Mid-Cap Biotechnology社のベンチマークレポート：販売予測、製品分析...市場調査レポートについてご紹介

1 Table of Contents
1 Table of Contents 9
1.1 List of Tables 14
1.2 List of Figures 17
2 Introduction 24
2.1 Report Scope 24
2.2 Companies Covered 25
2.3 Upcoming Reports 26
2.4 Recently Published Reports 26
3 Market Dynamics 27
3.1 Sector Fundamentals 27
3.1.1 Growth Rate 27
3.1.2 R&D Spending 29
3.1.3 Company Outlook 33
3.1.4 Sales Forecasts 36
3.1.5 Product Valuations 39
3.2 FDA Approved 41 New Drugs in 2014 41
3.2.1 Drugs Approved in 2014 43
3.2.2 Multiple Approval Pathways Expedite Review of Innovatie Medicines 46
3.2.3 CDER Continues to Meet PDUFA Goal Dates for Review Cycles 51
3.2.4 GlobalData’s Forecast for 2014 Approvals: BMS’ Opdivo Projected to be Top Seller 52
3.3 Orphan Drugs: No Longer a Rare Opportunity 54
3.3.1 Historic Number of Orphan Drugs Approved in 2014 56
3.3.2 Orphan Drugs Approved in 2014 56
3.3.3 Celgene’s Revlimid Will Eclipse Roche’s MabThera/Rituxan by 2018 61
3.4 FDA Approved 27 New Drugs in 2013 62
3.4.1 Drugs Approved in 2013 62
3.4.2 GlobalData’s Sales Forecasts for Drugs Approved in 2013 63
3.4.3 NME Approvals Drive Much Needed Value in the Pharmaceutical Market 65
3.4.4 Exceptional Uptake of Sovaldi and Tecfidera Paves the Way for New Optimism in Pharma 67
3.5 Patent Cliff to Erode $65 Billion in Sales by 2019 71
3.5.1 Top Patent Expiries 72
4 Collaboration and Acquisition Strategies 76
4.1 Deals Landscape 76
4.1.1 Overview 76
4.1.2 Therapeutic Analysis 79
4.2 M&A Analysis 82
4.2.1 Overview 82
4.2.2 Top Spenders 86
4.3 Licensing and Partnership Deals 94
4.3.1 Overview 94
4.3.2 Top Spenders 99
5 Financial Management 110
5.1 Revenue 111
5.1.1 Regeneron, Actelion, and Alexion 111
5.2 Year-to-Year Revenue Growth 113
5.2.1 Peer Group Leaders 113
5.2.2 Theravance and Vertex 115
5.3 Operating Income 116
5.3.1 Regeneron, Jazz, and Salix 116
5.3.2 Ironwood 118
5.4 Gross Profit Margin 118
5.4.1 Peer Group Leaders 118
5.5 Expense Performance Metrics 120
5.5.1 R&D Spending 120
5.5.2 R&D Spending Growth 122
5.5.3 SG&A Margin 124
5.6 Liquidity and Valuation Metrics 125
5.6.1 Capital Expenditures 125
5.6.2 Cash and Marketable Securities 127
5.6.3 Total Debt 128
5.6.4 Total Assets 130
5.6.5 Cash Ratio 131
5.6.6 Market Capitalization 132
5.6.7 Enterprise Value 133
6 Company Analysis 135
6.1 Acadia 135
6.1.1 Marketed Products 135
6.1.2 Nuplazid Sales Forecast 138
6.1.3 Nuplazid NPV & DCF 138
6.1.4 Clinical Pipeline 140
6.2 Actelion 143
6.2.1 Marketed Products 143
6.2.2 Opsumit and Tracleer Sales Forecasts 146
6.2.3 Opsumit NPV & DCF 147
6.2.4 Clinical Pipeline 148
6.3 Alexion 151
6.3.1 Marketed Products 151
6.3.2 Soliris Sales Forecast 154
6.3.3 Soliris NPV & DCF 155
6.3.4 Clinical Pipeline 156
6.4 BioMarin 159
6.4.1 Marketed Products 159
6.4.2 Naglazyme and BioMarin Sales Forecasts 161
6.4.3 Naglazyme NPV & DCF 162
6.4.4 Clinical Pipeline 164
6.5 Cubist 167
6.5.1 Marketed Products 167
6.5.2 Cubicin Sales Forecast 169
6.5.3 Cubicin NPV & DCF 171
6.5.4 Clinical Pipeline 172
6.6 Incyte 175
6.6.1 Marketed Products 175
6.6.2 Jakafi Sales Forecast 178
6.6.3 Jakafi NPV & DCF 178
6.6.4 Clinical Pipeline 179
6.7 Medivation 183
6.7.1 Marketed Products 183
6.7.2 Xtandi Sales Forecast 186
6.7.3 Xtandi NPV & DCF 186
6.7.4 Clinical Pipeline 188
6.8 Pharmacyclics 191
6.8.1 Marketed Products 191
6.8.2 Imbruvica Sales Forecast 194
6.8.3 Imbruvica NPV & DCF 194
6.8.4 Clinical Pipeline 196
6.9 Regeneron 199
6.9.1 Marketed Products 199
6.9.2 Eylea Sales Forecast 202
6.9.3 Eylea NPV & DCF 203
6.9.4 Clinical Pipeline 204
6.10 Vertex 208
6.10.1 Marketed Products 208
6.10.2 Kalydeco Sales Forecast 211
6.10.3 Kalydeco NPV & DCF 211
6.10.4 Clinical Pipeline 213
7 Future Outlook 216
8 Appendix 218
8.1 Research Methodology 218
8.1.1 Coverage 218
8.1.2 Secondary Research 218
8.2 About the Author 219
8.2.1 Adam Dion, Industry Analyst 219
8.3 Director, Healthcare Industry Dynamics 220
8.4 Global Head of Healthcare 220
8.5 About the Industry Dynamics Team 220
8.6 About GlobalData 221
8.7 Disclosure Information 221
8.8 Disclaimer 221