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
Pfizer: PharmaVitae forecasts at a glance 8
Strategic insight 9
Wyeth acquisition the latest in a succession of large scale M&A 'plays' by Pfizer 9
Diversification strategy at heart of Wyeth M&A 11
Outlook - will Pfizer return to the M&A trail before 2015? 16
SWOT analysis 19
Table of Contents 20
Table of figures 22
Chapter 3 Quarterly news update 23
Latest quarterly sales 23
Latest comment 24
Hope for an Alzheimer's breakthrough remains despite Dimebon's failure 24
Pfizer's novel NGF pain drug is potential game changer 25
Pfizer: Lyrica sNDA withdrawal no cause for anxiety 26
Latest prescription pharma product news 27
Q4 2009 29
Q3 2009 32
Q1 2009 33
Latest corporate news 35
Q1 2010 35
Q4 2009 35
Q3 2009 36
Q2 2009 36
Q1 2009 37
Future product milestones 39
Chapter 4 Company introduction 41
Key findings 41
Background 42
Key corporate developments 42
M&A history 42
Warner-Lambert acquisition 43
Pharmacia acquisition 43
Chapter 5 Company sales 46
Key findings 46
Prescription pharmaceutical sales and growth rate analysis, 2003-15 47
Product analysis 49
Product analysis, 2003-09 50
Product analysis, 2009-15 53
Therapy area analysis 56
Geographic analysis 59
Launch/core/expiry analysis 60
Explanation of launch/core/expiry analysis 60
Launch analysis, 2009-15 61
Core analysis, 2009-15 63
Expiry analysis, 2009-15 64
Launch/core/expiry configuration, 2009-15 66
Molecule type analysis 69
Externalization analysis 71
Chapter 6 Company financials 73
Key findings 73
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 74
Operating costs and profit analysis 75
Operating costs and profit analysis, 2002-08 76
Operating cost ratio and profit margin analysis, 2003-09 77
Operating cost ratio and profit margin analysis, 2009-15 78
Operating costs and profit analysis, 2009-15 79
Chapter 7 Key products 81
Overview 81
Prevnar 82
Summary 82
Sales forecast 83
Enbrel 84
Summary 84
Sales forecast 85
Bapineuzumab 86
Summary 86
Sales forecast 87
Sutent 88
Summary 88
Sales forecast 89
Tygacil 90
Summary 90
Sales forecast 91
Lipitor 92
Summary 92
Sales forecast 93
Celebrex 94
Summary 94
Sales forecast 95
Viagra 96
Summary 96
Sales forecast 97
Xalatan/Xalacom 98
Summary 98
Sales forecast 99
Detrol/Detrol LA 100
Summary 100
Sales forecast 101
Chapter 8 Appendix 103
Abbreviations 103
Exchange rates 104
About Datamonitor 105
About Datamonitor Healthcare 105
Datamonitor consulting 105
Disclaimer 107
List of Tables
Table 1: Pfizer - PharmaVitae forecasts at a glance 8
Table 2: Pfizer quarterly sales ($m), Q408-Q409 23
Table 3: Pfizer future product milestones, 2009-11 39
Table 4: Pfizer product portfolio overview ($m), 2003-09 50
Table 5: Pfizer product portfolio overview ($m), 2009-15 53
Table 6: Pfizer prescription pharmaceutical sales by therapy area ($m), 2009-15 58
Table 7: Pfizer prescription pharmaceutical sales by geographic region ($m), 2009-15 60
Table 8: Pfizer launch portfolio overview ($m), 2009-15 61
Table 9: Pfizer core portfolio overview ($m), 2009-15 63
Table 10: Pfizer expiry portfolio overview ($m), 2009-15 64
Table 11: Pfizer prescription pharmaceutical sales by molecule type ($m), 2009-15 70
Table 12: Pfizer prescription pharmaceutical sales by source ($m), 2009-15 72
