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Indian Pharma – Will it Dominate thePara IV Space?Nimish Mehta, CFA                                     Manushi Naik, M.Sc...
Most of the Big Para IVs With Indian Cos                                       Indian Cos. Presence in Para IV of Top 20 P...
Small Cos. Too Entering the Space Targeting Big Products                                            Indian Companies Compr...
Rich Para IV Pipeline              Indian Pharma companies are involved in 50% of the ongoing Para IV litigations!        ...
Rich in terms of FTFs & Settlements too                                                       Total No. of Para IVs, FTFs ...
Higher No. Does Not Always Imply Higher Value                                                         Value of Total Produ...
Para IV Launches Bunches Up As Patent Cliff Nears                                                 Timeline of Product Laun...
Most of the High Value Product To Face Erosion By 2014                                                     Time Line of Pr...
Thank YouMP Advisors               9
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Indian Pharma - will it dominate the Para IV space?

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Transcript of "Indian Pharma - will it dominate the Para IV space?"

  1. 1. Indian Pharma – Will it Dominate thePara IV Space?Nimish Mehta, CFA Manushi Naik, M.Sc, DIPRnimish@mpadvisor.com manushi@mpadvisor.com+1.480.263.9400 +1.480.263.9400 Indian Pharma Macro Overview 1
  2. 2. Most of the Big Para IVs With Indian Cos Indian Cos. Presence in Para IV of Top 20 Products Rank Drug Name Innovator Sales ’09 $m Indian Cos. As FTFs 1 Lipitor Pfizer 5785 Ranbaxy 2 Plavix Bristol Myers 5223 Apotex 6 Diovan Novartis 2500 Ranbaxy 8 Nexium Astrazeneca 2800 Ranbaxy 10 Zyprexa Eli-Lilly 466 Dr Reddy’s 15 Seroquel Astrazeneca 900 Teva 16 Singulair Merck 4336 Teva 17 Actos Takeda 3000 Ranbaxy 18 Effexor XR Wyeth 520 Teva 19 Atacand Astrazeneca 3702 Sandoz/Teva/ Mylan 20 Gleevec/Glivec Novartis 1088 Sun Pharma Source: Para IV Plus, MP Advisors Of the top 20 products, Para IVs are already filed on 11. Indian cos. own 6 FTFs (single or shared) of these 11 Para IVs with most of them settled!MP Advisors 2
  3. 3. Small Cos. Too Entering the Space Targeting Big Products Indian Companies Comprehensive Para IV List Net Profit from Para IV as % of Market Company No. of Para Ivs Confirmed Para IV Probable Para IV Cap Major Products Sun Pharma 30 10 19 5.44% Gleevec, Cymbalta Lupin 35 10 25 5.80% Geodon, Cymbalta Zyprexa, Propecia, Fosamax Dr. Reddy’s 22 11 10 3.16% Plus D Lipitor, Caduet, Nexium, Ranbaxy 15 12 5 22.67% Actos, Diovan Wockhardt 12 4 7 18.04% Stalevo, Comtan, Cymbalta Glenmark 11 5 6 4.62% Tarka, Zetia Aurobindo 9 3 6 1.16% None Orchid 7 4 3 1.03% Lunesta, Boniva Cadila 7 2 6 0.44% Astelin Torrent 6 2 4 0.90% Actos, Requipp XL Natco 4 0 4 51.80% Copaxone, Revlimid Intas 6 2 4 Seroquel XR (150 mg) Total 164 65 99 Source: Para IV Plus, MP AdvisorsMP Advisors 3
  4. 4. Rich Para IV Pipeline Indian Pharma companies are involved in 50% of the ongoing Para IV litigations! Natco Torrent Intas Company Name Orchid Cadila Aurobindo No. of Products Glenmark Wockhardt Ranbaxy Dr. Reddy Sun Pharma Lupin 0 5 10 15 20 25 30 35 40 No. of Products Source: Para IV Plus , MP AdvisorsMP Advisors 4
  5. 5. Rich in terms of FTFs & Settlements too Total No. of Para IVs, FTFs and Settlements Natco Intas Torrent Cadila Company Name Orchid Settlement Aurobindo FTF Glenmark No. of Products Wockhardt Ranbaxy Dr. Reddy Sun Pharma Lupin 0 2 4 6 8 10 12 14 16 18 20 22 24 26 28 30 32 34 36 38 Total No. of Products, FTFs and Settlements Source: Para IV Plus , MP Advisors Wockhardt & Ranbaxy have most of their FTFs settled.MP Advisors 5
  6. 6. Higher No. Does Not Always Imply Higher Value Value of Total Products, FTFs and Settlements Orchid Natco Intas Glenmark Company Name Torrent Settlement Sales FTF Sales Cadila Total Sales Wockhardt Aurobindo Lupin Ranbaxy Dr. Reddy Sun Pharma 0 2000 4000 6000 8000 10000 12000 14000 16000 18000 20000 22000 24000 26000 28000 30000 Sales in $ million Source: Para IV Plus , MP Advisors Though Lupin has higher number of Para IVs, it lacks behind Sun Pharma, Ranbaxy & Dr Reddy’s in value. Dr Reddy’s focuses on long term, low competition opportunities unlike Lupin.MP Advisors 6
  7. 7. Para IV Launches Bunches Up As Patent Cliff Nears Timeline of Product Launches - Volume Undisclosed Wockhardt 2016 Torrent Sun Pharama 2015 Ranbaxy Year of Launch Orchid Natco 2014 Lupin Intas 2013 Glenmark Dr. Reddy 2012 Cadila Aurobindo 2011 0 1 2 3 4 5 No. of Products Source: Para IV Plus, MP AdvisorsMP Advisors 7
  8. 8. Most of the High Value Product To Face Erosion By 2014 Time Line of Product Launches - Value Undisclosed 2016 Wockhardt Torrent Sun Pharama Year of Launch 2015 Ranbaxy Orchid Natco 2014 Lupin Intas Glenmark 2013 Dr. Reddy Cadila 2012 Aurobindo 2011 0 1000 2000 3000 4000 5000 6000 7000 8000 Sales in $ million Source: Para IV Plus, MP Advisors Ranbaxy clearly leads the race in terms of number and value of the Para IV launches every year.MP Advisors 8
  9. 9. Thank YouMP Advisors 9
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