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Merck Serono S.A.: PharmaVitae Profile


Description: This analysis examines the historical and forecast performance for Merck-Serono 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.

Scope



Highlights of this title



Key reasons to purchase this title


- Benchmark Merck-Seronos performance against key rivals in the ethical pharmaceutical sector

- Learn how, led by Rebif and Erbitux, Merck-Serono is set to record strong growth relative to its peer set in the period to 2012

- Evaluate the prospects of Merck-Seronos late-stage pipeline, which is heavily dependent on the oral MS drug Mylinax


Contents: CHAPTER 1 EXECUTIVE SUMMARY 2
Key findings 2
Historical and forecast ethical sales performance 3
Therapeutic strategy 4
Launch and expiry outlook 6
Externalization, geographic and molecule type strategies 8
Externalization strategy 9
Geographic strategy 10
Molecule type strategy 10
SWOT analysis 11
Strengths 11
Weaknesses 12
Opportunities 12
Threats 13
CHAPTER 2 CORPORATE HISTORY 17
Key findings 17
Background 18
Key corporate developments 18
M&A history 19
Merck-Serono Biopharmaceuticals 19
Divestment of generics business 19
Current corporate structure 20
Pharmaceuticals 20
Ethicals 20
Consumer health 20
Chemicals 21
Performance & Life Science Chemicals 21
Liquid crystals 21
CHAPTER 3 HISTORICAL PERFORMANCE 22
Key findings 22
Introduction 23
Revenue and growth rate analysis, 2001-06 23
Revenue and growth rate vs. peer set 24
Product analysis, 2001-06 26
Growth drivers 26
Rebif 26
Erbitux 27
Concor, Gonal-F and Saizen 27
Growth resistors 27
Glucophage 27
CHAPTER 4 FORECAST PERFORMANCE 28
Key findings 28
Introduction 29
Revenue and growth rate, 2006-12 29
Product analysis, 2006-12 30
Growth drivers 33
Erbitux 33
Rebif 34
Mylinax 34
Raptiva 34
Concor 34
Growth resistors 34
Gonal-F 34
Therapy area analysis, 2006-12 36
CNS 38
Oncology 38
Immunology & inflammation 39
Therapy area focus 40
Launches and expiries analysis, 2006-12 43
Launch portfolio 43
Core portfolio 45
Expiry portfolio 47
Launch/core/expiry configuration 49
Externalization analysis, 2006-12 52
Geographic analysis, 2006-12 57
Molecule type analysis, 2006-12 61
CHAPTER 5 KEY PRODUCTS AND COMPETITORS 66
Key findings 66
Overview 67
CNS 68
Rebif 68
Overview 68
Sales forecast 69
Newsflow 69
Competitive landscape 71
Mylinax 74
Overview 74
Sales forecast 75
Newsflow 76
Competitive landscape 76
Oncology 79
Erbitux 79
Overview 79
Sales forecast 80
Newsflow 81
Competitive landscape 82
Womens health 86
Gonal-f 86
Overview 86
Sales forecast 87
Newsflow 87
Competitive landscape 88
Immunology & inflammation 90
Raptiva 90
Overview 90
Sales forecast 91
Newsflow 91
Competitive landscape 92
CHAPTER 6 APPENDIX 94
IMS vs. company-reported data reconciliation 94
Abbreviations 96
Exchange rates 97
List of Tables
Table 1: Peer set overview 24
Table 2: Product portfolio overview, sales ($m), 2006-12 30
Table 3: Therapy area overview, sales ($m), 2006-12 36
Table 4: Launch portfolio overview, sales ($m), 2006-12 43
Table 5: Core portfolio overview, sales ($m), 2006-12 45
Table 6: Expiry portfolio overview, sales ($m), 2006-12 47
Table 7: Externally developed portfolio ($m), 2006-12 52
Table 8: Molecule type overview, sales ($m), 2006-12 61
Table 9: Key products overview 67
Table 10: Rebif: overview 68
Table 11: Rebif: sales forecast ($m), 2006-12 69
Table 12: Rebif: newsflow 69
Table 13: Mylinax: overview 74
Table 14: Mylinax: sales forecast ($m), 2006-12 75
