Effect of Biosimilar Development on Global Manufacturing Capacity

Transcription

1 Effect of Biosimilar Development on Global Manufacturing Capacity Patti Seymour Senior Consultant BioProcess Technology Consultants, Inc. IBC Life Science s Biopharmaceutical Development and Production Huntington Beach, CA February 25 - March 1, 2013 BioProcess Technology Consultants

2 Introduction Overview of biosimilar product approvals and pipelines Global biomanufacturing capacity between CMOs and product companies BioPulse Survey: Biosimilar Manufacturing: Choices, Challenges and Capacity Uncertainty 2 From Clone to Clinic

3 Growing and Changing Pharmaceutical Market A Few Issues Shaping the Pharma Industry 1 Prescription pharmaceuticals forecast to cost >$500B by 2017 Currently, biologics drug expenditure already accounts for ~25% of pharmaceutical spend and are >33% of all drugs in development MAbs are largest and fastest growing segment 2 Financial crisis requiring healthcare systems to make significant and sustained cost reductions US healthcare spending by 2021 forecast to be ~20% GDP Global Pharma Market (USD bn) biologics 3

4 Growing and Changing Pharmaceutical Market 3Major products are losing patent protection coupled with new regulatory approval pathways Enable emergence of a biosimilar industry Source: Evaluate Pharma May 2012 Duncan B. Biosimilar Opportunities: Pipelines and Companies. Decision resources Sep 2. 4

5 Biosimilar Approvals ROW (as of Sep 2011) Duncan B. Biosimilar Opportunities: Pipelines and Companies. Decision resources Sep 2. 5

6 Biosimilar Pipeline by Phase and Molecule (as of Sep 2011) Duncan B. Biosimilar Opportunities: Pipelines and Companies. Decision resources Sep 2. 6

7 Biosimilars Pipeline for Monoclonal Antibodies Duncan B. Biosimilar Opportunities: Pipelines and Companies. Decision resources Sep 2. 7

8 Distribution of Mammalian Cell Culture Capacity 8

9 Product Companies Control ~70% of Capacity 4,500 3,600 Installed Capacity (L) ( 000) 2,700 1, CMO XS Product Co. 9

10 Geographic Distribution of Cell Culture Capacity (L) ( 000) 10

11 Mismatch in Distribution of Cell Culture Capacity? North America 3 (L) ( 000) Europe 14 Japan 2 Emerging Markets ROW # of biosimilar products approved 11

12 Capacity Distribution by Bioreactor Scale 12

13 Increased Productivity Productivity has doubled every 1.5 years Following Moore s Law Cell lines Titer Expression systems: GS, UCOE, SGE, GPEx etc. Cells: High viable cell density, suspension and medium adapted Process Media: Animal component free, defined medium, cell protectants Culture conditions: Feed strategies, catabolite control, gas exchange Courtesy of P Ball of Watson Pharmaceuticals. Adapted from Noe, Biomanufacturing Summit, 2011

14 Balance of Supply and Demand Perfusion capacity adjusted to equivalent fed batch capacity where appropriate 14

15 Conclusion: Total Biomanufacturing Capacity Adequate but Potentially Misaligned Increase in number of products and expanding markets will increase demand by ~1 million liters by 2016 Current and anticipated supply of capacity is sufficient to meet the market needs for the foreseeable future Existing capacity may not be available at the time needed or under the appropriate conditions Product companies control >70% of total capacity Utilization rates for the majority of the industry will reach almost 75% by 2016 Companies without manufacturing capacity or ability to secure manufacturing contracts may experience difficulties in accessing capacity in the coming years 15

16 BioPulse Biosimilar manufacturing: Choices, challenges, and capacity uncertainty ( manufacturing choiceschallenges and capacity uncertainty) Preliminary Survey Results 16

17 Respondents Yes, we currently have biosimilars in our portfolio 53% No, and we have no plans to add biosimilars 21% Not at the moment, but we plan to 26% 17

18 Predictions about Biosimilar Impact on Capacity The increase will cause a shortage of capacity, but only in certain manufacturing markets 16% Biosimilars will probably cause a shortage of manufacturing capacity 37% The increase will definitely cause a shortage of capacity 10% Biosimilars will not cause any shortage of manufacturing capacity 37% 18

19 Important Factors Affecting Biomanufacturing Capacity Expression titers 26% Duplication of efforts 5% Overall number of products in development 16% New construction to add capacity 11% Purification efficiency 5% All these factors and a few others 5% Commercial product demand 32% 19

20 Biomanufacturing Outsourcing Strategy for Biosimilars None, we have or will have our own manufacturing capacity 37% <25% Will be Outsourced 21% 25 50% Will be Outsourced 26% >75% Will be Outsourced 16% 20

21 Changes in Outsourcing to CMOs in Emerging Markets We do not plan to use an emerging market CMO 25% Stay the same 8% Decrease 17% Increase 50% 21

22 Outsource to CMOs in Different Geographies 75% 50% 25% 0% Very North America Not Will Not Consider 75% 50% 25% 0% Very Europe Not Will Not Consider 75% 50% 25% 0% Very China Not Will Not Consider 75% South America 75% 50% 25% India 75% 50% 25% Asia (excluding China or India) 50% 25% 0% Very Not Will Not Consider 0% Very Not Will Not Consider 0% Very Not Will Not Consider 22

23 Likelihood of Manufacturing Global Supply in Emerging Markets We are already manufacture global supply in emerging markets 10% We aren t considering manufacturing global supply in emerging markets 42% We are seriously considering manufacturing in an emerging market and very likely to 16% We are considering manufacturing in an emerging market, but are not likely to 32% 23

24 Likelihood of Manufacturing Biosimilar in Multiple Locations We already manufacture in multiple locations 5% We are not likely to manufacture in multiple locations 27% To take advantage of local incentives We will not manufacture in multiple locations 26% We are somewhat likely to manufacture in multiple locations 37% We are very likely to manufacture in multiple locations 5% 24

25 Thank You! Patti Seymour BioProcess Technology Consultants, Inc. 12 Gill Street, Suite 5450 Woburn, MA 01801

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