CHAPTER 1 ABOUT THIS PROFILE 2
Executive summary 2
Quarterly news update 2
Company introduction 2
Company sales 2
Company financials 2
Key products and competitors 3
Data sourcing 3
Sales data 3
Analyst consensus 3
CHAPTER 2 EXECUTIVE SUMMARY 4
Key findings 4
Prescription pharmaceutical sales performance, 2001–13 5
Financial performance, 2001–13 6
Takeda: PharmaVitae forecasts at a glance 7
Strategic insight 8
Prospect of blockbuster genericization prompts wave of pipeline investment 8
Follow-on therapies vital in limiting impact of generic penetration 11
SWOT analysis 13
Strengths 13
Weaknesses 15
Opportunities 16
Threats 17
CHAPTER 3 QUARTERLY NEWS UPDATE 29
Product developments 29
Deals and alliances 32
M&A activity 33
Company announcements 33
Future product milestones 34
CHAPTER 4 COMPANY INTRODUCTION 35
Key findings 35
Background 36
Key corporate developments 36
Consumer health 38
Joint ventures 39
M&A history 39
Acquisition of Millennium Pharmaceuticals 39
Acquisition of Paradigm Therapeutics 41
Acquisition of Syrrx 41
M&A strategy 42
Pharmaceuticals business unit structure 43
Prescription pharmaceuticals 43
Consumer healthcare (OTC) 43
CHAPTER 5 COMPANY SALES 44
Key findings 44
Prescription pharmaceutical sales and growth rate analysis, 2001–13 46
Historical analysis 47
Forecast analysis 48
Product analysis 49
Product analysis, 2001–07 50
Product analysis, 2007–13 54
Therapy area analysis 59
Therapy area analysis, 2001–07 61
Therapy area analysis, 2007–13 62
Therapy area focus, 2001–13 63
Geographic analysis 64
Geographic analysis, 2001–07 65
Geographic analysis, 2007–13 66
Geographic focus, 2001–13 68
Launch/core/expiry analysis 69
Explanation of launch/core/expiry analysis 69
Launch analysis, 2007–13 70
Core analysis, 2007–13 72
Expiry analysis, 2007–13 73
Launch/core/expiry configuration, 2007–13 74
Molecule type analysis 75
Molecule type analysis, 2001–07 76
Molecule type analysis, 2007–13 76
Externalization analysis 77
Externalization analysis, 2001–07 78
Externalization analysis, 2007–13 79
CHAPTER 6 COMPANY FINANCIALS 81
Key findings 81
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2001–07 82
Financial statements, 2001–07 84
Profit and loss account, 2001–07 84
Balance sheet, 2001–07 85
Operating costs and profit analysis 87
Operating costs and profit analysis, 2001–07 88
Operating cost ratio and profit margin analysis, 2001–07 89
Operating cost ratio and profit margin analysis, 2007–13 90
Operating costs and profit analysis, 2007–13 92
Return on capital employed analysis 93
Capital employed analysis, 2001–07 94
Return on capital employed (RoCE) analysis, 2001–07 96
Market capitalization analysis 98
Market capitalization analysis, 2001–07 98
Total shareholder returns analysis, 2001–07 99
CHAPTER 7 KEY PRODUCTS AND COMPETITORS 101
Key findings 101
Overview 102
Gastroenterology 103
TAK-390MR 103
Prevacid 108
Amitiza 114
Endocrine, metabolic & genetic disorders 118
Actos/ACTOplus met 118
SYR-322 125
Cardiovascular 130
Blopress/Blopress Comp 130
Oncology 137
Velcade 137
Central nervous system 142
Rozerem 142
CHAPTER 8 APPENDIX 148
R&D pipeline 148
References 150
Abbreviations 150
Exchange rates 152
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