The Recession and its impact on Pharamceutical M&A Activity

Published by: Espicom Healthcare Intelligence

Published: Sep. 25, 2009 - 66 Pages

Table of Contents

Introduction - The Recession Defined

Part 1 - The Recession Traced

Roots

Figure 1: US Consumer Debt Jan. 2001 - April 2009

Figure 2: Quarterly US Consumer Debt Ratio 2001 - 2008

Problems in the Financial Markets

Figure 3: European Interbank Lending Rates (EURIBOR)

How to Stem the Tide

Figure 4: Average Interest Rates charged on short terms loans to business

Figure 5: Euro and US Monthly Commercial Paper Rates 2003 - 2009

Figure 5: US Manufacturing Index February 2001 - May 2009

The Real Economy

Figure 6: US Manufacturing Index January 1972 - May 2009

Figure 7: Month on Month % Change in US Manufacturing, January 1972 - May 2009

Part 2 - Immunity Declined

Immunity Explained

Development-Stage Companies

CV Therapeutics

Table 1: CV Therapeutics’ Accounts

Figure 8: CV Therapeutics Cash Flows

Amylin Pharmaceuticals

Table 2: Amylin Pharmaceuticals Accounts

Figure 9: Amylin Pharmaceuticals Cash Flows

The Ability to Manufacture and Positive Cash Flow

Table 3: CV Therapeutics Underlying Loss and Finance Income 2000 - 2008 (US$ million)

Figure 10: CV Therapeutics Underlying Loss and Finance Income 2000 - 2008

Generics

Figure 11: Diflucan Annual Sales

Figure 12: Lipitor Annual Sales

Figure 13: Lipitor Cumulative Revenues from 1999

Figure 14: US Pharmaceutical and Medicines Index

Part 3 - The Response

Mergers and Acquisitions

Gilead - CV Therapeutics

Table 4: Gilead Accounts

Table 5: Gilead Principal Product Sales and Forecasts

Figure 15: Gilead Principal Products Sales and Forecasts

Johnson & Johnson - Cougar Biotechnology

Table 6: Johnson & Johnson Accounts

Table 7: Cougar Biotechnology Accounts

Table 8: Johnson & Johnson - Selected Product Sales and Forecasts

Figure 16: Johnson & Johnson - Selected Product Sales and Forecasts

GlaxoSmithKline - Stiefel

Table 9: GlaxoSmithKline Accounts

Table 10: GlaxoSmithKline - Selected Product Sales and Forecasts

Pfizer - Wyeth

Table 12: Wyeth Accounts

Table 13: Pfizer Selected Product Sales and Forecasts

Table 14: Wyeth Selected Product Sales and Forecasts

Figure18: Pfizer and Wyeth Leading Product Sales and Forecasts

Figure19: Pfizer and Wyeth Combined Sales

Merck & Co - Schering-Plough

Table 15: Merck & Co Accounts

Table 17: Merck & Co Selected Product Sales and Forecasts

Table 18: Schering-Plough Selected Product Sales and Forecasts

Figure 20: Merck & Co and Schering-Plough Selected Product Sales

Roche - Genentech

Table 19: Roche Accounts

Table 20: Genentech Accounts

Table 21: Roche Selected Product Sales and Forecasts

Figure 21: Roche Selected Product Sales

Table 22: Reported M&A activity from 1st December 2008 to 2nd July 2009

Anticipated Deals

Conclusions

Abstract

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