|Title:||United States top 20 pharmaceutical companies ranked by sales for 2010 and 2011|
|Source:||Medical Marketing & Media|
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Top XX Pharmaceutical Companies by US Sales 'XX
Rank Company 2011 Total (Billions) 2010 Total (Billions) X Pfizer $XX.X $XX.X X AstraZeneca $XX.X $XX.X X Merck & Co. $XX.X $XX.X X Novartis $XX.X SXX.X X Teva $XX.X SXX.X X Eli Lilly & Co. $XX.X $XX X X Roche $XX.X $XX.X X GlaxoSmithKline $XX.X $XX.X X Amgen $XX.X $XX.X XX Johnson & Johnson $XX.X $XX.X XX Sanofi $XX.X $XX.X XX Abbott $XX.X $XX.X XXX Bristol-Myer Squibb $XX.X $X.X XX Boehringer Ingelheim $X.X $X.X XX Takeda $X.X $X.X XX Mylan $X.X SX.X XX GileacL Sciences $X.X $X.X XX Novo Nordisk $X.X $X.X XX Otsuka SX.X $X.X XX Forest Laboratories $X.X $X.X Total others $XX.X $XX.X Total market $XXX.X $XXX.X
Xnce bloated and winded, the drug industry has made strides at shaping up its US operations, shedding excess pounds and taking steps to shore up long-term health. That's a start. Getting back into real shape will take a package of exercises that build muscle in more ways than one, analysts say.
Industry had a positive 2011, with spending on branded products in the US up by X.X% in actual dollars to $XXX billion from $XXX billion, according to IMS Health. It bettered 2010, when spending on protected medicines shrunk X.X% to $XXX billion, and it helped boost overall drug outlay by X.X% to $XXX billion for the year.
New product launches, many of them for innovative medicines and indications to treat rare diseases, helped fuel the increase. But patent losses continue to bite. The glut of expiries is set to reduce global brand revenues by $XXX billion through 2015.
Those losses will be felt the most this year and next, predicts Michael Kleinrock, director of research development for the IMS Institute.
"Brand growth will be historically low:' in the X-X % range.
Perhaps the most important trend to watch in terms of the industry's comeback lies in new drug pipelines. These may he slowly improving, yet no company has more upcoming launches than expiries, Sanford Bernstein analyst Tim Anderson tells MM&M: "GlaxoSmithKline starts to get into positive territory because their patent expiries lapse. Pfizer--any drug that they launch, or that launched, [when] netted against expiry is a flat line." Even Bristol-Myers Squibb--widely hailed as the most productive biopharma company winds up being a flat-liner.
In the following profiles of the top XX companies as ranked by 2011 US sales, you can judge the performance for yourself. In addition to revenues, US and global; top brands and their US sales (courtesy of IMS); and promotional spend (as per Cegedim Strategic Data; ranking encompasses US sales top XX vs. ranking on pp. XX-XX based purely on promo spend), we include a list of each firm's planned launches--late-stage compounds that analysts believe stand a strong chance of making it to the US market--and upcoming patent expirations.
THE TOP XX
Boehringer Ingelheirn XX
Bristol-Myers Squibb XX
Eli Lilly XX
Forest Laboratortes XX
Gilead Sciences XX
Johnson & Johnson XX
Novo Nordisk XX
Otsuka America XX
Pfizer's oral RA drug tofacitinib and Eliquis (apixaban), the bloodthinning drug Pfizer is co-developing with BMS, are the high-profile agents coming due in 2012.There will also be pivotal data sets this year, the most dramatic being in Alzheimer's disease, although the category lacks a launchable drug in 2012.
"If these Alzheimer's drugs work [Lilly's solanezumab and J&J/ Pfizer's bapineuzumab]," says Anderson,"they would put the industry back on the map, but scientists put the odds at less than XX%. These drugs could help resurrect the image of the industry."
Putting money into R & D
Among other steps companies are taking to get hack into shape, most plowed more money into R&D last year, despite the fact that it's hard to scale innovation. Our company profiles rank firms on their actual R&D spend, indicating the change vs. 2010, and calculate spend as a percentage of revenue.
Pfizer, for one, did not follow the pack in this department. "Pfizer could theoretically spend less and get the same output, which is why they are ratcheting down their R & D spend," says Anderson.
Profiles also show what's emerging from pipelines, as does the approvals table on page XX. Drilling down into last year's newbies, Healogix CEO Harris Kaplan notes that only XX% of 2011 approvals were for drugs with new mechanisms of action vs. almost XX% in 2002. And orphan drug approvals--which were up last year--aren't a replacement for better chronic therapy treatment.
"While orphan drugs with their associated high prices are helping to fill the gap caused by generic expirations," says Kaplan, "they do not substitute for an ongoing patient and industry need for new advances in large, chronic disease categories where there is still significant unmet need such as hypertension, depression, GI disorders, etc."
Industry can pat itself on the back for a productive 2011 both in terms of drugs approved (XX, vs. XX in 2010) and the therapeutic advances they represent, but one year is not a trend, cautions Wayne Pines, a former FDA associate commissioner who is now president, regulatory services and healthcare for APCO Worldwide.