Pharmaceutical market

Transcription

1 3/14/218 Pharmaceutical market Hynek Valerián Copyright 218 IQVIA. All rights reserved. Table of Contents + Global pharmaceutical market Regions and growth contribution Biologic products + Czech Republic Registered medicines and OTC products Key market segments Growth factors Biologic products and biosimilars 1 1

2 3/14/218 Global and regional context 2 Helped by the US, Global pharma to grow at 3- CAGR to $1.4tn by 221 1,6 1,4 1,2 1,,8,6,4,2 Global sales (216-21) Tn US$ Pharmerging US EU5 Japan 1% 8% 4% 2% % -2% CAGR Developed 2-5% US 2-5% Japan (-2)-1% Germany 2-5% UK* 2-5% France 1-4% Italy 2-5% Spain 2-5% Canada 2-5% Pharmerging 6-9% Pharmerging US$ 5-8% China 6-9% Brazil 6-9% India 9- Russia 6-9% Turkey 11-14% Higher than region CAGR On par with region CAGR, % Mexico 3- Lower than region CAGR FARMAKON ČR, Praha, IQVIA

3 3/14/218 USA to continue to dominate growth and sales whereas China and Japan growth slows There is no doubt that the geographic investment strategies have shifted Regional contribution to growth 221 regional market share $285 bn 9% $256 bn 11% 14% 1% 19% 3% 9% 11% 1 9% RoW Pharmerging Tier 3 BRI China Japan EU5 42% 44% 43% US -2% FARMAKON ČR, Praha, IQVIA A period of high innovation has resulted in greater NCE access in developed markets and some Pharmerging NCE launch between and periods* Top BRICTM US GERMANY UK JAPAN ITALY SPAIN CANADA 5 74 FRANCE MEXICO RUSSIA 3 49 BRAZIL TURKEY INDIA CHINA 8 7 Increase in NCE launches Decrease in NCE launches FARMAKON ČR, Praha, IQVIA

4 3/14/218 Launches of innovative medicines are expected to average 4-45 per year to 221 Active Substances (NAS) Launched in the U.S Orphan Mechanism Existing Mechanism Total NAS /yr FDA approvals (2 year high) Source: QuintilesIMS LifeCycle Product Focus, QuintilesIMS Institute, Mar 217 FARMAKON ČR, Praha, IQVIA Biologic growth remains high, small molecules slow dramatically Small molecules faced increased genericisation from Global biologic sales and trends (212-17) Billions of USD Biologics Sales Biologics growth Small molecule growth Global Pharma growth 14% 1% 8% 4% 2% % Biologics 217 Share of sales 5% 1 59% Biologics Share of 5 yr growth 1% 3% 68% US EU5 Japan Pharmerging RoW FARMAKON ČR, Praha, IQVIA

5 3/14/218 Generic utilisation reaching saturation in most developed markets Share of volume (SU) US 79% 9% 88% Pharmerging 85% 1% 8 Germany 75% 81% Korea 74% % 74% UK 6 73% France 51% 14% 65% Japan 52% 1% 62% Spain 5 3% 59% Italy 49% 5% 54% change FARMAKON ČR, Praha, IQVIA Czech Republic 9 5

6 Units (mil) CZK (bln) 3/14/218 Czech Republic pharmaceutical market 217 Volume Values (mnf price) 15% 1% mil 59% 64.1 bln CZK 83% Rx bound Non Rx bound Non registered OTC Rx bound Non Rx bound Non registered OTC FARMAKON ČR, Praha, IQVIA Sales of medicines: Czech Republic, combined market Units () Values (CZK ex-mnf) % +1% 6 5 4% 4% % 69% 69% % 89% 89% NON-RX BOUND RX BOUND FARMAKON ČR, Praha, IQVIA

7 3/14/218 Leading ATC classes 217 Volume in Units of, combined market C N A R Market share 15% 15% 2% 2% Annual growth -1% % 4% 1% Overall market volume in grew by 1% in 217 after a slight decline in 216 Stronger growth observed for Alimentary Tract & Metabolism and Systemic Antiinfectives, other therapy areas without major changes M 1% D 5% % J 5% 3% Others 1% FARMAKON ČR, Praha, IQVIA Leading ATC classes 217 Turnover (CZK, mnf price), combined market L N A Market share 1 18% Annual growth -1% 5% Overall market size in CZK (ex-mnf prices) increased by 4% in 217 same as growth observed in 216 No major change in the L and J class, some of the other major therapy classes show rather strong single digit growth. C 3% R 9% 4% B J % Others 1 5% FARMAKON ČR, Praha, IQVIA

