.18: CNS market breakdown by therapy area sales for individual markets of BRIC, 2001- 2005

Figure 2.19: Cancer market breakdown by therapy area sales for individual markets of BRIC, 2001- 2005

Figure 2.20: Respiratory market breakdown by therapy area sales for individual markets of BRIC, 2001-2005

Figure 2.21: Anti-infectives market breakdown by therapy area sales for individual markets of BRIC, 2001-2005

Figure 3.22: Comparison of sales in the global and BRIC markets by product category, 2005

Figure 3.23: Comparison of sales in the BRIC market by product category, 2005

Figure 3.24: Penetration of original brands across therapy areas in the BRIC markets, 2005

Figure 3.25: Forecast prospects for market development of major categories of brands by indication, 2006-11

Figure 4.26: Breakdown of the leading pharmaceutical companies in the BRIC markets, 2005

Figure 4.27: Growth dynamics of the leading pharmaceutical companies in Brazil, 2005

Figure 4.28: Growth dynamics of the leading pharmaceutical companies in Russia, 2005

Figure 4.29: Growth dynamics of the leading pharmaceutical companies in India, 2005

Figure 4.30: Growth dynamics of leading pharmaceutical companies in China, 2005

Figure 5.31: Presence of multinational pharmaceutical players in the BRIC market, 2005

Figure 5.32: Presence of medium-sized international pharmaceutical players in the BRIC market, 2005

Figure 5.33: Presence of domestic Brazilian pharmaceutical players in the BRIC market, 2005

Figure 5.34: Presence of domestic Indian pharmaceutical players in the BRIC market, 2005

Figure 5.35: Presence of domestic Chinese pharmaceutical players in the BRIC market, 2005

List of Tables

Table 1.1: Recent statistics on healthcare sector in the BRIC markets, 2004

Table 1.2: Comparison of spends on pharmaceuticals between the US, 5 major EU markets and the BRIC markets, 2004

Table 1.3: Public and private healthcare financing in the BRIC markets, 2004

Table 1.4: Prevalence rates of cardiovascular diseases among the 4 BRIC markets, 2004

Table 1.5: Incidence rates* of cancer among the 4 BRIC markets, 2004

Table 1.6: Summary of pricing and reimbursement policies across the BRIC markets, 2004

Table 1.7: Number of healthcare facilities in Brazil by type of care and type of holding facility, 1980-2002

Table 1.8: Health system expenditure & financing in Brazil, 2000-04

Table 1.9: Healthcare facility statistics for Russia, 2000-04

Table 1.10: Health system expenditure & financing in Russia, 2000-04

Table 1.11: Health system expenditure & financing in India, 2000-04

Table 1.12: Health system expenditure & financing in China, 2000-04

Table 2.13: Pharmaceutical market dynamics across the BRIC countries, 2004-05

Table 2.14: Breakdown of sales by major therapeutic area across the combined BRIC market, 2004-05

Table 2.15: Breakdown of sales by major therapeutic area across the global market, 2004-05

Table 2.16: Breakdown of sales by therapeutic area across the BRIC and the global markets,

84 Table 2.17: Sales by major classes across the BRIC cardiovascular market, 2004-05

Table 2.18: Cardiovascular sales in the BRIC markets by indication and country, 2004-05

Table 2.19: Sales by major classes across the BRIC CNS market, 2004-05

Table 2.20: CNS sales in the BRIC markets by indication and country, 2004-05

Table 2.21: Sales by major classes across the BRIC cancer market, 2004-2005

Table 2.22: Cancer sales in the BRIC markets by indication and country, 2004-05

Table 2.23: Sales by major classes across the BRIC respiratory market, 2004-05

Table 2.24: Respiratory sales in the BRIC markets by indication and country, 2004-05

Table 2.25: Sales by major classes across the BRIC anti-infectives market, 2004-05

Table 2.26: Anti-infectives sales in the BRIC markets by indication and country, 2004-2005

Table 2.27: Sales of other therapeutic categories in the BRIC markets,

Table 2.28: Forecast sales by therapeutic area across the BRIC markets, 2005-11

Table 3.29: Sales in the BRIC countries and global pharmaceutical markets by product category, 2004-05

