Infectious Diseases Vaccine Market Overview: Key Companies & Strategies

In times of crisis, Big Pharma turns to vaccines

Publication Date	00/00/00
Publisher	Datamonitor
Product Type	Report
Pages	267
ISBN Number	not applicable
Product Code	DAT14132

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Summary

Introduction

Long being regarded as an unattractive market, vaccines have re-emerged as successful growth driver for Big Pharma. The launch and rapid uptake of novel, high-price products such as Wyeth's Prevnar or Merck & Co's Gardasil, along with the emergence of novel vaccine technologies and favourable legislation have brought vaccines back into the main focus of pharmaceutical and biotech companies.

Scope

Market overview with current market assessment in terms of leading players, brands and geographies
In-depth analyses of the leading 5 players' portfolios, R&D pipelines, sales trends, geographic spread, licensing patterns and strategic outlook
Discussion of key developments shaping the sector: new technologies, indications and geographies
Snapshot profiles of second tier companies in the sector: strength in specialties

Highlights

With the exception of influenza, only two to three vaccine manufacturers compete for each disease. This lack of competition combined with public health requirements to guarantee a stable supply of vaccines has resulted in a recent upward shift of vaccine prices for specialty vaccines.
The most significant threat to the oligopoly of the Big 5 in the vaccines market comes from companies from emerging markets, which have large manufacturing capacities for biologics and are able to produce even complex substances like vaccines at low costs.
While vaccine sales have grown at a CAGR of 32% between 2004 and 2007 and shown an annual growth rate of 46% between 2006 and 2007, overall pharmaceutical sales have grown much more slowly, with both the 2004-2007 CAGR as well as the growth rate between 2006 and 2007 only reaching 8%.

Reasons to Purchase

Get a comprehensive, insightful commercial overview of the vaccines market
Learn about the strategies of the Big 5 players, their strengths, weaknesses, similarities and differences
Gain insight into the future directions and growing strategic importance of vaccines for Big Pharma

