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市場調査レポート
ブリストル・マイヤーズ スクイブ：製薬企業分析レポート
Bristol-Myers Squibb: Pipeline * Products * Performance * Potential
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Abstract
Bristol-Myers Squibb (BMS) is a research-based, worldwide pharmaceutical and
related health care products company. BMS was founded in 1989, and currently
operates through three main business divisions: Pharmaceuticals, Nutritionals
and Other Health Care. Within Pharmaceuticals, BMS' key areas of interest are
cardiovascular and metabolic disorders, virology, oncology, neuroscience and
immunology.
Since the merger to form the company in 1989, BMS has consistently been in the
top ten research-based pharmaceutical companies in terms of pharmaceutical
sales. However, in 2006, BMS reported its third consecutive year of revenue
loss, which looked to threaten this position. The company is going through a
transitional period, whereby many older products have seen considerable
declines in sales due to generic competition whilst newer products begin to
establish themselves in the market place. In fiscal 2007, BMS once again
returned to revenue growth.
BMS' is looking to refresh its product portfolio, adopting a strategy of
increased R&D investment despite decreased income. To this end, BMS' research
to sales ratio has increased from 12.2 per cent in 2003, to 17.4 per cent in
2008. Higher levels of expenditure have reaped dividends for the company with
five new products launched between 2005 and 2006. Orencia, Sprycel, Emsam,
Atripla and Baraclude signify the first stages of BMS' new direction and
profile.
There are also several established products in the portfolio which will help
drive BMS' pharmaceutical sales in the future. Avapro continues to benefit
from co-development and co-marketing with sanofi-aventis and, along with
Plavix, is the main focus of their collaboration. BMS is a world leader in
virology, with the Sustiva franchise (which now includes Atripla) and Reyataz
forecast to be leading competitors in this field for some time. The company is
also heavily involved in projects to provide HIV/AIDS treatment on a worldwide
scale, most notably in sub-Saharan Africa where there is the highest level of
unmet medical need. Within neuroscience, Abilify continues to sell well,
whilst in oncology, Erbitux has been launched and is being investigated in a
variety of oncology conditions. This versatility should ensure strong sales
growth.
This new strategic analysis report Bristol-Myers Squibb: Pipeline -
Products - Performance - Potential, provides a complete and critical
review of the company and includes unique and independent assessments and
forecasts of key products. Buyers of the web edition receive online access for
one year via an easy-to-use interface with fast navigation and a full text
search facility. All formats are the same price.
Table of Contents
- Latest Results
- EXECUTIVE SUMMARY
- Introduction
- Current Financial Position
- Company Performance
- Business Segment Performance
- Geographic Segment Performance
- Company Strategy
- R&D Strategy
- Mergers, Acquisitions and Divestitures
- Key Agreements
- Production
- Employees
- Product Performance Forecasts
- Pipeline Analysis
- Discontinued R&D Projects
- Other Factors Affecting The Bottom Line
- Conclusions/Outlook
- THERAPEUTIC AREA FOCUS
- R&D PIPELINE
- CARDIO VASCULAR AND METABOLIC DISEASES
- Marketed Products
- Avapro/Avalide
- Plavix/Iscover
- Others
- R&D Projects
- Apixaban
- Dapagliflozin
- KAI-9803
- Onglyza
- SLV319
- Growth Forecast
- VIROLOGY
- Marketed Products
- Atripla
- Baraclude
- Reyataz
- Sustiva
- Others
- R&D Projects
- Growth Forecast
- NEUROSCIENCE
- Marketed Products
- R&D Projects
- Growth Forecast
- ONCOLOGY
- Marketed Products
- Erbitux
- Ixempra
- Sprycel
- Others
- R&D Projects
- Angiocept
- BMS-184476
- BMS-214662
- BMS-247616
- BMS-275291
- BMS-66513
- Discodermolide
- Elotuzumab
- Ipilimumab
- XL413
- Growth Forecast
- IMMUNOLOGY
- Marketed Products
- R&D Projects
- Belatacept
- BMS-347070
- BMS-582949
- P5540446
- Growth Forecast
- APPENDIX 1 - FINANCIAL PERFORMANCE
- APPENDIX 2 - KEY CORPORATE EVENTS
- APPENDIX 3 - KEY AGREEMENTS
- AMRI Inc.
- Aspen Pharmacare/Emcure Pharmaceuticals
- AstraZeneca
- Biocon
- Celltrion Inc
- Chiron Corporation
- Dainippon Sumitomo Pharma
- Domantis Inc
- Elan Corporation Plc
- Elixir Pharmaceuticals
- Exelixis Inc
- Gilead Sciences Inc
- GPC Biotech Inc
- ImClone Systems
- Intra-Cellular Therapies Inc (ICT)
- Isis Pharmaceuticals
- Kai Pharmaceuticals Inc
- Lexicon Genetics Inc
- Lion Corporation
- Medarex Inc
- Merck KGaA
- Merck Sante SAS
- Nerviano Medical Sciences
- Nissan Chemical Industries Ltd/Teijin Pharma Ltd.
- Otsuka/Taiho Pharmaceutical Co Ltd.
- PDL BioPharma Inc
- Pfizer
- Pharmacopeia Inc
- sanofi-aventis
- Shionogi
- Sunesis Pharmaceuticals
- XDx Inc
- ZymoGenetics Inc
- APPENDIX 4 - INFRASTRUCTURE
- Research And Development Facilities
- Manufacturing Facilities
- APPENDIX 5 - KEY PHARMACEUTICAL
- SUBSIDIARIES / JOINT VENTURES
- Subsidiaries
- Joint-venture Companies
- APPENDIX 6 - PRODUCT INDEX
INDEX OF TABLES
- Principal Operating Results
- Capital Expenditure By Business Segment
- Sales By Business Segment
- Year-End Assets By Business Segment
- Sales By Geographic Area (Origin)
- Year-End Assets By Geographic Area
- Recent Product Approvals
- Major Products, Therapeutic Areas and Sales
- Major Cardiovascular and Metabolic Disease Products, 2008
- Major Virology Products, 2008
- Major Neuroscience Products, 2008
- Major Oncology Products, 2008
- Major Immunology Products, 2008
- Major North American Subsidiaries
- Major European Subsidiaries
- Major South American Subsidiaries
- Major Asia/Pacific Region Subsidiaries
INDEX OF CHARTS
- Capital Expenditure By Business Segment, 2008
- Sales By Business Segment, 2008
- Operating Income By Business Segment
- Sales By Geographic Area (Origin)
- Sales of Top Ten Products (2003A-2013E)
- Top Selling Products, 2008
- Avapro/Avalide Sales (2003A-2013E)
- Plavix/Iscover Sales (2003A-2013E)
- Apixaban Sales (2011E-2015E)
- Onglyza Sales (2009E-2012E)
- Baraclude Sales (2005A-2013E)
- Reyataz Sales (2003A-2013E)
- Sustiva Sales (2003A-2013E)
- Abilify Sales (2003A-2013E)
- Erbitux Sales (2004A-2014E)
- IxempraSales (2007E-2015E)
- Sprycel Sales (2006A-2012E)
- Ipilimumab Sales (2009E-2012E)
- Orencia Sales (2006A-2013E)
- Belatacept Sales (2009E-2015E)
- Sales, Costs and Operating Income
- Profitability and Research Ratios
- R&D Expenditure and Capital Expenditure
- Current Assets, Liabilities and Ratio
- Assets, Cash and Liquidity
- Employees and Productivity
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