ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Executive summary 3
Quarterly update 3
Company introduction 3
Company sales 4
Company financials 4
Key products 4
Data sourcing 4
Sales data 4
Analyst consensus 4
Chapter 2 Executive summary 5
Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2003-15 6
Financial performance, 2003-15 7
GlaxoSmithKline: PharmaVitae forecasts at a glance 8
Strategic insight 9
Introduction 9
Analysis of sales performance 2002-08 9
Analysis of sales performance 2009-15 11
Significantly improved launch outlook indicates that pipeline delivery continues to improve 11
Negative impact of generic exposure is stabilizing 12
Long term outlook improved by strategic re-direction implemented by new CEO 12
Outlook 12
SWOT analysis 14
Strengths 14
Weaknesses 15
Opportunities 16
Threats 17
Table of Contents 19
Table of figures 21
Chapter 3 Quarterly news update 22
Latest quarterly sales 22
Latest comment 23
Q2 2010 23
GlaxoSmithKline: H1N1 hype unfounded as UK caps vaccine order 23
Q1 2010 24
GlaxoSmithKline: EU approval bodes well for future blockbuster 24
Q4 2009 25
Genmab/GlaxoSmithKline: first approval for Arzerra 25
GlaxoSmithKline: FDA panel backs Votrient for kidney cancer but hurdles remain 26
Q3 2009 26
GlaxoSmithKline: plans to enter the orphan drug arena 26
Genmab/GlaxoSmithKline: Arzerra suffers study setback 27
Latest prescription pharma product news 28
Q2 2010 28
Q1 2010 29
Q4 2009 31
Q3 2009 32
Latest corporate news 34
Q2 2010 34
Q1 2010 34
Q4 2009 35
Q3 2009 36
Future product milestones 38
Chapter 4 Company introduction 40
Key findings 40
Background 41
M&A history 41
Glaxo and Wellcome 41
Glaxo Wellcome 41
Smith Kline and Beecham 41
SmithKline Beecham 42
Key historical drug launches by component GSK companies 43
M&A strategy 43
R&D overview 46
Chapter 5 Company sales 48
Key findings 48
Prescription pharmaceutical sales and growth rate analysis, 2003-15 49
Product analysis 51
Product analysis, 2003-09 52
Product analysis, 2009-15 55
Therapy area analysis 59
Geographic analysis 61
Launch/core/expiry analysis 63
Explanation of launch/core/expiry analysis 63
Launch analysis, 2009-15 64
Core analysis, 2009-15 66
Expiry analysis, 2009-15 68
Launch/core/expiry configuration, 2009-15 69
Molecule type analysis 70
Externalization analysis 74
Chapter 6 Company financials 77
Key findings 77
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2003-09 78
Operating costs and profit analysis 79
Operating costs and profit analysis, 2003-09 80
Operating cost ratio and profit margin analysis, 2003-09 81
Operating cost ratio and profit margin analysis, 2009-15 82
Operating costs and profit analysis, 2009-15 83
Chapter 7 Key products 84
Overview 84
Beyond Advair 85
Summary 86
Sales forecast 87
Duodart 87
Summary 88
Sales forecast 89
Almorexant 89
Summary 90
Sales forecast 91
Tykerb/Tyverb 91
Summary 92
Sales forecast 93
Synflorix 93
Summary 94
Sales forecast 95
Valtrex 95
Summary 96
Sales forecast 97
Seretide/Advair 97
Summary 98
Sales forecast 99
Influenza Vaccines 99
Summary 100
Sales forecast 101
Flixotide/Flovent 101
Summary 102
Sales forecast 103
Avandia 103
Summary 105
Sales forecast 106
Chapter 8 Appendix 107
References 107
Abbreviations 107
Exchange rates 108
About Datamonitor 109
About Datamonitor Healthcare 109
Datamonitor consulting 109
Disclaimer 111
List of Tables
Table 1: GlaxoSmithKline - PharmaVitae forecasts at a glance 8
Table 2: GlaxoSmithKline quarterly sales ($m), Q109-Q110 22
Table 3: GlaxoSmithKline future product milestones, 2010-12 38
