Cardiovascular Therapy Worldwide Market Survey: Analysis and Forecast - Technology, Sales and Company Profiles - Market Research Reports

Contents:

CARDIOVASCULAR THERAPY WORLDWIDE MARKET SURVEY… ANALYSIS AND FORECASTS - TECHNOLOGY, SALES, AND COMPANY PROFILES

TABLE OF CONTENTS

EXECUTIVE SUMMARY................................................................................................................................... i
SECTION 1 INTRODUCTION TO CARDIOVASCULAR THERAPY............................................................ 1
1.1 SCOPE AND OBJECTIVES OF RESEARCH INVESTIGATION.....................................................................1
1.2 METHODOLOGY OF INVESTIGATION...............................................................................................................1
1.3 LIMITATIONS OF INVESTIGATION.....................................................................................................................2
1.4 OVERVIEW OF INDICATIONS REVIEWED IN THIS REPORT...................................................................3
1.5 MAJOR PHARMACOLOGIC CLASSES AND THEIR ROLES IN TREATING CARDIOVASCULAR
DISEASE.............................................................................................................................................................................5
SECTION 2 ACUTE CORONARY SYNDROMES ...........................................................................................11
2.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................11
2.1.1 Background............................................................................................................................................................11
2.1.2 Etiology ..................................................................................................................................................................11
2.1.3 Pathophysiology....................................................................................................................................................11
2.1.4 Epidemiology ........................................................................................................................................................13
2.1.5 Treatment...............................................................................................................................................................13
2.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................14
2.2.1 Technology Analysis ............................................................................................................................................14
2.2.2 New Product and Pipeline Direction.................................................................................................................24
2.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................27
2.3.1 Market Characteristics .........................................................................................................................................27
2.3.2 Market Drivers and forecast...............................................................................................................................32
2.4 THERAPY PENETRATION.......................................................................................................................................32
2.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................32
2.6 PATENT ISSUES............................................................................................................................................................32
2.7 COST OF THERAPY.....................................................................................................................................................33
2.7.1 Recent Events in ACS Management..................................................................................................................33
SECTION 3 ANGINA PECTORIS.................................................................................................................... 37
3.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................37
3.1.1 Background............................................................................................................................................................37
3.1.2 Etiology ..................................................................................................................................................................37
3.1.3 Pathophysiology....................................................................................................................................................38
3.1.4 Epidemiology ........................................................................................................................................................38
3.1.5 Treatment...............................................................................................................................................................39
3.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................39
3.2.1 Technology Analysis ............................................................................................................................................39
3.2.2 New Product and Pipeline Direction.................................................................................................................44
3.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................46
3.3.1 Market Characteristics .........................................................................................................................................46
3.3.2 Market Drivers and Forecast..............................................................................................................................50
3.4 THERAPY PENETRATION.......................................................................................................................................50
3.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................50
3.6 PATENT ISSUES............................................................................................................................................................51
3.7 COST OF THERAPY.....................................................................................................................................................51
3.7.1 Recent Events in Treatment of Angina and Post-AMI..................................................................................51
SECTION 4 ARRHYTHMIA............................................................................................................................ 53
4.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................53
4.1.1 Background............................................................................................................................................................53
4.1.2 Etiology ..................................................................................................................................................................53
4.1.3 Pathophysiology....................................................................................................................................................53
4.1.4 Epidemiology ........................................................................................................................................................56
