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市場調査レポート
バイオファーマ：2009年第一四半期の動向とイベント
Biopharma Quarter: Key Trends and Events of the First Quarter of 2009
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Abstract
“We see companies throughout the biopharma space struggling. The recent
spate of mega-mergers reflects the recognition of certain Big Pharmas that
their patent positions and pipelines are insufficient to maintain their
revenue stream. On the other end of the industry spectrum, biotechs continue
to falter as the international economy remains in recession. Even within the
generics industry, which has benefited in an environment of cost-containment,
companies are experiencing economy-related stumbles. Hope lies in new company
strategies that can yield focus and efficiency on a smaller scale, and in
innovative research - which will be buoyed by the U.S. financial stimulus
package.” - Catherine Cuddihee, Principal Director.
Introduction
No Bear Stearns, no Lehman Brothers, no Chrysler, no humiliating hat-in-hand
audiences with Congress. The biopharma industry has not seen one of its
leaders tumble in the way that the financial and automotive industries have.
Certainly, though, many smaller players are succumbing in the international
economic meltdown; major players are making moves that are critical to their
survival; and the possibility of a federal bailout of the biotech industry has
been raised. Clearly, the state of the economy is hastening change in the
industry, which will confront a narrowed playing field, greater
cost-consciousness, and opportunities to innovate in terms of technologies and
business models.
Get the Answers You Need to Shape Your Strategy
- The first quarter brought the return of the mega-merger. What do these
mammoth deals signal for the Big Pharma/Big Biotech participants? What do they
say about the industry in general?
- Healthcare reform debates continue in the United States. What is the
state of the coalition exploring change? What does the financial stimulus
package mean for healthcare?
- Small biotechs are suffering given the current economic condition. What
is the outlook for this sector? How has the investment environment been
affected? Where are the opportunities?
- Many companies are targeting biosimilar development, recognizing that
payers will embrace these alternatives. How is U.S. regulatory guidance
shaping up? What companies are pursuing biosimilar approvals? What is the
outlook for Teva, which has announced that it will pursue a biosimilar BLA?
Scope
- Events: guidance and approvals involving transgenic animals; biotech
industry financial and investment trends, challenges, opportunities, and
outlook; U.S. stimulus package funding in the healthcare arena.
- Dealmaking: deal volume, deal type, deal value, deal focus, most active
companies, therapeutic area focus, biologics focus.
- Generics: Actavis and Ratiopharm up for sale; layoffs announced at key
generics companies; the push for biosimilars.
- Strategy: return of the mega-merger; pending healthcare reform in the
United States; Big Pharma' s philanthropic ventures in developing countries.
- Expert commentary: “Biotech Investment Trends: The Quest for
Capital,” by Decision Resources senior analyst Barbara M. Bolten, M.S.,
M.B.A.
Mentioned in This Spectrum Report
- A*Star
- Abbott Laboratories
- Abbott Medical
- Optics
- Actavis
- AdultCells
- Advanced Medical
- Optics
- Affibody
- AgResearch
- Akesis
- Pharmaceuticals
- Alcon
- Altus
- Amgen
- Apex Biomedical
- Acquisition Partners
- Apitope
- Arana Therapeutics
- Aruna Biomedical
- Astellas Pharma
- AstraZeneca
- Aveo
- Pharmaceuticals
- Avigen
- Barr
- Baxter International
- Bayer AG
- Bayer Schering
- Pharma
- Beckman Coulter
- Bial-Portela & CA
- BioFocus
- Biogen Idec
- Biomarin
- Pharmaceuticals
- Biomatrix Scientific
- BioMosaics
- Biopartners
- Biovitrum
- Boehringer
- Ingelheim
- Bristol-Myers Squibb
- Capsant
- Cephalon
- Ception Therapeutics
- CHDI Institute
- Clontech
- CT Arzneimittel
- CV Therapeutics
- Cypress Biosciences
- Cytori
- Dako
- Dynogen
- Pharmaceuticals
- Eberhard-Karls-
- Universitaet
- Tuebingen
- Eisai
- Eli Lilly
- Embryome Sciences
- Endo
- Pharmaceuticals
- Entelos
- Epigenomics
- EvoStem
- Evotec
- Forest Laboratories
- Formatech
- Fujirebio
- Galapagos
- GE Healthcare
- Genavia Therapeutics
- GeneGo
- Genentech
- Genfit
- Gen-Probe
- Gilead Sciences
- GlaxoSmithKline
- Globalstem
- GTC
- BioTherapeutics
- Health Discovery
- Hexal
- Hospira
- Idenix
- Immunocellular
- Therapeutics
- Indevus
- Pharmaceuticals
- Insmed
- Isolagen
- Johnson & Johnson
- Karolinska
- Development
- La Jolla
- Pharmaceutical
- Lonza
- Lundbeck
- MannKind
- Marvel Life Sciences
- Mayo Foundation
- Merck & Co.
