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India Pharmaceutical Market Reflection Report Mar 2015

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India Pharmaceutical Market Reflection Report covers market overview, company watch, product performance and theraphy areas.

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India Pharmaceutical Market Reflection Report Mar 2015

  1. 1. 0 Market Reflection Report March 2015
  2. 2. 1 IPM overview Market Reflection Report March 2015 TSA IPM Trends SSA IPM Trends  IPM was valued at Rs. 90,346 crs and the retail sector was valued at Rs. 76,482 crs as of MAT Mar’15 with CAGR growth of 11% during the period 2012-15  Anti-infectives, Cardiac and Gastro Intestinal remains the leading therapeutic categories accounting for 36% of IPM  Indian companies continue to drive growth in the market with Sun catapulted to the top of the league, after its merger deal with Ranbaxy fructified, as forecasted by IMS Health in Jan ‘15  Acute therapies dominates the market constituting 70% of IPM MonthGrowth% Value Rs. crs Growth SPLY 90,346 80,566 73,096 66,054 7,4646,4145,8615,446 +16% +12% 2015201420132012 76,482 67,709 61,394 55,577 6,2815,3954,8844,551 +16% +13% 2015201420132012 MonthMAT 20 15 10 5 0 25 DecNovOctSepAugJulJunMayAprMarFebJan 25 20 0 10 5 15 DecNovOctSepAugJulJunMayAprMarFebJan 2013 2015 2014
  3. 3. 2 Top 150 companies snapshot • Lupin moved up among the top 10 companies as a result of the merger of Ranbaxy with Sun; the market share of the top 10 companies increased from 40% of IPM in Feb ’15 to 43% in Mar ’15 on MAT and month basis • The top 150 companies continue to account for 97% of IPM on MAT and month basis Source: IMS Health TSA, Mar ‘15 IPM value – Rs.7,464 crs (16% Growth) Month Mar ‘15 IPM value – Rs.90,346 crs (12% Growth) MAT Mar ‘15 249 494 488 381 830 Value (Rs. Crs) Rank #101 - 150 Rank #61 - 100 Rank #41 - 60 Rank #31 - 40 Rank #21 - 30 Rank #11 - 20 1,623 Rank #1 - 10 3,193 3 7 7 5 11 22 43 % MS 9 14 18 14 18 21 15 % Gwth Value (Rs. Crs) 3,087 6,029 5,901 4,762 9,976 19,244 38,851 3 7 7 5 11 21 43 % MS 8 12 18 12 11 13 12 % Gwth Market Reflection Report March 2015
  4. 4. 3 Top companies #1-10  TSA: Macleods registered significant growth greater than 20% both on MAT and month basis.  SSA: Intas registered double the growth % of IPM during the month while Macleods and Mankind registered significant growth greater than 20% both on MAT and month basis Source: IMS Health TSA & SSA, Mar ‘15 250 254 261 269 382 470 618 Value (Rs. Crs) Lupin Limited 214 Pfizer 226 Macleods Pharma 248 Alkem GlaxoSmithKline Zydus Cadila Mankind Cipla Abbott Sun 17 11 26 19 10 7 24 19 12 11 % Gwth 2.9 3.0 3.3 3.4 3.4 3.5 3.6 5.1 6.3 8.3 % MS 179 181 204 217 218 220 240 302 401 524 Value (Rs. Crs) Intas Pharma Lupin Limited GlaxoSmithKline Macleods Pharma Zydus Cadila Alkem Mankind Cipla Abbott Sun 32 18 11 27 8 21 24 18 11 12 % Gwth 2.8 2.9 3.3 3.5 3.5 3.5 3.8 4.8 6.4 8.3 % MS Month Value (Rs. Crs) Lupin Limited 2,581 Pfizer 2,745 Macleods Pharma 2,933 GlaxoSmithKline 3,088 Alkem 3,113 Mankind 3,171 Zydus Cadila 3,181 Cipla 4,760 Abbott 5,742 Sun 7,538 15 9 23 5 11 19 3 20 8 10 % Gwth 2.9 3.0 3.3 3.4 3.5 3.5 3.5 5.3 6.4 8.3 % MS Value (Rs. Crs) Lupin Limited 2,173 Pfizer 2,218 GlaxoSmithKline 2,523 Macleods Pharma 2,556 Zydus Cadila 2,667 Alkem 2,717 Mankind 2,825 Cipla 3,777 Abbott 4,974 Sun 6,398 16 8 8 25 4 12 20 16 8 11 % Gwth 2.8 2.9 3.3 3.3 3.5 3.6 3.7 4.9 6.5 8.4 % MS MAT SSA TSA Market Reflection Report March 2015
