India Market Reflection Report Feb 2015

0
Market Reflection
Report
February 2015

1
IPM overview
Market Reflection Report February 2015
TSA IPM Trends SSA IPM Trends
 IPM was valued at Rs. 89,244 crs and the retail sector was valued at Rs. 75,551 crs, both with a growth of 20% in
Feb‘15 over the same month last year; CAGR growth of 11% during the period 2012-15
 Multiple factors like prevalence of swine flu-H1N1, high growth in anti-infectives, respiratory and pain market with
expansion of big brands, has resulted in overall robust IPM growth of 20% for the month
 Indian companies continue to drive growth in the market with a growth of 22% in Feb ‘15
 Cardiac and Gastro Intestinal, with respective market share of 12% and 10%, constitutes the 2nd and 3rd largest therapies
MonthGrowth%
Value Rs. crs
Growth
SPLY
89,244
79,823
72,655
65,375
7,5426,3115,8355,343
+20%
+12%
20132012 20152014
75,551
67,213
61,070
55,025
6,3825,3214,9034,479
2012
+20%
+12%
201520142013
MonthMAT
20
15
10
5
0
JunMayAprMarFebJan DecNovOctSepAugJul
20
15
10
5
0
Jan DecNovOctSepAugJulJunMayAprMarFeb
2013
2015
2014

2
Top 150 companies snapshot
• The top 10 companies constituted 40% market share of IPM on MAT and month basis
• Similarly, the top 150 companies constituted 97% market share of IPM on MAT and month basis
• For the top companies, growth was driven by top 300 brands which grew by 11% for top # 1-10 companies
Source: IMS Health TSA, Feb ‘15
IPM value – Rs.7,542 crs (19.5% Growth)
Month Feb ‘15
IPM value – Rs.89,244 crs (11.8% Growth)
MAT Feb ‘15
253
507
503
415
911
Value (Rs. Crs)
Rank #101 - 150
Rank #61 - 100
Rank #41 - 60
Rank #31 - 40
Rank #21 - 30
Rank #11 - 20 1,721
Rank #1 - 10 3,020
3
7
7
6
12
23
40
% MS
11
20
25
17
22
23
17
% Gwth Value (Rs. Crs)
3,118
6,103
5,990
4,988
10,638
20,042
35,861
4
7
7
6
12
22
40
% MS
8
14
18
11
10
12
11
% Gwth

3
Top companies #1-10
 TSA: Macleods, Mankind and Cipla registered remarkable growth both on MAT and month basis.
 SSA: Macleods registered the highest growth both on MAT and month basis followed by Mankind
Source: IMS Health TSA & SSA, Feb ‘15
256
259
261
268
367
410
469
Value
(Rs. Crs)
Pfizer 236
GlaxoSmithKline 241
Alkem 253
Macleods Pharma
Ranbaxy
Zydus Cadila
Mankind
Sun
Cipla
Abbott
18
8
20
34
10
9
27
17
21
13
% Gwth
3.1
3.2
3.4
3.4
3.4
3.5
3.6
4.9
5.4
6.2
% MS
191
199
221
221
225
226
239
306
324
403
Value
(Rs. Crs)
Pfizer
GlaxoSmithKline
Alkem
Zydus Cadila
Ranbaxy
Macleods Pharma
Mankind
Sun
Cipla
Abbott
17
10
22
10
9
36
28
20
21
12
% Gwth
3.0
3.1
3.5
3.5
3.5
3.5
3.8
4.8
5.1
6.3
% MS
Month
Value
(Rs. Crs)
Pfizer 2,723
Macleods Pharma 2,875
GlaxoSmithKline 3,062
Alkem 3,071
Mankind 3,118
Zydus Cadila 3,163
Ranbaxy 3,233
Sun 4,242
Cipla 4,691
Abbott 5,684
9
23
4
11
18
3
6
13
20
7
% Gwth
3.1
3.2
3.4
3.4
3.5
3.5
3.6
4.8
5.3
6.4
% MS
2,501
Macleods Pharma 2,505
Zydus Cadila 2,651
Alkem 2,677
Mankind 2,779
Ranbaxy 2,826
Sun 3,515
Cipla 3,722
Abbott 4,930
Value
(Rs. Crs)
Pfizer 2,203
Glaxosmithkline
8
7
25
4
12
19
6
15
16
8
% Gwth
2.9
3.3
3.3
3.5
3.5
3.7
3.7
4.7
4.9
6.5
% MS
MAT
SSA
TSA

