SPI Infoamtion

Table of Contents

Executive summary

The specialty pharmaceutical market
Specialty therapeutic markets
Leading players in the specialty pharmaceutical market
The future of the specialty pharmaceutical market

Chapter 1 The specialty pharmaceutical market

Summary
Introduction

Background
Definition
Overview

The specialty pharmaceutical market

Drivers

Increasing reimbursement/healthcare reform
Industry consolidation
Big pharma divestment of therapeutic franchises
Long term growth of biotech

Resistors

Increased competition for in-licensing deals
Increased competition in specialty markets
Reimbursement regime can depress prices
Financial crisis to inhibit near to medium term biotech productivity

Industry strategies

Acquisitions
Licensing in products
Orphan drug development

Conclusion

Chapter 2 Specialty therapeutic markets

Summary
Introduction

Drug innovation

CNS

Market overview
Alzheimer's
Epilepsy
Attention deficit hyperactivity disorder

Anti-infectives

Market overview
HIV

Cardiovascular

Market overview
Heart failure

Cardiomyopathies

Ophthalmology

Market overview
Glaucoma
Age related macular degeneration

Chapter 3 Leading players in the specialty pharmaceutical market

Summary
Introduction
Servier

Company overview
Marketed products and product pipeline
Deals
Outlook

Geographic factors
Patent threat
Generic strength
Conclusion

Gilead

Company overview
Marketed products and product pipeline
Pipeline
Deals
Outlook

Patent threat
Growth of HIV market
Reliance on HIV
Conclusion

UCB

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Strong position in the epilepsy market set to continue
Biopharmaceutical pipeline potential
Conclusion

Forest Laboratories

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Conclusion

Mundipharma International

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Conclusion

Shire

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Strength in ADHD
Switching strategy may not succeed
Conclusion

Allergan

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Strength in niche markets
Conclusion

Biogen Idec

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Safety risks of Tysabri and Rituxan
Conclusion

Lundbeck

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Strength in the CNS field
Conclusion

Alcon

Company overview
Marketed products and product pipeline
Deals
Outlook

Patent threat
Positive outlook for the eye-care market
Conclusion

Chapter 4 The future of the specialty pharmaceutical market

Summary
Overview
Trends

Healthcare reform
Increased competition for licensing opportunities and acquisitions
Takeovers and mergers of specialty pharma companies
Increased development of specialty R&D

Strategies

Concentrating on correct indications
Building partnerships
Effective search for products and candidates

Appendix

Selected bibliography
Index

List of Figures
Figure 1.1: Value chains of specialty and fully integrated pharmaceutical companies
Figure 1.2: Segmentation of the pharmaceutical market ($bn), 2008
Figure 1.3: Specialty pharmaceutical market ($bn), 2008-14e
Figure 1.4: Global biotech R&D expenditure ($bn), 2008-14e
Figure 2.5: Opportunity against requirement for innovation by therapy area
Figure 2.6: CNS market segmentation ($bn), 2008
Figure 2.7: Global anti-Alzheimer's drugs market ($bn), 2004-09e
Figure 2.8: Global anti-epilepsy drugs market ($bn), 2007-14e
Figure 2.9: Breakdown by drug class of the global anti-infectives market ($bn), 2008
Figure 2.10: Regional breakdown of the HIV drugs market ($bn), 2008
Figure 2.11: Global HIV drugs market ($bn), 2007-14e
Figure 2.12: US HIV population (m), 2005-14e
Figure 2.13: Breakdown by drug class of the global cardiovascular market ($bn), 2008
Figure 2.14: Incidence of chronic heart failure in the EU and the US ($m), 2010-16e
Figure 2.15: Sales of leading players in the ophthalmology sector ($bn), 2008
Figure 2.16: Global ophthalmic pharmaceutical sales ($bn), 2009-14e
Figure 3.17: Revenues of leading specialty pharma companies by therapy area
Figure 3.18: Alcon segmental revenues, 2008
Figure 4.19: Specialty pharma's increasing role in drug development
Figure 4.20: Tradeoff of competition and market size between small and large indications

List of Tables
Table 2.1: Key specialty therapy areas and market shares, 2008
Table 2.2: Sales performance of various CNS drug classes, 2008
Table 2.3: Prevalence of glaucoma in selected markets (m), 2008-14e
Table 3.4: Leading Servier marketed products ($m), 2008
Table 3.5: Servier product pipeline
Table 3.6: Gilead marketed products ($m), 2008
Table 3.7: Gilead product pipeline
Table 3.8: UCB marketed products ($m), 2008
Table 3.9: UCB product pipeline
Table 3.10: Forest marketed products ($m), 2008
Table 3.11: Forest product pipeline
Table 3.12: Mundipharma marketed products ($m), 2008
Table 3.13: Mundipharma product pipeline
Table 3.14: Shire marketed products ($m), 2008
Table 3.15: Shire product pipeline
Table 3.16: Allergan marketed products ($m), 2008
Table 3.17: Allergan product pipeline
Table 3.18: Biogen Idec marketed products ($m), 2008
Table 3.19: Biogen Idec product pipeline
Table 3.20: Lundbeck marketed products ($m), 2008
Table 3.21: Lundbeck product pipeline
Table 3.22: Alcon marketed products ($m), 2008
Table 3.23: Alcon product pipeline