hale & tempest strategic pharma issues dr. brian w tempest [email protected] mumbai,...
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Hale & Tempest
Strategic Pharma Issues
Dr. Brian W Tempest
www.briantempest.com
Mumbai, India
January 2013
Hale & Tempest
A Slide from a UK Headhunter
Hale & Tempest
Asian Growth source: Bangkok Post 26 July 2012
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The Biggest Healthcare Fraud in HistorySource: Daily Mail 3 July 2012
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A Pfizer Decade of Bribery source: FT August 7 2012
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Big Pharma Business Model Broken source: Pharmatimes World News April 2012
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USA Life Expectancy & Pharma Costs Source: US Health in International Perspective Jan 2013
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The Strategic Changes by Big PharmaSource: FT December 5 2012, Franz Humer, Roche Chairman
•Possible to cut 30-50% off development costs via CT efficiencies
•Shift from product focus to patient focus using diagnostic tools
• In Europe there isn’t one Government or politician interested in the health of the Industry
•USA & Latin American countries open to rewarding innovation
•Industry has to change fundamentally how it manages costs
•Leaner headquarters & smaller central functions •Division of the industry into 2 parts
• A Innovative businesses able to charge a premium price
• B Large scale manufacturers who can compete on cost
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Patent Expiries to 2018 source: EvaluatePharma 2012
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The Teva Future – Standing Still Source: RBC Capital 12 December 2012
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Teva Losing Control of Costs in the EU source: Teva June 2012
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Reference Pricing in Central Europe
Source : Istanbul September 2012
Pharma purchases reduced from 1.7% of GDP to 1.0% of GDP in Turkey
Russia, South Korea & Saudi Arabia health ministries now requesting Turkish prices
Everybody is referencing everybody else on Pharma prices in Europe
Bulgaria is currently referencing prices in 17 other countries
Hale & Tempest
BiosimiIar Issues in EU/USA
Rituximab –100 pat Roche, >600 pat Generics Interchangeability unlikely Could be different INN name in USA and EU Cabilly patents may delay US mAbs to 2018 EU first mAb in 2013 from Hospira/Celltrion Pharmacovigilance data needed EPO side effects in Thailand widely quoted 400 biosimilar manufacturers in China but
none will reach EU/USA Biobetters need a full dossier with health
economic data
Hale & Tempest
Sandoz Biosimilars – an 18 years ROI source: Pharmacloud June 2012
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NIBS (tyrosine kinase inhibitors)Will these small molecules replace mAbs?
Axitinib, Pfizer, cancer Cediranib, AZ, cancer Pazopanib, GSK, cancer Regorafenib, Bayer, cancer Semaxanib, Sugen, cancer Sorafenib, Bayer(Nexavar),cancer Sunitinib, Pfizer, cancer Toceranib, Pfizer, cancer Vandetanib, AZ, cancer
Tofactinib, Pfizer, RA
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Hisun-Pfizer JV to have 1500 staff in 2013 source: Fierce Pharma
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Walgreens, Boots, Nanjing Axis Source: FT Sep 16 2012
