Actelion: PharmaVitae Profile

Actelion: PharmaVitae Profile

Introduction

This analysis examines the historical and forecast performance for Actelion in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information

Scope

Highlights

Reasons to Purchase

CHAPTER 1 EXECUTIVE SUMMARY 2
Key findings 2
Historical and forecast ethical sales performance 3
Therapeutic strategy 5
Launch and expiry outlook 8
Externalization, geographic and molecule type strategies 11
Externalization strategy 12
Geographic strategy 13
Molecule type strategy 13
SWOT analysis 14
Strengths 14
Weaknesses 15
Opportunities 16
Threats 17
CHAPTER 2 CORPORATE HISTORY 21
Key findings 21
Background 22
Key corporate developments 23
M&A history 24
Axovan - 2003 24
CoTherix - 2007 25
Current corporate structure 26
Biopharmaceuticals 26
Current management team 28
CHAPTER 3 HISTORICAL PERFORMANCE 29
Key findings 29
Introduction 30
Revenue and growth rate analysis, 2001-06 30
Revenue and growth rate vs. peer set 31
Product analysis, 2001-06 35
Growth drivers 35
Tracleer 35
Zavesca 36
Operating revenue and cost analysis, 2001-06 37
Operating revenue/cost analysis 39
CHAPTER 4 FORECAST PERFORMANCE 41
Key findings 41
Introduction 42
Revenue and growth rate, 2006-12 42
Product analysis, 2006-12 43
Growth drivers 48
Tracleer 48
Ventavis 48
Actelion-1 48
Other products 49
Therapy area analysis, 2006-12 50
Cardiovascular & hematology 52
Endocrine, metabolic & genetic disorders and CNS 53
Therapy area focus 54
Launches and expiries analysis, 2006-12 57
Launch portfolio 57
Core portfolio 59
Expiry portfolio 60
Launch/core/expiry configuration 60
Externalization analysis, 2006-12 64
Geographic analysis, 2006-12 69
Molecule type analysis, 2006-12 73
CHAPTER 5 KEY PRODUCTS AND COMPETITORS 78
Key findings 78
Overview 79
Cardiovascular and hematology 80
Tracleer 80
Overview 80
Sales forecast 81
Newsflow 81
Competitive landscape 82
Actelion-1: life cycle management 85
Ventavis 87
Overview 87
Sales forecast 88
Newsflow 88
Competitive landscape 88
Endocrine, metabolic & genetic disorders 91
Zavesca 91
Overview 91
Sales forecast 92
Newsflow 92
Competitive landscape 92
Central nervous system 95
ACT-078573 95
Overview 95
Sales forecast 96
Newsflow 97
Clinical data 98
Patient potential 98
R&D pipeline 100
CHAPTER 6 APPENDIX 101
IMS vs. company-reported data reconciliation 101
References 101
Datamonitor reports 101
Abbreviations 101
Exchange rates 102
List of Tables
Table 1: Actelion Corporate Executive Committee 28
Table 2: Peer set overview 31
Table 3: Operating revenue/cost analysis ($m), 2001-06 37
Table 4: Operating cost ratio analysis (% of total revenues), 2001-06 39
Table 5: Product portfolio overview, sales ($m), 2006-12 44
Table 6: Therapy area overview, sales ($m), 2006-12 50
Table 7: Launch portfolio overview, sales ($m), 2006-12 57
Table 8: Core portfolio overview, sales ($m), 2006-12 59
Table 9: Externally developed portfolio ($m), 2006-12 64
Table 10: Molecule type overview, sales ($m), 2006-12 73
Table 11: Key products overview 79
Table 12: Tracleer: overview 80
Table 13: Tracleer: sales forecast ($m), 2006-12 81
Table 14: Tracleer: newsflow 81
Table 15: Ventavis: overview 87
Table 16: Ventavis: sales forecast ($m), 2006-12 88
Table 17: Ventavis: news flow 88
Table 18: Zavesca: overview 91
Table 19: Zavesca: sales forecast ($m), 2006-12 92
Table 20: Zavesca: newsflow 92
Table 21: ACT-078573: overview 95
Table 22: ACT-078573: sales forecast ($m), 2006-12 96
Table 23: ACT-078573: newsflow 97
Table 24: Actelion's R&D pipeline (Phase I-registration) 100
Table 25: Exchange rates, 2007 102
List of Figures
Figure 1: Historical and forecast ethical sales performance (% CAGR), Actelion and biotechnology peer set 3
Figure 2: Therapeutic focus vs. biotechnology peer set (%), 2006 6
Figure 3: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Actelion 8
Figure 4: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 9
Figure 5: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2006 11
Figure 6: Molecule type, externalization and geographic market dependency (%) vs. peer set, 2012 12
Figure 7: SWOT analysis of Actelion 14
Figure 8: Actelion timeline 23
Figure 9: M&A/divestment history 24
Figure 10: Current corporate structure 26
Figure 11: Revenue & growth rate (ethical sales) ($m), 2001-06 30
Figure 12: Ethical revenue ($m) and growth rate (%) vs. peer set, 2001-06 33
Figure 13: Growth drivers/resistor products of historical revenue performance ($m), 2001-06 35
Figure 14: Operating revenue/cost analysis ($m), 2001-06 38
Figure 15: Operating cost ratio analysis (% of total revenues), 2001-06 40
Figure 16: Ethical revenue ($m) and growth rate (%), 2006-12 42
Figure 17: Top two products by sales ($m), 2006 45
Figure 18: Top five products by sales ($m), 2012 46
Figure 19: Growth drivers and resistors by product, 2006-12 47
Figure 20: Key strategic products, sales ($m), 2006-12 49
Figure 21: Ethical sales by therapy area ($m), 2006-12 51
Figure 22: Growth drivers and resistors by therapy area (%), 2006-12 52
Figure 23: Ethical sales by therapy area (%), 2006-12 54
Figure 24: Therapy area focus compared with peer set (% total ethical sales), 2006 55
Figure 25: Therapy area focus compared with peer set (% total ethical sales), 2012 56
Figure 26: Launch schedule, sales ($m), 2006-12 58
Figure 27: Core products sales growth ($m), 2006-12 60
Figure 28: Launch, core and expiry, sales ($m), 2006-12 61
Figure 29: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), Actelion 62
Figure 30: Launch, core and expiry, absolute sales growth, 2006-12 (sales as % of 2006 sales), peer set 63
Figure 31: Externalization dependency, sales ($m), 2006-12 65
Figure 32: Growth drivers and resistors, externally vs. internally discovered products, sales ($m), 2006-12 66
Figure 33: Externalization dependency vs. peer set, % total sales, 2006 67
Figure 34: Externalization dependency vs. peer set, % total sales, 2012 68
Figure 35: Geographical sales breakdown ($m), 2006-12 69
Figure 36: Growth drivers and resistors by geography, sales ($m), 2006-12 70
Figure 37: US dependency vs. peer set, % total sales, 2006 71
Figure 38: US dependency vs. peer set, % total sales, 2012 72
Figure 39: Molecule type sales breakdown ($m), 2006-12 74
Figure 40: Growth drivers and resistors by molecule type, sales ($m), 2006-12 75
Figure 41: Biologics dependency vs. peer set, % total sales, 2006 76
Figure 42: Biologics dependency vs. peer set, % total sales, 2012 77