IntroductionThis analysis examines the historical and forecast performance for Genzyme in the prescription pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.ScopeHighlightsReasons to PurchaseBenchmark Genzyme's performance against key rivals in the prescription pharmaceutical sectorSee how the company's core products of Cerezyme, Fabrazyme and Myozyme/Lumizyme will continue to act as the primary sales growth driversAssess the impact of the recent contamination of the Allston manufacturing facility on the company's performance through 2009

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Genzyme Corporation: PharmaVitae Profile
Published on August 2010
Report Summary
Introduction
This analysis examines the historical and forecast performance for Genzyme in the prescription pharmaceutical sector. The profile
encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales
forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative
information.
Scope
Highlights
Reasons to Purchase
Benchmark Genzyme's performance against key rivals in the prescription pharmaceutical sectorSee how the company's core
products of Cerezyme, Fabrazyme and Myozyme/Lumizyme will continue to act as the primary sales growth driversAssess the impact
of the recent contamination of the Allston manufacturing facility on the company's performance through 2009
Table of Content
ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Executive summary 3
Quarterly news update 3
Company introduction 3
Company sales 4
Company financials 4
Key products and competitors 4
Data sourcing 4
Sales data 4
Analyst consensus 4
Chapter 2 Executive summary 5
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Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2002-14 6
Financial performance, 2002-14 8
Genzyme: PharmaVitae forecasts at a glance 9
Strategic insight 10
Genzyme success in ultra-niche markets 10
Combination of fast revenue growth and margin improvement leads to explosive profit growth 10
With the blockbuster model under threat, Genzyme's niche market strategy looks set to hold firm 11
High-risk blockbuster model out-dated' 11
Genzyme's niche market-targeting an alternative strategy 11
Greater economies of scale as rare genetic disorders franchise expands 12
Allston facility contamination impact Genzyme's 2009 performance 12
Genzyme's spread-risk strategy 13
The renal franchise is Genzyme's first major example of therapeutic diversification 13
Further therapeutic diversification, emerging player in oncology 14
Acquisition of Bayer products adds further strength to oncology offering 14
SWOT analysis 18
Strengths 18
Weaknesses 19
Opportunities 19
Threats 20
Table of Contents 21
Table of figures 23
Chapter 3 Quarterly news update 24
Latest quarterly sales 24
Latest comment 24
Q4 2009 - Q2 2009 24
Q3 2009 24
Genzyme: FDA panel verdict presents setback to leukemia drug 24
Q1 2009 - Q2 2009 25
Latest prescription pharma product news 25
Q3 2010 25
Q2 2010 26
Q1 2010 26
Q4 2009 26
Q3 2009 27
Q2 2009 27
Q1 2009 28
Latest corporate news 29
Q2 2010 29
Q1 2010 29
Q4 2009 29
Q3 2009 29
Q2 2009 30
Q1 2009 30
Future product milestones 31
Chapter 4 Company introduction 32
Key findings 32
Background 33
Key corporate developments 34
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M&A history 35
Bone Care International 35
AnorMED acquisition 36
Mozobil: the catalyst 36
Bioenvision 37
Current corporate structure 37
Biotherapeutics 37
LSDs 38
The rarity of LSDs offers a significant niche opportunity 38
Genetics/diagnostics 39
Chapter 5 Company sales 40
Key findings 40
Prescription pharmaceutical sales and growth rate analysis, 2002-14 41
Product analysis 44
Product analysis, 2002-08 46
Product analysis, 2008-14 49
Therapy area analysis 53
Geographic analysis 57
Launch/core/expiry analysis 60
Explanation of launch/core/expiry analysis 60
Launch analysis, 2008-14 61
Core analysis, 2008-14 62
Expiry analysis, 2008-14 63
Launch/core/expiry configuration, 2008-14 64
Molecule type analysis 66
Externalization analysis 70
Chapter 6 Company financials 73
Key findings 73
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 74
Operating costs and profit analysis 76
Operating costs and profit analysis, 2002-08 77
Operating cost ratio and profit margin analysis, 2002-08 78
Operating cost ratio and profit margin analysis, 2008-14 79
Operating costs and profit analysis, 2008-14 80
Chapter 7 Key products and competitors 82
Key findings 82
Overview 83
Endocrine, metabolic and genetic disorders 84
Cerezyme 84
Overview 85
Sales forecast 86
A rare disorder, but significant sales growth 86
Allston manufacturing facility contamination impacts 2009 sales 86
Threat from Shire and Protalix toward the end of the forecast period 87
Long term threat from pharmacological chaperones, Shire/Amicus's Plicera 88
Myozyme/Lumizyme 89
Overview 89
Sales forecast 90
Genzyme's key growth driver 90
