The Top Ten Specialty Pharmaceutical Companies: Positioning, performance and SWOT analyses

Publication Date	November 2008
Publisher	Business Insights
Product Type	Report
Pages	189
ISBN Number	not applicable
Product Code	RBI00266

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Summary

The Top Ten Specialty Pharmaceutical Companies

Positioning, performance and SWOT analyses

Specialty pharmaceutical companies focus the majority of their efforts upon one or two therapeutic areas that are served by specialized physicians. Their traditional mode of operation is to acquire underpromoted branded products from Big Pharma companies that are generating lower sales and significantly increase revenues through the application of targeted marketing and promotional activities. However, the dynamics of the industry are changing. Rising costs for inlicensing and acquiring late stage/approved products have driven companies to develop products internally in order to remain competitive.

'The Top Ten Specialty Pharmaceutical Companies' is a new report published by Business Insights that explores the global competitive landscape of the specialty pharmaceutical industry. The latest key trends and evolving business models in the specialty pharmaceutical market are identified and the leading companies in this sector are profiled in detail. For each of the top ten specialty pharma companies, this report provides a detailed examination of geographic and therapeutic focus, major currently marketed products and growth strategies in the form of key acquisitions and divestments. The opportunities and threats facing each of these leading players are also assessed.

Discover the key trends and growth drivers of the specialty pharma market, compare the strategies and perfomance of the top ten companies and evaluate their future prospects with this new report...

Some key findings from this report

The global specialty pharma market reached an overall value of $61.6bn in 2007, an increase of 15.7% from 2006. The ten leading companies represented 36.4% of the total market in 2007.
Servier currently leads the worldwide specialty pharma industry. The company had a market share of 7.0% in 2007, representing sales of $4.3bn, an increase of 20.3% over 2006.
Gilead intend to maintain its current dominance in the HIV/AIDS treatment market by accelerating the discovery, development and marketing of antiretroviral drugs and by establishing a foothold in the economies of emerging markets.
Many drug delivery companies are changing focus to become specialty pharma companies, by using their drug delivery technologies to develop improved formulations of existing molecules. Alza was the first drug delivery company to complete this transition.
Cephalon has a strong latestage pipeline and anticipates several product approvals and launches during 200810. The company expects four FDA approvals within its oncology and pain management franchises in 2008, in addition to the launch of two new onclogy products before 2010.

Top reasons to order your copy today

Identify the market dynamics of the global specialty pharma industry over the 200607 period, understand the potential benefits of emerging business models and identify the latest industrial trends across the UK, Japan, France, Germany, Italy, Spain and the US.
Evaluate the performance and strategies of the top 10 players in the global specialty pharma market with this report's examination of the geographic and therapeutic focus and currently marketed product portfolios of Servier, Gilead, Forest, Shire, Biogen Idec, Cephalon, Sepracor, Lundbeck, Endo Pharma and CSL.
Assess the future prospects of the top ten specialty pharma companies with this report's analysis of each firm's strengths, weaknesses, opportunties and threats, in addition to an examination of growth strategies via product acquistions and divestments.
Measure the progress of leading specialty pharma companies outside of the top ten by anlaysing the portfolios and therapeutic/geographic focus of Covidien, Allergan, ONO, Genzyme, Gruenenthal, Warner Chilcott, Ferring, Stiefel Labs, Bracco and Leo Pharma.

Key issues examined in this report

Genericization of specialty products. Specialty pharma products with orphan drug status become vulnerable to genericization once this status has expired. Biogenerics are increasing as a result of favourable EU legislation.
Cannibalization of product sales. Intense competition has forced specialty pharma companies to reformulate or recombine their products at a high rate. This 'cannibalization' has resulted in a shortening of individual product lifecycles.
Lack of incentives in Europe. Pricing and reimbursement pressures in Europe have created greater boundaries to innovation, leading to fewer undervalued latestage products. As a result, traditional specialty companies are likely to face future difficulties in this region.
CNS treatments dominate the specialty sector. CNS is the largest therapeutic area for the leading specialty pharma companies, with half of the top ten companies focused on CNS and neurology treatments.

Your questions answered

How fast is the global market for specialty pharmaceutical treatments expanding?
What are the trends in the global specialty pharmaceutical market?
Who are the top 10 players in the industry and how much of the market do they control?
Which growth strategies have proven most effective?
Which business models have been adopted by leading companies to gain competitive advantage and enhance market share?
What are the strengths, weaknesses, opportunties and threats facing each of the top 10 players?
Where are the most exciting growth opportunities for leading specialty pharmaceutical companies?

