Schering-Plough Corporation: PharmaVitae Profile

Introduction

This analysis examines the historical and forecast performance for Schering Plough in the prescription pharma sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Reasons to Purchase

*Benchmark Schering-Plough's performance against key rivals in the prescription pharmaceutical sector

*Analyze the impact of full-year consolidation of Organon Biosciences on Schering-Plough's outlook

*Assess the strength of Schering-Plough's portfolio and how Merck will capitalize from the planned merger

Report Highlights
Highlights
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Table of Contents 25
Table of figures 27
Chapter 3 Quarterly news update 28
Product developments 28
Deals and alliances 30
Product deals 30
Technology deals 30
M&A activity 31
Company announcements 32
Future product milestones 33
Chapter 4 Company introduction 34
Key findings 34
Background 35
Key corporate developments 35
M&A history 36
Schering Corp merger with Plough Corp 36
Neogenesis 36
Organon Biosciences 37
Merck & Co. 37
Current corporate structure 38
Chapter 5 Company sales 39
Key findings 39
Prescription pharmaceutical sales and growth rate analysis, 2002-14 41
Historical analysis 42
Forecast analysis 42
Product analysis 44
Product analysis, 2002-08 45
Product analysis, 2008-14 47
Therapy area analysis 51
Geographic analysis 54
Launch/core/expiry analysis 56
Explanation of launch/core/expiry analysis 56
Launch analysis, 2008-14 57
Core analysis, 2008-14 58
Expiry analysis, 2008-14 59
Launch/core/expiry configuration, 2008-14 60
Molecule type analysis 61
Externalization analysis 63
Chapter 6 Company financials 65
Key findings 65
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 66
Operating costs and profit analysis 67
Operating costs and profit analysis, 2002-08 68
Operating cost ratio and profit margin analysis, 2002-08 69
Operating cost ratio and profit margin analysis, 2008-14 70
Operating costs and profit analysis, 2008-14 71
Chapter 7 Key products and competitors 72
Key findings 72
Overview 74
Immunology & inflammation 75
Remicade/Simponi 75
Overview 76
Sales forecast 78
First to market in the lucrative anti-TNF biologic space 78
Remicade surpasses annual sales of $2 billion as impressive growth trend continues 79
Remicade is prescribed in patients who may have compliance problems 80
Unlike Enbrel and Humira, Remicade is not approved in juvenile idiopathic arthritis 80
Golimumab to help close gap on Enbrel and Humira 80
Anti-TNF litigation threatens to undermine merger 81
Cardiovascular 82
Zetia/Vytorin 82
Overview 82
Sales forecast 85
Novel mechanism helps differentiate ezetimibe from dominant statin class 86
Branded dyslipidemia therapies remain strong despite availability of generic statins 87
ENHANCE trial results jeopardize clinical usage of ezetimibe 87
American College of Cardiology conference ruled unanimously against ezetimibe 88
Zetia sales expected to continue rising as use of combination therapy declines 88
SCH 530348 89
Overview 90
Sales forecast 91
Novel antiplatelet drug in development for lucrative thrombosis market 91
SCH 530348 advances to Phase III development 91
Plavix dominates antithrombotic segment 92
Ample launches and expiries will transform the shape of the market 92
Respiratory 93
Nasonex 93
Overview 93
Sales forecast 95
Oncology 97
Temodar 97
Overview 97
Sales forecast 99
Market leading alkylating agent with US exclusivity until 2014 99
First-line position continues to drive impressive sales growth 99
Infectious diseases 101
Hepatitis C franchise 101
Overview 101
Sales forecast 105
Market leading hepatitis C portfolio 106
Roche competition stifles Peg-Intron dominance 107
Boceprevir add-on expected to rejuvenate franchise 107
Phase III trial programs underway 108
Genitourinary 109
NuvaRing 109
Overview 109
Sales forecast 111
Novel administration helps separate NuvaRing in crowded contraceptive market 111
Traditional oral hormonal preparations continue to dominate the overall landscape 111
NuvaRing threatened by litigation proceedings 113
Further growth expected for NuvaRing 113
Puregon 115
Overview 115
Sales forecast 116
Infertility introduction 116
Market-leading infertility treatment 116
Competition with Merck Serono 117
Central nervous system 118
Saphris 118
Overview 118
Sales forecast 119
A novel antipsychotic awaiting approval 119
Pfizer deal termination indicative of low efficacy 119
Mixed messages from Phase III trials 119
Asenapine vs Haldol 120
MOA differentiation could be key to success 120
Generic anti-psychotics are a potential hurdle to uptake 121
Chapter 8 Appendix 122
R&D pipeline 122
References 123
Abbreviations 123
Exchange rates 125
About Datamonitor 126
About Datamonitor Healthcare 126