  5. 5. 4 Top companies #11-20 • TSA –The majority of companies in this bucket posted significant growth greater 20% than during the month • SSA –Similarly, Dr. Reddys, Aristo, Torrent and Alembic posted strong retail growth greater than 20% during the month Source: IMS Health TSA & SSA, Mar ‘15 149 167 169 175 176 182 209 Value (Rs. Crs) Micro Labs 122 Alembic 125 Glenmark Pharma 147 U S V Sanofi Emcure Dr Reddys Labs Aristo Pharma Torrent Pharma Intas Pharma 12 24 20 14 16 8 28 28 24 33 % Gwth 1.6 1.7 2.0 2.0 2.2 2.3 2.4 2.4 2.4 2.8 % MS 104 113 123 128 135 144 146 156 160 177 Value (Rs. Crs) Micro Labs Alembic Sanofi Glenmark Pharma U S V Emcure Dr Reddys Labs Aristo Pharma Torrent Pharma Pfizer 15 24 10 19 15 9 30 28 25 9 % Gwth 1.7 1.8 2.0 2.0 2.2 2.3 2.3 2.5 2.6 2.8 % MS Value (Rs. Crs) Alembic 1,494 Micro Labs 1,517 U S V 1,746 Glenmark Pharma 1,781 Dr Reddys Labs 1,949 Aristo Pharma 2,019 Sanofi 2,061 Emcure 2,126 Torrent Pharma 2,170 Intas Pharma 2,381 14 7 9 19 13 15 5 12 11 21 % Gwth 1.7 1.7 1.9 2.0 2.2 2.2 2.3 2.4 2.4 2.6 % MS Value (Rs. Crs) Micro Labs 1,284 Alembic 1,354 Sanofi 1,544 Glenmark Pharma 1,551 U S V 1,577 Dr Reddys Labs 1,651 Emcure 1,777 Aristo Pharma 1,796 Torrent Pharma 1,902 Intas Pharma 2,037 9 15 11 19 10 17 13 16 12 21 % Gwth 1.7 1.8 2.0 2.0 2.1 2.2 2.3 2.4 2.5 2.7 % MS SSA TSA MonthMAT Market Reflection Report March 2015
  6. 6. 5 Top companies #21-30 • TSA – Wockhardt and Ipca registered double the IPM growth during the month • SSA –Wockhardt, Ipca, Indoco and Cadila registered significant growth of 20% during the month Source: IMS Health TSA & SSA, Mar ‘15 70 78 79 91 106 109 121 55 61 61 Value (Rs. Crs) Indoco Franco Indian Merck Limited Cadila Pharma MSD Pharma Unichem FDC Novartis Intl. Ipca Labs Wockhardt Ltd 20 12 8 28 9 11 15 6 32 37 % Gwth 0.7 0.8 0.8 0.9 1.0 1.1 1.2 1.4 1.5 1.6 % MS 49 54 57 58 60 72 84 93 96 99 Value (Rs. Crs) Indoco Merck Limited Franco Indian Cadila Pharma MSD Pharma Unichem FDC Novartis Intl. Ipca Labs Wockhardt Ltd 21 11 11 25 7 12 16 6 35 27 % Gwth 0.8 0.9 0.9 0.9 1.0 1.1 1.3 1.5 1.5 1.6 % MS 668 733 777 850 959 Value (Rs. Crs) Indoco Franco Indian Merck Limited Cadila Pharma MSD Pharma Unichem 1,006 FDC 1,060 Wockhardt Ltd 1,284 Ipca Labs 1,303 Novartis Intl. 1,336 11 10 9 15 8 8 8 14 20 3 % Gwth 0.7 0.8 0.9 0.9 1.1 1.1 1.2 1.4 1.4 1.5 % MS 604 686 689 724 757 913 982 Value (Rs. Crs) Indoco Merck Limited Franco Indian Cadila Pharma MSD Pharma Unichem FDC Wockhardt Ltd 1,101 Ipca Labs 1,139 Novartis Intl. 1,164 12 10 10 15 9 8 8 10 22 3 % Gwth 0.8 0.9 0.9 1.0 1.0 1.2 1.3 1.4 1.5 1.5 % MS SSA TSA MonthMAT
