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Global Generics & Companies. Chesapeake Dr. Brian W Tempest www.briantempest.com brian.tempest@clara.co.uk UK March 2014. 3. Global Generic Marketplace. Patent Thickets (for Perindopril ). Branded Generics. Promotion to doctors rather than pharmacists
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Global Generics & Companies Chesapeake Dr. Brian W Tempest www.briantempest.com brian.tempest@clara.co.uk UK March 2014
Branded Generics • Promotion to doctors rather than pharmacists • Relevant to Central Europe, East Europe, Latam, Asia • Consistent sales year on year • No huge highs & lows for sales and profits • Need field force to promote products • Tend to be profitable • Promoted in conventional manner • Global generic brands
Niches • Injectables • OTC - brands last forever • NDDS - once a day technology • Difficult Chemistry - hormones, penems, peptides • Natural Products • Fermentation technology • Aerosols • Implants • Patches • Branded generics • Biosimilars • Para 4 180 days USA exclusivity/first day EU launches
Generics 35% Premium over last 10yearsSource: Societe Generale June 2013
Generic Profit Margin Profile in descending order source: Deutsche Bank July 2010
Global Pharma Spending 2011 to 2016source: IMS 17 June 2013, Brand/Generic//Other
66 Cos received WLs between 2010 and June 2013 with 8 from India source: Daily Mail 13 October 2013
Products Going Off Patent in 2015 $33bSource: Evaluate Pharma 14 February 2013
Counterfeit Medicines source WHO fact sheet N275; India level at 3% Source IPF-WHO
Generic Cos by Sales over last Decade source: Citi Research August 2013
Generic Cos – Operating Cash Flow source: Citi Research August 2013
Top 21 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/21
Next 26 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/26
The Teva Future – Standing StillSource: RBC Capital 12 December 2012
Teva Losing Control of Costs in the EUsource: Teva June 2012
Sandoz Sales 2012source: Novartis, Generics Bulletin June 7 2013
Actavis R&D Assetssource: Actavis Promotional Material before Warner Chilcott acquisition
Actavis Manufacturing Assetssource: Actavis Promotional Material before Warner Chilcott acquisition
Cash Acquisitions vs free cash flowsource: FT 19 February 2014
Actavis is favoured by Investorssource: Daily Finance 21 January 2014
Sanofi Generics 2012Source: Generics bulletin 15 February 2013
Thank You brian.tempest@clara.co.uk www.briantempest.com