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米国・欧州の巨大製薬企業展望 2016年:将来の成長へ向け、少数の治療分類・オーダーメイド医療・新規ターゲット・バイオシミラーへ注力

Large Cap Pharma US & EU Outlook 2016: Maximizing Their Strength On Fewer Therapy Class, Personalized Medicine, Novel Target And Biosimilars For Future Growth

発行 MP Advisors 商品コード 355096
出版日 ページ情報 英文 97 Pages
納期: 即日から翌営業日
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本日の銀行送金レート: 1USD=112.33円で換算しております。
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米国・欧州の巨大製薬企業展望 2016年:将来の成長へ向け、少数の治療分類・オーダーメイド医療・新規ターゲット・バイオシミラーへ注力 Large Cap Pharma US & EU Outlook 2016: Maximizing Their Strength On Fewer Therapy Class, Personalized Medicine, Novel Target And Biosimilars For Future Growth
出版日: 2016年03月17日 ページ情報: 英文 97 Pages
概要

インドの製薬企業は規制市場 (日本、ドイツ、フランス、カナダ) およびティアII諸国 (ブラジル、メキシコ、ベネズエラ、ロシア、ほか) へ拡大し始め、更なる成長機会を探索すべく、複合ジェネリック医薬品/バイオシミラーの開発を開始しています。

当レポートでは、米国・欧州の各大手製薬企業について取り上げ、後期開発段階パイプラインにおける有望な候補薬、競合情勢、および重要な治療領域について分析しています。

目次

Amgen:損失を相殺するため大型市場・バイオシミラー向け新規生物製剤に注力

Biogen Idec:Tecfidera・新発売製品による成長

Celegene:長期的な巨大企業のための革新的戦略

Gilead Sciences:HCV治療薬のリーダーとして登場する構え

AstraZeneca:後期段階パイプラインの成熟 - 長期的成長をささえるために呼吸器、乾癬、および抗PD-1抗体を重視

Merck & Co:抗PD-1抗体およびHCVは成長促進因子としてとどまる - 将来は

Novartis:癌におけるポジションを強化、心不全・乾癬治療薬は新たなベストセラーを発見

Novo Nordisk:糖尿病・肥満における価格競争の圧力による成長の抑制

目次
Product Code: 4490

Major pharma companies are continue to improve the productivity by taking different approaches like focusing on selected therapy area and markets, merger and acquisition, divestment of non-core brands/segments and consolidation in animal health, vaccines and consumer health care business. Oncology segment has been the key areas of interest for large cap Pharma companies in 2014/2015.

The field of immuno-oncology is currently one of the most explosive fields in biotechnology. Bristol-Myers's with more concentrated effort in Immuno-Oncology has gain the leadership with its Anti-PD-1 drug. Along with Bristol, there's Merck (MRK), Roche (RHHBY), and AstraZeneca (AZN) as well chasing the field.

The global estimates of Immuno-oncology drug is expected at >$40 billion in next ten years.

Anti-Infective remains a big attraction for large pharm. Merck acquisition of Cubist for $9 billion and Roche' in-licensing deal for $1billion was the key highlight. Biosimilar development from Large ad Biotech companies are progressing well with many reaching to regulatory space and in lates stage of clinical trials. Biogen Idec streamlined its focus to develop drugs for specialty medicine (Multiple Sclerosis, Inflammatory Bowel Disease), Neurodegeneration (Alzheimer's disease, Parkinson's, ALS, Neuro-immunology) and rare diseases (Hemophilia, Spinal Muscular Atrophy and Neuropathic Pain).

Celgene (CELG) keeps capitalizing on its strength in hematology and operational excellence to build global standards of care in the segments of Oncology and Inflammation & Immunology (I&I).

Gilead, a prominent player in Hepatitis C therapy areas is looking to expand its learning in Liver disease for another high unmet need of Nonalcoholic Steatohepatitis (NASH), while its Oncolgy segment failed to make any major impact other than approved drug Zydelig.

First - in-class mechanisms like anti-PD1, anti-PCSK9 and CDK inhibitors continue to get attraction by large cap pharma companies. Biotech and pharmaceutical companies pursue targeted and specialized therapies - more than 25% (45 new drugs approval vs. 44 in 2014) of drugs approved by FDA in 2015 are Personalized Medicines.

‘Global Biopharmaceutical Outlook 2016-Global Pharma’, released by MP Advisors provides analyses of individual large cap companies, promising drug candidates in their late stage pipelines, competitive landscape, and important therapy areas where new innovation will create leadership, forecast for major marketed drugs where competition/ regulatory scenario will change the dynamics, and the potential impact of several important upcoming milestones on the industry.

