TABLE OF CONTENTS
INTRODUCTION 14
What is this report about? 14
Who is the target reader? 14
Definition 14
ADVANCED EMERGING MARKETS PHARMACEUTICALS INDUSTRY OUTLOOK 15
PHARMACEUTICALS IN BRAZIL 22
Market value 23
Market segmentation I 24
Market segmentation II 25
Market share 26
Five forces analysis 27
Market forecasts 52
Macroeconomic indicators 54
PHARMACEUTICALS IN HUNGARY 56
Market value 57
Market segmentation I 58
Market segmentation II 59
Market share 60
Five forces analysis 61
Leading companies 69
Market forecasts 83
Macroeconomic indicators 85
PHARMACEUTICALS IN MEXICO 87
Market value 88
Market segmentation I 89
Market segmentation II 90
Market share 91
Five forces analysis 92
Leading companies 101
Market forecasts 117
Macroeconomic indicators 119
PHARMACEUTICALS IN POLAND 121
Market value 122
Market segmentation I 123
Market segmentation II 124
Market share 125
Five forces analysis 126
Leading companies 135
Market forecasts 146
Macroeconomic indicators 148
PHARMACEUTICALS IN SOUTH AFRICA 150
Market value 151
Market segmentation I 152
Market share 153
Five forces analysis 154
Leading companies 162
Market forecasts 177
Macroeconomic indicators 179
PHARMACEUTICALS IN TAIWAN 181
Market value 182
Market segmentation I 183
Market segmentation II 184
Market share 185
Five forces analysis 186
Leading companies 195
Market forecasts 211
Macroeconomic indicators 213
APPENDIX 215
Data Research Methodology 215
About Datamonitor 216
Disclaimer 216
LIST OF TABLES
Table 1: Advanced emerging markets pharmaceuticals industry, revenue ($bn), 2006–15 16
Table 2: Advanced emerging markets pharmaceuticals industry, revenue by country ($bn), 2006–10(e) 19
Table 3: Advanced emerging markets pharmaceuticals industry forecast, revenue by country ($bn), 2010–15 21
Table 4: Brazil pharmaceuticals market value: $ billion, 2006–10(e) 23
Table 5: Brazil pharmaceuticals Market segmentation I:% share, by value, 2010(e) 24
Table 6: Brazil pharmaceuticals Market segmentation II: % share, by value, 2010(e) 25
Table 7: Brazil pharmaceuticals market share: % share, by value, 2010(e) 26
Table 8: Aché Laboratórios Farmacêuticos S.A.: key facts 38
Table 9: EMS Sigma Pharma : key facts 40
Table 10: GlaxoSmithKline Plc: key facts 41
Table 11: GlaxoSmithKline Plc: key financials ($) 44
Table 12: GlaxoSmithKline Plc: key financials (£) 44
Table 13: GlaxoSmithKline Plc: key financial ratios 45
Table 14: Novartis AG: key facts 47
Table 15: Novartis AG: key financials ($) 49
Table 16: Novartis AG: key financial ratios 49
Table 17: Brazil pharmaceuticals market value forecast: $ billion, 2010–15 52
Table 18: Brazil size of population (million), 2006–10 54
Table 19: Brazil GDP (constant 2000 prices, $ billion), 2006–10 54
Table 20: Brazil GDP (current prices, $ billion), 2006–10 54
Table 21: Brazil inflation, 2006–10 55
Table 22: Brazil consumer price index (absolute), 2006–10 55
Table 23: Brazil exchange rate, 2006–10 55
Table 24: Hungary pharmaceuticals market value: $ billion, 2006–10(e) 57
Table 25: Hungary pharmaceuticals Market segmentation I:% share, by value, 2010(e) 58
Table 26: Hungary pharmaceuticals Market segmentation II: % share, by value, 2010(e) 59
Table 27: Hungary pharmaceuticals market share: % share, by value, 2010(e) 60
Table 28: EGIS Pharmaceuticals Plc: key facts 69
Table 29: EGIS Pharmaceuticals Plc: key financials ($) 70
Table 30: EGIS Pharmaceuticals Plc: key financials (HUF) 71
Table 31: EGIS Pharmaceuticals Plc: key financial ratios 71