4
Top companies #11-20
• TSA – Intas continued to register the highest growth of 39% on month basis and 20% on MAT basis among the top
11-20 companies
• SSA – Additional to Intas, few companies have registered significant growth on month basis such as Aristo Pharma,
Alembic and Dr Reddys Labs; while Glenmark Pharma posted significant growth on MAT basis
168
168
173
174
186
212
213
Value
(Rs. Crs)
Alembic 132
U S V 147
Glenmark Pharma 154
Aristo Pharma
Dr Reddys Labs
Sanofi
Emcure
Torrent Pharma
Intas Pharma
Lupin Limited
28
15
26
27
24
21
14
26
39
21
% Gwth
1.8
2.0
2.0
2.2
2.2
2.3
2.3
2.5
2.8
2.8
% MS
119
127
132
134
143
147
150
163
180
182
Value
(Rs. Crs)
Alembic
Sanofi
U S V
Glenmark Pharma
Dr Reddys Labs
Emcure
Aristo Pharma
Torrent Pharma
Lupin Limited
Intas Pharma
28
17
15
25
28
15
29
27
21
39
% Gwth
1.9
2.0
2.1
2.1
2.2
2.3
2.3
2.6
2.8
2.8
% MS
Value
(Rs. Crs)
Micro Labs 1,502
U S V 1,733
Glenmark Pharma 1,756
Dr Reddys Labs 1,908
Aristo Pharma 1,980
Sanofi 2,037
Emcure 2,113
Torrent Pharma 2,134
Intas Pharma 2,330
Lupin Limited 2,549
6
9
19
12
14
3
13
9
20
15
% Gwth
1.7
1.9
2.0
2.1
2.2
2.3
2.4
2.4
2.6
2.9
% MS
Value
(Rs. Crs)
Alembic 1,331
Glenmark Pharma 1,531
Sanofi 1,533
U S V 1,563
Dr Reddys Labs 1,615
Aristo Pharma 1,762
Emcure 1,765
Torrent Pharma 1,870
Intas Pharma 1,993
Lupin Limited 2,145
13
19
12
10
15
14
14
10
19
16
% Gwth
1.8
2.0
2.0
2.1
2.1
2.3
2.3
2.5
2.6
2.8
% MS
SSA
TSA
MonthMAT

5
Top companies #21-30
• TSA – IPCA continued to register significant growth of 39% during the month followed by Wockhardt and Cadila Pharma
• SSA – Apart from IPCA, Cadila registered significant growth of 35% during the month followed by Wockhardt at 25%
74
82
93
108
109
122
126
59
61
72
Value
(Rs. Crs)
Franco Indian
Merck Limited
Msd Pharmaceutical
Cadila Pharma
Unichem
FDC
Novartis Intl.
Ipca Labs
Wockhardt Ltd
Micro Labs
14
9
8
13
6
36
23
39
36
17
% Gwth
0.8
0.8
1.0
1.0
1.1
1.2
1.4
1.4
1.6
1.7
% MS
54
55
57
62
74
86
95
96
101
105
Value
(Rs. Crs)
Merck Limited
Franco Indian
Msd Pharmaceutical
Cadila Pharma
Unichem
Fdc
Novartis Intl.
Ipca Labs
Wockhardt Ltd
Micro Labs
15
8
7
35
15
24
12
41
25
16
% Gwth
0.8
0.9
0.9
1.0
1.2
1.4
1.5
1.5
1.6
1.7
% MS
726
772
827
952
998
Value
(Rs. Crs)
Franco Indian
Merck Limited
Cadila Pharma
Msd Pharmaceutical
Unichem
FDC 1,048
Wockhardt Ltd 1,241
Ipca Labs 1,276
Novartis Intl. 1,328
Alembic 1,469
11
10
12
9
8
7
11
19
3
13
% Gwth
0.8
0.9
0.9
1.1
1.1
1.2
1.4
1.4
1.5
1.7
% MS
681
684
705
753
905
971
Value
(Rs. Crs)
Merck Limited
Franco Indian
Cadila Pharma
Msd Pharmaceutical
Unichem
Fdc
Wockhardt Ltd 1,071
Ipca Labs 1,114
Novartis Intl. 1,156
Micro Labs 1,270
10
12
12
10
8
8
7
20
3
8
% Gwth
0.9
0.9
0.9
1.0
1.2
1.3
1.4
1.5
1.5
1.7
% MS
SSA
TSA
MonthMAT