Table 3.30: Sales in the BRIC pharmaceutical markets by category, 2004-05

Table 3.31: Therapeutic sales in the BRIC pharmaceutical markets by product category, 2005

Table 3.32: Sales of cardiovascular therapeutics in the BRIC markets by product category,

129 Table 3.33: Sales of CNS therapeutics in the BRIC markets by product category, 2005

Table 3.34: Sales of cancer therapies in the BRIC markets by product category, 2005

Table 3.35: Sales of anti-infectives in the BRIC markets by product category, 2005

Table 3.36: Sales of respiratory in the BRIC markets by product category, 2005

Table 3.37: Licensing trends in other therapeutic areas of the BRIC markets, 2005

Table 4.38: Sales of leading companies in the BRIC markets, 2004-05

Table 4.39: Sales of leading pharmaceutical companies in Brazil, 2004-05

Table 4.40: Sales of leading pharmaceutical companies in Russia, 2004-05

Table 4.41: Sales of leading pharmaceutical companies in India, 2004-05

Table 4.42: Sales of leading pharmaceutical companies in China, 2004-05

Table 5.43: Sanofi-Aventis’ sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.44: Sanofi-Aventis’ portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.45: Novartis’ sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.46: Novartis’ portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.47: Pfizer’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.48: Pfizer’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.49: GSK’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.50: GSK’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.51: Gedeon Richter’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.52: Gedeon Richter’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.53: Gedeon Richter’s corporate agreements, 2000-2006

Table 5.54: Servier’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.55: Servier’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.56: Servier’s corporate agreements, 2000-2006

Table 5.57: Menarini’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.58: Menarini’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.59: Menarini’s corporate agreements, 2000-2006

Table 5.60: Aché’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.61: Ache’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.62: Aché’s corporate agreements, 2000-2006

Table 5.63: EMS’ sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.64: EMS’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.65: EMS’s corporate agreements, 2000-2006

Table 5.66: Medley’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.67: Medley’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.68: Medley’s corporate agreements, 2000-2006

Table 5.69: Cipla’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.70: Cipla’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.71: Cipla’s corporate agreements, 2000-2006

Table 5.72: Nicholas Piramal’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.73: Nicholas Piramal’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.74: Nicholas Piramal’s corporate agreements, 2000-2006

Table 5.75: Ranbaxy’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.76: Ranbaxy’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.77: Ranbaxy’s corporate agreements, 2000-2006

Table 5.78: HLJ. Harbin’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.79: HLJ. Harbin’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.80: JS.Hengrui’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.81: JS.Hengrui’s portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.82: JS. Hengrui’s corporate agreements, 2000-2006

Table 5.83: Yangtze’s sales by country in the BRIC pharmaceutical markets, 2004-05

Table 5.84: Yangtze portfolio sales in the BRIC pharmaceutical markets, 2004-05

Table 5.85: Yangtze’s corporate agreements, 2000-2006

Abstract

• Stricter enforcement of intellectual property rights in Brazil, India and China - due to recent membership of the World Trade Organization and compliance with the TRIPS agreement - will provide greater opportunities for drug developers to launch original branded products in these emerging markets.
• Anti-infectives is the leading therapy area in the BRIC markets with sales of $4.9bn in 2005, dominated by sales of antibiotics. The anti-infectives class is characterized by high levels of demand, but increased cost-sensitivity and heavy penetration of branded and unbranded generics.
• Commercial success of major companies in the BRIC markets to date has been based on building a portfolio of bulk generics, while driving growth through the introduction of specific products for high value disease states.
• Sanofi-Aventis is the leading player in the combined BRIC market, with sales of $883m in 2005. Despite holding strong positions in Russia, Brazil and India, Sanofi-Aventis' share of the BRIC market is just 3.9%, illustrating the heavy fragmentation of the industry.

• What are the major regulatory, financial and structural challenges faced by companies launching branded products in the BRIC markets?
• Which of the BRIC markets have the greatest penetration of original branded products?
• Which of the therapeutic markets in Brazil, Russia, India and China offer the greatest potential for future franchise growth?
• Who are the major multinational and domestic players in the BRIC markets, and how are competitive dynamics forecast to change in the next 5 years?
• Which companies are best positioned to succeed in the BRIC pharmaceutical markets over the period 2006-2011?

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