Wyeth: PharmaVitae Profile

Introduction

This analysis examines the historical and forecast performance for Wyeth in the prescription pharmaceutical 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 Wyeth's performance against key rivals in the prescription pharmaceutical sector

*Assess the impact of Wyeth's impending acquisition by Pfizer

*Analyse how Wyeth is poised to drive continued operating profit growth via cost containment efforts despite a flat prescription pharma growth rate

Report Highlights
Highlights
[Studien Infos ausblenden]

Table of Contents 20
Table of figures 22
Chapter 3 Quarterly news update 23
Product developments 23
Deals and alliances 23
Product deals 23
Technology deals 24
M&A activity 25
Company announcements 25
Future product milestones 26
Chapter 4 Company introduction 27
Key findings 27
Background 28
Key corporate developments 28
M&A history 28
Current corporate structure 28
Consumer health 28
Nutritionals 29
Animal health 29
Chapter 5 Company sales 30
Key findings 30
Prescription pharmaceutical sales and growth rate analysis, 2002-14 31
Product analysis 32
Product analysis, 2002-08 33
Product analysis, 2008-14 35
Therapy area analysis 37
Geographic analysis 39
Launch/core/expiry analysis 41
Explanation of launch/core/expiry analysis 41
Launch analysis, 2008-14 42
Core analysis, 2008-14 43
Expiry analysis, 2008-14 44
Launch/core/expiry configuration, 2008-14 45
Molecule type analysis 46
Externalization analysis 48
Chapter 6 Company financials 50
Key findings 50
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 51
Operating costs and profit analysis 52
Operating costs and profit analysis, 2002-08 53
Operating cost ratio and profit margin analysis, 2002-08 54
Operating cost ratio and profit margin analysis, 2008-14 55
Operating costs and profit analysis, 2008-14 56
Chapter 7 Key products and competitors 57
Overview 57
Immunology & inflammation 58
Enbrel 58
Overview 58
Sales forecast 59
Product background 60
Enbrel vs. Remicade 61
New threat from Humira, Rituxan and Orencia 62
Infectious diseases 63
Prevnar & Prevnar 13 63
Overview 63
Sales forecast 65
Product background 65
Expanded market reach... 66
...but manufacturing issues hamper use 66
High price tempts competitors... 66
Prevnar-13 gives sales boost, but cannibalizes Prevnar 67
Synflorix poses strong challenge in otitis media 67
Approval for adults? 68
Zosyn/Tazocin 69
Overview 69
Sales forecast 70
Product background 70
Slow initial uptake gives way to strong growth... 71
...but genericization will lead to sales erosion during 2007-13 71
Central Nervous System 72
Bapineuzumab 72
Overview 72
Sales forecast 73
Product background 73
Factors influencing the price of bapineuzumab 73
Bapineuzumab, the first high-volume mAb 74
Competition from other immunization approaches 74
Mild and moderate patients targeted 74
Effexor 75
Overview 75
Sales forecast 76
Product background 76
Additional indications: GAD and SAD 76
The antidepressant market: strong historical growth undermined by key products' patent expiries 77
Despite strong clinical profile, Effexor faces stiff competition 77
Opportunity to focus on primary care 79
Take Cymbalta on head-on 79
Solvay co-promotion deal adds further marketing muscle 79
Genericization not expected until 2010 80
Pristiq 81
Overview 81
Sales forecast 82
Following in Effexor's footsteps... 82
...but offering safety improvements 82
Capitalizing on Effexor's reputation to compete in a crowded market 83
Menopausal disorders indication represents a key opportunity 84
Genitourinary 85
Premarin 85
Overview 85
Sales forecast 86
Product background 86
Increasing competition and damaging clinical trials 87
Wyeth's strategies to maintain market share 88
Generic competition seen off? 89
Viviant/Aprela 90
Overview 90
Sales forecast 92
Product background 92
Viviant and Aprela can offer continuity of care for menopausal women 93
Wyeth's experience will be necessary to shake off negative connotations 94
Satisfaction of unmet needs 94
Oncology 96
Torisel 96
Overview 96
Sales forecast 97
Product background 97
Gastrointestinal 98
Protonix 98
Overview 98
Sales forecast 99
Product background 99
Competitive PPI market redefined by generic competition 100
Direct generic competition erodes branded Protonix sales 100
Chapter 8 Appendix 101
R&D pipeline 101
Abbreviations 103
Exchange rates 104
About Datamonitor 105
About Datamonitor Healthcare 105
Datamonitor consulting 105
Disclaimer 107
[Inhaltsverzeichnis ausblenden]

