Merck & Co. Inc: PharmaVitae Profile

Publication Date	July 2009
Publisher	Datamonitor
Product Type	Report
Pages	109
ISBN Number	not applicable
Product Code	DAT14231

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Summary

Introduction

This analysis examines the historical and forecast performance for Merck & Co. in the Rx 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 Merck & Co.'s performance against key rivals in the prescription pharmaceutical sector
Assess the strategic implications of Merck & Co.'s recently announced merger with Schering-Plough
Analyze the impact of generic erosion across key Merck & Co. brands over 08-14 and how this threat will mitigate sales growth from new launches

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
- Merck & Co.: PharmaVitae forecasts at a glance
- Strategic insight
- Merck gives in to pharma merger trend as Schering-Plough proves too appetizing a target to let slip
- Blockbuster patent expiries pose greatest threat to Merck & Co
- Additional restructuring confirmed as Merck moves to improve operating efficiencies
- Merck turns to merger with Schering-Plough in order to strengthen earnings outlook
- Merger set in motion following period of uncertainty for Merck
- Sales ramp-up will help strengthen profitability in face of patent expiries
- Schering-Plough's pipeline is the key to unlocking deal potential
- Therapeutic/geographic diversification further reinforces deal integrity
- Merck/Schering-Plough key products analysis
- Anti-TNF litigation threatens to undermine merger
- Merck's profitability outlook is far more positive with added contribution from Schering-Plough
- 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
- Highlights of Merck & Co.'s global restructuring plan announced in December 2005
- December 2006 update
- Further restructuring announced in Q3 2008
- Schering-Plough merger agreement announced
- M&A history
- Divestments
- Acquisitions
- GlycoFi
- Abmaxis
- Sirna Therapeutics
- NovaCardia
- Schering-Plough
Chapter 5 Company Sales
- Key findings
- Prescription pharmaceutical sales and growth rate analysis, 2002-14
- Historical analysis
- Forecast analysis
- 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
- Infectious diseases
- Isentress
- Overview
- Sales forecast
- Isentress: another Merck first-to-market launch
- 48-week STARTMRK data confirm efficacy in treatment-na??ve patients
- Isentress is being investigated in nucleoside sparing regimens
- SWITCHMRK fails to demonstrate the benefit of switching to Isentress in fully suppressed patients
- Gardasil
- Overview
- Sales forecast
- Background to emergent HPV market
- Commercial overview of Gardasil: first-to-market HPV vaccine entrant
- Merck & Co. has sought to expand the indication profile of Gardasil
- Anticipated competitive threat from Cervarix has been blunted by regulatory setbacks
- ProQuad/MMRII/Varivax
- Overview
- Sales forecast
- Endocrine, metabolic & genetic disorders
- Januvia/Janumet
- Overview
- Sales forecast
- First-in-class status provides differentiation for Januvia franchise in diabetes segment
- Merck & Co. wins DPP-4 inhibitor race, Novartis stumbles further
- Januvia has also benefited from setbacks to Avandia franchise
- Cardiovascular
- Zetia/Vytorin
- Overview
- Sales forecast
- Novel mechanism helps differentiate ezetimibe from dominant statin class
- Branded dyslipidemia therapies remain strong despite availability of generic statins
- ENHANCE trial results jeopardize clinical usage of ezetimibe
- American College of Cardiology conference rules unanimously against ezetimibe
- Forecast update: Zetia sales expected to continue rising as use of combination therapy declines
- Cozaar/Hyzaar
- Overview
- Sales forecast
- First in class status supports robust early uptake in sales
- Emergence of competition has slowed revenue growth
- Respiratory
- Singulair
- Overview
- Sales forecast
- First-to-market launch supports gold standard status
- Aggressive DTC marketing campaign and lack of competition have also fuelled revenue growth
- Side effect profile of Singulair has come under scrutiny
- Combination with Schering-Plough's Claritin set back by FDA decision
- Patent expiration anticipated in key markets during 2012
- Musculoskeletal
- Fosamax
- Overview
- Sales forecast
- Fosamax retains osteoporosis market leadership, although patent expiry looms in US market
- Unprecedented patent reinstatement will retain EU market revenue base
- Lifecycle management strategies have proven effectively