8 (CZK ex-mnf, mil) (CZK ex-mnf, mil) 3/14/218 Czech Pharmaceutical market 217: Therapy areas Share of ATC classes 1 18% 1 9% Market growth contribution % 19% 1% 1% 15% 24% - -1% 217 From the leading ATC classes, CNS contribution to the market growth highly above its market share, similarly for Alimentary Tract & Metabolism and Blood & Blood Forming Organs. Antineoplastic and Immunomodulating Agents shows slight decline. L N A C R B J Others FARMAKON ČR, Praha, IQVIA Czech Pharmaceutical market 217: Product categories Share of categories 24% 2 Market growth contribution 2, , 1,5 1,375 1, The contribution to the market growth from generics and others corresponds to their share of total market sales. The dominant growth contribution of the protected products is offset by the sales decline of the no longer protected products % GENERICS PROTECTED NO LONGER PROTECTED OTHERS FARMAKON ČR, Praha, IQVIA

9 CZK (mil) CZK (mil) CZK (mil) CZK (ex-mnf, bln) CZK (ex-mnf, bln) 3/14/218 Biologic products: Biosimilars doubled their share of biologics between ,4% +4% 19,8% +4% 2,% ,9% + 4,1% +4% 6,2% BIOLOGIC MOLECULES NON BIOLOGIC BIOSIMILAR PRODUCTS OTHERS Source: IQVIA FARMAKON ČR, Praha, IQVIA Biosimilars vs reference products: selected examples Examples can be found for all typical situations after biosimilar entry Growing market incl reference product Stable market & increasing biosimilars share, reference product losing its dominance Declining market & dominant biosilmilars, reference product marginalized G3GA5 FOLLITROPIN ALFA GONAL F OVALEAP BEMFOLA L4AB2 INFLIXIMAB REMICADE REMSIMA INFLECTRA FLIXABI L3AA2 FILGRASTIM NEUPOGEN ZARZIO ACCOFIL TEVAGRASTIM NIVESTIM FARMAKON ČR, Praha, IQVIA

10 Units (mil) CZK (bln) Units (mil) CZK (bln) % CZK 216 Non Rx Bound % CZK 216 % CZK 216 Rx Bound 3/14/218 Elements of growth: Registered medicines , 216-1,9 Price,2 Volume +3,5% 3,5 Mix,6 1,2 products 13, , 216-2,4,3 +3,4% 3,7,7 Price Volume Mix 1,2 products 13, , On average, the price of registered medicines decreased by 1.9% Whilst the price of Rx bound products decreased by 2.4%, the OTC medicines price grew by 2.3% Changes in the product mix and the new launches are important growth factors , 216 2,3, Price Volume 1,2 Mix,2,9 products 14,6 217 FARMAKON ČR, Praha, IQVIA Sales of medicines and OTC % % % % % % 6 64% 64% % % +4% Source: IQVIA NON REGISTERED NON-RX BOUND RX BOUND FARMAKON ČR, Praha, IQVIA

11 (CZK ex-mnf, mil) 3/14/218 Leading OTC categories: Share of OTC medicines differs Bln CZK,ex-mnf price Category Growth (%),,5 1, 1,5 2, 2,5 3, cough&cold 1 8,7 pain relief 25% 2,7 digestives 38% 4, vitamins 79%, skin treatment 29% 4,8 urology 6 4, circulatory 32% -1, others 72% 4,6 OTC Medicines Non-registered OTC FARMAKON ČR, Praha, IQVIA Czech OTC market 217: Key therapy areas Share of ATC classes 5% 24% 8% 19% 14% cough&cold digestives skin treatment pain relief vitamins urology Market growth contribution circulatory others % 9% % -1% 217 In 217 the key growth contributor has been the cough and cold category that delivered ~ 5% of the overall growth. Pain relief growth contribution was under-proportional, no growth observed for vitamins. FARMAKON ČR, Praha, IQVIA

12 % CZK 216 Non- reg. OTC % CZK 216 % CZK 216 Registered OTC 3/14/218 Elements of growth: OTC market +4,2% +4, , 1,9 -,9,5 1,8 2, 14, , 2,3,1 1,2,2,9 14,7 216 Price Volume Mix products Price Volume Mix products 217 The key drivers of the OTC market growth are the new launches/innovations Whilst the price growth of registered OTCs is a key growth contributor, non-registered OTC segment benefits from the innovations that more than offset the decline in the volume of old products and negative change of the product mix , 216 1,3 Price -2,7 Volume +3,4% 2,8 Mix 4, 3,6 products 13,4 217 FARMAKON ČR, Praha, IQVIA Please Contact Us for More Information Hynek Valerián Senior Manager, Offerings, CZ&SK hynek.valerian@iqvia.com FARMAKON ČR, Praha, IQVIA

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