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Exploring the Structural Changes in the Global Pharmaceutical Marketplace. Dr. Brian W Tempest www.briantempest.com 9 th Annual Global Generic Strategy Summit Barcelona, Spain 14-16September 2010.

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exploring the structural changes in the global pharmaceutical marketplace

Exploring the Structural Changes in the Global Pharmaceutical Marketplace

Dr. Brian W Tempest

www.briantempest.com

9th Annual Global Generic Strategy Summit

Barcelona, Spain 14-16September 2010

slide2

Dr Brian Tempest advises Companies, Banks, High Net Worth Individuals and Investment Funds on their Strategy in the Emerging World based on his wide experience in China, Japan, South East Asia and India where he has lived for the last decade.

Brian has worked for Ranbaxy Laboratories since 1995 holding the position of Managing Director and Chief Executive Officer until 2005. He was then Chief Mentor and Non Executive Director until 2008. He is one of the few westerners to have led a Sensex Nifty 50 Indian blue Chip MNC and as a result has a valuable insight into India. Brian has also been Regional Director, Far East for Glaxo where he was responsible for businesses in Japan, China, Korea, and Taiwan.

Brian has worked in the Pharmaceutical Industry for the last 39 years and led Healthcare businesses in North America, South America, Europe, Africa, Middle East, Asia and India. He has also led sessions at Investor Meetings across Asia, Europe and USA. He is now an International Advisor to MAPE – India, Religare -India and UNCTAD - Switzerland. In addition he is a member of the SCRIP Global awards panel. Brian speaks at global conferences on the Challenge from India and China and more information on these presentations can be found on his website www.briantempest.com.

Brian has a PhD in Polymer Chemistry from Lancaster University and is a member of the Royal Society of Medicine, the Royal Society of Chemistry and is a Chartered Chemist. He is now Chairman of Hale & Tempest Co Ltd.

slide4

Emerging World’s Perceived

Economic Health in 2009

slide5

The Future? - Pharma Vending Machines currently being test marketed in UK Hospitals & Supermarkets 2010

slide7

Big Pharma- Despite increasing R&D

NCE Productivity continues to fall

slide8

Approvals becoming Difficult Source: Pharmatimes UK July-August 2010

slide9

Many Drugs withdrawn this Decade Source: Deutsche bank, FDA

ec surprise anti trust raids 2008 9
EC Surprise Anti Trust Raids 2008/9
  • 1st - GSK, Astra Zeneca, Sanofi Aventis, Pfizer, Wyeth, Teva in January 2008
  • 2nd – Teva , Servier, Kirka in November 2008
  • 3rd – Sanofi Aventis France, Novartis France, Teva France in October 2009
  • 4th – Lundbeck Italy, Teva UK in December 2009
slide14

82% of the world population accounts for only 12% of the global pharma sales

  • Sources:
  • IMS Midas, March 2005
  • Earth Trend Data Tables 2005
slide16

Emerging World Share of Pharma

Source EIU, OECD, WHO, IMS, Roland Berger

big pharma the emerging world source ims bric mexico turkey south korea
Big Pharma & the Emerging World source IMS - BRIC, Mexico, Turkey, South Korea
slide19

India Rankings

Abbott now has 7000 reps & 7% Market Share

slide21

A New World Order is Coming

with New Alliances

slide22

Structural Change:

Generic Companies

slide24

USA Generics Filings Source: Deutsche bank July 2010

usa first to file lawsuits source rbc capital markets january 15 2010
USA - First to File Lawsuits Source RBC Capital Markets January 15 2010
usa litigation success rates source rbc capital markets january 15 2010
USA - Litigation Success Rates Source RBC Capital Markets January 15 2010
  • Patent Challenges on rise - 65 FTFs in 2009
  • Success rate at 48% - or 76% including deals
  • 3 courts hold 69% with 36% success e.g. NJ
  • 4 courts never ruled against generics e.g. NY
  • At risk launches on the rise – 6 in 2009
  • Teva has 12 of the 28 at risk launches – 2002/9
  • Settlements on the rise – 54 in 2009
  • Teva accounts for a third of all settlements
  • Authorized generics on the rise – 25 in 2009
  • Watson represents a fifth of all AGs
distributors moving into generics uk coop the world s largest consumer cooperative
Distributors moving into GenericsUK Coop – the world’s largest consumer cooperative
  • GBP£10b UK company
  • running food stores, banks, insurance, funeral homes, travel agents, farms and pharmacies
  • 3rd rank pharmacy chain in UK with 800 stores
  • Owns UK pharmaceutical wholesaler Sants
  • Opus Marketing JV with Day Lewis Pharmacy Chain offers 113 products under “Prospect” brand
  • Tianjin Tasly Sants Manufacturing JV opens 2010/11
  • With Investment GBP£20m, 200 staff
slide29

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

slide30

Top 22 Generic Companies over $1b Source: Company Reports Generics Bulletin 28 May 2010 (excludes Apotex & Actavis Private Companies)

slide31

Next18 Generic Companies < $1b Source: Company Reports Generics Bulletin 28 May 2010 (excludes Recalcine Private Company)

slide32

Structural Changes:

Indian Pharma Companies

slide33

Indian Generics have consistently

outperformed USA Generics

to understand india understand the promoter families mckinsey quarterly 16 jan 2010
To understand India , understand the promoter families McKinsey Quarterly 16 Jan 2010
  • Family ownership -often overlooked
  • 1/3 of S&P500 index, 40% of top 250 Cos Fr/Ge
  • <30% survive into the 3rd generation
  • Survivors do better than their corporate peers
  • Family Councils, Wealth Management Offices
  • Every generation has a liquidity event
  • Families renew their portfolios over time
slide35

Indian Deals Roaring Ahead July 2010 Grant Thornton Deal Tracker

slide40

The Indian Drug Development Model

Early discovery leads from US, Europe, Taiwan, Singapore

Molecular optimisation from India

Toxicology from China, Central Europe, Singapore

Electronic Data Capture from India

API Manufacture from India with Raw Materials from China

Drug Formulation Manufacture from India, USA

Phase 1 Clinical Trials from Europe

Phase 2,3 heavy use of India

Corporate back office from India

the tempest crystal ball
The Tempest Crystal Ball
      • Asia will become the Centre of Gravity for global business
      • Big Pharma will develop Emerging World Strategies, Generics Strategies, OTC Strategies, Vaccine Strategies, VC Strategies
      • Big Pharma will continue to be attracted to India for CT, EDC, MO. and to China for RM/Biology/Toxicology
      • Big Pharma will develop dual IP as well as dual pricing
  • Many Indian families are reviewing their family portfolios and will optimize their holdings. M&A will consequently expand further
  • In Commodity Generics risks and competition will rise further. Branded Generics will continue to be very attractive
  • Monoclonals will be the next generic wave from India
slide44

Thank You

brian.tempest@clara.co.uk

www.briantempest.com