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Isp Final Gr Presentation

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  • Talk about trends towards biosimilars
  • http://www.scribd.com/doc/2068017/Biosimilars-Overview-18012007-v2
  • Talk about what does GR offer to partners

Transcript

  • 1. Gedeon Richter
    Producing the Next Generation of Generics
    Erica Chau | Andy Chiu | Nicole Lee | Lisa Liu | Haonan Zhang
  • 2. Agenda
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 3. Market Position
    Composition of Global Pharmaceutical Market
    CAGR 2004-08 (%)
    Pfizer
    Bayer
    40
    Servier
    30
    Gedeon Richter
    GlaxoSmith Kline
    20
    Sales growth 2007-08 (%)
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Zentiva
    Novartis
    Sanofi-Aventis
    10
    Krka
    5 10 15 20 25
  • 4. Sales Composition
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 5. SWOT Analysis
    Strengths
    Opportunities
    Weaknesses
    Threats
    • Top 10 generics player in Europe
    • 6. Well-diversified export base
    • 7. Strong position in gynecological drug market
    • 8. Early investor in biotech
    • 9. Long-term value in biosimilars
    • 10. Potential growth in branded products and OTC medicines
    • 11. Increasing focus on generic drugs
    • 12. Size of firm limits extensive global expansion
    • 13. Sales are highly correlated with stability of CIS region
    • 14. Stricter governmental policies and regulations
    • 15. Declining domestic sales
    • 16. Increasing competition in generic market and downward pricing pressures
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 17. Rising Health Care Costs
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 18. Industry Structure Shift
    Traditional Pharmaceutical Industry
    New Pharmaceutical Industry
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Licensing deals & alliances
  • 19. Industry Growth Comparison
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 20. Business Concerns
    Company facing increased pressure from the trend toward biosimilars
    Customers demanding less expensive generic drugs
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 21. Our Recommendations
    Prepare Gedeon Richter for industry trend toward biosimilars
    Company facing increased pressure from the trend toward biosimilars
    Customers demanding less expensive generic drugs
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Partner with biotech firm to develop biosimilar business
    Outsource generics manufacturing to India
  • 22. Why Biosimilars?
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 23. What Are Biosimilars?
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 24. GR Experience in Biotech
    Management made a decision in 2006 to start recombinant biotechnological activities
    Gedeon Richter and Helm AG acquired Strathmann Biotech for R&D laboratory, pilot plant, and manufacturing unit
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Constructed a biotechnology plant in Budapest, operational in 2009
    Made a greenfield investment in manufacturing plant in Debrecen for mammalian cell development
  • 25. Potential Partners
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Yes
    No
  • 26. Shifting Focus
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 27. Outsource Generics
    to India
    Why Outsource?
    Frees current resources to focus on biosimilars
    Low costs help GR compete in generics market
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Maintains current generics business line
  • 28. Outsource Generics
    to India
    Why India?
    Large pool of skilled labor for low cost to reduce production costs by approximately 40%
    Indian government building facilities that are compliant to Western standards
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Produces 30% of world’s generics – high capacity and capability
    Substantial export potential with well-established connections to other countries
  • 29. Financial Results
    Actual DCF
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 30. Financial Results
    Proforma DCF
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 31. Strategy Analysis
    Potential Risks/Weaknesses
    How We Address the Concern
    Potential of relationship with partners failing
    Perform extensive analysis of potential biotech partners
    India has strength in generic manufacturing and distribution; perform frequent quality control
    Compromising quality of generics business
    Maintain well-diversified portfolio; have higher rate of success by partnering; by entering the biotech market which is outpacing the traditional pharma market
    Failure to realize return on biosimilar investment
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Increase potential of earning more
    Sharing profits
    Extensive analysis of countries prior to entering
    Country risk
  • 32. Implementation Timeline
    • Enter into negotiations with potential biotech partners
    • 33. Finalize the contract with the pharmaceutical manufacturing company
    • 34. Develop new biosimilar to produce
    By
    year end
    Within
    9 years
    Within
    3 years
    Within 11 years
    Now
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    • Visit biotech companies for potential partnership
    • 35. Examine facilities of viable generics manufacturing options in India
    • 36. Start negotiations with the Indian companies
    • 37. Finalize the contract with the biotech firm
    • 38. Get drug approved
  • Questions?
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 39. Leasing out Property & Equipment
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 40. Timeline of Patent Expiries
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 41. Problems with Biosimilars
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
  • 42. Biotech partnering
    with RG
    Benefits for Biotech Firm
    Strong trend towards partnerships
    Decreases risk of unsuccessful discovery process and increases financial support
    The Company
    The Industry
    The Challenges
    Recommendations
    Conclusion
    Knowledge on regulations in the EU
    Increases international reach and marketing skills