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Global Generics & Companies

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

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  1. Global Generics & Companies Chesapeake Dr. Brian W Tempest www.briantempest.com brian.tempest@clara.co.uk UK March 2014

  2. 3. Global Generic Marketplace

  3. Patent Thickets (for Perindopril)

  4. 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

  5. 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

  6. Generic Global Volume Share Source: Sandoz

  7. Generics 35% Premium over last 10yearsSource: Societe Generale June 2013

  8. Generics versus Big Pharma

  9. Generic Profit Margin Profile in descending order source: Deutsche Bank July 2010

  10. Molecules - Cost of developmentsource: Societe Generale

  11. Global Pharma Market Size

  12. Global Pharma Spending 2011 to 2016source: IMS 17 June 2013, Brand/Generic//Other

  13. 66 Cos received WLs between 2010 and June 2013 with 8 from India source: Daily Mail 13 October 2013

  14. Generics - Rising Risk & Competition

  15. Patent Expiries to 2018source: EvaluatePharma 2012

  16. Products Going Off Patent in 2015 $33bSource: Evaluate Pharma 14 February 2013

  17. Counterfeit Medicines source WHO fact sheet N275; India level at 3% Source IPF-WHO

  18. Generic Cos by Sales over last Decade source: Citi Research August 2013

  19. Generic Cos – Operating Cash Flow source: Citi Research August 2013

  20. 4. Global Generic Companies

  21. Top 21 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/21

  22. Next 26 Global Generic Companies Source 8 June 2012 Generics Bulletin 8/26

  23. The Teva Future – Standing StillSource: RBC Capital 12 December 2012

  24. Teva Losing Control of Costs in the EUsource: Teva June 2012

  25. Sandoz Sales 2012source: Novartis, Generics Bulletin June 7 2013

  26. Actavis Sales MomentumSource: RBC 12 March 2013

  27. Actavis Sales MomentumSource: RBC 12 March 2013

  28. Actavis R&D Assetssource: Actavis Promotional Material before Warner Chilcott acquisition

  29. Actavis Manufacturing Assetssource: Actavis Promotional Material before Warner Chilcott acquisition

  30. Global footprint of Watson/Actavis

  31. Cash Acquisitions vs free cash flowsource: FT 19 February 2014

  32. Actavis is favoured by Investorssource: Daily Finance 21 January 2014

  33. Mylan Sales MomentumSource: RBC 12 March 2013

  34. Mylan Sales MomentumSource: RBC 12 March 2013

  35. Mylan acquires 9 plants source: FiercePharma February 2014

  36. Stada focus on RussiaSource: Stada

  37. Stadasource: Jefferies March 2014

  38. Stadasource: Jefferies March 2014

  39. Sanofi Generics 2012Source: Generics bulletin 15 February 2013

  40. Thank You brian.tempest@clara.co.uk www.briantempest.com

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