4.1.5 Treatment...............................................................................................................................................................56
4.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................58
4.2.1 Technology Analysis ............................................................................................................................................58
4.2.2 New Product and Pipeline Direction.................................................................................................................64
4.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................66
4.3.1 Market Characteristics .........................................................................................................................................66
4.3.2 Market Drivers and Forecast..............................................................................................................................70
4.4 THERAPY PENETRATION.......................................................................................................................................70
4.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................71
4.6 PATENT ISSUES............................................................................................................................................................71
4.7 COST OF THERAPY.....................................................................................................................................................71
4.7.1 Recent Events in...................................................................................................................................................71
SECTION 5 ATHEROSCLEROSIS AND HYPERLIPIDEMIA ..................................................................... 73
5.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................73
5.1.1 Background............................................................................................................................................................73
5.1.2 Etiology ..................................................................................................................................................................73
5.1.3 Pathophysiology....................................................................................................................................................73
5.1.4 Epidemiology ........................................................................................................................................................75
5.1.5 Treatment...............................................................................................................................................................75
5.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................76
5.2.1 Technology Analysis ............................................................................................................................................76
5.2.2 New Product and Pipeline Direction.................................................................................................................81
5.3 ANALYSIS AND FORECAST OF THE MARKET...............................................................................................84
5.3.1 Market Characteristics .........................................................................................................................................84
5.3.2 Market Drivers and Forecast..............................................................................................................................88
5.4 THERAPY PENETRATION.......................................................................................................................................88
5.5 NEW PRODUCT INTRODUCTIONS.....................................................................................................................89
5.6 PATENT ISSUES............................................................................................................................................................89
5.7 COST OF THERAPY.....................................................................................................................................................89
5.7.1 Recent Events in Atherosclerosis......................................................................................................................89
SECTION 6 CONGESTIVE HEART FAILURE.............................................................................................. 91
6.1 INTRODUCTION TO THE DISEASE STATE .....................................................................................................91
6.1.1 Background............................................................................................................................................................91
6.1.2 Etiology ..................................................................................................................................................................91
6.1.3 Pathophysiology....................................................................................................................................................91
6.1.4 Epidemiology ........................................................................................................................................................94
6.1.5 Treatment...............................................................................................................................................................94
6.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .....................................................................96
6.2.1 Technology Analysis ............................................................................................................................................96
6.2.2 New Product and Pipeline Direction.............................................................................................................. 104
6.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 108
6.3.1 Market Characteristics ...................................................................................................................................... 108
6.3.2 Market Drivers and Forecast........................................................................................................................... 112
6.4 THERAPY PENETRATION.................................................................................................................................... 112
6.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 112
6.6 PATENT ISSUES......................................................................................................................................................... 112
6.7 COST OF THERAPY.................................................................................................................................................. 113
SECTION 7 HYPERTENSION......................................................................................................................115
7.1 INTRODUCTION TO THE DISEASE STATE .................................................................................................. 115
7.1.1 Background......................................................................................................................................................... 115
7.1.2 Etiology ............................................................................................................................................................... 115
