Shire Company Analysis

  • ID: 4421377
  • Company Profile
  • 45 pages
  • Datamonitor Healthcare
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Updated analysis and forecasts based on Q2 2017 company-reported sales.

Pharmavitae Analytics explores Shire’s prescription pharmaceutical performance and outlook, encompassing corporate strategy, marketed portfolio, pipeline potential, and financial performance over 2016-26.

Snapshot
  • 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.
Highlights
  • 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.
Model updates
  • Inclusion of SHP616.
  • Launch of rival Haegarda.
  • Launch of Mydayis.
  • Analysis structure
Company context
  • 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?
Facts and figures
  • 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?
Key therapy areas
  • 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?
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Note: Product cover images may vary from those shown
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1 EXECUTIVE SUMMARY

2 COMPANY CONTEXT
  • 2017 is a year of execution for Shire
  • Shire’s SWOT analysis
  • Shire’s key events and catalysts
3 FACTS AND FIGURES
  • 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
4 THERAPY AREA ANALYSIS
  • Central nervous system
  • Rare diseases
  • Ophthalmology
5 BIBLIOGRAPHY

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
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