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Shire社の分析

Shire Company Analysis

発行 Datamonitor Healthcare 商品コード 573571
出版日 ページ情報 英文 64 Pages
納期: 即日から翌営業日
価格
本日の銀行送金レート: 1USD=106.59円で換算しております。
Shire社の分析 Shire Company Analysis
出版日: 2018年08月30日 ページ情報: 英文 64 Pages
概要

Shire社は、近年の買収活動が功をなしたことで中枢神経領域での損失が相殺され、2026年までに売上高が180億米ドルに達するものと予測されています。調査期間前半においては中枢神経疾患薬そして同社の注力領域である希少疾患薬の既存・新規事業が好成長を示し、調査期間後半にかけては引き続き希少疾患薬が企業成長に大きく貢献するものと見られます。

当レポートでは、Shire社の売上動向について調査し、企業の概要、成長戦略、売上の実績と今後の予測、上市済製品・主力製品・特許満了製品の分析、製品の主な応用領域、今後の業績の見通しなどについて包括的にまとめています。

エグゼクティブサマリー

企業概要

  • 2017年、Shire社にとって「実行」の年に
  • SWOT分析
  • 主要動向と成長要因

企業データ

  • 処方薬の売上動向
  • 治療領域におけるダイナミクス
  • 上位10製品
  • 成長促進・阻害要因
  • 主な上市済製品・主力製品・特許満了製品
  • 業績見通し
  • M&A事例

治療領域

  • 中枢神経
  • 希少疾患
  • 眼疾患

参考文献

図表リスト

目次
Product Code: DMKC0200078

PharmaVitae explores Shire's prescription pharmaceutical performance and outlook over 2017-27. PharmaVitae analyses include quarterly earnings coverage and provide timely updates to company product forecasts. The full company profile encompasses analysis on corporate strategy, portfolio analysis, pipeline potential, and financial performance.

Snapshot

  • Overview - Shire is set to maintain its slow growth rate as its acquired rare diseases portfolio faces fierce branded competition.
  • Key themes - [1] PharmaVitae expects Shire's prescription pharmaceutical sales to grow at a 1.0% CAGR between 2017-27 [2] Shire's CNS portfolio will increase to $3.6bn in 2022, but then fall sharply to $1.3bn in 2027 due to generic erosion of Vyvanse sales in the US [3] Shire's marketed rare diseases products will be extremely important to maintaining sales growth, adding over $2.3bn out to 2027 [4] The hematology portfolio will decline at a -1.5% CAGR between 2017-27 as Shire's leading hemophilia A products lose market share under fierce competition from Roche's recently launched Hemlibra [5] Shire's burgeoning ophthalmology portfolio, led by Xiidra, will add $1.6bn to its top line over the forecast period.
  • Q2 2018 - Shire's earnings edge higher after agreeing to sale to Takeda.
  • Out to 2022 - Shire's acquired rare diseases products and its CNS franchise will drive sales to a mid-term peak of $16.6bn in 2022. Out to 2027 - The company will add $1.6bn out to 2027 owing to growth in its rare diseases portfolio, and the launch of Xiidra.
  • Pipeline - Shire's pipeline is focused on rare diseases, with the highlight being Takhzyro, which is set to reach $1.9bn by 2027. Lifecycle - Shire's launch portfolio will offset its expiry portfolio as Takhzyro's launch is set to mitigate the 2023 patent expiry of Vyvanse.
  • Major events - Shire's hematology portfolio will be impacted by rival Hemlibra's ongoing clinical development success and launch, as Shire's management team accepts a $65bn takeover bid from Takeda.

Model updates

  • Revised HAE franchise sales downwards.
  • Revised hematology product sales downwards.
  • Revised immunology product sales upwards.
  • Lanadelumab name changed to Takhzyro.
  • Added Takhzyro launch.
  • Delayed Xiidra launch in Europe to Q1 2020. Analysis structure

Explore and visualize revenue dynamics in Shire's portfolio out to 2027 using 10-year in-house sales forecasts segmented by the following sections.

