Monoclonal Antibodies Report Part II: Companies - Holding mAbs in portfolio promises protection against the looming 2011-12 patent cliff

Published by: Datamonitor

Published: Sep. 26, 2007 - 277 Pages

Table of Contents

About the PharmaVitae team

Scope of the report

CHAPTER 1 EXECUTIVE SUMMARY

Key findings

Total market outlook

Monoclonal antibody market outlook

Introduction to the PharmaVitae universe

Prescription pharmaceutical market performance, 2006-12

Generic competition and the 'patent cliff' - the key driver of market growth

Balance of launch and expiry products in the prescription pharmaceutical market, 2006-12

The majority of expiry driven sales decline occurs over the 'patent cliff'

Prescription pharmaceutical sales by molecule type, 2006-12

Generic competition and the 'patent cliff' - an exclusive burden on small molecules

Absolute annual sales growth by molecule type, 2006-12

Sales growth rate by molecule type, 2006-12

mAb market performance 2006-12

mAbs are the most attractive product segment in the prescription pharmaceutical market, 2006-12

Contrasting fortunes - Roche versus Pfizer

mAb market penetration - insulation from the 'patent cliff'

Which companies have the mAbs?

Established mAb players

The role of Big Pharma

The 'Big 5' products

Genentech & Roche

Johnson & Johnson

Abbott

Strategies of the four incumbent players

Emerging mAb players

Emergent biotech players have gained scale

The need to circumvent the 'Big 5' products

Direct head-to-head competition

Position as complementary therapy to incumbent mAb

Access patients who are refractory to gold-standard therapy

Biogen IDEC

Amgen

Novartis

UCB Pharma

CHAPTER 2 MAB COMPANY ANALYSIS

Key findings

The monoclonal antibody business model

mAb technology providers

Early-stage mAb developers

Late-stage mAb developers

Fully-integrated companies

Case study: PDL BioPharma

mAb alliance network

Early-stage alliances

Late-stage alliances

mAb driven M&A activity

Key players in the mAb market

Historical mAb company landscape

Forecast mAb company landscape

mAb sales dependency

Therapeutic focus

Oncology mAb market

AIID mAb market

Other mAb market

Technology focus

Pipeline focus

Emerging mAb technology providers

Private company overview

mAb company profiles

CHAPTER 3 ROCHE/GENENTECH

Introduction

Genentech partnership gives Roche mAb market superiority

Global licensing of Genentech products

The emergence of an oncology giant

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Avastin (bevacizumab)

Overview

Current market assessment

Future market assessment

Rituxan (rituximab)

Overview

Current market assessment

Future market assessment

Herceptin (trastuzumab)

Overview

Current market assessment

Future market assessment

Lucentis (ranibizumab)

Overview

Current market assessment

Future market assessment

Xolair (omalizumab)

Overview

Current market assessment

Future market assessment

Raptiva (efalizumab)

Overview

Current market assessment

Future market assessment

Actemra (tocilizumab)

Overview

Current market assessment

Future market assessment

Zenapax (daclizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

CHAPTER 4 JOHNSON & JOHNSON

Introduction

Acquisition of Centocor central to J&J's antibody presence

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Remicade (infliximab)

Overview

Current market assessment

Future market assessment

Reopro (abciximab)

Current market assessment

Future market assessment

mAb pipeline

Golimumab

Overview

Future market assessment

CHAPTER 5 ABBOTT LABORATORIES

Introduction

In-licensing strategy secures Abbott's mAb position

Humira central to Abbott's growth in the wake of core genericization

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Humira (adalimumab)

Overview

Current market assessment

Future market assessment

Synagis (palivizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Numax (motavizumab)

Overview

Future market assessment

CHAPTER 6 UCB PHARMA

Introduction

Celltech innovation to drive long-term opportunity

Cimzia central to UCB's medium-term accruement from Celltech acquisition

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb pipeline

Cimzia (certolizumab pegol)

Overview

Future market assessment

LymphoCide (epratuzumab)

Overview

Future market assessment

CHAPTER 7 BIOGEN IDEC

Introduction

mAb platform supported by manufacturing and development infrastructure

Tysabri central to medium-term growth potential

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Tysabri (natalizumab)

Overview

Current market assessment

Future market assessment

Rituxan (rituximab)

mAb pipeline

Galiximab (anti-CD80)

Lumiliximab (anti-CD23)

Daclizumab (anti-CD25)

Volociximab (anti-AAB1)

CHAPTER 8 AMGEN

Introduction

Abgenix integration diversifies Amgen's robust molecule focus

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Vectibix (panitumumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Denosumab

Overview

Future market assessment

AMG 531 (anti-MGDF)

Overview

Future market assessment

CHAPTER 9 NOVARTIS

Introduction

Externalization pursuits provide Novartis with mAb opportunity

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Xolair (omalizumab)