  7. 7. 6 Highlights TSA Movers & Shakers TSA: Companies In the month of March’15(in comparison to Feb’15), among the top 25 companies  Sun Pharma has moved 2 ranks to achieve top position in the IPM with market share of 8.28 %.  Aristo Pharma has gained 4 ranks and moved to 13th position.  Glaxosmithkline has gained 3 ranks and moved to 6th position.  Dr Reddys Labs & USV have gained 2 ranks and moved to 14th & 17th position respectively. As per March’15 MAT (in comparison to Feb’15) among the top 25 companies  Sun Pharma has moved 2 ranks to achieve top position in the IPM with market share of 8.34 %.  Companies below Ranbaxy have gained 1 rank post Sun-Ranbaxy merger. SSA Movers & Shakers SSA: Companies In the month of March-15 (in comparison to February-15 month), among the TOP 25 companies  Sun Pharma has moved 2 ranks to achieve top position in the IPM with market share of 8.34 %.  Alkem & Lupin have gained 3 ranks each & occupied 5th & 9th position respectively.  Dr Reddys Labs & USV have gained 2 ranks each & occupied 14th & 16th position respectively.  Intas gained 1 rank to occupy the 10th position As per March-15 MAT (in comparison to February-15 MAT), among the TOP 25 companies  Sun Pharma has moved 2 ranks to achieve top position in the IPM with market share of 8.36 %.  Aristo Pharma & Glenmark have gained 2 ranks each & occupied 13th & 17th position respectively. Market Reflection Report March 2015
  8. 8. 7 NLEM/Non-NLEM ValueVolume  NLEM impacted drugs constituted 15% of IPM in value terms with a growth of 10.4% as of MAT Mar ‘15 over same period last year (SPLY)  The share of the non-NLEM drugs was 76% of IPM in volume terms for the month of Mar’15 Source: IMS Health TSA, Mar ‘15 SPLY Previous month Mar '14 Mar '15 Value Growth (%) Feb '15 Mar '15 Value Growth (%) Rs. (crs) Rs. (crs) Rs. (crs) Rs. (crs) NLEM 989.1 1091.9 10.4 1119.2 1091.9 -2.4 Non-NLEM 5424.5 6371.7 17.5 6439.7 6371.7 -1.1 IPM 6413.6 7463.6 16.4 7558.8 7463.6 -1.3 SPLY Previous month Mar '14 Mar '15 Volume Growth (% ) Feb '15 Mar '15 Volume Growth (%)Units (‘000) Units (‘000) Units (‘000) Units (‘000) NLEM 380800 399972 5.0 406526 399972 -1.6 Non-NLEM 1184052 1298946 9.7 1322253 1298946 -1.8 IPM 1564851 1698918 8.6 1728779 1698918 -1.7 Market Reflection Report March 2015
  9. 9. 8 Indian /MNC trends • Indian companies continue to capture the larger share of IPM at 74% during the month with a significant growth of 18.6% over Mar’14 • MNCs registered a growth of 10.4% as against the IPM growth of 16.4% during the month Source: IMS Health TSA, Mar ‘15 0 5 10 15 20 25 Apr ’14 IPM Mar ’15Feb ’15Jan ’15Dec ’14Nov ’14Oct ’14Sep ’14 % Gwth over same month last year Jun ’14May ’14 Jul ’14 Aug ’14 MNC Indian 0 1,000 2,000 3,000 4,000 5,000 6,000 7,000 8,000 Value (Rs. Crs) MNC Apr ’14 Jul ’14 Aug ’14 Sep ’14 Oct ’14 Nov ’14 Dec ’14 Jan ’15 Mar ’15Feb ’15 Indian IPM Jun ’14May ’14 MonthGrowthValue Market Reflection Report March 2015