6
Highlights
TSA
Movers & Shakers TSA: Companies
In the month of Feb’15 (in comparison to
Jan’15), among the top 25 companies
 Macleods Pharma has gained 3 ranks and
moved to 7th position.
 Mankind, Aristo Pharma and Wockhardt have
gained 2 ranks each and moved to 4th, 17th and
22nd position, respectively.
 Alkem, Alembic and FDC have gained 1 rank
each and moved to 8th, 20th and 25th position,
respectively.
As per Feb’15 MAT (in comparison to Jan’15)
among the top 25 companies
 Abbott has maintained its top position with
market share of 6.37%
 Alkem has gained 1 rank and moved to 7th
position.
SSA
Movers & Shakers SSA: Companies
In the month of Feb-15 (in comparison to Jan-
15 month), among the TOP 25 companies
market share of 6.31%.
 Aristo Pharma has gained 4 ranks and occupied
14th position.
 Macleods Pharma has gained 3 ranks and
occupied 5th position.
 Wockhardt has gained 2 ranks and occupied
22nd position.
 Intas and FDC have gained 1 rank each and
occupied 11th and 25th position, respectively.
As per Feb-15 MAT (in comparison to Jan-15
MAT), among the TOP 25 companies
market share of 6.53%.
 Macleods Pharma has gained 1 rank and
occupied 8th position.

7
NLEM/Non-NLEM
ValueVolume
 NLEM impacted drugs constituted 13% of IPM in value terms with a growth of 11.5% in Feb ‘15 over same period
last year (SPLY)
 The share of the non-NLEM drugs was 87% of IPM in value terms and 78% in volume terms for the month of Feb’15
 The volume of NLEM drugs witnessed growth of 8% in Feb ’15 over the same period last year.
SPLY Previous month
Feb '14 Feb '15 Value Growth
(%)
Jan '14 Feb '15
Value Growth (%)
Rs. (crs) Rs. (crs) Rs. (crs) Rs. (crs)
NLEM 909.1 1014.0 11.5 975.2 1014.0 4.0
Non-NLEM 5402.3 6528.3 20.8 6446.7 6528.3 1.3
IPM 6311.5 7542.3 19.5 7421.9 7542.3 1.6
SPLY Previous month
Feb '14 Feb '15
Volume Growth
(% )
Jan '14 Feb '15
Volume Growth
(%)Units (‘000) Units (‘000) Units (‘000) Units (‘000)
NLEM 356471 384836 8.0 367813 384836 4.6
Non-NLEM 1180693 1343376 13.8 1296134 1343376 3.6
IPM 1537164 1728211 12.4 1663947 1728211 3.9

8
Indian /MNC trends
• Indian companies continue to capture the larger share of IPM at 74% during the month with a significant growth of
22% over Feb’14
• With 3 MNCs represented in the top 10 companies, the share of MNCs constituted 26% of IPM
0
5
10
15
20
25
% Gwth over same month last year
MNC
Indian
IPM
Feb ’15Jan ’15Dec ’14Nov ’14Oct ’14Sep ’14Aug ’14Jul ’14Jun ’14May ’14Apr ’14Mar ’14
0
1,000
2,000
3,000
4,000
5,000
6,000
7,000
8,000
Value (Rs. Crs)
MNC
Indian
IPM
MonthGrowthValue

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 18%, while acute therapies attained significant growth of 20% over Feb’14
 Cough preparation was the highest selling therapeutic subgroup in value terms with significant growth of 35% on month
basis Source: IMS Health TSA, Feb ‘15
5
10
15
20
25
9584
109116
176
Amoxy. & Clav. SolidsFood SupplementsGlim+MetforminDPP4 inhibitors & CombCough Preps Ethical
34.93 27.23 20.09 -5.38 27.58
9
18
23
Franco Indian
Wockhardt Ltd
Glenmark Pharma
18
26
28
U S V
Novartis Intl.
MSD Pharma
10
10
23
Lupin Limited
Sun
U S V
12
13
14
Nutricia Internat
Abbott
Apex
15
15
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)
ChronicIPM Acute

