Large Cap Pharma US & EU Outlook 2016

  • ID: 3638791
  • Report
  • Region: Europe, United States
  • 97 Pages
  • MP Advisors
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Maximizing Their Strength On Fewer Therapy Class, Personalized Medicine, Novel Target And Biosimilars For Future Growth

FEATURED COMPANIES

  • Amgen
  • AstraZeneca
  • Biogen Idec
  • Celgene
  • Gilead
  • GlaxoSmithKline
  • MORE
Major pharma companies continue to improve their productivity by taking different approaches, such as focusing on selected therapy area and markets, mergers and acquisitions, divestment of non-core brands/segments and consolidation in animal health, vaccines and consumer health care business. The oncology segment has been one of the key areas of interest for large cap Pharma companies in 2014/2015.

The field of immuno-oncology is currently one of the most explosive fields in biotechnology. Bristol-Myers’s concentrated effort in Immuno-Oncology has gained market leadership with its Anti-PD-1 drug. Along with Bristol, there's Merck (MRK), Roche (RHHBY), and AstraZeneca (AZN) as well chasing the field. The global estimates of Immuno-oncology drug is expected at $40 billion in the next ten years. Anti-Infective remains a big attraction for large pharm. Merck acquisition of Cubist for $9 billion and Roche’ in-licensing deal for $1billion was the key highlight.

Biosimilar development from large ad Biotech companies are progressing well with many reaching to regulatory space and in lates stage of clinical trials. Biogen Idec streamlined its focus to develop drugs for specialty medicine (Multiple Sclerosis, Inflammatory Bowel Disease), Neurodegeneration (Alzheimer’s disease, Parkinson’s, ALS, Neuro-immunology) and rare diseases (Hemophilia, Spinal Muscular Atrophy and Neuropathic Pain). Celgene (CELG) keeps capitalizing on its strength in hematology and operational excellence to build global standards of care in the segments of Oncology and Inflammation & Immunology (I&I).

Gilead, a prominent player in Hepatitis C therapy areas is looking to expand its expertise in liver disease for another high unmet need of Nonalcoholic Steatohepatitis (NASH), while its oncolgy segment failed to make any major impact other than approved drug Zydelig. First - in-class mechanisms like anti-PD1, anti-PCSK9 and CDK inhibitors continue to get attraction by large cap pharma companies. Biotech and pharmaceutical companies pursue targeted and specialized therapies - more than 25% (45 new drugs approval vs. 44 in 2014) of drugs approved by FDA in 2015 are Personalized Medicines.
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FEATURED COMPANIES

  • Amgen
  • AstraZeneca
  • Biogen Idec
  • Celgene
  • Gilead
  • GlaxoSmithKline
  • MORE
1. Amgen : Focus On New Biologics For Larger Market And Biosimilar to Offset Own Losses!
Figure 1 Amgen
- Impact Of Blinatumomab Treatment In Mrd+ All Pts
-Key Pipeline Products and Development
-Key Acquisitions and Partnership in 2015
- AMGN’s Commercial Strategy
- Key Milestones
- Biogen Idec :Growth from Tecfidera and Newly Launched Products!
-Marketed Products – To Gain Strength Based On New Data
-Pipeline To Watch In 2016/2017
-Key Milestones
-Annexure I : Biogen Idec
- Multiple Sclerosis – Injectable Drugs Data Comparison
- Annexure II : Biogen Idec
- Multiple Sclerosis – Oral Drugs Data Comparison

2. CELGENE : Innovative Strategies for Long Term Gains
Key Milestones
- Development In Multiple Myeloma Franchise: Strengthening Pipeline and Sales
- Inflammation – Pipeline maturing beyond OTEZLA
- Other Products in Mid stage for Long Term Growth
Celegene: Table 1

3. Relapsed And Refractory Multiple Myeloma (RRMM): Recently Approved – Data Comparison
- Gilead Sciences Poised To Emerge As A Leader In Hcv Treatment
Table 1 Gilead Sciences
- Development Pipeline
Table 2 Gilead Sciences
- Data From Astral -1 Study
Table 3 Gilead Sciences
- Data From Astral-4 Study
- GILD has multiple programs running in late stage PhII/PhIII chronic HBV pts
-Liver Disease – Non-alcoholic Hepatosteatosis (NASH)
- Inflammation/Respiratory Pipeline
- Acquisitions In The Last One Year Key Milestones
- Astrazeneca: Late Stage Pipeline Maturing; Focused Development On Respiratory, Psoriasis And Anti-Pd1 Will Support Long Term Growth
Table 1 Astrazeneca
- Competitive Landscape Of Biologics In Severe Asthma
Table 2 AstraZeneca
- ORR BY IFN AND PD-L1 STATUS
Table 3 AstraZeneca
- Durvalumab Clinical Development Programs
- Commercial Advancement- Key Milestones Table
- Glaxosmithkline : Reliance On Low Margin Consumer Health And Vaccines; Unable To Revive Respiratory Franchise
- Pipeline Analysis – Hiv/Infectious Disease
- HCV And HBV Pipeline – Too Early To Comment
- Pipeline Analysis: Respiratorypipeline Analysis – Respiratory
- Other Biologics In Asthma Pipeline:
- Respiratory Disease - Copd
- Respiratory R&D Beyond Asthma And Copd
- Pipeline Analysis – Vaccines
- Pipeline Analysis – Immuno-Inflammation
- Pipeline Analysis – Rare Disease
- Pipeline Analysis – Oncology
- Key Milestones

4. Merck & Co : Anti-PD1 and HCV will remain growth drivers - going forward!
- Key Potential Catalysts For 2016
Table 1 Merck
- Keytruda: List Of On-Going Combination Studies
Table 2 Merck
- Data From C-Crest 1 & 2 Part A Study

5. Januvia (sitagliptin): Positive TECOS data should help DPP-IV expand their share in a fast growing but highly genericized diabetes market

6. Bezlotoxumab (mAb, R, antitoxin for prevention of Clostridium difficile; C. difficile infection recurrence

7. Biosimilar Advancement
- Other Late Stage Drugs – To Add Value In 2017 And Beyond
- Other Late Stage Drugs – To Add Value In 2017 And Beyond
- Key Milestones
- MERCK KGaA : Emerging markets and anti-PD1 to lift outlook; Acquisition of Sigma-Aldrich to Stabilize Business Growth
- Healthcare Segment: Next Two Years Are Mainly An Investment Phase
- Healthcare Segment - Pipeline To Watch For
- Key Milestone Table
- NOVARTIS:Strengthening Position In Oncology: Heart Failure And Psoriasis Therapy Will Find New Blockbusters
- Newly Launched Drugs And Late Stage Pipeline- Key Pipeline Advancement – Filing Expected In 2016
Table 1 Novartis
- Data From Phiii Study Of Buparlisib In Breast Cancer (Belle-2)
Table 2 Novartis
- Efficacy Data Of Lcz696 In Paradigm-Hf
- Other Marketed Drug – Still Showing Healthy GrowTH
Table 3 Novartis
- Sandoz Biosimilar Pipeline Status
- Key Milestones
- Novo Nordisk: Growth Is Limited By Pricing Competitive Pressures In Diabetes And
- Obesity: A Large Markrt But Value Remains Low – Novo-B Pipeline Is Expanding
Figure 1 Novo Nordisk
- Key Features Of Compounds In Phase 1 Developme For Obesity
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- Amgen
- AstraZeneca
- Biogen Idec
- Celgene
- Gilead
- GlaxoSmithKline
- Merck
- Merck KGaA
- Novartis
- Novo Nordisk
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