7.1.3 Pathophysiology................................................................................................................................................. 116
7.1.4 Treatment............................................................................................................................................................ 120
7.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .................................................................. 122
7.2.1 Technology Analysis ......................................................................................................................................... 122
7.2.2 New Product and Pipeline Direction.............................................................................................................. 129
7.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 133
7.3.1 Market Characteristics ...................................................................................................................................... 133
7.3.2 Market Drivers and Forecast........................................................................................................................... 138
7.4 THERAPY PENETRATION.................................................................................................................................... 138
7.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 138
7.6 PATENT ISSUES......................................................................................................................................................... 139
7.7 COST OF THERAPY.................................................................................................................................................. 139
7.7.1 Recent Events in Hypertension ....................................................................................................................... 140
SECTION 8 RESTENOSIS ............................................................................................................................. 147
8.1 INTRODUCTION TO THE DISEASE STATE .................................................................................................. 147
8.1.1 Background......................................................................................................................................................... 147
8.1.2 Etiology ............................................................................................................................................................... 147
8.1.3 Pathophysiology................................................................................................................................................. 148
8.1.4 Epidemiology ..................................................................................................................................................... 149
8.1.5 Treatment............................................................................................................................................................ 149
8.2 ANALYSIS AND FORECAST OF PRODUCT TECHNOLOGY .................................................................. 150
8.2.1 Technology Analysis ......................................................................................................................................... 150
8.2.2 New Product and Pipeline Direction.............................................................................................................. 157
8.3 ANALYSIS AND FORECAST OF THE MARKET............................................................................................ 160
8.3.1 Market Characteristics ...................................................................................................................................... 160
8.3.2 Market Drivers and Forecast........................................................................................................................... 163
8.4 THERAPY PENETRATION.................................................................................................................................... 163
8.5 NEW PRODUCT INTRODUCTIONS.................................................................................................................. 164
8.6 PATENT ISSUES......................................................................................................................................................... 164
8.7 COST OF THERAPY.................................................................................................................................................. 164
8.7.1 Recent Events in Management of Restenosis ............................................................................................... 164
SECTION 9 ANALYSIS OF THE EVOLVING COMPETITIVE ENVIRONMENT IN THE
PHARMACEUTICAL SEGMENT OF THE U.S. CARDIOVASCULAR MARKET.......... 167
9.1 INTRODUCTION....................................................................................................................................................... 167
9.2 DETERMINANTS OF MARKETPLACE SUCCESS ......................................................................................... 167
9.3 COMPETITIVE ANALYSIS OF PARTICIPATING MANUFACTURERS ................................................. 168
9.3.1 Marketing Expertise Determines Success...................................................................................................... 168
9.3.2 Technological/Trial Expertise and Innovation ............................................................................................ 169
9.3.3 Summary Analysis of Determinants of Success............................................................................................ 170
SECTION 10 PHARMACEUTICAL COMPANY PROFILES ....................................................................... 175
10.1 ABBOTT LABORATORIES..................................................................................................................................... 175
10.2 AKZO/ORGANON................................................................................................................................................... 176
10.3 AMERICAN HOME PRODUCTS ........................................................................................................................... 177
10.4 ASTRAZENECA.......................................................................................................................................................... 178
10.5 AVENTIS ....................................................................................................................................................................... 179
10.6 BAYER............................................................................................................................................................................ 180
10.7 BOEHRINGER INGELHEIM................................................................................................................................. 181
10.8 BRISTOL-MYERS SQUIBB...................................................................................................................................... 182
10.9 DUPONT ....................................................................................................................................................................... 182
10.10 ELI LILLY...................................................................................................................................................................... 183
