Download Strategic Pharma Issues

Strategic Pharma Issues
Dr. Brian W Tempest
www.briantempest.com
[email protected]
Mumbai, India
January 2013
Hale & Tempest
A Slide from a UK Headhunter
Hale & Tempest
Asian Growth
source: Bangkok Post 26 July 2012
Hale & Tempest
The Biggest Healthcare Fraud in History
Source: Daily Mail 3 July 2012
Hale & Tempest
A Pfizer Decade of Bribery
source: FT August 7 2012
Hale & Tempest
Big Pharma Business Model Broken
source: Pharmatimes World News April 2012
Hale & Tempest
USA Life Expectancy & Pharma Costs
Source: US Health in International Perspective Jan 2013
Hale & Tempest
The Strategic Changes by Big Pharma
Source: FT December 5 2012, Franz Humer, Roche Chairman
•Possible to cut 30-50% off development costs via CT efficiencies
•Shift from product focus to patient focus using diagnostic tools
• In Europe there isn’t one Government or politician interested in the
health of the Industry
•USA & Latin American countries open to rewarding innovation
•Industry has to change fundamentally how it manages costs
•Leaner headquarters & smaller central functions
•Division of the industry into 2 parts
• A Innovative businesses able to charge a premium price
Hale & Tempest
• B Large scale manufacturers who can compete on cost
Patent Expiries to 2018
source: EvaluatePharma 2012
Hale & Tempest
The Teva Future – Standing Still
Source: RBC Capital 12 December 2012
Hale & Tempest
Teva Losing Control of Costs in the EU
source: Teva June 2012
Hale & Tempest
Reference Pricing in Central Europe
Source : Istanbul September 2012




Pharma purchases reduced from 1.7% of GDP
to 1.0% of GDP in Turkey
Russia, South Korea & Saudi Arabia health
ministries now requesting Turkish prices
Everybody is referencing everybody else on
Pharma prices in Europe
Bulgaria is currently referencing prices in 17
other countries
Hale & Tempest
BiosimiIar Issues in EU/USA









Rituximab –100 pat Roche, >600 pat Generics
Interchangeability unlikely
Could be different INN name in USA and EU
Cabilly patents may delay US mAbs to 2018
EU first mAb in 2013 from Hospira/Celltrion
Pharmacovigilance data needed
EPO side effects in Thailand widely quoted
400 biosimilar manufacturers in China but
none will reach EU/USA
Biobetters need a full dossier with health
Hale & Tempest
economic data
Sandoz Biosimilars – an 18 years ROI
source: Pharmacloud June 2012
Hale & Tempest
NIBS (tyrosine kinase inhibitors)
Will these small molecules replace mAbs?









Axitinib, Pfizer, cancer
Cediranib, AZ, cancer
Pazopanib, GSK, cancer
Regorafenib, Bayer, cancer
Semaxanib, Sugen, cancer
Sorafenib, Bayer(Nexavar),cancer
Sunitinib, Pfizer, cancer
Toceranib, Pfizer, cancer
Vandetanib, AZ, cancer
Hale & Tempest

Tofactinib, Pfizer, RA
Hisun-Pfizer JV to have 1500 staff in 2013
source: Fierce Pharma
Hale & Tempest
Walgreens, Boots, Nanjing Axis
Source: FT Sep 16 2012
Hale & Tempest
Thank You
[email protected]
www.briantempest.com
Hale & Tempest