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Ipsen: PharmaVitae Profile


Description: This analysis examines the historical and forecast performance for Ipsen in the ethical 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 order your copy:
Benchmark Ipsens performance against key rivals in the ethical pharmaceutical sector. Determine how Ipsen will perform over the period 2006-11 having recently become a publicly run company Assess Ipsens biologic capabilities, which will play a key role in the companys sales growth performance out to 2011


Contents:

Chapter 1.

Executive summary 4
Key findings 4
Historical and forecast ethical sales performance 5
Therapeutic strategy 7
Launch and expiry outlook 10
Externalization, geographic and molecule type strategies 13
Externalization strategy 14
Geographic strategy 15
Molecule type strategy 16
SWOT analysis 17
Strengths 17
Weaknesses 19
Opportunities 20
Threats 22

Chapter 2.

Corporate history 32
Key findings 32
Background 33
Key corporate developments 34
M&A history 38
Sterix 38
Spanish primary care products 39
Speywood 40
M&A strategy 40
Current corporate structure 41
Current management team 41

Chapter 3.

Historical performance 42
Key findings 42
Introduction 43
Revenue and growth rate analysis, 2002-05 43
Revenue and growth rate vs. peer set 45
Product analysis, 2002-05 47
Growth drivers 47
Decapeptyl 47
Somutaline 48
Dysport 48
Rest of portfolio 48
Growth resistors 49
Tanakan 49
Operating revenue and cost analysis, 2002-05 50
Operating revenue/cost analysis 52

Chapter 4.

Forecast performance 55
Key findings 55
Introduction 56
Revenue and growth rate, 2005-11 56
Product analysis, 2005-11 58
Growth drivers 64
Dysport 64
Somatuline 65
Decapeptyl 65
febuxostat 65
NutropinAq 66
Growth resistors 67
Ginkor 67
Tanakan 67
Therapy area analysis, 2005-11 69
CNS 72
Diabetes & endocrinology 72
Oncology 73
Urology 73
Other 73
Cardiovascular 73
Therapy area focus 74
Launches and expiries analysis, 2005-11 77
Launch portfolio 77
Core portfolio 80
Launch/core/expiry configuration 82
Externalization analysis, 2005-11 85
Geographic analysis, 2005-11 91
Molecule type analysis, 2005-11 95

Chapter 5.

Key products and competitors 100
Key findings 100
Overview 101
Oncology 102
Decapeptyl 102
Overview 102
Sales forecast 103
Newsflow 103
Competitive landscape 104
CNS 108
Dysport 108
Overview 108
Sales forecast 109
Newsflow 110
Competitive landscape 111
Tanakan 115
Overview 115
Sales forecast 116
Newsflow 116
Competitive landscape 117
Diabetes and endocrinology 119
Somatuline 119
Overview 119
Sales forecast 120
Newsflow 121
Competitive landscape 122
R&D pipeline 124

Chapter 6.

Appendix 126
IMS vs. company-reported data reconciliation 126
References 129
Abbreviations 129
Exchange rates

List of Tables
Table 1: Ipsen Corporate Executive Committee 41
Table 2: Peer set overview 45
Table 3: Operating revenue/cost analysis ($m), 2002-05 50
Table 4: Operating cost ratio analysis (% of total revenues), 2002-05 52
Table 5: Product portfolio overview, sales ($m), 2005-11 58
Table 6: Therapy area overview, sales ($m), 2005-11 69
Table 7: Launch portfolio overview, sales ($m), 2005-11 77
Table 8: Core portfolio overview, sales ($m), 2005-11 80
Table 9: Externally developed portfolio, 2005-11 ($m) 86
Table 10: Molecule type overview, sales ($m), 2005-11 95
Table 11: Key products overview 101
Table 12: Decapeptyl: overview 102
Table 13: Decapeptyl: sales forecast ($m), 2005-11 103
Table 14: Decapeptyl: newsflow 103
Table 15: Dysport: overview 108
Table 16: Dysport: sales forecast ($m), 2005-11 109
Table 17: Dysport: newsflow 110
Table 18: Tanakan: overview 115
Table 19: Tanakan: sales forecast ($m), 2005-11 116
Table 20: Tanakan: newsflow 116
Table 21: Somatuline: overview 119
Table 22: Somatuline: sales forecast ($m), 2005-11 120
Table 23: Somatuline: newsflow 121
Table 24: Ipsens R&D pipeline (Phase I-registration) 124
Table 25: Ipsens indication broadening pipeline (Phase I-registration) 125
Table 26: Exchange rates, 2005

List of Figures
Figure 1: Historical and forecast ethical sales performance (% CAGR), Ipsen and Mid Pharma peer set 5
Figure 2: Therapeutic focus vs. Mid Pharma peer set (%), 2005 8
Figure 3: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), Ipsen 10
Figure 4: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), peer set 11
Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2005 13
Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2011 14
Figure 7: SWOT analysis of Ipsen 17
Figure 8: M&A/divestment history 38
Figure 9: Revenue & growth rate (ethical sales) ($m), 2002-05 43
Figure 10: Ethical revenue ($m) and growth rate (%) vs. peer set, 2002-05 46
Figure 11: Growth drivers/resistor products of historical revenue performance ($m), 2002-05 47
Figure 12: Operating revenue/cost analysis ($m), 2002-05 51
Figure 13: Operating cost ratio analysis (% of total revenues), 2002-05 53
Figure 14: Operating cost ratio vs. peer set, 2002-05 54
Figure 15: Ethical revenue ($m) and growth rate (%), 2005-11 56
Figure 16: Top five products by sales ($m), 2005 59
Figure 17: Top five products by sales ($m), 2011 61
Figure 18: Growth drivers and resistors by product, 2005-11 64
Figure 19: Key strategic products, sales ($m), 2005-11 67
Figure 20: Ethical sales by therapy area ($m), 2005-11 69
Figure 21: Growth drivers and resistors by therapy area (%), 2005-11 72
Figure 22: Ethical sales by therapy area (%), 2005-11 74
Figure 23: Therapy area focus compared with peer set (% total ethical sales), 2005 75
Figure 24: Therapy area focus compared with peer set (% total ethical sales), 2011 76
Figure 25: Launch schedule, sales ($m), 2005-11 79
Figure 26: Core products sales growth ($m), 2005-11 81
Figure 27: Launch, core and expiry, sales ($m), 2005-11 82
Figure 28: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), Ipsen 83
Figure 29: Launch, core and expiry, absolute sales growth, 2005-11 (sales as % of 2005 sales), peer set 84
Figure 30: Externalization dependency, sales ($m), 2005-11 87
Figure 31: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2005-11 88
Figure 32: Externalization dependency vs. peer set, % total sales, 2005 89
Figure 33: Externalization dependency vs. peer set, % total sales, 2011 90
Figure 34: Geographical sales breakdown ($m), 2005-11 91
Figure 35: Growth drivers and resistors by geography, sales ($m), 2005-11 92
Figure 36: US dependency vs. peer set, % total sales, 2005 93
Figure 37: US dependency vs. peer set, % total sales, 2011 94
Figure 38: Growth drivers and resistors by molecule type, sales ($m), 2005-11 96
Figure 39: Molecule type sales breakdown ($m), 2005-11 97
Figure 40: Biologics dependency vs. peer set, % total sales, 2005 98
Figure 41: Biologics dependency vs. peer set, % total sales, 2011 99
Figure 42: IMS vs. company-reported ethical sales discrepancy ($m), 2005 127
Figure 43: IMS vs. company-reported ethical sales forecast growth rates (%), 2005-11 128




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