Content

Chapter 1 Executive Summary
- Strategic scoping and focus
- Datamonitor insight into the disease market
- Related reports
Chapter 2 Market Definition
- Market definition for this report
Chapter 3 Market Overview
- Summary
- Vaccines have emerged as key revenue drivers for Big Pharma
- The emergence of new technologies has increased the possibilities for vaccine development
- The success stories of Prevnar and Gardasil fuel hopes for further vaccine blockbusters
- New legislation in the US has decreased the risks of litigation for vaccine manufacturers
- The high entry hurdles for generics manufacturers make vaccines an attractive sector in times of the decline of the traditional blockbuster model
- Upholding the strong growth of the vaccine sector as a whole will be the key challenge in the coming decade
- Current market assessment
- Five big companies dominate the vaccines market
- The global vaccine market is growing very fast and the importance of vaccines for pharmaceutical portfolios is increasing
- over the last four years, approvals of novel vaccines as well as consolidation have shaped the global vaccine market
- The US remain the main market for vaccines in 2007
- Wyeth's Prevnar and Merck & Co's Gardasil have both reached blockbuster status
- Snapshot of other important vaccines players
- AstraZeneca: holding on to MedImmune's heritage?
- Bavarian Nordic: niche player in biodefense
- Baxter - strong manufacturing capacity as key opportunity
- CSL: controlling the Australian vaccines market
- Crucell: attractive dual business model
- Emergent BioSolutions: focusing on biodefense
- Intercell: the multi-partner company
- Pfizer: building on DNA vaccines and adjuvants
- Solvay: influenza as key focus
- Opportunities and threats
- Opportunities
- Development of vaccines for novel indications
- Development of new technologies
- Expansion to emerging and developing markets
- Increasing awareness and "disease marketing"
- Threats
- Cost containment
- Regulatory requirement for increasingly large trials increases upfront investments and development times
- Low-cost manufacturers from emerging markets could shake up the sector and undercut prices
- Negative publicity and public scares through anti-vaccination activists
Chapter 4 Merck & Co - The Innovator
- Summary
- Strategic overview
- History of vaccines division
- Sales performance
- Geographic spread
- Seasonality
- Role of vaccines in overall company portfolio
- Portfolio analysis
- Gardasil
- RotaTeq
- Zostavax
- Hepatitis franchise
- Other viral vaccines
- Other vaccines
- Pipeline analysis
- Heplisav
- V710
- V503
- V419
- V950
- Deals and alliances
- Product deals
- in-licensing of Heplisav from Dynavax Technologies
- Collaboration with Intercell regarding staphylococcal vaccines
- in-licensing of Gardasil from CSL
- Development collaborations with PATH and the Indian Council of Medical Research
- M&A, distribution and marketing agreements
- Technology deals
- in-licensing of Idera's TLR7, 8, 9 adjuvant candidates for use in vaccines against oncology, infectious diseases and Alzheimer's disease
- Research collaboration with Iomai regarding Iomai's transdermal patch delivery technology
- Grants and government contracts
- Strategic outlook
- Strengths: Merck & Co's strong portfolio of novel, high-price vaccines will continue to provide large vaccine revenues
- Weaknesses: late-stage failures have thinned Merck & Co's vaccine pipeline
- Opportunities: further geographic expansion of Merck & Co's novel vaccines portfolio could result in substantial revenue increases
- Threats: competition for RotaTeq and Gardasil is emerging
Chapter 5 Sanofi Pasteur - The Customizer
- Summary
- Strategic overview
- History of vaccines division
- Sales performance
- Seasonality
- Role of vaccines in overall company portfolio
- Portfolio analysis
- Influenza vaccine franchise
- Pediatric combination franchise
- Adult/adolescent booster franchise
- Meningitis/pneumonia franchise
- Travel, endemic, MMR vaccine franchise
- Other vaccines
- Pipeline analysis
- Influenza
- Pediatric and adolescent combination vaccines
- Meningitis/pneumonia
- Travelers and endemic vaccines
- Other vaccines
- Deals and alliances
- Product deals
- Licensing agreement with Crucell regarding cell-based influenza vaccines and related technical services agreement with Lonza
- Manufacturing and supply agreement with M.P. Chumakov Institute of Poliomyelitis and Virus Encephalitides regarding polio vaccine for Russia
- Research and license agreement with Statens Serum Institut regarding tuberculosis vaccine candidate
- M&A, distribution and marketing agreements
- Acquisition of Acambis
- Joint venture with Daiichi Sankyo for the Japanese market
- Technology deals
- Licensing of Becton-Dickinson's micro-delivery technology
- Grants and government contracts
- Strategic outlook