10.11 GLAXOSMITHKLINE.............................................................................................................................................. 183
10.12 JOHNSON & JOHNSON.......................................................................................................................................... 185
10.13 MERCK & CO. ............................................................................................................................................................. 186
10.14 NOVARTIS.................................................................................................................................................................... 187
10.15 PFIZER........................................................................................................................................................................... 188
10.16 PHARMACIA CORP................................................................................................................................................... 189
10.17 PROCTER & GAMBLE............................................................................................................................................. 189
10.18 ROCHE........................................................................................................................................................................... 190
10.19 SANOFI-SYNTHELABO.......................................................................................................................................... 191
10.20 SCHERING AG............................................................................................................................................................ 192
10.21 SCHERING-PLOUGH............................................................................................................................................... 192
10.22 SOLVAY......................................................................................................................................................................... 193
SECTION 11 BIOTECHNOLOGY / OTHER COMPANY PROFILES....................................................... 195
11.1 ALEXION...................................................................................................................................................................... 195
11.2 BIO-TECHNOLOGY GENERAL.......................................................................................................................... 195
11.3 CENTOCOR ................................................................................................................................................................. 195
11.4 CHIRON......................................................................................................................................................................... 196
11.5 CORVAS......................................................................................................................................................................... 196
11.6 CV THERAPEUTICS.................................................................................................................................................. 196
11.7 DAIICHI SEIYAKU.................................................................................................................................................... 197
11.8 EMISPHERE TECHNOLOGIES............................................................................................................................ 197
11.9 ESPERION THERAPEUTICS................................................................................................................................. 197
11.10 GENENTECH.............................................................................................................................................................. 197
11.11 GILEAD SCIENCES .................................................................................................................................................. 198
11.12 ICOS 198
11.13 MILLENNIUM PHARMACEUTICALS ................................................................................................................. 199
11.14 MITSUI ........................................................................................................................................................................... 199
11.15 NATIONAL INSTITUTES OF HEALTH (NIH)................................................................................................. 199
11.16 TEXAS BIOTECHNOLOGY................................................................................................................................... 200

LIST OF FIGURES

Figure 2.1 WW Forecast For ACS Management by Technology Platform...................................................................15
Figure 2.2 Historic and Forecast Sales of ACS Agents by Technology 2000 - 2005 - 2010.......................................30
Figure 3.1 WW Forecast For Stable Angina and Post-MI Management by Technology Platform...........................39
Figure 3.2 Historic and Forecast Sales of Angina Agents by Technology 2000 - 2005 - 2010 ..................................48
Figure 4.1 WW Forecast For Arrhythmia Management by Technology Platform.......................................................58
Figure 4.2 Historic and Forecast Sales of Arrhythmia Agents by Technology 2000 - 2005 - 2010 .........................68
Figure 5.1 WW Forecast For Atherosclerosis and Hyperlipidemia Management By Technology Platform...........76
Figure 5.2 Historic and Forecast Sales of Atherosclerosis Agents by Technology 2000 - 2005 - 2010...................86
Figure 6.1 WW Forecast For Congestive Heart Failure Management By Technology Platform ..............................96
Figure 6.2 Historic and Forecast Sales of Congestive Heart Failure Agents by Technology 2000 - 2005 -
2010.......................................................................................................................................................................110
Figure 7.1 WW Forecast For Hypertension Management by Technology Platform .................................................122
Figure 7.2 Historic and Forecast Sales of Hypertension Agents by Technology 2000 - 2005 - 2010....................135
Figure 8.1 WW Forecast For Restenosis Management by Technology Platform.......................................................151
Figure 8.2 Historic and Forecast Sales of Restenosis Agents by Technology 2000 - 2005 - 2010 .........................162

LIST OF TABLES

Table ES- 1 WW Cardiovascular Market - 2000 Company Sales by Indication.................................................................ii
Table ES- 2 WW Cardiovascular Market - 2000 Company Market Share by Indication..................................................ii
Table ES- 3 Leading Brands by Indication Year 2000 Sales.................................................................................................iii
Table ES- 4 Market Sales Comparison 2000 & 2010 .............................................................................................................iii
Table ES- 5 Pipeline-Phase of Development by Indication .................................................................................................iv