10
Top 40 brands
 Alburel (Reliance Life Sciences) registered outstanding growth of 118% during the month
 Being a new launch, Biovac V (Wockhardt) has registered astounding growth and attained its position in top 40 brands
 Magnex (Pfizer), Prevenar-13 (Pfizer), Panderm+ (Macleods), Thyronorm (Abbott) and Electral (FDC) posted impressive
growth greater than 50% in Feb ’15 over the same month last year
22
22
22
23
30
30
38
19
20
22
Value
(Rs. Crs)
Phensedyl Cough
Monocef
Prevenar-13
Clavam
Panderm+
Thyronorm
Glycomet-GP
Corex
Augmentin
Mixtard
-9
29
70
24
60
56
22
16
35
14
% Gwth % MS
0.26
0.27
0.29
0.29
0.30
0.30
0.31
0.40
0.40
0.50
15
15
15
15
15
16
16
16
16
15
Value
(Rs. Crs)
Zifi
Becosules
Azithral
Budecort
Shelcal
Alburel
Moxikind-CV
Biovac V
Foracort
Liv-52
35
16
38
41
34
30
23
8
% Gwth
999
118
% MS
0.20
0.20
0.20
0.20
0.20
0.20
0.21
0.21
0.22
0.22
16
17
17
18
18
18
18
18
18
19
Volini
Novomix
Voveran
Value
(Rs. Crs)
Electral
Spasmo-Proxyvon +
Lantus
Dexorange
Galvus Met
Betadine
Janumet
56
3
20
7
16
12
29
1
23
30
% Gwth % MS
0.22
0.23
0.23
0.23
0.23
0.23
0.24
0.24
0.24
0.25
13
13
13
13
13
14
14
14
14
14
Value
(Rs. Crs)
Synflorix
Seroflo
Zinetac
Magnex
Zincovit
Duphaston
Taxim-o
Aciloc
Calpol
Pan
50
14
5
81
7
17
15
28
35
13
% Gwth
0.17
% MS
0.17
0.18
0.18
0.18
0.18
0.18
0.18
0.18
0.19
Top1-10Top11-20
Top21-30Top31-40

11
Star Brands of the month
TSA
Movers & Shakers TSA: Products
Among the Top 25 products as per Feb’15 month (in comparison to Jan’15 month)
 Mixtard (Abbott) is the No 1 brand.
 Alburel (Reliance Life Sciences) has gained 29 ranks to occupy 25th position.
 Monocef (Aristo Pharmaceuticals) has gained 12 ranks to occupy 9th position.
 Dexorange (Franco-Indian) and Moxikind CV (Mankind) has gained 9 ranks to occupy 17th and 24th position,
respectively.
 Panderm+ (Macleods) and Clavam (Alkem) has gained 6 ranks to occupy 6th and 7th position, respectively.
 Thyronorm (Abbott), Betadine (Win Medicare), Electral (FDC) and Liv-52 (Himalaya) have gained 2 ranks each to
occupy 5th ,15th, 20th and 21st position, respectively.
 Augmentin (GSK) and Volini (Ranbaxy) have gained 1 rank each to occupy 2nd and 13th position, respectively
Among the Top 25 products as per Feb’15 MAT (in comparison to Jan’15 MAT)
 Mixtard (Abbott) is the No 1 brand.
 Panderm + (Macleods) has gained 3 ranks to occupy 21st position.
 Prevenar-13 (Pfizer) has gained 2 ranks to occupy 9th position.
 Volini (Ranbaxy), Dexorange (Franco-Indian), Thyronorm (Abbott), Novomix (Abbott), Janumet (MSD) and Shelcal
(Torrent Pharma) have gained 1 rank each to occupy 6th, 7th, 8th,14th, 17th and 24th position, respectively.

12
Vaccines
164
Others
235
Gynaec.
416
Neuro / CNS
454
Derma
462
Vitamins / Minerals / Nutrients
527
Anti Diabetic 583
Pain / Analgesics 594
Respiratory 695
Gastro Intestinal 771
Cardiac 873
Anti-infectives 1,111
IPM 7,542
6
6
6
2
3
7
8
8
9
10
12
15
100
15
16
42
23
14
19
21
20
24
19
16
23
20
1
1
-4
-3
-5
1
-5
3
8
2
-5
15
2
Gwth % (SPLY) Gwth% (Prev. Mth)
Therapy trends
• Vaccines recorded significant value growth of 42% as of MAT Feb ’15
• Anti-infectives constitute the largest market share of 15%, with significant growth both on month and MAT basis
Value (Rs Crs) MS %

13
Top Therapy Trends
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
39
16
30
28
27
% 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, Amikacin and Cough Prep. Ethicals registered significant growth greater than 30%
over the same period last year

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

15
About IMS Health
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 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
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decisions
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Due Diligence
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 Census - Physicians,Chemists,
Hospitals,Doctor, etc
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 Networkexpansion and management
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strategy
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 Claimsdatabase
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costs
 Patientlevel information
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 Providerdatabases
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development
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World’s most admired
companies FORTUNE Magazine
2008 and 2010
PHARMA AND LIFE-SCIENCES

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.
 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
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IMS HEALTH.
 ©2015 IMS Health Incorporated and its affiliates. All rights reserved. Trademarks are registered in the United States and in various other countries.

India Market Reflection Report Feb 2015

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