Table of Contents

  • AMGEN: Focus On New Biologics For Larger Market And Biosimilar to Offset Own Losses!
  • Figure 1: Amgen
  • IMPACT OF BLINATUMOMAB TREATMENT IN MRD+ ALL PTS
    • Key Pipeline Products and Development
    • Key Acquisitions and Partnership in 2015
    • AMGN's Commercial Strategy
    • KEY MILESTONES
  • Biogen Idec :Growth from Tecfidera and Newly Launched Products!
    • MARKETED PRODUCTS - TO GAIN STRENGTH BASED ON NEW DATA
    • PIPELINE TO WATCH IN 2016/2017
    • KEY MILESTONES
  • Annexure I: Biogen Idec
  • MULTIPLE SCLEROSIS - INJECTABLE DRUGS DATA COMPARISON
  • Annexure II: Biogen Idec
  • MULTIPLE SCLEROSIS - ORAL DRUGS DATA COMPARISON
  • CELGENE: Innovative Strategies for Long Term Gains
  • KEY MILESTONES
    • Development In Multiple Myeloma Franchise: Strengthening Pipeline and Sales
    • Inflammation - Pipeline maturing beyond OTEZLA
    • Other Products in Mid stage for Long Term Growth
  • Celegene: Table 1: RELAPSED AND REFRACTORY MULTIPLE MYELOMA (RRMM): RECENTLY APPROVED - DATA COMPARISON
  • GILEAD SCIENCES Poised to Emerge as a Leader in HCV Treatment!
  • Table 1: Gilead Sciences
  • DEVELOPMENT PIPELINE
  • Table 2: Gilead Sciences
  • DATA FROM ASTRAL -1 STUDY
  • Table 3: Gilead Sciences
  • DATA FROM ASTRAL-4 STUDY
    • GILD has multiple programs running in late stage PhII/PhIII chronic HBV pts
    • Liver Disease - Non-alcoholic Hepatosteatosis (NASH)
    • Inflammation/Respiratory Pipeline
    • ACQUISITIONS IN THE LAST ONE YEAR
  • KEY MILESTONES
  • AstraZeneca: Late Stage Pipeline maturing; Focused development on Respiratory, Psoriasis and anti-PD1 will support long term growth
  • Table 1: AstraZeneca
  • COMPETITIVE LANDSCAPE OF BIOLOGICS IN SEVERE ASTHMA
  • Table 2: AstraZeneca
  • ORR BY IFN AND PD-L1 STATUS
  • Table 3: AstraZeneca
  • DURVALUMAB CLINICAL DEVELOPMENT PROGRAMS
    • COMMERCIAL ADVANCEMENT- KEY MILESTONES TABLE
  • GlaxoSmithKline: Reliance On Low Margin Consumer Health And Vaccines; Unable To Revive Respiratory Franchise
    • PIPELINE ANALYSIS - HIV/INFECTIOUS DISEASE
    • HCV AND HBV PIPELINE - TOO EARLY TO COMMENT
    • PIPELINE ANALYSIS: RESPIRATORYPIPELINE ANALYSIS - RESPIRATORY
    • Other Biologics in Asthma Pipeline:
    • RESPIRATORY DISEASE - COPD
    • RESPIRATORY R&D BEYOND ASTHMA AND COPD
    • PIPELINE ANALYSIS - VACCINES
    • PIPELINE ANALYSIS - IMMUNO-INFLAMMATION
    • PIPELINE ANALYSIS - RARE DISEASE
    • PIPELINE ANALYSIS - ONCOLOGY
    • KEY MILESTONES
  • Merck & Co: Anti-PD1 and HCV will remain growth drivers - going forward!
  • KEY POTENTIAL CATALYSTS FOR 2016
  • Table 1: Merck
  • KEYTRUDA: LIST OF ON-GOING COMBINATION STUDIES
  • Table 2: Merck
  • DATA FROM C-CREST 1 & 2 PART A STUDY
    • 5. Januvia (sitagliptin): Positive TECOS data should help DPP-IV expand their share in a fast growing but highly genericized diabetes market
    • 6. Bezlotoxumab (mAb, R, antitoxin for prevention of Clostridium difficile; C. difficile infection recurrence
    • 7. Biosimilar Advancement
    • OTHER LATE STAGE DRUGS - TO ADD VALUE IN 2017 AND BEYOND
    • OTHER LATE STAGE DRUGS - TO ADD VALUE IN 2017 AND BEYOND
    • KEY MILESTONES
  • MERCK KGaA: Emerging markets and anti-PD1 to lift outlook; Acquisition of Sigma-Aldrich to Stabilize Business Growth
    • HEALTHCARE SEGMENT: NEXT TWO YEARS ARE MAINLY AN INVESTMENT PHASE
    • HEALTHCARE SEGMENT - PIPELINE TO WATCH FOR
  • KEY MILESTONE TABLE
  • NOVARTIS:Strengthening Position In Oncology: Heart Failure And Psoriasis Therapy Will Find New Blockbusters
    • NEWLY LAUNCHED DRUGS AND LATE STAGE PIPELINE- KEY PIPELINE ADVANCEMENT - FILING EXPECTED IN 2016
  • Table 1: Novartis
  • DATA FROM PHIII STUDY OF BUPARLISIB IN BREAST CANCER (BELLE-2)
  • Table 2: Novartis
  • EFFICACY DATA OF LCZ696 IN PARADIGM-HF
    • OTHER MARKETED DRUG - STILL SHOWING HEALTHY GROWTH
    • Table 3: Novartis
  • SANDOZ BIOSIMILAR PIPELINE STATUS
  • KEY MILESTONES
  • NOVO NORDISK: Growth is limited by pricing competitive pressures in Diabetes and
    • OBESITY: A LARGE MARKRT BUT VALUE REMAINS LOW - NOVO-B PIPELINE IS EXPANDING
  • Figure 1: Novo Nordisk
  • KEY FEATURES OF COMPOUNDS IN PHASE 1 DEVELOPME FOR OBESITY
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