Table 32: Gedeon Richter Plc: key facts 74
Table 33: Gedeon Richter Plc: key financials ($) 75
Table 34: Gedeon Richter Plc: key financials (HUF) 75
Table 35: Gedeon Richter Plc: key financial ratios 76
Table 36: Novartis AG: key facts 78
Table 37: Novartis AG: key financials ($) 80
Table 38: Novartis AG: key financial ratios 80
Table 39: Hungary pharmaceuticals market value forecast: $ billion, 2010–15 83
Table 40: Hungary size of population (million), 2006–10 85
Table 41: Hungary GDP (constant 2000 prices, $ billion), 2006–10 85
Table 42: Hungary GDP (current prices, $ billion), 2006–10 85
Table 43: Hungary inflation, 2006–10 86
Table 44: Hungary consumer price index (absolute), 2006–10 86
Table 45: Hungary exchange rate, 2006–10 86
Table 46: Mexico pharmaceuticals market value: $ billion, 2006–10(e) 88
Table 47: Mexico pharmaceuticals Market segmentation I:% share, by value, 2010(e) 89
Table 48: Mexico pharmaceuticals Market segmentation II: % share, by value, 2010(e) 90
Table 49: Mexico pharmaceuticals market share: % share, by value, 2010(e) 91
Table 50: Eli Lilly and Company: key facts 101
Table 51: Eli Lilly and Company: key financials ($) 103
Table 52: Eli Lilly and Company: key financial ratios 104
Table 53: GlaxoSmithKline Plc: key facts 106
Table 54: GlaxoSmithKline Plc: key financials ($) 109
Table 55: GlaxoSmithKline Plc: key financials (£) 109
Table 56: GlaxoSmithKline Plc: key financial ratios 110
Table 57: Pfizer Inc.: key facts 112
Table 58: Pfizer Inc.: key financials ($) 114
Table 59: Pfizer Inc.: key financial ratios 114
Table 60: Mexico pharmaceuticals market value forecast: $ billion, 2010–15 117
Table 61: Mexico size of population (million), 2006–10 119
Table 62: Mexico GDP (constant 2000 prices, $ billion), 2006–10 119
Table 63: Mexico GDP (current prices, $ billion), 2006–10 119
Table 64: Mexico inflation, 2006–10 120
Table 65: Mexico consumer price index (absolute), 2006–10 120
Table 66: Mexico exchange rate, 2006–10 120
Table 67: Poland pharmaceuticals market value: $ billion, 2006–10(e) 122
Table 68: Poland pharmaceuticals Market segmentation I:% share, by value, 2010(e) 123
Table 69: Poland pharmaceuticals Market segmentation II: % share, by value, 2010(e) 124
Table 70: Poland pharmaceuticals market share: % share, by value, 2010(e) 125
Table 71: GlaxoSmithKline Plc: key facts 135
Table 72: GlaxoSmithKline Plc: key financials ($) 137
Table 73: GlaxoSmithKline Plc: key financials (£) 137
Table 74: GlaxoSmithKline Plc: key financial ratios 138
Table 75: Novartis AG: key facts 140
Table 76: Novartis AG: key financials ($) 141
Table 77: Novartis AG: key financial ratios 142
Table 78: Polpharma SA: key facts 144
Table 79: Poland pharmaceuticals market value forecast: $ billion, 2010–15 146
Table 80: Poland size of population (million), 2006–10 148
Table 81: Poland GDP (constant 2000 prices, $ billion), 2006–10 148
Table 82: Poland GDP (current prices, $ billion), 2006–10 148
Table 83: Poland inflation, 2006–10 149
Table 84: Poland consumer price index (absolute), 2006–10 149
Table 85: Poland exchange rate, 2006–10 149
Table 86: South Africa pharmaceuticals market value: $ billion, 2006–10(e) 151
Table 87: South Africa pharmaceuticals Market segmentation I:% share, by value, 2010(e) 152
Table 88: South Africa pharmaceuticals market share: % share, by value, 2010(e) 153
Table 89: Aspen Pharmacare Holdings Ltd: key facts 162
Table 90: Aspen Pharmacare Holdings Ltd: key financials ($) 164
