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Commercial Insight: HIV - The battle for market share is getting fiercer

Published by: Datamonitor

Published: Aug. 20, 2008 - 188 Pages


Table of Contents


CHAPTER 1 EXECUTIVE SUMMARY
Datamonitor insight into the disease market
Related reports
CHAPTER 2 MARKET DEFINITION
Market definition for this report
Disease definition
Overview of antiretroviral classes
Nucleoside reverse transcriptase inhibitors (NRTIs)
Non-nucleoside reverse transcriptase inhibitors
Protease inhibitors
Entry inhibitors and others
CHAPTER 3 PATIENT ACQUISITION PROCESS
Introduction
Patient care path
Points of influence in the patient care path
Increasing awareness of HIV and encouraging more voluntary testing of patients
Choice of first-line therapy
Decisions following treatment failure
Factors that influence patient flow through the healthcare system
CHAPTER 4 MARKET OVERVIEW
Seven major markets
Current market assessment
Future market assessment
Opportunities and threats
Opportunities
Threats
US
Current market assessment
Future market assessment
Opportunities and threats
Opportunities
Threats
Japan
Current market assessment
Future market assessment
Opportunities and threats
Opportunities
Threats
5 major European markets (5EU)
Current market assessment
Future market assessment
Opportunities and threats
Opportunities
Threats
France
Current market assessment
Future market assessment
Germany
Current market assessment
Future market assessment
Italy
Current market assessment
Future market assessment
Spain
Current market assessment
Future market assessment
UK
Current market assessment
Future market assessment
Rest of World snapshot
Current market assessment
Opportunities and threats
Opportunities
Threats
CHAPTER 5 BRAND DYNAMICS
Overview of competitive landscape
Drivers of brand choice
Patient resistance profile
Quality of life considerations
Pill burden and dosing frequency
Side effects
US formulary status for leading brands
Marketing strategies
Promotional Spend
Sponsorship and Public Awareness Campaigns
Direct to consumer advertising
Atripla is the new gold standard for newly diagnosed patients
Truvada and Sustiva are successful first-line drugs
Drug profile
Product positioning
Brand forecast to 2017
Strategic recommendations
Kaletra’s position as leading PI is under threat
Drug profile
Product positioning
Brand forecast to 2017
Strategic recommendations
Reyataz to replace Kaletra as leading PI
CASTLE results and EU approval for naïve patients to increase uptake
Drug profile
Product positioning
Brand forecast to 2017
Strategic recommendations
Isentress is being positioned across all lines of therapy
Target product profile
Development overview
Product positioning
Drug forecast to 2017
Strategic recommendations
Intelence is enabling use of NNRTIs in late-stage therapy
Target product profile
Development overview
Product positioning
Drug forecast to 2017
Strategic recommendations
CHAPTER 6 KEY DEVELOPERS
Strategic overview
Trends in corporate strategy
Companies are pursuing first-line indication
Gilead
Corporate strategy
HIV portfolio assessment
GlaxoSmithKline
Corporate strategy
HIV portfolio assessment
Tibotec
Corporate strategy
HIV portfolio assessment
Porfolio assessment of other leading companies
Sustiva’s patent expiry may put BMS’s HIV franchise at risk
With Norvir’s patent expiry in 2014 and a lackluster pipeline, Abbott’s position in the HIV market will diminish.
Roche has publicly announced withdrawal from the HIV market
Boehringer Ingelheim is heavily reliant on Viramune and Aptivus
Merck’s strong pipeline will make it a fierce competitor in the HIV market
CHAPTER 7 CASE STUDIES
Canadian HIV market overview
Overview of the Canadian healthcare system
All jurisdictions cover the majority of HIV drug costs in one way or another, although the mechanism for coverage varies
Market access for HIV drugs is ultimately determined by provincial drug plans
Price constraints imposed mainly through provincial listings
Opportunities
Rising prevalence of HIV contributes to growth of the market
Drug approval times have declined significantly
Threats
Cost containment policies implemented by individual plans
Proposals for a common national formulary to increase bargaining powers with industry
BIBLIOGRAPHY
Journal papers
Websites
Others
Datamonitor reports
APPENDIX A - MARKET ASSUMPTION
New product paunches
Data definitions, limitations and assumptions
Standard units
Japanese market data
Derivation of sales forecasts and pricing trends
Forecast methodology
APPENDIX B
Contributing experts
Report methodology
About Datamonitor
About Datamonitor Healthcare
About the Infectious Diseases and Respiratory analysis team
Disclaimer

Abstract

Introduction

In 2007, HIV drugs achieved sales of $9.3 billion in the 7MM, growing faster than the overall market at a CAGR of 11.3% from 2004-2007. Due to patent expirations, Datamonitor expects the market's growth to slow down somewhat, reaching total sales of $15.1 billion in 2017. Among the ROW, the Canadian HIV market in 2007 was worth $272 million, achieving a CAGR of 24% from 2004-2007.

Scope
  • In-depth analysis of the current HIV market across the US, EU, Japan and a ROW snapshot
  • Thorough assessment of underlying commercial and clinical factors shaping the antiretroviral market
  • Detailed sales forecasts for the major antiretroviral classes, molecules and brands in each of the seven major markets
  • Case study analysis of the Canadian market including an in-depth assessment of the healthcare system and potential opportunities and threats
Highlights

Gilead is now the market leader in HIV with a portfolio of just four marketed products. Datamonitor expects JnJ/Tibotec and Merck to be the fastest growing companies over the next 10 years. While Tibotec only entered the field with the launch of its first product in 2006, Merck & Co.'s first-in-class Isentress reenergized its HIV efforts in 2007.

The HIV market is very concentrated, with the top 10 brands accounting for 80% of total antiretroviral sales across the 7MM in 2007. Truvada was the bestselling drug with revenues of $1.5 billion. Gilead and BMS' rapidly growing joint venture Atripla was already the fourth best selling HIV drug despite the absence of ex-US sales during the period.

While the 7MM and Canada are commercially the most significant for HIV, companies are now turning towards fast-growing emerging markets as new sources of revenue growth. The potential is there: the 7MM only account for 36% of the globally infected population, but more than 85% of revenues.

Reasons to Purchase
  • Understand the changing market dynamics of HIV drugs, key success factors for leading brands as well as the impact of pending patent expiries
  • Understand the patient acquisition process with key inflection points in the decision-making process to choose antiretroviral drug brands
  • Obtain full global, country, class and product-specific forecasts of currently marketed and pipeline antiretrovirals from 2007 to 2017
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