Table 4: GlaxoSmithKline product portfolio overview ($m), 2003-09 52
Table 5: GlaxoSmithKline product portfolio overview ($m), 2009-15 55
Table 6: GlaxoSmithKline prescription pharmaceutical sales by therapy area ($m), 2009-15 60
Table 7: GlaxoSmithKline prescription pharmaceutical sales by geographic region ($m), 2009-15 62
Table 8: GlaxoSmithKline launch portfolio overview ($m), 2009-15 64
Table 9: GlaxoSmithKline core portfolio overview ($m), 2009-15 66
Table 10: GlaxoSmithKline expiry portfolio overview ($m), 2009-15 68
Table 11: GlaxoSmithKline prescription pharmaceutical sales by molecule type ($m), 2009-15 71
Table 12: GlaxoSmithKline vaccine sales ($m), 2008-14 72
Table 13: GlaxoSmithKline prescription pharmaceutical sales by source ($m), 2009-15 75
Table 14: Total GlaxoSmithKline sales by business unit ($m), 2003-09 78
Table 15: GlaxoSmithKline operating revenue/cost analysis ($m), 2003-09 80
Table 16: GlaxoSmithKline operating cost ratio analysis (% of total revenues), 2003-09 81
Table 17: GlaxoSmithKline operating cost ratio analysis (% of total revenues), 2009-15 82
Table 18: GlaxoSmithKline operating revenue/cost analysis ($m), 2009-15 83
Table 19: GlaxoSmithKline Key products overview 84
Table 20: Beyond Advair: overview 86
Table 21: Beyond Advair: sales forecast ($m), 2009-15 87
Table 22: Duodart: overview 88
Table 23: Duodart: sales forecast ($m), 2009-15 89
Table 24: Almorexant: overview 90
Table 25: Almorexant: sales forecast ($m), 2009-15 91
Table 26: Tykerb/Tyverb: overview 92
Table 27: Tykerb/Tyverb: sales forecast ($m), 2009-15 93
Table 28: Synflorix: overview 94
Table 29: Synflorix: sales forecast ($m), 2009-15 95
Table 30: Valtrex: overview 96
Table 31: Valtrex: sales forecast ($m), 2009-15 97
Table 32: Seretide/Advair: overview 98
Table 33: Seretide/Advair: sales forecast ($m), 2009-15 99
Table 34: Influenza Vaccines: overview 100
Table 35: Influenza Vaccines: sales forecast ($m), 2009-15 101
Table 36: Flixotide/Flovent: overview 102
Table 37: Flixotide/Flovent: sales forecast ($m), 2009-15 103
Table 38: Avandia: overview 105
Table 39: Avandia: sales forecast ($m), 2009-15 106
Table 40: Exchange rates, 2010 108
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: GlaxoSmithKline prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 6
Figure 3: GlaxoSmithKline's financial performance ($m), 2003-15 7
Figure 4: GlaxoSmithKline launch/core/expiry configuration ($m), 2002-08 9
Figure 5: GlaxoSmithKline launch/core/expiry configuration ($m), 2009-15 11
Figure 6: GlaxoSmithKline SWOT analysis 14
Figure 7: M&A/divestment history 42
Figure 8: GlaxoSmithKline prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 49
Figure 9: GlaxoSmithKline Key product sales ($m), 2003-15 51
Figure 10: GlaxoSmithKline key sales growth drivers and resistors ($m), 2003-09 54
Figure 11: GlaxoSmithKline key sales growth drivers and resistors ($m), 2009-15 57
Figure 12: GlaxoSmithKline prescription pharmaceutical sales by therapy area ($m), 2003-15 59
Figure 13: GlaxoSmithKline prescription pharmaceutical sales by geographic region ($m), 2003-15 61
Figure 14: GlaxoSmithKline launch/core/expiry configuration ($m), 2009-15 69
Figure 15: GlaxoSmithKline prescription pharmaceutical sales by molecule type ($m), 2003-15 70
Figure 16: GlaxoSmithKline prescription pharmaceutical sales by source ($m), 2003-15 74
Figure 17: GlaxoSmithKline operating revenue/cost analysis ($m), 2003-15 79
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