Table 91: Aspen Pharmacare Holdings Ltd: key financials (ZAR) 164
Table 92: Aspen Pharmacare Holdings Ltd: key financial ratios 164
Table 93: GlaxoSmithKline Plc: key facts 167
Table 94: GlaxoSmithKline Plc: key financials ($) 170
Table 95: GlaxoSmithKline Plc: key financials (£) 170
Table 96: GlaxoSmithKline Plc: key financial ratios 171
Table 97: Pfizer Inc.: key facts 173
Table 98: Pfizer Inc.: key financials ($) 174
Table 99: Pfizer Inc.: key financial ratios 174
Table 100: South Africa pharmaceuticals market value forecast: $ billion, 2010–15 177
Table 101: South Africa size of population (million), 2006–10 179
Table 102: South Africa GDP (constant 2000 prices, $ billion), 2006–10 179
Table 103: South Africa GDP (current prices, $ billion), 2006–10 179
Table 104: South Africa inflation, 2006–10 180
Table 105: South Africa consumer price index (absolute), 2006–10 180
Table 106: South Africa exchange rate, 2006–10 180
Table 107: Taiwan pharmaceuticals market value: $ billion, 2006–10(e) 182
Table 108: Taiwan pharmaceuticals Market segmentation I:% share, by value, 2010(e) 183
Table 109: Taiwan pharmaceuticals Market segmentation II: % share, by value, 2010(e) 184
Table 110: Taiwan pharmaceuticals market share: % share, by value, 2010(e) 185
Table 111: GlaxoSmithKline Plc: key facts 195
Table 112: GlaxoSmithKline Plc: key financials ($) 197
Table 113: GlaxoSmithKline Plc: key financials (£) 198
Table 114: GlaxoSmithKline Plc: key financial ratios 198
Table 115: Pfizer Inc.: key facts 201
Table 116: Pfizer Inc.: key financials ($) 203
Table 117: Pfizer Inc.: key financial ratios 203
Table 118: ScinoPharm Taiwan, ltd.: key facts 206
Table 119: Yung Shin Pharmaceutical Industry Co., Ltd.: key facts 207
Table 120: Yung Shin Pharmaceutical Industry Co., Ltd.: key financials ($) 207
Table 121: Yung Shin Pharmaceutical Industry Co., Ltd.: key financials (NT$) 208
Table 122: Yung Shin Pharmaceutical Industry Co., Ltd.: key financial ratios 208
Table 123: Taiwan pharmaceuticals market value forecast: $ billion, 2010–15 211
Table 124: Taiwan size of population (million), 2006–10 213
Table 125: Taiwan GDP (constant 2000 prices, $ billion), 2006–10 213
Table 126: Taiwan GDP (current prices, $ billion), 2006–10 213
Table 127: Taiwan inflation, 2006–10 214
Table 128: Taiwan consumer price index (absolute), 2006–10 214
Table 129: Taiwan exchange rate, 2006–10 214
LIST OF FIGURES
Figure 1: Advanced emerging markets pharmaceuticals industry, revenue ($bn), 2006–15 15
Figure 2: Advanced emerging markets pharmaceuticals industry, country analysis (%), 2006–15 17
Figure 3: Advanced emerging markets pharmaceuticals industry, revenue by country ($bn), 2006–10(e) 18
Figure 4: Advanced emerging markets pharmaceuticals industry forecast, revenue by country ($bn), 2010–15 20
Figure 5: Brazil pharmaceuticals market value: $ billion, 2006–10(e) 23
Figure 6: Brazil pharmaceuticals Market segmentation I:% share, by value, 2010(e) 24
Figure 7: Brazil pharmaceuticals Market segmentation II: % share, by value, 2010(e) 25
Figure 8: Brazil pharmaceuticals market share: % share, by value, 2010(e) 26
Figure 9: Forces driving competition in the pharmaceuticals market in Brazil, 2010 27
Figure 10: Drivers of buyer power in the pharmaceuticals market in Brazil, 2010 29
Figure 11: Drivers of supplier power in the pharmaceuticals market in Brazil, 2010 31
Figure 12: Factors influencing the likelihood of new entrants in the pharmaceuticals market in Brazil, 2010 33