- Merck KGaA
- Merck Serono
- Micromet
- Momenta
- Pharmaceuticals
- Mylan
- NeoCells
- Neose Technologies
- Neurobiological
- Technologies
- NeuroSearch
- Nissan Chemical
- North American
- Scientific
- Novartis
- Novo Nordisk
- Novozymes
- Olympus
- Open Biosystems
- Origen Therapeutics
- OSI Pharmaceuticals
- Ovation
- Pharmaceuticals
- Peptimmune
- Pfizer
- PhenoPath
- Laboratories
- Plexxikon
- Pliva
- Portola
- Pharmaceuticals
- Provenance
- Biopharmaceuticals
- Quest Diagnostics
- Ratiopharm
- ReNeuron
- Reproductive
- Genetics Institute
- Roche
- Sandoz
- Sanofi-Aventis
- Santaris
- Pharmaceuticals
- Schering-Plough
- Sensigen
- Sequenom
- Shire
- Pharmaceuticals
- Sirius Genomics
- Stada
- Stemgent
- Symphogen
- Synageva BioPharma
- Sysmex
- Takeda
- Tapestry
- Pharmaceuticals
- Teijin Pharma
- Tepnel
- Tet Systems
- Teva Pharmaceutical
- Tocris Bioscience
- UCB
- UK Critical Care
- Genomics Group
- University of
- Glasgow
- Vanda
- Pharmaceuticals
- Vanderbilt University
- Vertex
- Pharmaceuticals
- ViroChem Pharma
- VistaGen
- Watson
- Pharmaceuticals
- Wyeth
- Xencor
- Zydus Cadila
- Zymogenetics
Table of Contents
- Executive Summary
- Strategic Considerations
- Stakeholder Implications
- Introduction
- Events Perspective
- On the Competitive Front: Biotech Balances Bankruptcies, Bailouts - and,
Soon, Boons
- On the Economic Front: Healthcare Features of the Stimulus Package
- Comparative Effectiveness Research
- NIH Funding
- Other
- On the Approvals Front: FDA' s First “Pharm” Animal Drug
Approval
- Deals Perspective
- Mergers & Acquisitions
- Notable Product-Related Deals
- Therapy-Area Deals - Focus on Oncology
- Biologics Continue to Be a Dealmaking Focus
- Biosimilars
- Stem Cells
- Other Notable Biologics Activity
- Pharmacogenomics/Biomarkers/Diagnostics
- Technology Deals
- Generics Perspective: Today' s Economy Presents the Industry with
Opportunities and Challenges
- Actavis and Ratiopharm for Sale
- Layoffs at Ratiopharm, Teva, and Pliva
- Teva and Momenta Aim to Make History with U.S. Biosimilar Approvals
- Obama Paves the Way for a Biosimilars Mechanism
- Strategy Perspective
- Return of the Mega-Consolidation
- Healthcare Policy: Inside Looking Out or Outside Looking In?
- GlaxoSmithKline in the Developing World: The Price Is Right?
Expert Commentary
- Biotech Investment Trends: The Quest for Capital
Tables
- 1. National Institutes of Health Challenge Grant Areas and Sample Topics
- 2. Select Transgenic Animal Drug Development Programs
- 3. Top Company Dealmaking Activity, Q1 2009
- 4. Top 20 Pharmaceutical Companies, by 2008 Pharmaceutical Sales, Pre- and
Post-Mega-Mergers
- 5. Select Therapy-Area Deals, Q1 2009
- 6. Select Biologics-Related Deals, Q1 2009
- 7. Select Oncology Pharmacogenomics/Biomarker/Diagnostics-Related Deals,
Q1 2009
- 8. Record of the European Medicine Association' s MAA Procedures
- 9. Decision Resources Analyst Opinion: Perspectives on Teva' s G-CSF
Biosimilars Initiative
- in the United States
- 10. Summary of U.S. Biosimilars Legislation
Figures
- 1. Biotech Quarterly Initial Public Offerings and Venture Capital
Investments, 2002-2008
- 2. First-Quarter 2009 U.S. Drug Approval Tallies and Highlights
- 3. Number of First-Quarter Deals, 2006-2009
- 4. Pharma and Biotech Deals Valued at More Than $100 Million in the First
Quarter of Each Year, 2006-2009
- 5. Three Deals, More Than $150 Billion Spent: Pfizer/Wyeth,
Roche/Genentech, and Merck & Co./ Schering-Plough, Q1 2009
- 6. Select Mergers & Acquisitions Valued at More Than $100 Million, Q1 2009
- 7. Select Pharma and Biotech Product-Related Deals Valued at More Than $2
Million, Q1 2009
- 8. Percentage of Deals by Therapeutic Area, Q1 2009
- 9. Percentage of Deals by Technology Type, Q1 2009
- 10. Select Financial Results for Teva, 2007 and 2008
- 11. Corporate Evolution of Pfizer
- 12. Dates of Patent Expiry for Pfizer' s Blockbuster Drugs
- 13. Dates of Patent Expiry for Wyeth' s Leading Drugs
- 14. Dates of Patent Expiry for Merck and Schering-Plough' s Leading Drugs
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