- Strengths: ongoing leadership in important flu and pediatric combination sectors
- Weaknesses: focus on follow-on has resulted in lack of innovation
- Opportunities: hidden pipeline gems with blockbuster potential
- Threats: Menactra's monopoly expected to fall
Chapter 6 Glaxosmithkline - The All-Rounder
- Summary
- Strategic overview
- History of vaccine division
- Sales performance
- Geographic spread
- Seasonality
- Role of vaccines in overall company portfolio
- Portfolio analysis
- Infanrix franchise
- Hepatitis franchise
- Influenza franchise
- Cervarix
- Rotarix
- Other vaccines
- Pipeline analysis
- Meningitis
- Pneumococcal disease
- Influenza
- Travel vaccines and tuberculosis
- Cancer
- Deals and alliances
- Product deals
- in-licensing of two Alzheimer vaccine candidates from Affiris
- in-licensing of MAGE-A3 and other tumor antigens from the Ludwig Institute of Cancer Research
- in-licensing of meningitis antigens and IP from Imclone
- in-licensing of Rotarix from AVANT Immunotherapeutics
- Strategic alliance with MedImmune for the development of Cervarix
- M&A, public-private partnerships, distribution and marketing agreements
- Acquisition of ID Biomedical
- Acquisition of Corixa Corporation
- Promotion Service Agreement with Sinovac Biotech and establishment of an exclusive cooperation agreement with Shenzhen Neptunus Interlong Bio-Technique Co. Ltd. (NIBT)
- Technology deals
- Licensing of MedImmune's reverse genetics technology for influenza
- Grants and government contracts
- Strategic outlook
- Strengths: commercializing on a continuing strong portfolio
- Weaknesses: suboptimal US penetration constitutes major revenue limitation
- Opportunities: strong pipeline to drive future revenues
- Threats: FDA's attitude towards novel adjuvants unlikely to change soon
Chapter 7 Wyeth - The One Hit Wonder
- Summary
- Strategic overview
- History of vaccines division
- Sales performance
- Geographic spread
- Seasonality
- Role of vaccines in overall company portfolio
- Portfolio analysis
- Prevnar
- Pipeline analysis
- Prevnar 13
- ACC-001
- MnB rLP2086
- Deals and alliances
- Product deals
- License agreement with RIVM for meningitis B vaccine
- Alliance with Elan for development of new drugs to treat Alzheimer's disease
- M&A, public-private partnerships
- Equity Investment in Alphavax
- Technology deals
- in-licensing of Inhibitex's MSCRAMM (Microbial Surface Components Recognizing Adhesive Matrix Molecules) protein technology
- Inlicensing of Inovio's DNA delivery technology
- Grants and government contracts
- Strategic outlook
- Strengths: Wyeth will continue to dominate the pneumococcal vaccine market
- Weaknesses: strong reliance on Prevnar franchise as sole revenue generator
- Opportunities: strong focus on new geographies and target groups
- Threats: emerging competitors in key revenue sectors
Chapter 8 Novartis - The Newcomer
- Summary
- Strategic overview
- History of vaccines division
- Sales performance
- Geographic spread
- Seasonality
- Role of vaccines in overall company portfolio
- Portfolio analysis
- Influenza vaccine franchise
- Travel vaccine franchise
- Meningitis vaccines
- Pediatric/adult DTP/polio/Hib vaccines
- Pipeline analysis
- Meningitis
- Influenza
- Novel therapeutic vaccines
- CAD106 (Alzheimer's disease, Phase II)
- Nic002 (nicotine dependence, Phase II)
- Others
- Deals and alliances
- Product deals
- Strategic partnership with Intercell
- Marketing and distribution agreement for Intercell's Ixiaro
- in-licensing of CAD106 and Nic002 from Cytos Biotechnology
- M&A, distribution and marketing agreements
- Acquisition of Chiron
- Acquisition of PowderJect and Spin-off of PowderMed by Chiron
- Divestment of SBL Vaccin AB
- Technology deals
- Grants and government contracts
- Strategic outlook
- Strengths: Novartis has a strong influenza portfolio and excellent science
- Weaknesses: two years after the acquisition of Chiron, Novartis's vaccine division is still fragmented
- Opportunities: Menveo and Men B as potential blockbusters
- Threats: competition in the meningitis space is fierce
Bibliography
- Company financial reports
- Merck & Co
- Sanofi Pasteur
- GlaxoSmithKline
- Wyeth
- Novartis
- Further literature
- Appendix
- Contributing experts
- Report methodology
- about Datamonitor
- about Datamonitor Healthcare
- about the Infectious Diseases analysis team
- Key therapy team members
- Holger Rovini, Head of Respiratory and Infectious Diseases
- Hedwig Kresse, Senior Analyst, Infectious Diseases
- Disclaimer
List of Tables
- Table 1: Vaccine sales and growth rates of the top five vaccine manufacturers, 2004-9M2008
- Table 2: Sales breakdown of the four best-selling vaccines, 2004-9M 2008
- Table 3: Recent key mergers and acquisitions in the vaccines industry, December 2008
- Table 4: Summary of opportunities and threats in the vaccines market, 2008
- Table 5: Merck & Co - vaccine portfolio overview, December 2008