Figure 13: Factors influencing the threat of substitutes in the pharmaceuticals market in Brazil, 2010 35
Figure 14: Drivers of degree of rivalry in the pharmaceuticals market in Brazil, 2010 37
Figure 15: GlaxoSmithKline Plc: revenues & profitability 45
Figure 16: GlaxoSmithKline Plc: assets & liabilities 46
Figure 17: Novartis AG: revenues & profitability 50
Figure 18: Novartis AG: assets & liabilities 51
Figure 19: Brazil pharmaceuticals market value forecast: $ billion, 2010–15 53
Figure 20: Hungary pharmaceuticals market value: $ billion, 2006–10(e) 57
Figure 21: Hungary pharmaceuticals Market segmentation I:% share, by value, 2010(e) 58
Figure 22: Hungary pharmaceuticals Market segmentation II: % share, by value, 2010(e) 59
Figure 23: Hungary pharmaceuticals market share: % share, by value, 2010(e) 60
Figure 24: Forces driving competition in the pharmaceuticals market in Hungary, 2010 61
Figure 25: Drivers of buyer power in the pharmaceuticals market in Hungary, 2010 62
Figure 26: Drivers of supplier power in the pharmaceuticals market in Hungary, 2010 64
Figure 27: Factors influencing the likelihood of new entrants in the pharmaceuticals market in Hungary, 2010 65
Figure 28: Factors influencing the threat of substitutes in the pharmaceuticals market in Hungary, 2010 67
Figure 29: Drivers of degree of rivalry in the pharmaceuticals market in Hungary, 2010 68
Figure 30: EGIS Pharmaceuticals Plc: revenues & profitability 72
Figure 31: EGIS Pharmaceuticals Plc: assets & liabilities 73
Figure 32: Gedeon Richter Plc: revenues & profitability 76
Figure 33: Gedeon Richter Plc: assets & liabilities 77
Figure 34: Novartis AG: revenues & profitability 81
Figure 35: Novartis AG: assets & liabilities 82
Figure 36: Hungary pharmaceuticals market value forecast: $ billion, 2010–15 84
Figure 37: Mexico pharmaceuticals market value: $ billion, 2006–10(e) 88
Figure 38: Mexico pharmaceuticals Market segmentation I:% share, by value, 2010(e) 89
Figure 39: Mexico pharmaceuticals Market segmentation II: % share, by value, 2010(e) 90
Figure 40: Mexico pharmaceuticals market share: % share, by value, 2010(e) 91
Figure 41: Forces driving competition in the pharmaceuticals market in Mexico, 2010 92
Figure 42: Drivers of buyer power in the pharmaceuticals market in Mexico, 2010 93
Figure 43: Drivers of supplier power in the pharmaceuticals market in Mexico, 2010 95
Figure 44: Factors influencing the likelihood of new entrants in the pharmaceuticals market in Mexico, 2010 97
Figure 45: Factors influencing the threat of substitutes in the pharmaceuticals market in Mexico, 2010 98
Figure 46: Drivers of degree of rivalry in the pharmaceuticals market in Mexico, 2010 100
Figure 47: Eli Lilly and Company: revenues & profitability 104
Figure 48: Eli Lilly and Company: assets & liabilities 105
Figure 49: GlaxoSmithKline Plc: revenues & profitability 110
Figure 50: GlaxoSmithKline Plc: assets & liabilities 111
Figure 51: Pfizer Inc.: revenues & profitability 115
Figure 52: Pfizer Inc.: assets & liabilities 116
Figure 53: Mexico pharmaceuticals market value forecast: $ billion, 2010–15 118
Figure 54: Poland pharmaceuticals market value: $ billion, 2006–10(e) 122
Figure 55: Poland pharmaceuticals Market segmentation I:% share, by value, 2010(e) 123
Figure 56: Poland pharmaceuticals Market segmentation II: % share, by value, 2010(e) 124
Figure 57: Poland pharmaceuticals market share: % share, by value, 2010(e) 125
Figure 58: Forces driving competition in the pharmaceuticals market in Poland, 2010 126
