????? ????????? ? ????????? ??????? - PowerPoint PPT Presentation

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????? ????????? ? ????????? ???????

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Title: 1 Author: Inozemtsev Last modified by: inozemtsev Created Date: 11/20/2004 10:36:25 AM Document presentation format: On-screen Show – PowerPoint PPT presentation

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Title: ????? ????????? ? ????????? ???????


1
????? ????????? ? ????????? ??????? ??? ??????
??????? ? ???
  • ?????? ?????????
  • ???. ???. ???. / ???????? ?? ?????????? veropharm

2
??????? ????????? ?????????? ?????????? ??????
????????????? ?????
??????? ??????????? ?????? blockbuster drugs,
???????? ??-??? ????????? ?????? by 2010 (????.
????)
??????? ?????????? ? ??? (????. ????. ???
2002-2010??.)
  • ????? ??????????
  • ??????????????
  • ????????? ????? ???????? ???????? ??????????
    ????????
  • ???? ??????? ??????, ??????????? ? ????????? ?
    ??????????
  • ????????????????? ??????????????

CAGR ???????-????????? ????????? vs ?????? ??
? ????????? ????? ?? ??????? ????? ??????????
?????????? ???????? ??????? ? ???????? ??????
????????? IMS, industry and market research, UFG
?????????? ??????? ???????
3
??????, ??????? ????? ?????????? ????????
?????????????????, ?????? ?????????? ????????????
?????????? ???????? ???????? ????? ??????? ?????
??????? ? ??????????, ?? ??????? ????? ??? ???
??????????????
???????? ?????? ????????, ?????????? ?
?????????????? ????????????, ABN-AMRO
4
?????????? ???????????????? ????? ?????????, ??
????????
????? ??????????? ????? ? ??????? ????????
???????? ????????????
???? ????????????????? ????? ??? ??????????
?????????? ????????? 3 ???? - 14-16 ? ???. ?
2005?. ?? ????????? ????????? ?? ?????
?????????? 25-30
? 2003?. ????????? ?????? ????? ?????????? 5.5
????. ????. ??? 38 ?? ???? ?????????
???? ???????????????? ?????? ? ??????????? 8-10
??? ??????????????, ? ????????, ?? ????
?????????? ?????? ?????????? ??????????.
Source Pharmexper, UFG
Source IMS, UFG
5
????? ????????????????? ????? ??????
????????? ??????????? ??????????
????????? ? ?????????????? ????????? ?????
?????????? ???? ????? ?????? 55 (????? ????????
????????? ????????????? ??????)
???????? BCG, UFG
??????? Rx OTC
??????? ?????????? RX ?????? ? ?????? ? ?????????
???????? ???????????t, UFG
6
????? ?? ????? ???????? ????? 800
????????-??????????????. ????? ???????? ????
?????? ?????????? ?? ???10 ??????????????. ??
???? ?? ???????? ?? ???????? ?? ?????
???????????? ????.
?????????? ???????????????? ????? ??????????????
??????? ???????? ????? ??????, ???. ???? ??? ? ????? ????????? ??????????? ? 1 ????????? 2004?. ????,
1 Aventis 89,0 3,15
2 Gedeon Richter 87,2 3,08
3 Berlin-Chemie 82,9 2,93
4 ICN (Pharmstandart) 76,2 2,69
5 Pfizer 70,7 2,5
6 Sanofi-Synthelabo 66,1 2,34
7 Nycomed 58,7 2,08
8 Novartis 57,5 2,03
9 Servier 54,8 1,94
10 GSK 50,8 1,79
Total of Top10 Total of Top10 Total of Top10 24,53
???????? ???????????
7
?????????? ????? ?????????? ????? ??????????????
????? ?????? (????????? ???? ?????)Top15
???????? ? ????? ?????????????? 2003
? ?????? ????? 300 ???? ??????????????
??????????? ???????? ICN (????????????),
????????????? ?????????, ????????, ??????? ?
Veropharm
1,4
1,4
???????, Veropharm ? ??????? ????? ????????
??????????? ???????? ? ?????? ? ??????????, ???
?????????????? ???????? ????????????
??????????????? ??????????? ?????????
1,7
2,0
2,5
2,7
???????? ???????????, UFG
8
???????? ????????????? ?????????? ????????
TOP 5 ???????? ????????????? ?????? ? ??????????
TOP 5 ???????? ???????????
??????? ???????? ???????. Rx ???????
??????? ???????? ????????? ???????
??????? ???????? ??? ???????
???????? in-licensing ???????
Private Label ???????, ??????????? ?????-??
?????
TOP 5 ???????? ???????? ???????????
??????? ????????
1 veropharm 5
2 ??????? 5
3 ??????? 5
4 ????????????? ???. 3
5 ???????????? 3
9
?????? Top3 ???????? ???????? ??????????
????????-?????????????? ??????????
????????????? ?????????
GMP
RX ?????????????????
????????????? OTC ???????
??????, ?????????? ?? ???????? ????????????
?????????????? ?????????
???????? ??????????? ?????????? ?????????
????????????? ?????? (??) ????? ???. ????.
???????? ??????????? ?????????????
?????????????? ???????
veropharm ???????
???????
10
????? ??????
????? ?????????? ?????? ?? ?????
???? ???????????? ??????? ?????? ????????
??????? ?????? ??????????? ????????? ?
??????????? ???????? ???????? ???????????? ???
??????????? economies of scale ?
????????????????????? ?????????? ???????? ??
????? ???? ???????? ?????? ????????? ?????????
?????????
??????? ????????
??????? ??????
???????????? ????????
??????? ?????
?????????? ?????
????? ???????, ????? ???????????? ???????? ??
????? ???? ?????????? ????????? ? ??????? ?
?????????? (????????????)
11
??????? ??????? ? ?????????? ???????????
??????????? ?? ????? ????. ?????? ?????????
????????????? ?????? ????????????? ??????????
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