Infectious Diseases Vaccine Market Overview

Introduction

Long being regarded as an unattractive market, vaccines have re-emerged as successful growth driver for Big Pharma. The launch and rapid uptake of novel, high-price products such as Wyeth’s Prevnar or Merck & Co’s Gardasil, along with the emergence of novel vaccine technologies and favourable legislation have brought vaccines back into the main focus of pharmaceutical and biotech companies.

Features and benefits

* Market overview with current market assessment in terms of leading players, brands and geographies
* In-depth analyses of the leading 5 players’ portfolios, R&D pipelines, sales trends, geographic spread, licensing patterns and strategic outlook
* Discussion of key developments shaping the sector: new technologies, indications and geographies
* Snapshot profiles of second tier companies in the sector

Highlights

Driven by its increasing commercial potential, the vaccines sector has been subject to significant consolidation over the last 5 years. While some of this recent activity has paved the way for newer market entrants, at the same time, established players have sought to diversify their portfolios through new acquisitions.
Key opportunities for vaccine manufacturers lie in the exploitation of novel targets with a high unmet need. Development of candidates for these indications can be facilitated by novel technologies, such as adjuvants, alternative production and delivery techniques, and novel approaches in antigen design.
Faced with limited growth prospects in the western markets, companies are increasingly turning towards emerging countries. The higher disease burden, greater medical unmet needs combined with rapid economic growth, a growing affluent middle class and private sector in these countries represents significant potential for market expansion.

Your key questions answered

* Get a comprehensive, insightful commercial overview of the vaccines market
* Learn about the strategies of the Big 5 players, their strengths, weaknesses, similarities and differences
* Gain insight into the future directions and growing strategic importance of vaccines for Big Pharma
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Executive Summary
Strategic scoping and focus
Datamonitor insight into the vaccines market
Related reports
OVERVIEW
Catalyst
Summary
MARKET OVERVIEW
Summary
Vaccines have emerged as key revenue drivers
Current market assessment
The vaccines market is dominated by five big players
Growth of the global vaccines market shows signs of slowing down
H1N1 pandemic hype has translated into a significant commercial windfall for flu vaccine players
Geographic expansion to drive future growth
New targets will emerge as key revenue drivers
Recent M&A activity has led to several new players entering the vaccines space
Snapshot of key new entrants
Pfizer/Wyeth
Johnson & Johnson/Crucell
Abbott/Solvay
Snapshot of other vaccines players
Intercell
AstraZeneca/MedImmune
Bavarian Nordic
Baxter
CSL
Opportunities and threats
Opportunities
Threats
GLAXOSMITHKLINE
Summary
Strategic overview
History of vaccines division
Sales performance
Geographic spread
Seasonality
Role of vaccines in overall company
Portfolio analysis
Influenza
Hepatitis
Infanrix (combination diphtheria, tetanus and pertussis vaccine) franchise
Cervarix (bivalent human papillomavirus vaccine)
Rotarix (rotavirus vaccine)
Synflorix (10-valent pneumococcal conjugate vaccine)
Other vaccines
Pipeline analysis
Meningitis
Pneumococcal disease
Influenza
Herpes
Travel vaccines
Other vaccines
Deals and alliances
Product deals
Technology deals
Expansion into the emerging markets
Strategic outlook
Strengths: GlaxoSmithKline’s marketed and pipeline portfolio encompasses a wide range of sectors
Weaknesses – weak penetration of the crucial US market may be hindered by the company’s strong reliance on adjuvants
Opportunities – expansion of activities into the emerging markets will be key to success for new vaccines
Threats – FDA’s conservative attitude poses a hurdle in penetration of the US market
SANOFI PASTEUR
Summary
Strategic overview
History of vaccines division
Sales performance
Geographic spread
Seasonality
Role of vaccines in overall company
Portfolio analysis
Influenza
Pediatric combination vaccines
Adult/adolescent booster vaccines
Meningitis/pneumonia franchise
Travelers’ vaccines
Other vaccines
Pipeline analysis
Influenza
Pediatric and adolescent combination vaccines
Meningitis/pneumonia
Travelers’ and endemic vaccines
Other vaccines
Deals and alliances
Product deals
Mergers and acquisitions and expansion into the emerging markets
Strategic outlook
Strengths: dominance of influenza and pediatric vaccines sectors will continue to provide large revenues
Weaknesses: lack of innovative products will impact Sanofi Pasteur’s leading position
Opportunities: novel early-stage candidates hold blockbuster potential
Threats: lack of adjuvants may compromise leadership in the influenza sector
MERCK & CO
Summary
Strategic overview
History of vaccines division
Sales performance
Geographic spread
Seasonality
Role of vaccines in overall company portfolio
Portfolio analysis
Gardasil (quadrivalent human papillomavirus vaccine)
RotaTeq (rotavirus vaccine)
Zostavax (varicella zoster vaccine)
Hepatitis franchise
Other viral vaccines
Other vaccines
Pipeline analysis
V710
V503
V950
Deals and alliances
Product deals/marketing agreements
Strategic outlook
Strengths: Merck & Co’s strong portfolio of novel, high-price vaccines will continue to provide substantial revenues
Weaknesses: thin pipeline and manufacturing issues will hamper further progress
Opportunities: access to the important US influenza market through Afluria
Threats: competitive pressure from other players, particularly GlaxoSmithKline, on Merck & Co’s core franchises
NOVARTIS
Summary
Strategic overview
History of vaccines division
Sales performance
Geographic spread
Seasonality
Role of vaccines in overall company
Portfolio analysis
Influenza franchise
Travel vaccines franchise
Meningitis
Pediatric/adult DTP/Hib/polio vaccines
Pipeline analysis
Meningitis
Influenza
Therapeutic vaccines
Other vaccines
Deals and alliances
Product deals
Technology deals
Expansion into emerging markets
Strategic outlook
Strengths: strong presence in the influenza market and strategic deals with Intercell and NasVax
Weaknesses: marketed portfolio lacks breadth in comparison to the other major vaccines companies
Opportunities: promising targets in the pipeline and expansion to the emerging markets
Threats: increasing competition in meningitis and influenza
PFIZER
Summary
Strategic overview
History of vaccines division
Sales performance
Geographic spread
Seasonality
Role of vaccines in overall company portfolio
Portfolio analysis
Prevnar 7 (7-valent pneumococcal conjugate vaccine)
Prevnar 13 (13-valent pneumococcal conjugate vaccine)
Pipeline analysis
MnB rLP2086 vaccine (N. meningitidis B vaccine)
PF-5236806 (Alzheimer’s disease)
PF-5230894 (Staphylococcus aureus and Staphylococcus epidermidis)
Strategic outlook
Strengths: Prevnar franchise provides blockbuster vaccine sales for Pfizer
Weaknesses: strong reliance on Prevnar franchise as sole revenue generator
Opportunities: expansion into new geographies and target groups
Threats: emerging competitors in key revenue sectors
BIBLIOGRAPHY
Company annual reports
Wesbites and other literature
Datamonitor reports
APPENDIX A
Contributing experts
Conferences attended
Report methodology
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