Datamonitor consulting 126
Disclaimer 128
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List of Tables
Table 1: Schering-Plough - PharmaVitae forecasts at a glance 8
Table 2: Organon acquisition builds the base 11
Table 3: Combined pipeline of Merck & Co. and Schering-Plough (Phase III-registration) 16
Table 4: Schering-Plough key product developments, 2009 28
Table 5: Schering-Plough product deals and alliances, 2009 30
Table 6: Schering-Plough technology deals and alliances, 2009 30
Table 7: Schering-Plough M&A activity, 2009 31
Table 8: Schering-Plough company announcements, 2009 32
Table 9: Schering-Plough future product milestones, 2009-11 33
Table 10: Schering-Plough product portfolio overview ($m), 2002-08 45
Table 11: Schering-Plough product portfolio overview ($m), 2008-14 47
Table 12: Schering-Plough prescription pharmaceutical sales by therapy area ($m), 2008-14 52
Table 13: Schering-Plough prescription pharmaceutical sales by geographic region ($m), 2008-14 55
Table 14: Schering-Plough launch portfolio overview ($m), 2008-14 57
Table 15: Schering-Plough core portfolio overview ($m), 2008-14 58
Table 16: Schering-Plough expiry portfolio overview ($m), 2008-14 59
Table 17: Schering-Plough prescription pharmaceutical sales by molecule type ($m), 2008-14 62
Table 18: Schering-Plough prescription pharmaceutical sales by source ($m), 2008-14 64
Table 19: Total Schering-Plough sales by business unit ($m), 2002-08 66
Table 20: Schering-Plough operating revenue/cost analysis ($m), 2002-08 68
Table 21: Schering-Plough operating cost ratio analysis (% of total revenues), 2002-08 69
Table 22: Schering-Plough operating cost ratio analysis (% of total revenues), 2008-14 70
Table 23: Schering-Plough operating revenue/cost analysis ($m), 2008-14 71
Table 24: Key products overview 74
Table 25: Remicade: overview 76
Table 26: Simponi: overview 77
Table 27: Remicade: sales forecast ($m), 2008-14 78
Table 28: Simponi: sales forecast ($m), 2008-14 78
Table 29: Anti-TNF market overview 79
Table 30: Zetia: overview 82
Table 31: Vytorin: overview 84
Table 32: Zetia: sales forecast ($m), 2008-14 85
Table 33: Vytorin: sales forecast ($m), 2008-14 85
Table 34: Top 50 companies major dyslipidemia therapeutics, sales ($m), 2002 & 08 86
Table 35: SCH 530348: overview 90
Table 36: SCH 530348: sales forecast ($m), 2008-14 91
Table 37: Nasonex: overview 93
Table 38: Nasonex: sales forecast ($m), 2008-14 95
Table 39: Top nasal corticosteroids, sales ($m), 2008 & 2014 96
Table 40: Temodar: overview 97
Table 41: Temodar: sales forecast ($m), 2008-14 99
Table 42: Peg-Intron: overview 101
Table 43: Intron A: overview 102
Table 44: Rebetol: overview 103
Table 45: Boceprevir: overview 104
Table 46: Peg-Intron: sales forecast ($m), 2008-14 105
Table 47: Intron A: sales forecast ($m), 2008-14 105
Table 48: Rebetol: sales forecast ($m), 2008-14 106
Table 49: Boceprevir: sales forecast ($m), 2008-14 106
Table 50: NuvaRing: overview 109
Table 51: NuvaRing: sales forecast ($m), 2008-14 111
Table 52: Top 14 contraceptive brands, sales ($m) 112
Table 53: Puregon: overview 115
Table 54: Puregon: sales forecast ($m), 2008-14 116
Table 55: Saphris: overview 118
Table 56: Saphris: sales forecast ($m), 2008-14 119
Table 57: Schering-Plough's R&D pipeline (Phase I-registration) 122
Table 58: Exchange rates, 2009 125
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Schering-Plough prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 6
Figure 3: Schering-Plough's financial performance ($m), 2002-14 7
Figure 4: Schering-Plough's portfolio broadening efforts unfold 10
Figure 5: Merck & Schering-Plough total prescription pharmaceutical sales ($m), 2008-14 15
Figure 6: Absolute sales contribution from Merck & Schering-Plough launch portfolios ($m), 2008-14 17
Figure 7: Schering-Plough SWOT analysis 18
Figure 8: Current corporate structure 38
Figure 9: Schering-Plough prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 41
Figure 10: Key product sales ($m), 2002-14 44
Figure 11: Schering-Plough key sales growth drivers and resistors ($m), 2002-08 46
Figure 12: Schering-Plough key sales growth drivers and resistors ($m), 2008-14 49
Figure 13: Schering-Plough prescription pharmaceutical sales by therapy area ($m), 2002-14 51
Figure 14: Schering-Plough prescription pharmaceutical sales by geographic region ($m), 2002-14 54
Figure 15: Schering-Plough launch/core/expiry configuration ($m), 2008-14 60
Figure 16: Schering-Plough prescription pharmaceutical sales by molecule type ($m), 2002-14 61
Figure 17: Schering-Plough prescription pharmaceutical sales by source ($m), 2002-14 63
Figure 18: Schering-Plough operating revenue/cost analysis ($m), 2002-14 67
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