  10. 10. 9 Acute/Chronic trends  Acute therapies continue to dominate the market accounting for 70% of the market during the month  Chronic therapies registered growth of 15%, while acute therapies posted growth of 17% in Mar ‘15  Cough preparation was the highest selling therapeutic subgroup in value terms with significant growth of 30% during the month Source: IMS Health TSA, Mar ‘15 5 10 15 20 25 Apr ’14 Mar ’15Feb ’15Jan ’15Dec ’14Nov ’14Oct ’14Sep ’14Aug ’14Jul ’14Jun ’14May ’14 8788 108118 155 Amoxy. & Clav. SolidsFood SupplementsGlim+MetforminDPP4 inhibitors & CombCough Preps Ethical 30.37 20.40 17.63 -5.05 23.03 9 16 19 Franco Indian Wockhardt Ltd Glenmark Pharma 19 26 27 U S V Novartis Intl. MSD Pharma 10 11 23 Lupin Limited Sun U S V 13 14 15 Nutricia Internat Abbott Apex 14 14 17 Mankind Alkem GlaxoSmithKline Top5TC4sTop3Cos.inTC4 Growth (%) Value (Rs. Crs) Value (Rs. Crs) Growth(%) Value (Rs. Crs) Value (Rs. Crs) Value (Rs. Crs) Value (Rs. Crs) ChronicAcuteIPM Market Reflection Report March 2015
  11. 11. 10 Top 40 brands  Abbott, Alkem and GlaxoSmithKline have the highest number of brands among the top 40 at 5 each  The vaccine Synflorix (GlaxoSmithKline) registered outstanding growth of 83% during the month  Thyronorm (Abbott), Spasmo-Proxyvon + (Wockhardt) and Shelcal (Torrent Pharma) posted impressive growth greater than 40% in Mar ’15 over the same month last year 22 23 23 23 26 28 38 20 20 21 Value (Rs. Crs) Voveran (Novartis Intl.) Phensedyl Cough (Abbott) Clavam (Alkem) Thyronorm (Abbott) Glycomet-GP (U S V) Monocef (Aristo Pharma) Prevenar-13 (Pfizer) Corex (Pfizer) Augmentin (GlaxoSmithKline) Mixtard (Abbott) 29 8 25 47 18 36 38 16 21 11 % Gwth % MS 0.26 0.27 0.28 0.29 0.30 0.31 0.31 0.35 0.38 0.51 14 15 15 15 15 15 16 16 16 17 Value (Rs. Crs) Pan (Alkem) Moxikind-CV (Mankind) Calpol (GlaxoSmithKline) Zincovit (Apex) Becosules (Pfizer) Zifi (FDC) Foracort (Cipla) Shelcal (Torrent Pharma) Liv-52 (Himalaya Drug) Alburel (Reliance Lifescie.) 17 28 27 11 13 37 20 40 7 26 % Gwth % MS 0.19 0.20 0.20 0.20 0.20 0.21 0.21 0.21 0.22 0.22 17 18 18 18 18 19 19 19 19 20 Value (Rs. Crs) Janumet (MSD Pharma) Betadine (Win Medicare) Lantus (Sanofi) Galvus Met (Novartis Intl.) Synflorix (GlaxoSmithKline) Novomix (Abbott) Panderm+ (Macleods Pharma) Spasmo-Proxyvon + (Wockhardt) Dexorange (Franco Indian) Volini (Sun) 20 8 7 17 83 18 37 45 4 6 % Gwth % MS 0.23 0.24 0.24 0.24 0.24 0.25 0.26 0.26 0.26 0.26 12 13 13 13 13 13 14 14 14 14 Value (Rs. Crs) Pan-D (Alkem) Aciloc (Cadila Pharma) Taxim (Alkem) Zinetac (GlaxoSmithKline) Eltroxin (GlaxoSmithKline) Azithral (Alembic) Budecort (Cipla) Taxim-O (Alkem) Duphaston (Abbott) Electral (FDC) 25 13 14 0 10 30 38 18 13 18 % Gwth % MS 0.16 0.17 0.17 0.17 0.17 0.18 0.19 0.19 0.19 0.19 Top1-10Top11-20 Top21-30Top31-40 Source: IMS Health TSA, Mar ‘15 Market Reflection Report March 2015
  12. 12. 11 Star Brands of the month TSA Movers & Shakers TSA: Products Among the Top 25 Products as per Mar’15 MAT (in comparison to Feb’15 MAT)  Mixtard is the No 1 brand.  Thyronorm and Voveran has gained 2 ranks each to occupy 6th and 14th position respectively.  Aciloc has gained 4 ranks to occupy 25th position.  Shelcal has gained 1 rank to occupy 23rd position. Among the Top 25 products as per March’15 month (in comparison to Feb’15 month)  Mixtard is the No 1 brand.  Synflorix has gained 24 ranks to occupy 16th position.  Spasmo-Proxyvon + has gained 6 ranks to occupy 13th position.  Dexorange and Zifi have gained 5 ranks each to occupy 12th and 25th position respectively.  Prevenar-13, Monocef & Alburel have gained 4 ranks each to occupy 4th, 5th and 21st position respectively.  Shelcal has gained 3 ranks each to occupy 23rd position.  Volini has gained 2 ranks to occupy 11th position.  Phensedyl Cough & Voveran have gained 1 rank each to occupy 9th & 10th position respectively. Market Reflection Report March 2015
