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Delve into the evolving landscape of the global generic market, exploring key trends, niches, and competition dynamics. Learn about the impact of patent expiries, market share shifts, and the profitability of generic brands. Discover top companies and their strategies in this dynamic marketplace.
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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