Pharmavitae Analytics explores Shire’s prescription pharmaceutical performance and outlook, encompassing corporate strategy, marketed portfolio, pipeline potential, and financial performance over 2016-26.
- Overview - Shire will generate $18bn in product sales by 2026, as recent acquisitions fuel inorganic growth and offset losses in the CNS portfolio.
- 2021 Outlook - Inorganic and organic growth in the rare diseases and CNS portfolios, respectively, will fuel a CAGR of 9.5% out to 2021.
- 2026 Outlook - Approximately $6.8bn will be added to Shire’s topline out to 2026, as the rare diseases portfolio continues to show impressive growth.
- Pipeline - Shire’s pipeline will add $2.7bn out to 2026 as the company continues to expand its presence in rare diseases.
- Events - Growth in the rare diseases and ophthalmology portfolios will drive growth and offset losses in the CNS portfolio from generic entries.
- Shire's M&A strategy has made it a global leader in rare diseases and highly specialized conditions.
- Shire’s CNS portfolio will decline at a CAGR of -6.2% over the forecast period, meaning that its contribution to the overall business will decrease.
- Shire is tightening its grip on the HAE market following the acquisitions of ViroPharma and Dyax.
- Xiidra will experience strong growth as Shire’s only currently marketed ophthalmology product.
- Inclusion of SHP616.
- Launch of rival Haegarda.
- Launch of Mydayis.
- Analysis structure
- How is Shire strategically poised out to 2026?
- What are Shire’s key strengths, weaknesses, opportunities, and threats?
- What are Shire’s key catalysts over the next four quarters?
- What is Shire’s forecasted sales performance out to 2026?
- What is the revenue trajectory of Shire’s current top 10 products out to 2026?
- Which therapy areas will experience the largest growth and decline?
- What are the portfolio weightings of Shire based on the lifecycle of products?
- Why will specific therapy areas experience the largest growth and decline?
- What are the detailed competitive dynamics at play in Shire’s important therapeutic markets?
- How is Shire adapting strategically to internal and external headwinds?
2 COMPANY CONTEXT
- 2017 is a year of execution for Shire
- Shire’s SWOT analysis
- Shire’s key events and catalysts
- Shire’s prescription pharma sales outlook
- Shire’s therapy area dynamics
- Shire’s top 10 products over 2016-26
- Shire’s growth drivers and resistors
- Shire’s launch/core/expiry analysis
- Shire’s financial outlook
- Shire’s M&A history
- Central nervous system
- Rare diseases
List of Figures
Figure 1: Shire’s prescription pharmaceutical sales ($m) and growth rate (%), 2013-26
Figure 2: Shire’s therapy area dynamics, 2016-26
Figure 3: Shire’s top 10 product sales, 2016-26
Figure 4: Shire’s launch/core/expiry portfolio configuration, 2016-26
Figure 5: Shire’s operating revenue/cost analysis ($m), 2010-21
List of Tables
Table 1: Shire's historical net debt to EBITDA comparison
Table 2: Shire’s sales by therapy area ($m), 2016-26
Table 3: Shire’s key products, 2016-26
Table 4: Shire’s sales by launch, core, and expiry portfolio ($m), 2016-26
Table 5: Shire’s financial performance, 2015-21
Table 6: Shire’s key merger and acquisition deals, 2001-16
Table 7: Shire’s central nervous system portfolio sales, by product ($m), 2016-26
Table 8: Shire’s rare diseases portfolio, by product ($m), 2016-26
Table 9: Shire’s ophthalmology portfolio sales, by product ($m), 2016-26