Amgen Inc.: PharmaVitae Profile

Publication Date	July 2009
Publisher	Datamonitor
Product Type	Report
Pages	104
ISBN Number	not applicable
Product Code	DAT09479

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Summary

Introduction

This analysis examines the historical and forecast performance for Amgen in the prescription pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Reasons to Purchase

Benchmark Amgen's performance against key rivals in the prescription pharmaceutical sector
Assess how Amgen's commercial performance out to 2014 will be impacted by the safety concerns relating to the ESA product class
Analyze Amgen's diversification strategy which will be heavily reliant on the launch of the cross-therapy area monoclonal antibody Prolia

Content

ABOUT DATAMONITOR HEALTHCARE
About the PharmaVitae team
Chapter 1 About this profile
- PharmaVitae Explorer database
Chapter structure
- Executive summary
- Quarterly news update
- Company introduction
- Company sales
- Company financials
- Key products and competitors
- Data sourcing
- Sales data
- Analyst consensus
Chapter 2 Executive summary
- Key findings
- Prescription pharmaceutical sales and growth rate performance, 2002-14
- Financial performance, 2002-14
- Amgen: PharmaVitae forecasts at a glance
- Strategic insight
- Amgen's impressive historical performance driven by blockbuster franchises, with lifecycle management underpinning the companies success
- Early product development sets the scene
- Product lifecycle management boost sales growth
- Acquisitions a further driver
- Overall revenue growth propels Amgen to the forefront of biotechnology, placing the company in Big Pharma territory
- 2007: Key franchise hit by damaging clinical trial data - Aranesp sales decline significantly from 2006-08
- Amgen cost cutting
- Cost cutting will improve profitability as key franchises lose sales momentum
- Prolia: returning Amgen to growth
- Tapping into the high growth mAb market
- Amgen, an emerging mAb force
- SWOT analysis
- Strengths
- Weaknesses
- Opportunities
- Threats
- Table of figures
Chapter 3 Quarterly news update
- Product developments
- Deals and alliances
- Product deals
- Technology deals
- M&A activity
- Company announcements
- Future product milestones
Chapter 4 Company introduction
- Key findings
- Background
- Key corporate developments
- M&A history
- Abgenix acquisition
- Alantos & Ilypsa
- Current corporate structure
- Pharmaceuticals
Chapter 5 Company sales
- Key findings
- Prescription pharmaceutical sales and growth rate analysis, 2002-14
- Product analysis
- Product analysis, 2002-08
- Product analysis, 2008-14
- Therapy area analysis
- Geographic analysis
- Launch/core/expiry analysis
- Explanation of launch/core/expiry analysis
- Launch analysis, 2008-14
- Core analysis, 2008-14
- Expiry analysis, 2008-14
- Launch/core/expiry configuration, 2008-14
- Molecule type analysis
- Externalization analysis
Chapter 6 Company financials
- Key findings
- Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08
- Operating costs and profit analysis
- Operating costs and profit analysis, 2002-08
- Operating cost ratio and profit margin analysis, 2002-08
- Operating cost ratio and profit margin analysis, 2008-14
- Operating costs and profit analysis, 2008-14
Chapter 7 Key products and competitors
- Key findings
- Overview
- Immunology & inflammation
- Enbrel
- Overview
- Sales forecast
- Gold standard in rheumatoid arthritis - successful indication broadening the growth driver
- Increasing competition from Humira set to restrict Enbrel sales growth
- Oncology
- Neulasta
- Overview
- Sales forecast
- Lifecycle management strategy: Neulasta the gold standard
- Biosimilars to threaten Neupogen and in doing so, impact Neulasta in Europe
- Oncology & hematology
- Aranesp
- Overview
- Sales forecast
- Marketed for both chronic kidney disease (CKD) related anemia and chemotherapy related anemia
- Safety fears of ESAs will impact Amgen's key franchise
- Lower rate of sales decline within hematology will offset oncology decline to some extent
- Increasing competitive threat from ex-US markets
- Epogen
- Overview
- Sales forecast
- First to market
- Main use in CKD-related anemia
- Epogen off-label use in oncology a significant portion of revenues
- General downtrend due to safety fears and expected increasing focus on Aranesp