List of Tables
Table 1: Wyeth - PharmaVitae forecasts at a glance 8
Table 2: Combined Pfizer/Wyeth Alzheimer's disease R&D pipeline 11
Table 3: Wyeth key product developments, 2009 23
Table 4: Wyeth product deals and alliances, 2009 23
Table 5: Wyeth technology deals and alliances, 2009 24
Table 6: Wyeth M&A activity, 2009 25
Table 7: Wyeth company announcements, 2009 25
Table 8: Wyeth future product milestones, 2009-11 26
Table 9: Wyeth product portfolio overview ($m), 2002-08 33
Table 10: Wyeth product portfolio overview ($m), 2008-14 35
Table 11: Wyeth prescription pharmaceutical sales by therapy area ($m), 2008-14 38
Table 12: Wyeth prescription pharmaceutical sales by geographic region ($m), 2008-14 40
Table 13: Wyeth launch portfolio overview ($m), 2008-14 42
Table 14: Wyeth core portfolio overview ($m), 2008-14 43
Table 15: Wyeth expiry portfolio overview ($m), 2008-14 44
Table 16: Wyeth prescription pharmaceutical sales by molecule type ($m), 2008-14 47
Table 17: Wyeth prescription pharmaceutical sales by source ($m), 2008-14 49
Table 18: Total Wyeth sales by business unit ($m), 2002-08 51
Table 19: Wyeth operating revenue/cost analysis ($m), 2002-08 53
Table 20: Wyeth operating cost ratio analysis (% of total revenues), 2002-08 54
Table 21: Wyeth operating cost ratio analysis (% of total revenues), 2008-14 55
Table 22: Wyeth operating revenue/cost analysis ($m), 2008-14 56
Table 23: Wyeth Key products overview 57
Table 24: Enbrel: overview 58
Table 25: Enbrel: sales forecast ($m), 2008-14 59
Table 26: Enbrel Alliance Revenues: sales forecast ($m), 2008-14 59
Table 27: Prevnar: overview 63
Table 28: Prevnar 13: overview 64
Table 29: Prevnar: sales forecast ($m), 2008-14 65
Table 30: Prevnar 13: sales forecast ($m), 2008-14 65
Table 31: Zosyn/Tazocin: overview 69
Table 32: Zosyn/Tazocin: sales forecast ($m), 2008-14 70
Table 33: Bapineuzumab: overview 72
Table 34: Bapineuzumab: sales forecast ($m), 2008-14 73
Table 35: Effexor: overview 75
Table 36: Effexor: sales forecast ($m), 2008-14 76
Table 37: Pristiq: overview 81
Table 38: Pristiq: sales forecast ($m), 2008-14 82
Table 39: Premarin: overview 85
Table 40: Premarin: sales forecast ($m), 2008-14 86
Table 41: Viviant: overview 90
Table 42: Aprela: overview 91
Table 43: Viviant: sales forecast ($m), 2008-14 92
Table 44: Aprela: sales forecast ($m), 2008-14 92
Table 45: Torisel: overview 96
Table 46: Torisel: sales forecast ($m), 2008-14 97
Table 47: Protonix: overview 98
Table 48: Protonix: sales forecast ($m), 2008-14 99
Table 49: Wyeth's R&D pipeline (Phase I-registration) 101
Table 50: Exchange rates, 2009 104
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Wyeth prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 6
Figure 3: Wyeth's financial performance ($m), 2002-14 7
Figure 4: Comparison of Pfizer, Wyeth and Pfizer-Wyeth prescription pharmaceutical sales performance ($m), 2008-14 9
Figure 5: Comparison of molecule type focus for Pfizer. Wyeth and Pfizer/Wyeth (%), 2008 & 2014 13
Figure 6: Pfizer Commercial Operating Structure post-Wyeth acquisition 14
Figure 7: Wyeth SWOT analysis 15
Figure 8: Wyeth Current corporate structure 29
Figure 9: Wyeth prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 31
Figure 10: Wyeth Key product sales ($m), 2002-14 32
Figure 11: Wyeth key sales growth drivers and resistors ($m), 2002-08 34
Figure 12: Wyeth key sales growth drivers and resistors ($m), 2008-14 36
Figure 13: Wyeth prescription pharmaceutical sales by therapy area ($m), 2002-14 37
Figure 14: Wyeth prescription pharmaceutical sales by geographic region ($m), 2002-14 39
Figure 15: Wyeth launch/core/expiry configuration ($m), 2008-14 45
Figure 16: Wyeth prescription pharmaceutical sales by molecule type ($m), 2002-14 46
Figure 17: Wyeth prescription pharmaceutical sales by source ($m), 2002-14 48
Figure 18: Wyeth operating revenue/cost analysis ($m), 2002-14 52
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