Lucentis (ranibizumab)

mAb pipeline

Mycograb (efungumab)

Future market assessment

CHAPTER 10 MEDIMMUNE

Introduction

mAb SWOT

mAb alliances

Financial position

Historical sales performance

Forecast sales performance

mAb portfolio

Synagis (palivizumab)

Overview

Current market assessment

Future market assessment

mAb pipeline

Numax (motavizumab)

Overview

Future market assessment

CHAPTER 11 APPENDIX

References

Abbreviations

List of Tables

Table 1: PharmaVitae company coverage by peer set

Table 2: Forecast sales by molecule type ($m), 2006-12

Table 3: mAb market overview, sales ($m), 2003-12

Table 4: Sales ($m) of 'top 4' mAb players in 2003, 2006 and 2012

Table 5: Key examples of mAb-fuelled M&A

Table 6: mAb market overview, sales ($m), 2003-12

Table 7: Oncology mAb market sales ($m) by company, 2006 and 2012

Table 8: AIID mAb landscape, sales ($m), 2006 and 2012

Table 9: Other TAs mAb landscape, sales ($m), 2006 and 2012

Table 10: Technology presence by company, marketed mAbs in 2012

Table 11: mAb pipeline by company, preclinical to launched

Table 12: Private mAb company landscape

Table 13: mAb company profiles, sales ($m)

Table 14: Roche/Genentech's operating revenue/cost analysis ($m), 2003-06

Table 15: Roche/Genentech's historical performance, sales ($m), 2003-06

Table 16: Roche/Genentech's forecast performance, sales ($m), 2006-12

Table 17: Roche/Genentech marketed mAb portfolio

Table 18: Roche/Genentech's mAb pipeline (Phase I-III)

Table 19: J&J's operating revenue/cost analysis ($m), 2003-06

Table 20: J&J's historical performance, sales ($m), 2003-06

Table 21: J&J's forecast performance, sales ($m), 2006-12

Table 22: J&J's mAb portfolio

Table 23: J&J's mAb pipeline

Table 24: Abbott's operating revenue/cost analysis ($m), 2003-06

Table 25: Abbott's historical performance, sales ($m), 2003-06

Table 26: Abbott's forecast performance, sales ($m), 2006-12

Table 27: Abbott's mAb portfolio

Table 28: Abbott's mAb pipeline

Table 29: UCB's operating revenue/cost analysis ($m), 2003-06

Table 30: UCB's historical performance, sales ($m), 2003-06

Table 31: UCB's forecast performance, sales ($m), 2006-12

Table 32: UCB's mAb pipeline

Table 33: Biogen Idec's operating revenue/cost analysis ($m), 2003-06

Table 34: Biogen Idec's historical performance, sales ($m), 2003-06

Table 35: Biogen Idec's forecast performance, sales ($m), 2006-12

Table 36: Biogen Idec's marketed mAb portfolio

Table 37: Biogen Idec's mAb pipeline

Table 38: Amgen's operating revenue/cost analysis ($m), 2003-06

Table 39: Amgen's historical performance, sales ($m), 2003-06

Table 40: Amgen's forecast performance, sales ($m), 2006-12

Table 41: Amgen's marketed mAb portfolio

Table 42: Amgen's mAb pipeline

Table 43: Novartis's operating revenue/cost analysis ($m), 2003-06

Table 44: Novartis's historical performance, sales ($m), 2003-06

Table 45: Novartis's forecast performance, sales ($m), 2006-12

Table 46: Novartis's mAb portfolio

Table 47: Novartis's mAb pipeline

Table 48: MedImmune's operating revenue/cost analysis ($m), 2003-06

Table 49: MedImmune's historical performance, sales ($m), 2003-06

Table 50: MedImmune's forecast performance, sales ($m), 2006-12

Table 51: Abbott's mAb portfolio

Table 52: MedImmune's mAb pipeline

List of Figures

Figure 1: Pharmaceutical market performance, sales ($m) and year-on-year growth (%), 2006-12

Figure 2: Sales growth by launch, core & expiry (ethical sales $m), 2006-12

Figure 3: Expiry portfolio, year-on-year

change in annual sales ($m), 2006-12

Figure 4: Forecast sales by molecule type ($m), 2006-12

Figure 5:

Change in annual sales ($m) by molecule type, 2006-12

Figure 6: Sales compound annual growth rate (CAGR) by molecule type, 2006-12

Figure 7: mAb market outlook, sales ($m) and year-on-year growth (%), 2006-12

Figure 8: Top five PV growth drivers & resistors, sales ($m), 2006-12

Figure 9: Absolute growth by company, sales ($m), 2011-12

Figure 10: Percentage growth by molecule type, 2011-12

Figure 11: mAb sales by company, 2006-12 (US$m)