- Oncology & musculoskeletal
- Prolia
- Overview
- Sales forecast
- Prolia (musculoskeletal)
- First-in-class therapy
- Not oral, but convenient dosing all the same
- Strong clinical trial data, issues regarding safety
- Initially positioned as a second-line therapy
- Amgen faces challenges to entry into the musculoskeletal market
- Amgen has to develop a suitable sales force to penetrate the market effectively
- Prolia (oncology)
- Significant opportunity in oncology- targeting Zometa's market
- Amgen initially seeking approval for treatment of bone loss in patients receiving hormone ablation chemotherpay
- Biggest sales potential lies within the treatment and prevention of bone metastasis
- Amgen announces positive late-stage bone metastases data
Chapter 8 Appendix
- R&D pipeline
- References
- Datamonitor reports
- Abbreviations
- About Datamonitor
- About Datamonitor Healthcare
- Datamonitor consulting
- Disclaimer
- Table 1: Amgen - PharmaVitae forecasts at a glance
- Table 2: Amgen key product developments, 2009
- Table 3: Amgen product deals and alliances, 2009
- Table 4: Amgen technology deals and alliances, 2009
- Table 5: Amgen M&A activity, 2009
- Table 6: Amgen company announcements, 2009
- Table 7: Amgen future product milestones, 2009-11
- Table 8: Amgen product portfolio overview ($m), 2002-08
- Table 9: Amgen product portfolio overview ($m), 2008-14
- Table 10: Amgen prescription pharmaceutical sales by therapy area ($m), 2008-14
- Table 11: Amgen prescription pharmaceutical sales by geographic region ($m), 2008-14
- Table 12: Amgen launch portfolio overview ($m), 2008-14
- Table 13: Amgen core portfolio overview ($m), 2008-14
- Table 14: Amgen expiry portfolio overview ($m), 2008-14
- Table 15: Amgen prescription pharmaceutical sales by molecule type ($m), 2008-14
- Table 16: Amgen prescription pharmaceutical sales by source ($m), 2008-14
- Table 17: Total Amgen sales by business unit ($m), 2002-08
- Table 18: Amgen operating revenue/cost analysis ($m), 2002-08
- Table 19: Amgen operating cost ratio analysis (% of total revenues), 2002-08
- Table 20: Amgen operating cost ratio analysis (% of total revenues), 2008-14
- Table 21: Amgen operating revenue/cost analysis ($m), 2008-14
- Table 22: Key products overview
- Table 23: Enbrel: overview
- Table 24: Enbrel: sales forecast ($m), 2008-14
- Table 25: Remicade vs. Enbrel key approvals
- Table 26: Remicade vs. Enbrel vs. Humira key approvals
- Table 27: Neulasta: overview
- Table 28: Neulasta: sales forecast ($m), 2008-14
- Table 29: Aranesp: overview
- Table 30: Aranesp (oncology): sales forecast ($m), 2008-14
- Table 31: Aranesp (hematology): sales forecast ($m), 2008-14
- Table 32: Epogen: overview
- Table 33: Epogen (hematology): sales forecast ($m), 2008-14
- Table 34: Epogen (oncology): sales forecast ($m), 2008-14
- Table 35: Prolia: overview
- Table 36: Prolia (musculoskeletal): sales forecast ($m), 2008-14
- Table 37: Prolia (oncology): sales forecast ($m), 2008-14
- Table 38: Amgen's R&D pipeline (Phase I-registration)
List of Figures
- Figure 1: The PharmaVitae Explorer
- Figure 2: Amgen prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 3: Amgen's financial performance ($m), 2002-14
- Figure 4: Overview of Amgen's strong historical sales growth
- Figure 5: Amgen's switching strategy from high sales growth to controlled cost expenditure ($m), 2002-14
- Figure 6: Year-on-year growth rates by molecule type, 2008-14 (%)
- Figure 7: Monoclonal antibody company market share, 2008-14 (%)
- Figure 8: Amgen SWOT analysis
- Figure 9: Amgen timeline
- Figure 10: M&A/divestment history
- Figure 11: Current corporate structure
- Figure 12: Amgen prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 13: Key product sales ($m), 2002-14
- Figure 14: Amgen key sales growth drivers and resistors ($m), 2002-08
- Figure 15: Amgen key sales growth drivers and resistors ($m), 2008-14
- Figure 16: Amgen prescription pharmaceutical sales by therapy area ($m), 2002-14
- Figure 17: Amgen prescription pharmaceutical sales by geographic region ($m), 2002-14
- Figure 18: Amgen launch/core/expiry configuration ($m), 2008-14
- Figure 19: Amgen prescription pharmaceutical sales by molecule type ($m), 2002-14
- Figure 20: Amgen prescription pharmaceutical sales by source ($m), 2002-14
- Figure 21: Amgen operating revenue/cost analysis ($m), 2002-14