Quarterly review

  • What were the major highlights from Shire's latest earnings call and quarterly performance?

Strategy analysis

  • How is Shire strategically poised out to 2027?
  • What are Shire's key strengths, weaknesses, opportunities, and threats?
  • What are Shire's key catalysts during the current year?

Portfolio analysis

  • Why will specific therapy areas experience the largest growth and decline?
  • What are the detailed competitive dynamics at play in Shire's important therapeutic markets?
  • How is Shire adapting strategically to internal and external headwinds in preceding quarters?

Facts and figures

  • What is Shire's forecasted sales performance out to 2027?
  • What is the revenue trajectory of Shire's current top 10 products out to 2027?
  • Which therapy areas will experience the largest growth and decline?
  • What are the portfolio weightings of Shire based on the lifecycle of its products?

TABLE OF CONTENTS

OVERVIEW

  • Snapshot
  • Model updates
  • Analysis structure

Q2 2018 REVIEW

  • Shire's earnings edge higher after agreeing to sale to Takeda
  • Immunology sales drive
  • Hematology business remains solid for now
  • Neuroscience and internal medicine business
  • Oncology and ophthalmology progress
  • Bibliography

Q1 2018 REVIEW

  • Shire reports a solid start to 2018 amid talk of a takeover by Takeda
  • $65bn takeover by Takeda
  • Key Q1 2018 events
  • Bibliography

Q4 2017 REVIEW

  • Shire reports 8% product revenue growth in 2017
  • Immunology business
  • Cinryze revenues rebound as Shire mitigates HAE headwinds
  • AB Biosciences deal to boost immunoglobin R&D
  • SHP609 failure in Hunter syndrome
  • Neuroscience business
  • Hematology business
  • Internal medicines
  • Ophthalmology business
  • Key catalysts for 2018
  • Bibliography

Q3 2017 REVIEW

  • Cinryze supply issues hold Shire to flat revenues
  • Neuroscience business
  • Ophthalmology
  • Q3 2017 events
  • Bibliography

STRATEGY ANALYSIS

  • Acquisitions over 2015-16
  • 2018 will continue to focus on execution restructure
  • Big increase in net debt is not a large concern
  • Takeda takeover
  • Shire's SWOT analysis
  • Shire's key events and catalysts
  • Bibliography

PORTFOLIO ANALYSIS

Q2 2018

FACTS AND FIGURES

  • Shire's prescription pharma sales outlook
  • Shire's regional pharma sales outlook
  • Shire's therapy area dynamics
  • Shire's growth drivers and resistors
  • Shire's portfolio lifecycle analysis
  • Shire's pipeline analysis
  • Shire's M&A strategy and history
  • Bibliography

LIST OF FIGURES

  • Figure 1: Shire's prescription pharmaceutical sales ($m) and growth rate (%), 2014-27
  • Figure 2: Shire's therapy area dynamics, 2017-27
  • Figure 3: Shire's launch/core/expiry portfolio configuration, 2017-27
  • Figure 4: Shire's pipeline overview

LIST OF TABLES

  • Table 1: Shire's historical net debt to EBITDA comparison
  • Table 2: Shire's sales by therapy area ($m), 2017-27
  • Table 3: Shire's prescription pharmaceutical sales by region ($m), 2017-27
  • Table 4: Shire's sales by therapy area ($m), 2017-27
  • Table 5: Shire's central nervous system portfolio sales, by product ($m), 2017-27
  • Table 6: Shire's rare diseases portfolio sales, by product ($m), 2017-27
  • Table 7: Shire's hematology portfolio sales, by product ($m), 2017-27
  • Table 8: Shire's ophthalmology portfolio sales, by product ($m), 2017-27
  • Table 9: Shire's key products, 2017-27
  • Table 10: Shire's sales by launch, core, and expiry portfolio ($m), 2017-27
  • Table 11: Shire's launch portfolio sales, by product ($m), 2017-27
  • Table 12: Shire's key merger and acquisition deals, 2001-18