- Table 6: Merck & Co - Gardasil product overview
- Table 7: Merck & Co - RotaTeq product overview
- Table 8: Merck & Co - Zostavax product overview
- Table 9: Merck & Co - hepatitis franchise product overview
- Table 10: Merck & Co - other viral vaccines product overview
- Table 11: Merck & Co - other vaccines product overview
- Table 12: Merck & Co - vaccine pipeline overview, December 2008
- Table 13: Merck & Co - key vaccine product deals, December 2008
- Table 14: Merck & Co - Vaccine joint venture with Sanofi Pasteur
- Table 15: Merck & Co - key vaccine technology deals, December 2008
- Table 16: Merck & Co vaccines - SWOT analysis, December 2008
- Table 17: Sanofi Pasteur - vaccine portfolio overview, December 2008
- Table 18: Sanofi Pasteur - influenza vaccine franchise product overview
- Table 19: Sanofi Pasteur - pediatric combination vaccine franchise key product overview
- Table 20: Sanofi Pasteur - booster vaccine franchise product overview
- Table 21: Sanofi Pasteur - meningitis/pneumonia vaccine franchise product overview
- Table 22: Sanofi Pasteur - traveler/endemic vaccine franchise product overview
- Table 23: Sanofi Pasteur - vaccine pipeline overview, December 2008
- Table 24: Sanofi Pasteur - Key vaccine product deals (1); December 2008
- Table 25: Sanofi Pasteur - Key vaccine product deals (2); December 2008
- Table 26: Sanofi Pasteur - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
- Table 27: Sanofi Pasteur - key vaccine technology deals, December 2008
- Table 28: Sanofi Pasteur - key grants and government contracts for vaccines, December 2008
- Table 29: Sanofi Pasteur - SWOT analysis, December 2008
- Table 30: GlaxoSmithKline - vaccine portfolio overview, December 2008
- Table 31: GlaxoSmithKline - Infanrix franchise product overview
- Table 32: GlaxoSmithKline - DTP adolescent booster product overview
- Table 33: GlaxoSmithKline - hepatitis franchise product overview
- Table 34: GlaxoSmithKline - influenza vaccine franchise product overview
- Table 35: GlaxoSmithKline - other vaccines, overview
- Table 36: GlaxoSmithKline - vaccine pipeline overview, December 2008
- Table 37: GlaxoSmithKline - key vaccine product deals; December 2008
- Table 38: GlaxoSmithKline - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
- Table 39: GlaxoSmithKline - key vaccine technology deals, December 2008
- Table 40: GlaxoSmithKline - key grants and government contracts for vaccines, December 2008
- Table 41: GlaxoSmithKline vaccines - SWOT analysis, December 2008
- Table 42: Wyeth - vaccines pipeline, December 2008
- Table 43: Wyeth - key vaccine product deals, December 2008
- Table 44: Wyeth - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
- Table 45: Wyeth - key vaccine technology deals, December 2008
- Table 46: Wyeth - key grants and government contracts for vaccines, December 2008
- Table 47: Wyeth vaccines - SWOT analysis, December 2008
- Table 48: Novartis - vaccine portfolio overview; December 2008
- Table 49: Novartis - Influenza vaccine franchise product overview
- Table 50: Novartis - travel vaccine franchise key product overview
- Table 51: Novartis - meningococcal vaccine franchise product overview
- Table 52: Novartis - clinical vaccine pipeline overview, December 2008
- Table 53: Novartis - key vaccine product deals, December 2008
- Table 54: Novartis - key vaccine M&A, public-private partnerships, distribution/marketing agreements, December 2008
- Table 55: Novartis - key vaccine technology deals, December 2008
- Table 56: Novartis - key grants and government contracts for vaccines, December 2008
- Table 57: Novartis - SWOT analysis, December 2008
List of Figures
- Figure 1: Comparison of IMS-reported versus company-reported global sales data for vaccines, 2007
- Figure 2: Prevnar: global sales 2001-9M2008
- Figure 3: Gardasil: sales 2004-9M2008
- Figure 4: National Vaccine Injury Compensation Program - petition and award statistics, 1990-2008
- Figure 5: Comparison of lifecycles of pharmaceuticals and vaccines
- Figure 6: Market growth cycle for vaccines
- Figure 7: Market shares of the five key vaccine players in total vaccine sales, 2004 versus 2007
- Figure 8: Combined vaccine sales of the top five vaccine manufacturers, 2004-9M2008
- Figure 9: Vaccines versus overall pharmaceutical sales, 2007
- Figure 10: Vaccine sales as share of overall company pharmaceutical sales, 2004-9M2008
- Figure 11: Key events impacting the vaccines market, 2004-08
- Figure 12: 2007 vaccine sales of Merck & Co, GlaxoSmithKline, Wyeth, Novartis and Sanofi Pasteur MSD by geography
- Figure 13: Share of leading vaccines on a product basis, 2004-2007
- Figure 14: Birth cohort sizes - seven major markets versus BRIC countries
- Figure 15: Possible strategies for penetration of emerging markets
- Figure 16: Public sector costs of routine childhood immunization per child, US, 1975-2008