  13. 13. 12 Gastro Intestinal 1,066 IPM 7,464 774 866 535 589 591 Cardiac Respiratory Anti Diabetic 630 Pain / Analgesics Anti-infectives Vaccines 178 Others 240 Gynaec. 416 Neuro / CNS 450 Derma 456 Vitamins / Minerals / Nutrients 7 6 2 3 6 6 8 8 8 10 12 14 100 36 11 22 11 15 17 18 15 21 17 13 20 16 0 8 2 -1 -2 2 1 -1 -9 0 -1 -4 -1 Gwth % (SPLY) Gwth% (Prev. Mth) Therapy trends • Vaccines continues to record remarkable value growth of 36% as of MAT Mar ’15 • Anti-infectives constitute the largest market share of 14%, with significant growth on MAT basis Source: IMS Health TSA, Mar ‘15 Value (Rs Crs) MS % Market Reflection Report March 2015
  14. 14. 13 Top Therapy Trends Source: IMS Health TSA, Mar ‘15 29 30 33 33 42 44 48 54 57 95 Value (Rs. Crs) Amikacin Cefuroxime Oral Solids Meropenem Piperacillin+Tazobactam Cefpodoxime Solids Azithromycin Oral Solids Amoxy. & Clav. Liquids Cefixime Oral Sol. Ceftriaxone Injectabls Amoxy. & Clav. Solids 28 16 7 22 30 27 39 16 30 28 % Gwth (SPLY) 18 24 29 29 31 32 33 40 43 66 Value (Rs. Crs) Losartan+ Hydrochlorthiaz Amlodipine+Telmisartan Amlodipine Enoxaparin Telmisartan + Hct Atenolol+Amlodipine Metoprolol Telmisartan Rosuvastatin Atorvastatin 5 26 9 6 11 15 12 22 23 14 % Gwth (SPLY) Anti-Infective 21 22 23 24 27 29 38 39 43 47 Value (Rs. Crs) Digest. Inc. Enzyme Liqui Rabeprazole Omepraz.+ Domperid. Antacid+Antiflatu.Liq Others Oral Electrolytes Pantoprazole Solids Ranitidine Oral Solids Rabepra.+ Domperid. Pantopr.+ Domperid. 26 13 14 20 23 47 15 14 24 25 % Gwth (SPLY) 14 15 18 21 30 31 40 42 67 176 Value (Rs. Crs) Levocetirizine Salbutamol+Ipratropium Budesonide Salmeterol+Fluticasone Cold Prep. Solids Formoteral+Budesonide Levocetiriz.+Montelu Sold Cold Prep. Liquids Codeine And Comb. Cough Prep. Ethicals 21 28 42 17 24 23 26 23 8 35 % Gwth (SPLY) Cardiac GI Respiratory • Oral Electrolytes, Budesonide, Amoxy. & Clav. Liquids and Cough Prep. Ethicals registered significant growth greater than 34% over the same period last year Market Reflection Report March 2015
  15. 15. 14 Glossary Abbreviation Description/Definition IPM Indian Pharmaceutical Market MAT Moving Annual Total CAGR Compound Annual Growth Rate TSA Total Sales Audit SSA Secondary Sales Audit Gwth Growth MS Market Share Rs Rupees NLEM National List of Essential Medicines SPLY Same Period Late Year MNC Multi-National Company DPP Dipeptidyl Peptidase 4 TC Therapeutic Category Crore / crs 10 million Market Reflection Report March 2015
