Pharma

1
Health Care and Pharma A
Prescription for Leadership

• Pharma
• A Prescription for Leadership

Presented by Arvind Vasudeva RPG Life Sciences
Limited February 16, 2007
2
CONTENTS

• Global and India Market Size.
• Pharma Value Chain and Indias Capabilities.
• Learning from Japanese Model.
• Can we be a Pharma Superpower?
• Reaching there, but When?

3
Health Care and Pharma A
Prescription for Leadership

• Global Pharma Market- 640 Billion.
• Biggest Company- 40 Billion.
• Biggest Brand- 12 Billion.

4
Health Care and Pharma A
Prescription for Leadership

• India Turnover - 10 Billion.
• 1.54 of Global Market.
• Smaller than the Largest Global Brand.
• Largest Indian Company-1.3 Billion.
• Largest Co. in Indian Market- 300 Mn.

5
Health Care and Pharma A
Prescription for Leadership
Indias Path to Leadership.
6
Indian Companies Moved up the Value Chain
7
Pharmaceutical Value Chain Focus

• Specialties
• NCE Research

• API Reg.Markets
• Generics

Value
API and Formulations Emerging Markets
Formulations in India
A
B
C
D
Time
8
Indian Companys Market Penetration
Japan
US/Europe
Value
Emerging Markets
India
A
B
C
D
Time
9
Indias Capability

• Organic Chemistry Capability.
• Regulatory Capability.
• Technical and Managerial Talent with Global
  mindset.
• Research Capability.
• Manufacturing Capability.
• Diverse Population.

10
Contract Research Value Chain
Contract NME Research
Contract Clinical Research
Value
Contract Formulations Research
Contract Chemical Research
A
B
C
D
Time
11
Path to Leadership-The Japan Plus Way
Learning from Japanese Model to create Japan
Plus Model
12
Learning from Japanese Model
Clinical Phase-III Licensing -out
Clinical Phase-II License-out
Value
Clinical Phase-I License-out
Pre-Clinical
A
B
C
D
Time
13
Learning from Japanese Model
Co-Marketing Self Marketing
Out-License giving US rights.
Value
Out-License Keeping Japan Rights
Out-License
A
B
C
D
Time
14
Indian Pharma Industry Path to Leadership
Brand Marketing
Clinical Research/ API and Formn. Mfg.
Value
Proof of Concept/API and Formulation Pilot RD

Drug Design and IP
A
B
C
D
Time
15
NME Outsourcing, Generics and Out licensingA
Path to Leadership 2010

• Outsourcing
• Current Outsourcing Market- 100 Bn.
• Outsourcing Market 2010- 185 Bn
• Generics
• Current Generics Market- 50 Bn.
• Projected Generics Market- 90 Bn.
• Out Licensing
• Biosimilars

16
Indian Pharma Industry Path to Leadership

• Leadership in APIs.
• Leadership in Generics.
• Leadership in Contract Manufacturing.
• Leadership in Contract research.
• Leadership in Biosimilars.
• Leadership in NCE out licensing.
• Brand Marketing a beginning.

17
5 YEARS FROM NOW COULD THIS BE POSSIBLE
POSSIBLE INCOME 75 Billion
18
5 YEARS FROM NOW COULD THIS THE HEADLINE
THE ECONOMIST INDIA THE NEW GLOBAL
PHARAMACEUTICAL SUPERPOWER!