Table 13: Total Pfizer sales by business unit ($m), 2003-09 74
Table 14: Pfizer operating revenue/cost analysis ($m), 2003-09 76
Table 15: Pfizer operating cost ratio analysis (% of total revenues), 2003-09 77
Table 16: Pfizer operating cost ratio analysis (% of total revenues), 2009-15 78
Table 17: Pfizer operating revenue/cost analysis ($m), 2008-14 79
Table 18: Pfizer Key products overview 81
Table 19: Prevnar: overview 82
Table 20: Prevnar: sales forecast ($m), 2009-15 83
Table 21: Enbrel: overview 84
Table 22: Enbrel: sales forecast ($m), 2009-15 85
Table 23: Bapineuzumab: overview 86
Table 24: Bapineuzumab: sales forecast ($m), 2009-15 87
Table 25: Sutent: overview 88
Table 26: Sutent: sales forecast ($m), 2009-15 89
Table 27: Tygacil: overview 90
Table 28: Tygacil: sales forecast ($m), 2009-15 91
Table 29: Lipitor: overview 92
Table 30: Lipitor: sales forecast ($m), 2009-15 93
Table 31: Celebrex: overview 94
Table 32: Celebrex: sales forecast ($m), 2009-15 95
Table 33: Viagra: overview 96
Table 34: Viagra: sales forecast ($m), 2009-15 97
Table 35: Xalatan/Xalacom: overview 98
Table 36: Xalatan/Xalacom: sales forecast ($m), 2009-15 99
Table 37: Detrol/Detrol LA: overview 100
Table 38: Detrol/Detrol LA: sales forecast ($m), 2009-15 101
Table 39: Exchange rates, 2010 104
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Pfizer prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 6
Figure 3: Pfizer's financial performance ($m), 2003-15 7
Figure 4: Pfizer prescription pharmaceutical sales by M&A component ($m), 2000-15 9
Figure 5: Pfizer launch/core/expiry configuration ($m), 2009-15 + impact of Wyeth M&A 10
Figure 6: Pfizer launch/core/expiry configuration ($m), 2009-15 + impact of Wyeth M&A (adjusted for M&A scale impact) 11
Figure 7: Pfizer prescription pharmaceutical sales by molecule type ($m), 2003-15 12
Figure 8: Pfizer prescription pharmaceutical sales by therapy area (%), 2003-15 13
Figure 9: Summary of structural changes at Pfizer since 2008 14
Figure 10: Pfizer total sales ($m), 2003-15 15
Figure 11: Pfizer total sales, operating profit, M&A synergies and cost savings ($m), 2003-15 16
Figure 12: Potential M&A targets for Pfizer in 2014 ($m) 18
Figure 13: Pfizer SWOT analysis 19
Figure 14: Pfizer prescription pharmaceutical performance, sales ($m) and growth rate (%), 2003-15 47
Figure 15: Pfizer Key product sales ($m), 2003-15 49
Figure 16: Pfizer key sales growth drivers and resistors ($m), 2003-09 52
Figure 17: Pfizer key sales growth drivers and resistors ($m), 2009-15 55
Figure 18: Pfizer prescription pharmaceutical sales by therapy area ($m), 2003-15 56
Figure 19: Pfizer prescription pharmaceutical sales by geographic region ($m), 2003-15 59
Figure 20: Pfizer launch/core/expiry configuration ($m), 2009-15 66
Figure 21: Pfizer launch/core/expiry configuration ($m), 2009-15 + impact of Wyeth M&A 67
Figure 22: Pfizer launch/core/expiry configuration ($m), 2009-15 + impact of Wyeth M&A (adjusted for M&A scale impact) 68
Figure 23: Pfizer prescription pharmaceutical sales by molecule type ($m), 2003-15 69
Figure 24: Pfizer prescription pharmaceutical sales by source ($m), 2003-15 71
Figure 25: Pfizer operating revenue/cost analysis ($m), 2003-15 75
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