- Intensified competitive landscape has slowed revenue growth
Chapter 8 Appendix
- R&D pipeline
- References
- Abbreviations
- Exchange rates
- About Datamonitor
- About Datamonitor Healthcare
- Datamonitor consulting
- Disclaimer
- Table 1: Merck & Co. - PharmaVitae forecasts at a glance
- Table 2: Big Pharma peer set ranked by 2008 prescription pharmaceutical sales
- Table 3: Merck & Co.'s expiry portfolio
- Table 4: Combined pipeline of Merck & Co. and Schering-Plough (Phase III-registration)
- Table 5: Merck Schering-Plough's top 25 products in 2014, sales ($m)
- Table 6: Merck & Co. key product developments, Q1-Q2 2009
- Table 7: Merck & Co. product deals and alliances, Q1-Q2 2009
- Table 8: Merck & Co. technology deals and alliances, Q1-Q2 2009
- Table 9: Merck & Co. M&A activity, Q1 2009
- Table 10: Merck & Co. company announcements, Q1-Q2 2009
- Table 11: Merck & Co. future product milestones, 2009-11
- Table 12: Combined pipeline of Merck & Co. and Schering-Plough (Phase III-registration)
- Table 13: Merck & Co. product portfolio overview ($m), 2002-08
- Table 14: Merck & Co. product portfolio overview ($m), 2008-14
- Table 15: Merck & Co. product portfolio overview ($m), 2008-14
- Table 16: Merck & Co. portfolio overview by geographic region ($m), 2008-14
- Table 17: Merck & Co. launch portfolio overview ($m), 2008-14
- Table 18: Merck & Co. core portfolio overview ($m), 2008-14
- Table 19: Merck & Co. expiry portfolio overview ($m), 2008-14
- Table 20: Merck & Co. portfolio overview by molecule type ($m), 2008-14
- Table 21: Merck & Co. portfolio overview by source ($m), 2008-14
- Table 22: Total Merck & Co. sales by business unit ($m), 2002-08
- Table 23: Merck & Co. operating revenue/cost analysis ($m), 2002-08
- Table 24: Merck & Co. operating cost ratio analysis (% of total revenues), 2002-08
- Table 25: Merck & Co. operating cost ratio analysis (% of total revenues), 2008-14
- Table 26: Merck & Co. operating revenue/cost analysis ($m), 2008-14
- Table 27: Key products overview
- Table 28: Isentress: overview
- Table 29: Isentress: sales forecast ($m), 2008-14
- Table 30: Gardasil: overview
- Table 31: Gardasil: sales forecast ($m), 2008-14
- Table 32: Comparative analysis of Gardasil and Cervarix
- Table 33: ProQuad/MMRII/Varivax: overview
- Table 34: ProQuad/MMRII/Varivax: sales forecast ($m), 2008-14
- Table 35: Januvia: overview
- Table 36: Janumet: overview
- Table 37: Januvia: sales forecast ($m), 2008-14
- Table 38: Janumet: sales forecast ($m), 2008-14
- Table 39: Zetia: overview
- Table 40: Vytorin: overview
- Table 41: Zetia: sales forecast ($m), 2008-14
- Table 42: Vytorin: sales forecast ($m), 2008-14
- Table 43: PV50 major dyslipidemia therapeutics, sales ($m), 2002-08
- Table 44: Cozaar/Hyzaar: overview
- Table 45: Cozaar/Hyzaar: sales forecast ($m), 2008-14
- Table 46: Singulair: overview
- Table 47: Singulair: sales forecast ($m), 2008-14
- Table 48: Fosamax: overview
- Table 49: Fosamax: sales forecast ($m), 2008-14
- Table 50: Merck & Co.'s R&D pipeline (Phase II-registration)
- Table 51: Exchange rates, 2009
List of Figures
- Figure 1: The PharmaVitae Explorer
- Figure 2: Merck & Co. prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 3: Merck & Co.'s financial performance ($m), 2002-14
- Figure 4: Merck & Schering-Plough total prescription pharmaceutical sales ($m), 2008-14
- Figure 5: Absolute sales contribution from Merck & Schering-Plough launch portfolios ($m), 2008-14
- Figure 6: Therapeutic focus of MRK vs MRK + SGP (% total prescription pharmaceutical sales), 2008-14
- Figure 7: Geographic focus of MRK vs MRK + SGP (% total prescription pharmaceutical sales), 2008-14
- Figure 8: Merck & Co. SWOT analysis
- Figure 9: Merck & Co. prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 10: Merck & Co. key sales growth drivers and resistors ($m), 2002-08
- Figure 11: Merck & Co. key sales growth drivers and resistors ($m), 2008-14
- Figure 12: Merck & Co. prescription pharmaceutical sales by therapy area ($m), 2002-14
- Figure 13: Merck & Co. prescription pharmaceutical sales by geographic region ($m), 2002-14
- Figure 14: Merck & Co. launch/core/expiry configuration ($m), 2008-14
- Figure 15: Merck & Co. prescription pharmaceutical sales by molecule type ($m), 2002-14
- Figure 16: Merck & Co. prescription pharmaceutical sales by source ($m), 2002-14
- Figure 17: Merck & Co. operating revenue/cost analysis ($m), 2002-14
- Figure 18: Merck & Co. operating cost ratio analysis (% of total revenues), 2002-14