- Figure 17: Number of enrolled patients in Phase III trials for selected vaccines
- Figure 18: Presence of local/regional vaccine manufacturers in emerging geographies
- Figure 19: Reported measles cases and MMR vaccination coverage in England, 1996--2007
- Figure 20: Merck & Co - vaccines pedigree, 2008
- Figure 21: Merck & Co - total vaccine sales, 2004-2008; Q1-Q3
- Figure 22: Merck & Co vaccine sales - geographic spread, 2004-9M2008
- Figure 23: Merck & Co - total vaccine sales, by quarter, 2006-9M2008
- Figure 24: Merck & Co - vaccine sales as share of overall company pharmaceutical sales, 2004-9M2008
- Figure 25: Merck & Co - vaccines versus overall pharmaceutical sales, 2007
- Figure 26: Merck & Co - Gardasil sales by geography, 2004-9M2008
- Figure 27: Merck & Co - RotaTeq sales by geography, 2004-9M2008
- Figure 28: Merck & Co - Zostavax sales by geography, 2004-9M2008
- Figure 29: Merck & Co - hepatitis franchise sales by geography, 2004-9M2008
- Figure 30: Merck & Co - other viral vaccines sales by geography, 2004-9M2008
- Figure 31: Merck & Co - other vaccines sales by geography, 2004-9M2008
- Figure 32: Merck & Co - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
- Figure 33: Merck & Co - clinical vaccines pipeline depth, December 2008
- Figure 34: Sanofi Pasteur - history of vaccines division
- Figure 35: Sanofi Pasteur - vaccines pedigree, 2008
- Figure 36: Sanofi Pasteur - total vaccine sales, 2004-9M 2008
- Figure 37: Sanofi Pasteur - total vaccine sales, by quarter, 2006-9M2008
- Figure 38: Sanofi Aventis - vaccine sales as share of overall company pharmaceutical sales, 2004-9M2008
- Figure 39: Sanofi Aventis - vaccines versus overall pharmaceutical sales, 2007
- Figure 40: Sanofi Pasteur - influenza vaccine franchise sales, 2004-9M2008
- Figure 41: Sanofi Pasteur - pediatric combination vaccine franchise sales, 2004-9M2008
- Figure 42: Sanofi Pasteur - booster vaccine franchise sales, 2004-9M2008
- Figure 43: Sanofi Pasteur - meningitis/pneumonia vaccine franchise sales, 2004-9M2008
- Figure 44: Sanofi Pasteur - traveler/endemic vaccine franchise sales, 2004-9M2008
- Figure 45: Sanofi Pasteur - other vaccine sales, 2004-9M2008
- Figure 46: Sanofi Pasteur - share of Sanofi Pasteur MSD joint venture sales by vaccine class, 2004-9M2008
- Figure 47: Sanofi Pasteur - clinical vaccines pipeline depth and breadth, December 2008
- Figure 48: Sanofi Pasteur - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
- Figure 49: GlaxoSmithKline - history of vaccines division
- Figure 50: GlaxoSmithKline - vaccines pedigree, 2008
- Figure 51: GlaxoSmithKline - total vaccine sales, 2004-9M2008
- Figure 52: GlaxoSmithKline vaccine sales - geographic spread, 2004-9M2008
- Figure 53: GlaxoSmithKline - total vaccine sales, by quarter, 2006-9M2008
- Figure 54: GlaxoSmithKline - vaccine sales as share of overall company pharmaceutical sales, 2004-9M2008
- Figure 55: GlaxoSmithKline - vaccines versus overall pharmaceutical sales, 2007
- Figure 56: GlaxoSmithKline - Infanrix and Boostrix franchise sales by geography, 2004-9M2008
- Figure 57: GlaxoSmithKline - hepatitis vaccine franchise sales by geography, 2004-9M2008
- Figure 58: GlaxoSmithKline - influenza vaccine franchise sales by geography, 2004-9M2008
- Figure 59: GlaxoSmithKline - Cervarix sales by geography, 2004-9M2008
- Figure 60: GlaxoSmithKline - Rotarix sales by geography, 2004-9M2008
- Figure 61: GlaxoSmithKline - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
- Figure 62: GlaxoSmithKline - clinical vaccines pipeline depth and breadth, December 2008
- Figure 63: GlaxoSmithKline vaccines pipeline - adjuvanted versus non-adjuvanted candidates, December 2008
- Figure 64: Wyeth - vaccines pedigree, 2008
- Figure 65: Wyeth - total vaccine sales (Prevnar), 2004-9M2008
- Figure 66: Wyeth vaccine sales (Prevnar) - geographic spread, 2004-9M2008
- Figure 67: Wyeth - total vaccine sales (Prevnar), by quarter, 2006-9M2008
- Figure 68: Wyeth - vaccine sales (Prevnar) as share of overall company pharmaceutical sales, 2004-9M2008
- Figure 69: Wyeth - vaccines (Prevnar) versus overall pharmaceutical sales, 2007
- Figure 70: Wyeth - Prevnar sales by geography, 2004-9M2008
- Figure 71: Wyeth - overlap between marketed vaccines portfolio and pipeline vaccines, December 2008
- Figure 72: Novartis - history of vaccines division
- Figure 73: Novartis - vaccines pedigree, 2008
- Figure 74: Novartis- total vaccine sales, 2004-9M2008
- Figure 75: Novartis vaccines and diagnostics sales - geographic spread, 2004-9M2008
- Figure 76: Novartis - total vaccine and diagnostics sales, by quarter, 2006-9M2008
- Figure 77: Novartis - vaccines and diagnostics sales as share of overall company pharmaceutical sales (excluding consumer health), 2004-9M2008
- Figure 78: Novartis - overlap between marketed vaccines portfolio and pipeline vaccines
- Figure 79: Novartis - clinical vaccines pipeline depth and breadth, December 2008