Contents:

Drivers AND Trends Unlike many pharmaceutical sectors, the relative potential of the antiviral market is set to increase. Ongoing advances in cell culture techniques and drug discovery technology are only now facilitating an increase in antiviral R&D and new product launches are driving market growth and commercial interest in certain viral indications. Unmet need is very high and the range of different diseases provides opportunity for niche marketing strategies, reducing competitive intensity. However, this diversity also presents companies with investment dilemmas regarding resource distribution and prioritization. Market Overview How does the antiviral market look now, and in the future? This section provides: - A summary of the current antiviral market size, split by key indications - Market forecasts up to 2010 - A review of key players in the antiviral market Disease Focus What are the key indications in the antivirals market and what products are currently available to treat these? This section provides an overview of key antiviral fields, highlighting the most important characteristics of each. The focus of this section is on HIV, Hepatitis B and C and Herpes, although influenza and RSV are also reviewed. Future Focus Which market sectors are showing the most R&D activity, and which have the biggest growth potential? This section focuses on future product development in each sector, comparing R&D activity with market growth up to 2010. Strategic recommendations regarding product lifecycle and portfolio management are also reviewed. List of Tables Table 1: Global antiviral sales by indication, 2002-10 Table 2: HIV prevalence in the seven major markets, 2002 Table 3: HIV prevalence in different world regions, 2002 Table 4: Products available to treat HIV infection, Q2/Q3 2003 Table 5: Breakdown of 2002 sales data and 2010 forecasts by drug class Table 6: US HSV prevalence rates Table 7: CMV high-risk populations across the seven major markets, 2002 Table 8: Key brand products used for the treatment of various herpes types Table 9: Sales forecasts for the HSV and CMV markets up to 2010 Table 10: HCV prevalence in the seven major markets, 2002 Table 11: Key products available for HCV treatment, 2003 Table 12: HBV prevalence in the seven major markets, 2002 Table 13: Approved HBV therapies, mid-2003 Table 14: Sales forecasts for HBV drug classes up to 2010 Table 15: Marketed products used for influenza treatment, 2003 Table 16: Drugs available on the RSV market, 2003 List of Figures Figure 1: Drivers and resistors of antiviral market growth Figure 2: Market attractiveness matrix of selected pharmaceutical fields, 2002-11 Figure 3: Global antiviral sales, 2002 Figure 4: Global antiviral sales forecasts, 2010 Figure 5: Global antiviral sales by company and indication, 2002 Figure 6: Typical progression of HIV infection with and without treatment Figure 7: HIV company market share in 2002 and 2010 Figure 8: HCV disease progression Figure 9: HBV disease progression Figure 10: No. US laboratory confirmed influenza isolates during the 2002-03 season Figure 11: Typical rates of RSV infection, with patient population numbers for the seven major markets, 2002 Figure 12: Antiviral R&D, preclinical to registration, 2003 Figure 13: Growth of the antiviral market sectors relative to R&D activity and 2002 market size Figure 14: GSK's life-cycle management of lamivudine, 1996-2002