Table ES- 6 Pipeline Ratings by Indication.............................................................................................................................iv
Table ES- 7 Pipeline Technology Platforms by Indication....................................................................................................v
Table ES- 8 Strategic Ratings......................................................................................................................................................x
Table 1.1 Major Cardiovascular Diagnoses and Conditions .............................................................................................3
Table 2.1 Number of Product Development Programs for ACS by Technology Platform......................................23
Table 2.2 Number of Product Development Programs for ACS by Company ..........................................................24
Table 2.3 Product Development Activity for ACS Therapy Sorted by WW Status/Rating .....................................25
Table 2.4 WW Market Forecast for ACS............................................................................................................................28
Table 2.5 WW Forecast by Technology ACS ....................................................................................................................29
Table 2.6 WW Factory Sales of ACS Products by Manufacturer and Brand 1998-2000 ...........................................31
Table 2.7 ACS Sales by Country ($ Millions) .....................................................................................................................31
Table 3.1 Number of Product Development Programs for Angina by Technology Platform.................................44
Table 3.2 Number of Product Development Programs for Angina by Company......................................................45
Table 3.3 Product Development Activity for Angina Therapy Sorted by WW Status/Rating................................45
Table 3.4 WW Market Forecast for Angina .......................................................................................................................46
Table 3.5 WW Market Forecast for Angina .......................................................................................................................48
Table 3.6 WW Factory Sales of Angina Products by Manufacturer and Brand 1998-2000 ......................................49
Table 3.7 Angina Sales by Country ($ Millions).................................................................................................................50
Table 4.1 Number of Product Development Programs for Arrhythmia by Technology Platform.........................65
Table 4.2 Number of Product Development Programs for Arrhythmia by Company..............................................65
Table 4.3 Product Development Activity for Arrhythmia Therapy Sorted by WW Status/Rating........................66
Table 4.4 WW Market Forecast - Arrhythmia ...................................................................................................................67
Table 4.5 WW Market Forecast for Arrhythmia ...............................................................................................................68
Table 4.6 WW Factory Sales of Arrhythmia Products by Manufacturer and Brand 1998-2000 .............................69
Table 4.7 Arrhythmia Sales by Country ($ Millions).........................................................................................................70
Table 5.1 Number of Product Development Programs for Atherosclerosis by Technology Platform..................82
Table 5.2 Number of Product Development Programs for Atherosclerosis by Company .......................................83
Table 5.3 Product Development Activity for Atherosclerosis Therapy Sorted by WW Status/Rating.................83
Table 5.4 WW Market Forecast - Atherosclerosis ............................................................................................................85
Table 5.5 WW Market Forecast by Technology for Atherosclerosis.............................................................................86
Table 5.6 WW Factory Sales of Atherosclerosis Products by Manufacturer and Brand 1998-2000........................88
Table 5.7 Atherosclerosis Sales by Country ($ Millions)..................................................................................................88
Table 6.1 Number of Product Development Programs for Congestive Heart Failure by Technology
Platform ...............................................................................................................................................................105
Table 6.2 Number of Product Development Programs for Congestive Heart Failure by Company....................106
Table 6.3 Product Development Activity for CHF Therapy Sorted by WW Status/Rating...................................107
Table 6.4 WW Market Forecast by Technology for Congestive Heart Failure..........................................................109
Table 6.5 WW Market Forecast by Technology for Congestive Heart Failure..........................................................109
Table 6.6 WW Factory Sales of Congestive Heart Failure Products by Manufacturer and Brand 1998-2000.....111
Table 6.7 Congestive Heart Failure Sales by Country ($ Millions)...............................................................................111
Table 7.1 Number of Product Development Programs for Hypertension by Technology Platform ...................130
Table 7.2 Number of Product Development Programs for Hypertension by Company ........................................131
Table 7.3 Product Development Activity for Hypertension Sorted by WW Status/Rating ...................................131
Table 7.4 WW Market Forecast by Technology for Hypertension..............................................................................133
Table 7.5 WW Market Forecast by Technology for Hypertension..............................................................................134
Table 7.6 WW Factory Sales of Hypertension Products by Manufacturer and Brand 1998-2000........................136
Table 7.7 Hypertension Sales by Country ($ Millions) ...................................................................................................138
Table 8.1 Number of Product Development Programs for Restenosis by Technology Platform.........................158
Table 8.2 Number of Product Development Programs for Restenosis by Company..............................................158
Table 8.3 Product Development Activity for Restenosis Therapy Sorted by WW Status/Rating........................159
Table 8.4 WW Market Forecast for Restenosis ...............................................................................................................160
Table 8.5 WW Market Forecast by Technology for Restenosis ...................................................................................161
Table 8.6 WW Factory Sales of Restenosis Products by Manufacturer and Brand 1998-2000 .............................163
Table 8.7 Restenosis Sales by Country ($ Millions) ........................................................................................................163
Table 9.1 Company Competitive Rankings......................................................................................................................171
Appendix 1 Cardiovascular Alliances and Merger/Acquisition Activity 1998-2001.....................................................201