Figure 12: The established mAb players - absolute annual sales growth ($m), 2006-12

Figure 13: Dominance of the 'Big 5' mAb products - The 'big 5' mAbs have held over 70% of mAb sales since 2003 and are forecast to retain this market dominance until 2012

Figure 14: Genentech/Roche absolute sales growth by molecule type, ($m) 2006-12

Figure 15: J&J's absolute growth by molecule type, sales ($m), 2006-12

Figure 16: Abbott's absolute growth by molecule type, sales ($m), 2006-12

Figure 17: The emerging mAb players - absolute annual sales growth ($m), 2006-12

Figure 18: Dominance of oncology and AIID in mAb market - mAb absolute annual sales growth ($m), 2006-12

Figure 19: Biogen IDEC's absolute growth by molecule type, sales ($m), 2006-12

Figure 20: Amgen's absolute growth by molecule type, sales ($m), 2006-12

Figure 21: Novartis's absolute growth by molecule type, sales ($m), 2006-12

Figure 22: UCB's absolute growth by molecule type, sales ($m), 2006-12

Figure 23: mAb company evolution

Figure 24: Examples of company placement across the mAb business model

Figure 25: Major factors motivating mAb-fuelled acquisition

Figure 26: mAb sales by company ($m), 2003, 2006 and 2012

Figure 27: mAb sales by company ($m), 2003-06

Figure 28: Absolute mAb sales growth ($m), 2003-06

Figure 29: mAb market outlook ($m), 2006-12

Figure 30: mAb sales by company ($m), 2006-12

Figure 31: Absolute mAb sales growth ($m), 2006-12

Figure 32: mAb sales dependency (%), 2006

Figure 33: mAb sales dependency (%), 2012

Figure 34: mAb landscape by therapy area, 2006-12

Figure 35: Oncology mAb landscape, 2006 and 2012

Figure 36: AIID mAb landscape, 2006-12

Figure 37: Other mAb landscape, 2006-12

Figure 38: Technology presence by company, marketed mAbs in 2012

Figure 39: mAb programs by company, preclinical to launched

Figure 40: No. of commercial and institutional collaborations, circle size corresponds to no. of mAb programs

Figure 41: SWOT analysis of Roche/Genentech

Figure 42: Genentech (and Roche) major mAb alliances

Figure 43: Roche/Genentech mAb vs. non-mAb sales ($m), 2003-06

Figure 44: Roche/Genentech mAb vs. non-mAb sales ($m), 2006-12

Figure 45: Roche/Genentech consolidated mAb product sales ($m), ~ 2006-12

Figure 46: J&J's SWOT analysis

Figure 47: J&J's major mAb alliances, past and present

Figure 48: J&J's mAb vs. non-mAb sales ($m), 2003-06

Figure 49: J&J's mAb vs. non-mAb sales ($m), 2006-12

Figure 50: J&J's mAb product sales ($m), 2006-12

Figure 51: Abbott's mAb SWOT analysis

Figure 52: Abbott's major mAb alliances, past and present

Figure 53: Abbott's mAb vs. non-mAb sales ($m), 2003-06

Figure 54: Abbott's mAb vs. non-mAb sales ($m), 2006-12

Figure 55: Abbott's mAb product sales ($m), 2006-12

Figure 56: UCB's SWOT analysis

Figure 57: UCB's major mAb alliances, past and present

Figure 58: UCB's mAb vs. non-mAb sales ($m), 2006-12

Figure 59: UCB's mAb product sales ($m), 2006-12

Figure 60: Biogen Idec's SWOT analysis

Figure 61: Biogen Idec's major mAb alliances, past and present

Figure 62: Biogen Idec's mAb vs. non-mAb sales ($m), 2006-12

Figure 63: Biogen Idec's mAb product sales ($m), 2006-12

Figure 64: Amgen's SWOT analysis

Figure 65: Amgen's major mAb alliances, past and present

Figure 66: Amgen's mAb vs. non-mAb sales ($m), 2006-12

Figure 67: Amgen's mAb product sales ($m), 2006-12

Figure 68: Novartis's SWOT analysis

Figure 69: Novartis's major mAb alliances, past and present

Figure 70: Novartis's mAb vs. non-mAb sales ($m), 2003-06

Figure 71: Novartis's mAb vs. non-mAb sales ($m), 2006-12

Figure 72: Novartis's mAb product sales ($m), 2006-12

Figure 73: MedImmune's SWOT analysis

Figure 74: MedImmune's major mAb alliances, past and present

Figure 75: MedImmune's mAb vs. non-mAb sales ($m), 2003-06

Figure 76: MedImmune's mAb vs. non-mAb sales ($m), 2006-12

Figure 77: MedImmune's mAb product sales ($m), 2006-12

Abstract

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