  16. 16. 15 About IMS Health World’s leading provider of healthcare consulting, technology, and informatics  Founded in 1954  Operates in over 100 countries; employs 10,000+ people world wide  Data from 100,000 suppliers and insights of more than 40 billion healthcare transactions  1200+ experts resources, 3000+ service resources and 5000+ clients  Operational in India for more than 11 years, with over 2000 employees with offices in Gurgaon, Mumbai, Delhi & Bangalore PUBLIC HEALTH  Policyreformsand advocacy  Enabling evidence based publichealth decisions  Health infrastructure development  Health resourcesplanning and allocation  Monitoring &evaluation  Designing and implementation support  Strengthening health caresupply chain  Enabling TechnologySolutions  Product& Portfolio strategy  Entry& Growth Strategy  Brand and Commercial Strategy  Pricing and marketaccess  Launch and commercial Excellence  Performance management  Transaction AdvisoryServicesand Due Diligence  Drug salesdatabase(global and local)  Census - Physicians,Chemists, Hospitals,Doctor, etc PHARMA & ALLIED HEALTH  Networkexpansion and management  Doctorselection  Pharma &Providerengagement strategy  Diseasemanagement  Claimsdatabase  Claimsanalytics– benchmarksand costs  Patientlevel information  Health technologyassessment PAYERS PROVIDERS  Providerdatabases  Hospital performance transformation programs  Performance benchmarking  Expansion &Growth strategy  Feasibilityanalysisand businessplan development  Brownfield hospital acquisition  Financial modeling,funding modalities and transaction advisory  BI Solutionsforhospitals OUR SERVICE OFFERINGS 95 process patents worldwide in life sciences processes Ranked 2nd Life Science Technology Vendors for 2013 (IT Services) by IDC World’s most admired companies FORTUNE Magazine 2008 and 2010 PHARMA AND LIFE-SCIENCES
  17. 17. 16 Disclaimer  The analyses, their interpretation, and related information contained herein are made and provided subject to the assumptions, methodologies, caveats, and variables described in this report and are based on third party sources and data reasonably believed to be reliable. No warranty is made as to the completeness or accuracy of such third party sources or data.  IMS Health captures 90% of the retail sector and 65% of the hospital sector through individual audits, the Stockist Sell-Out Audit (SSA) and Hospital Secondary Audit (HSA), as well as the dispensing doctors sector as part of the Total Sales Audit (TSA) from 2007 onwards. The combined audited sectors accounted for an estimated 87.4% of the total pharmaceutical market in 2014.  As with any attempt to estimate future events, the forecasts, projections, conclusions, and other information included herein are subject to certain risks and uncertainties, and are not to be considered guarantees of any particular outcome.  It should neither be regarded as comprehensive nor sufficient for making decisions, nor should it be used in place of professional advice. IMS Health accepts no responsibility for any loss arising from any action taken or not taken by anyone using this material.  All reproduction rights, quotations, broadcasting, publications reserved. No part of this presentation may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopy, recording, or any information storage and retrieval system, without express written consent of IMS HEALTH.  ©2015 IMS Health Incorporated and its affiliates. All rights reserved. Trademarks are registered in the United States and in various other countries.

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