Content

The top ten specialty pharmaceutical companies Executive Summary
Industry overview
- Servier
- Forest
- Gilead
- Shire
- Biogen Idec
- Cephalon
- Sepracor
- Lundbeck
- Endo Pharmaceuticals
- CSL
Chapter 1 Introduction
- Scope of the report
- Methodology
Chapter 2 Industry overview
- Summary
- Introduction
- Different models of the specialty pharmaceutical industry
- Product licensing players
- Niche therapeutic area concentrators
- Deprioritized product adopters
- Drug delivery experts going up the value chain
- Branded genericization experts
- Market size and growth rate
- Global positioning of the top 10 specialty pharmaceutical companies
- Therapeutic focus of the top 10
- Geographic focus of the top 10
- Trends in the specialty pharmaceutical industry
- Product life extension through label expansion
- Genericization of specialty pharmaceutical products
- Evolving specialty pharmaceutical industry in Japan and China
- Japanese market
- Chinese market
- Drug delivery companies transitioning to specialty pharma companies
Chapter 3 Servier
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Investment in R&D capabilities
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong inhouse R&D capabilities
- Dominant market position in Russia
- Weaknesses
- Dependence on low growth therapy areas
- Opportunities
- Boosting R&D efforts through collaboration
- Threats
- Tough operating conditions in France
Chapter 4 Forest
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Product acquisitions
- Acquisitions/divestments
- SWOT analysis
- Strengths
- Strong balance sheet
- Strong selling and marketing capabilities
- Weaknesses
- Highly dependent on one blockbuster drugLexapro
- Opportunities
- Growing hospitalacquired infections (HAI) drug market
- Threats
- Sluggish antidepressant market
Chapter 5 Gilead
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Maintaining leadership position in the HIV/AIDS treatment
- Expanding product portfolio in new therapy areas
- Gaining traction in developing economies
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong customer base for antiretroviral therapy
- Strong presence in antiviral market
- Weaknesses
- Dependence on limited number of wholesalers in the US
- Opportunities
- Expanding treatments for chronic hepatitis
- Agreement with Navitas Assets for Pulmonary Arterial
- Hypertension (PAH)
- Robust product pipeline in Phase II and Phase III clinical trials
- Threats
- Intense competition in crowded market segments
- New product launches may cannibalize existing product sales
Chapter 6 Shire
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Focus outside the US
- Focus on R&D in core therapeutic areas
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong position in the US ADHD market
- Weaknesses
- Increase in SG&A expenses
- Opportunities
- Strong development pipeline
- Expansion into Europe
- Ability to Capitalize on the emerging adult ADHD market
- Threats
- Declining royalties with increasing competition
Chapter 7 Biogen Idec
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Expanding footprint in markets outside the US
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Significant presence in immune system and oncology therapeutic
- areas
- Weaknesses
- Substantial dependence on Avonex revenues
- Opportunities
- Robust product development pipeline
- Threats
- Increasing threat to Avonex in MS market
- Arbitration with partner Genentech over Rituxan
Chapter 8 Cephalon
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Focus on growing oncology business and expanding beyond Europe
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong presence in CNS with Provigil leading in the forefront
- Strong pain management franchise
- Weaknesses
- Positioned in low growth therapeutic area
- Opportunities
- Strong latestage product pipeline
- Threats
- Heavy focus on the US market
Chapter 9 Sepracor
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Realignment and expansion of sales force to enhance traction in target
- markets
- Expansion beyond the US market
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong presence in insomnia drug market
- Focused promotion in insomnia drug market
- Weaknesses
- Presence in low growth therapy areas
- Opportunities
- Successful licensing agreements
- Threats
- Singleisomers susceptible to patent challenges
Chapter 10 Lundbeck
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Establish commercial presence in Japan and the US
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong position in the CNS market
- Weaknesses
- No commercial presence in the worlds largest pharmaceutical
- markets
- Opportunities
- Broad product pipeline
- Threats
- R&D setbacks
Chapter 11 Endo Pharmaceuticals
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Focused marketing and promotional efforts for established brands
- Enhancing product line through inlicensing complementary products,
- compounds and technologies
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Robust portfolio of branded products
- Weaknesses
- Over reliance on two key customers
- Opportunities
- Expansion of product portfolio through licensing agreement
- Threats
- Generic competition
Chapter 12 CSL
- Summary
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Growth strategies
- Invest in new product development
- Acquisitions and divestments
- SWOT analysis
- Strengths
- Strong market position in plasma therapeutics
- Weaknesses
- Product recalls
- Opportunities