Table 15: Oral cladribine: newsflow 76
Table 16: Erbitux: overview 79
Table 17: Erbitux: sales forecast ($m), 2006-12 80
Table 18: Product 1: newsflow 81
Table 19: Gonal-f: overview 86
Table 20: Gonal-f: sales forecast ($m), 2006-12 87
Table 21: Gonal-f: newsflow 87
Table 22: Raptiva: overview 90
Table 23: Raptiva: sales forecast ($m), 2006-12 91
Table 24: Raptiva: newsflow 91
Table 25: Exchange rates, 2006 97
List of Figures
Figure 1: Historical and forecast ethical sales performance (% CAGR), Merck-Serono and Mid Pharma peer set 3
Figure 2: Therapeutic focus vs. Mid Pharma peer set (%), 2006 5
Figure 3: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Merck-Serono 6
Figure 4: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 7
Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2006 8
Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2012 9
Figure 7: SWOT analysis of Merck-Serono 11
Figure 8: Current corporate structure 20
Figure 9: Revenue & growth rate (ethical sales) ($m), 2001-06 23
Figure 10: Ethical revenue ($m) and growth rate (%) vs. peer set, 2001-06 25
Figure 11: Growth drivers/resistor products of historical revenue performance ($m), 2001-06 26
Figure 12: Ethical revenue ($m) and growth rate (%), 2006-12 29
Figure 13: Top five products by sales ($m), 2006 31
Figure 14: Top five products by sales ($m), 2012 32
Figure 15: Growth drivers and resistors by product, 2006-12 33
Figure 16: Key strategic products, sales ($m), 2006-12 35
Figure 17: Ethical sales by therapy area ($m), 2006-12 37
Figure 18: Growth drivers and resistors by therapy area ($m), 2006-12 38
Figure 19: Ethical sales by therapy area (%), 2006-12 40
Figure 20: Therapy area focus compared with peer set (% total ethical sales), 2006 41
Figure 21: Therapy area focus compared with peer set (% total ethical sales), 2012 42
Figure 22: Launch schedule, sales ($m), 2006-12 44
Figure 23: Core products sales growth ($m), 2006-12 46
Figure 24: Expiry schedule, sales ($m), 2006-12 48
Figure 25: Launch, core and expiry, sales ($m), 2006-12 49
Figure 26: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Merck-Serono 50
Figure 27: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 51
Figure 28: Externalization dependency, sales ($m), 2006-12 53
Figure 29: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2006-12 54
Figure 30: Externalization dependency vs. peer set, % total sales, 2006 55
Figure 31: Externalization dependency vs. peer set, % total sales, 2012 56
Figure 32: Geographical sales breakdown ($m), 2006-12 57
Figure 33: Growth drivers and resistors by geography, sales ($m), 2006-12 58
Figure 34: US dependency vs. peer set, % total sales, 2006 59
Figure 35: US dependency vs. peer set, % total sales, 2012 60
Figure 36: Growth drivers and resistors by molecule type, sales ($m), 2006-12 62
Figure 37: Molecule type sales breakdown ($m), 2006-12 63
Figure 38: Biologics dependency vs. peer set, % total sales, 2006 64
Figure 39: Biologics dependency vs. peer set, % total sales, 2012 65
Figure 40: IMS vs. company-reported ethical sales discrepancy ($m), 2006 95
Figure 41: IMS vs. company-reported ethical sales forecast growth rates (%), 2006-12 96


Companies Mentioned Amgen Inc. ASCO Plc Astralis Ltd. Bayer Schering Pharma AG Elan Corporation, plc Genentech, Inc. IMS Health Johnson & Johnson Merck & Co., Inc. Merck KGaA Novartis AG Novo Nordisk A/S Pfizer Inc PML Microbiologicals Inc. Wyeth XOMA


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