Figure 59: Drivers of buyer power in the pharmaceuticals market in Poland, 2010 127
Figure 60: Drivers of supplier power in the pharmaceuticals market in Poland, 2010 128
Figure 61: Factors influencing the likelihood of new entrants in the pharmaceuticals market in Poland, 2010 130
Figure 62: Factors influencing the threat of substitutes in the pharmaceuticals market in Poland, 2010 132
Figure 63: Drivers of degree of rivalry in the pharmaceuticals market in Poland, 2010 134
Figure 64: GlaxoSmithKline Plc: revenues & profitability 138
Figure 65: GlaxoSmithKline Plc: assets & liabilities 139
Figure 66: Novartis AG: revenues & profitability 142
Figure 67: Novartis AG: assets & liabilities 143
Figure 68: Poland pharmaceuticals market value forecast: $ billion, 2010–15 147
Figure 69: South Africa pharmaceuticals market value: $ billion, 2006–10(e) 151
Figure 70: South Africa pharmaceuticals Market segmentation I:% share, by value, 2010(e) 152
Figure 71: South Africa pharmaceuticals market share: % share, by value, 2010(e) 153
Figure 72: Forces driving competition in the pharmaceuticals market in South Africa, 2010 154
Figure 73: Drivers of buyer power in the pharmaceuticals market in South Africa, 2010 155
Figure 74: Drivers of supplier power in the pharmaceuticals market in South Africa, 2010 156
Figure 75: Factors influencing the likelihood of new entrants in the pharmaceuticals market in South Africa, 2010 158
Figure 76: Factors influencing the threat of substitutes in the pharmaceuticals market in South Africa, 2010 159
Figure 77: Drivers of degree of rivalry in the pharmaceuticals market in South Africa, 2010 161
Figure 78: Aspen Pharmacare Holdings Ltd: revenues & profitability 165
Figure 79: Aspen Pharmacare Holdings Ltd: assets & liabilities 166
Figure 80: GlaxoSmithKline Plc: revenues & profitability 171
Figure 81: GlaxoSmithKline Plc: assets & liabilities 172
Figure 82: Pfizer Inc.: revenues & profitability 175
Figure 83: Pfizer Inc.: assets & liabilities 176
Figure 84: South Africa pharmaceuticals market value forecast: $ billion, 2010–15 178
Figure 85: Taiwan pharmaceuticals market value: $ billion, 2006–10(e) 182
Figure 86: Taiwan pharmaceuticals Market segmentation I:% share, by value, 2010(e) 183
Figure 87: Taiwan pharmaceuticals Market segmentation II: % share, by value, 2010(e) 184
Figure 88: Taiwan pharmaceuticals market share: % share, by value, 2010(e) 185
Figure 89: Forces driving competition in the pharmaceuticals market in Taiwan, 2010 186
Figure 90: Drivers of buyer power in the pharmaceuticals market in Taiwan, 2010 187
Figure 91: Drivers of supplier power in the pharmaceuticals market in Taiwan, 2010 189
Figure 92: Factors influencing the likelihood of new entrants in the pharmaceuticals market in Taiwan, 2010 190
Figure 93: Factors influencing the threat of substitutes in the pharmaceuticals market in Taiwan, 2010 192
Figure 94: Drivers of degree of rivalry in the pharmaceuticals market in Taiwan, 2010 193
Figure 95: GlaxoSmithKline Plc: revenues & profitability 199
Figure 96: GlaxoSmithKline Plc: assets & liabilities 200
Figure 97: Pfizer Inc.: revenues & profitability 204
Figure 98: Pfizer Inc.: assets & liabilities 205
Figure 99: Yung Shin Pharmaceutical Industry Co., Ltd.: revenues & profitability 209
Figure 100: Yung Shin Pharmaceutical Industry Co., Ltd.: assets & liabilities 210
Figure 101: Taiwan pharmaceuticals market value forecast: $ billion, 2010–15 212