- Proposed acquisition of Talecris
- Threats
- Impact of AUSFTA
Chapter 13 11 to 20 Companies
- Covidien
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Allergan
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- ONO
- Company overview
- Marketed products
- Major therapeutic focus
- Genzyme
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Gruenenthal
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Warner Chilcott
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Ferring
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Stiefel Labs
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Bracco
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
- Leo Pharma
- Company overview
- Geographic focus
- Marketed products
- Major therapeutic focus
Chapter 14 Appendix
- Glossary
- Index
List of Figures
- Figure 2.1: Niche therapeutic area concentrators business model
- Figure 2.2: Deprioritized product adopters business model
- Figure 2.3: Drug delivery experts business model
- Figure 2.4: Branded genericization experts business model
- Figure 2.5: Top 10 specialty pharmaceutical companies global market share (%), 2007
- Figure 2.6: Geographic focus of the top 10 companies in the US/5EU, 2007
- Figure 2.7: Trends in the specialty pharmaceuticals industry
- Figure 3.8: Serviers geographic focus, 200607
- Figure 3.9: Serviers therapeutic focus, 2007
- Figure 3.10: Servier SWOT analysis
- Figure 4.11: Forests therapeutic focus, 2007
- Figure 4.12: Forest SWOT analysis
- Figure 5.13: Gileads geographic focus, 200607
- Figure 5.14: Gilead SWOT analysis
- Figure 6.15: Shires geographic focus, 200607
- Figure 6.16: Shires therapeutic focus, 2007
- Figure 6.17: Shire SWOT analysis
- Figure 7.18: Biogen Idecs geographic focus, 200607
- Figure 7.19: Biogen Idec SWOT analysis
- Figure 8.20: Cephalons geographic focus, 200607
- Figure 8.21: Cephalons therapeutic focus, 2007
- Figure 8.22: Cephalon SWOT analysis
- Figure 9.23: Sepracors therapeutic focus, 2007
- Figure 9.24: Sepracor SWOT analysis
- Figure 10.25: Lundbecks geographic focus, 200607
- Figure 10.26: Lundbeck SWOT analysis
- Figure 11.27: Endo Pharm SWOT analysis
- Figure 12.28: CSLs geographic focus, 200607
- Figure 12.29: CSLs therapeutic focus, 2007
- Figure 12.30: CSL SWOT analysis
- Figure 13.31: Covidiens geographic focus, 200607
- Figure 13.32: Covidiens therapeutic focus, 2007
- Figure 13.33: Allergans geographic focus, 200607
- Figure 13.34: Allergans therapeutic focus, 2007
- Figure 13.35: ONOs therapeutic focus, 2007
- Figure 13.36: Genzymes geographic focus, 200607
- Figure 13.37: Genzymes therapeutic focus, 2007
- Figure 13.38: Gruenenthals geographic focus, 200607
- Figure 13.39: Gruenenthals therapeutic focus, 2007
- Figure 13.40: Warner Chilcotts therapeutic focus, 2007
- Figure 13.41: Ferrings geographic focus, 200607
- Figure 13.42: Ferrings therapeutic focus, 2007
- Figure 13.43: Stiefel Labs geographic focus, 200607
- Figure 13.44: Stiefel Labs therapeutic focus, 2007
- Figure 13.45: Braccos geographic focus, 200607
- Figure 13.46: Braccos therapeutic focus, 2007
- Figure 13.47: Leo Pharmas geographic focus, 200607
- Figure 13.48: Leo Pharmas therapeutic focus, 2007
List of Tables
- Table 2.1: Largest therapy areas for the top 10 companies ($m), 2007
- Table 2.2: Top 10 specialty pharmaceutical companies sales in the US/5EU ($m), 2007
- Table 2.3: Orphan biologics blockbuster with expired market exclusivity in the US
- Table 3.4: Servier snapshot
- Table 3.5: Serviers top marketed products global sales ($m), 2007
- Table 4.6: Forest snapshot
- Table 4.7: Forests top marketed products global sales ($m), 2007
- Table 5.8: Gilead snapshot
- Table 5.9: Gileads top marketed products global sales ($m), 2007
- Table 6.10: Shire snapshot
- Table 6.11: Shires top marketed products global sales ($m), 2007
- Table 7.12: Biogen Idec snapshot
- Table 7.13: Biogen Idecs top marketed products global sales ($m), 2007
- Table 8.14: Cephalon snapshot
- Table 8.15: Cephalons top marketed products global sales ($m), 2007
- Table 9.16: Sepracor snapshot
- Table 9.17: Sepracors top marketed products global sales ($m), 2007
- Table 10.18: Lundbeck snapshot
- Table 10.19: Lundbecks top marketed products global sales ($m), 2007
- Table 11.20: Endo Pharmaceuticals snapshot
- Table 11.21: Endo Pharmaceuticals top marketed products global sales ($m), 2007
- Table 12.22: CSL snapshot
- Table 12.23: CSLs top marketed products global sales ($m), 2007
- Table 13.24: Covidien snapshot
- Table 13.25: Covidiens top marketed products global sales ($m), 2007
- Table 13.26: Allergan snapshot
- Table 13.27: Allergans top marketed products global sales ($m), 2007
- Table 13.28: ONO snapshot
- Table 13.29: ONOs top marketed products global sales ($m), 2007
- Table 13.30: Genzyme snapshot
- Table 13.31: Genzymes top marketed products global sales ($m), 2007
- Table 13.32: Gruenenthal snapshot
- Table 13.33: Gruenenthals top marketed products global sales ($m), 2007
- Table 13.34: Warner Chilcott snapshot
- Table 13.35: Warner Chilcotts top marketed products global sales ($m), 2007
- Table 13.36: Ferring snapshot
- Table 13.37: Ferrings top marketed products global sales ($m), 2007
- Table 13.38: Stiefel Labs snapshot
- Table 13.39: Stiefel Labs top marketed products global sales ($m), 2007
- Table 13.40: Bracco snapshot
- Table 13.41: Braccos top marketed products global sales ($m), 2007
- Table 13.42: Leo Pharma snapshot
- Table 13.43: Leo Pharmas top marketed products global sales ($m), 2007