Affymax, Inc.：PharmaVitae企業レポート

目次

Abstract

Analysis of Affymax's corporate history, corporate relationships, prospects to the end of the forecast period, and Datamonitor's evaluation of the company's strategy and key strengths, weaknesses, opportunities and threats.

INTRODUCTION

This analysis evaluates the company's strategy and key strengths, weaknesses, opportunities and threats, and provides an overview of the company's historical and forecast financial performance. The report also gives an in-depth analysis of the company's key prescription pharmaceutical product, and provides a forecast sales performance for this drug.

FEATURES AND BENEFITS

• Detailed analysis of the financial benefits and risks related to the adoption of Omontys at dialysis centers
• Discussion of the company's strategy, commercial relationships, and forthcoming catalysts
• Sales forecasts through to 2017
• Financial analysis of the company, including operating performance forecasts through to 2017

HIGHLIGHTS

• This report contains patient-based forecasts for Affymax's Omontys, a once monthly erythropoiesis-stimulating agent (ESA) which was recently approved in the US for the treatment of anemia in dialysis patients with chronic kidney disease. Omontys is the first ESA to challenge Amgen's US monopoly of Epogen and Aranesp in the dialysis setting.

YOUR KEY QUESTIONS ANSWERED

• Analyze how the performance of Omontys will shape Affymax's growth prospects
• Assess the current ESA market in the dialysis setting and how various factors are forecast to affect Omontys sales
• See how Affymax's development and marketing relationship with Takeda will contribute to the company's overall strategic outlook

ABOUT THIS REPORT

• PharmaVitae Explorer database
• Chapter structure
  • Sales and product analysis
  • Financial analysis
• Data sourcing
  • Analyst consensus
  • Primary research

EXECUTIVE SUMMARY

• Company introduction
  • Recent developments
  • Corporate relationships
• Strategic overview
• SWOT analysis
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats

SALES AND PRODUCT ANALYSIS

• Sales overview
• Product analysis
  • Product sales
• Omontys (peginesatide)
  • Chronic kidney disease background
  • Dialysis background
  • Omontys clinical trials in ESRD and CKD
  • EMERALD trials in dialysis patients
  • PEARL trials in non-dialysis patients
  • Ongoing DIAMOND and PRCA trials
  • Factors affecting the use of Omontys
  • Omontys is only cheaper than Epogen at higher doses
  • Omontys's once-monthly dosing is a double-edged sword
  • Many centers will be reluctant to stock two different ESAs for in-center use
  • Home dialysis patients should see the quickest uptake of Omontys
  • Lack of Omontys-associated PRCA expected to have minimal impact on adoption
  • Pricing negotiations with group purchasing organizations and small dialysis centers will be key to Omontys uptake
  • Mircera is another once-monthly ESA on the horizon

FINANCIAL ANALYSIS

• Financial performance overview
  • Operating costs and profit analysis, 2005-11
  • Operating costs and profit analysis, 2011-17

APPENDIX

• Primary research
• References
• Exchange rates

• Table: Affymax: key catalysts
• Table: Affymax product portfolio overview ($m), 2011-17
• Table: Overview of pivotal trial data for Omontys, EMARALD 1 and 2 studies
• Table: ESA price comparison, by equivalent dosage
• Table: Omontys US forecast model, 2012-17
• Table: Affymax operating revenue/cost analysis ($m), 2005-11
• Table: Affymax operating revenue/cost analysis ($m), 2011-17
• Table: Exchange rates, 2011

• Figure: PharmaVitae Explorer
• Figure: Affymax prescription pharmaceutical performance, sales ($m) and growth rate (%), 2011-17
• Figure: Affymax product sales ($m), 2011-17
• Figure: Weekly Epogen dose among large and medium sized dialysis organizations, August 2010-December 2011
• Figure: Weekly Epogen dose among small and independent dialysis organizations, August 2010-December 2011
• Figure: Price of Omontys relative to Epogen dose equivalent
• Figure: Price of Omontys relative to Aranesp dose equivalent
• Figure: Affymax operating/cost performance ($m), 2005-17

「Affymax, Inc.：PharmaVitae企業レポート」は2012年06月19日にデータモニターより発行されました。 当レポートはPages: 36で構成され、税抜￥589,038より販売しています。