Development of Lumizyme expected to provide boost to sales 91
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Fabrazyme 92
Overview 92
Sales forecast 93
Comprehensive exclusivity 93
Shire suffers blow with Replagal 93
Amicus could provide competition in the long term 94
Genitourinary 95
Renagel/Renvela 95
Overview 96
Sales forecast 97
Therapeutic diversification through M&A 97
Established product 97
Strong sales force and good safety... 97
...backed by the NKF 97
Competition does exist 98
Renvela developed in order to consolidate Genzyme's position as number one 98
Label expansion into CKD patients not on dialysis 98
Hectorol 99
Overview 99
Sales forecast 100
Product gained through acquisition 100
Used as a complimentary product 100
Competition from Amgen 100
Oncology 101
Mozobil 101
Overview 101
Sales forecast 102
Innovative therapy supporting Genzyme's exploration into oncology 102
Strong clinical trial data 102
Clolar 104
Overview 104
Sales forecast 105
Acquisition of Bioenvision provided Clolar and boosted Genzyme's oncology offering 105
While approval in AML will significantly broaden Clolar's label, increased economic constraints on healthcare systems may restrict its
uptake 105
Price and further competition will impede growth 105
Central nervous system 107
Campath 107
Overview 107
Sales forecast 108
Phase II data show superior efficacy compared to Rebif 108
Safety concerns 109
Future market potential 109
Chapter 8 Appendix 111
R&D pipeline 111
References 112
Datamonitor reports 112
Abbreviations 112
About Datamonitor 114
About Datamonitor Healthcare 114
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Datamonitor consulting 114
Disclaimer 116
List of Tables
Table 1: Genzyme - PharmaVitae forecasts at a glance 9
Table 2: Genzyme quarterly sales ($m), Q408-Q409 24
Table 3: Genzyme future product milestones, 2010-12 31
Table 4: Genzyme's acquisition history (2000-2008) 35
Table 5: Genzyme product portfolio overview ($m), 2002-08 46
Table 6: Genzyme product portfolio overview ($m), 2008-14 49
Table 7: Genzyme prescription pharmaceutical sales by therapy area ($m), 2008-14 55
Table 8: Genzyme prescription pharmaceutical sales by geographic region ($m), 2008-14 58
Table 9: Genzyme launch portfolio overview ($m), 2008-14 61
Table 10: Genzyme core portfolio overview ($m), 2008-14 62
Table 11: Genzyme expiry portfolio overview ($m), 2008-14 63
Table 12: Genzyme prescription pharmaceutical sales by molecule type ($m), 2008-14 68
Table 13: Genzyme prescription pharmaceutical sales by source ($m), 2008-14 71
Table 14: Total Genzyme sales by business unit ($m), 2002-08 74
Table 15: Genzyme operating revenue/cost analysis ($m), 2002-08 77
Table 16: Genzyme operating cost ratio analysis (% of total revenues), 2002-08 78
Table 17: Genzyme operating cost ratio analysis (% of total revenues), 2008-14 79
Table 18: Genzyme operating revenue/cost analysis ($m), 2008-14 80
Table 19: Key products overview 83
Table 20: Cerezyme: overview 85
Table 21: Cerezyme: sales forecast ($m), 2008-14 86
Table 22: Myozyme/Lumizyme: overview 89
Table 23: Myozyme/Lumizyme: sales forecast ($m), 2008-14 90
Table 24: Fabrazyme: overview 92
Table 25: Fabrazyme: sales forecast ($m), 2008-14 93
Table 26: Renagel/Renvela: overview 96
Table 27: Renagel/Renvela: sales forecast ($m), 2008-14 97
Table 28: Hectorol: overview 99
Table 29: Hectorol: sales forecast ($m), 2008-14 100
Table 30: Mozobil: overview 101
Table 31: Mozobil: sales forecast ($m), 2008-14 102
Table 32: Clolar: overview 104
Table 33: Clolar: sales forecast ($m), 2008-14 105
Table 34: Campath: overview 107
Table 35: Campath (CNS): sales forecast ($m), 2008-14 108
Table 36: Genzyme's R&D pipeline (Phase I-registration) 111
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Genzyme prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 7
Figure 3: Genzyme's financial performance ($m), 2002-14 8
Figure 4: Genzyme's therapy area diversification, 2002-14 16
Figure 5: Genzyme SWOT analysis 18
Figure 6: Genzyme timeline 34
Figure 7: Current corporate structure 37
Figure 8: Genzyme prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 42
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Figure 9: Key product sales ($m), 2002-14 45
Figure 10: Genzyme key sales growth drivers and resistors ($m), 2002-08 47
Figure 11: Genzyme key sales growth drivers and resistors ($m), 2008-14 50
Figure 12: Genzyme prescription pharmaceutical sales by therapy area ($m), 2002-14 54
Figure 13: Genzyme prescription pharmaceutical sales by geographic region ($m), 2002-14 57
Figure 14: Genzyme launch/core/expiry configuration ($m), 2008-14 64
Figure 15: Genzyme prescription pharmaceutical sales by molecule type ($m), 2002-14 67
Figure 16: Genzyme prescription pharmaceutical sales by source ($m), 2002-14 70
Figure 17: Genzyme operating revenue/cost analysis ($m), 2002-14 76
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