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2011–2015 Global Diabetes Drugs Market
CONTENTS
India ........................................................................................................................... 8
Russia ......................................................................................................................... 9
China ......................................................................................................................... 9
Germany ................................................................................................................. 11
Italy ........................................................................................................................... 12
Spain ........................................................................................................................ 12
UK.............................................................................................................................. 13
EXHIBITS
Hospitals
Key Customer
Patients
Segments
Diabetes Clinics
02. Introduction
Diabetes is a condition in which the human body is unable to properly use and store glucose.
Most of the food we eat is broken down into glucose. Once the food is digested, glucose passes
into the bloodstream and is used by cells for growth and energy. The presence of insulin is
required to get glucose into cells. People suffering from diabetes produce either little or no
insulin, or their cells do not respond appropriately to the insulin that is produced. This causes
glucose build-up in the blood, leading to diabetes. The burden of diabetes is increasing globally,
particularly in developing countries. According to the International Diabetes Federation (IDF), in
2011, 366 million people across the world were suffering from diabetes. In 2011, diabetes caused
almost 4.6 million deaths worldwide. Eighty percent of diabetic patients live in low and middle-
income countries. Diabetes is no longer a disease of only developed countries. The disease is
more prevalent in developing countries such as China, India, Indonesia, Bangladesh, and
Philippines.
The Global Diabetes Drugs market was valued at US$28,000 million in 2011. Over the years, the
market has experienced remarkable growth. This growth is mainly driven by the increasing
occurrence of diabetes globally. The prevalence of diabetes is increasing because of changing
food habits and lifestyles. In 2011, most of the growth in the Global Diabetes Drugs market was
from the Americas and the Europe, Middle East, and Africa (EMEA) region, which together
accounted for 70–75 percent of the market. There is a vast opportunity for vendors in this market
to expand into the Asia Pacific (APAC) countries such as India, China, and Japan. This is
because of the increasing patient population in these countries. The Global Diabetes Drugs
market is expected to grow at a CAGR of 9.7 percent during the period 2011–2015.
The growth of the Global Diabetes Drugs market is driven by several factors. One of the key
drivers is the increase in the diabetic population. Across the globe, the prevalence of diabetes is
growing at a significant pace. Increasing urbanization coupled with sedentary lifestyles has led
to the increase in the diabetic population. The prevalence of diabetes is not only increasing in
developed nations but also in low and middle-income countries, particularly in India, China, and
Japan. Moreover, an increase in the aging population and the introduction of novel classes of
drugs are driving the growth of the market.
Despite the growth drivers, the Global Diabetes Drugs market faces some challenges. One of
the key challenges is the increasing use of complementary and alternative medicine (CAM). As
CAMs are cheaper alternatives to conventional medical care, their use is gaining prominence
across the world. The increasing use of CAM therapies to treat diabetes poses a significant
The Global Diabetes Drugs market is witnessing several trends that will impact its growth during
the forecast period. The market is witnessing increasing awareness and education regarding the
importance of healthy lifestyles. The market is also witnessing various strategic alliances and
acquisitions among companies. Overall, the Global Diabetes Drugs market is expected to grow
at a significant pace during the forecast period.
Key Offerings
Some of the key products offered by the major vendors in the Global Diabetes Drugs market are
listed below:
Company
Key Products
Novo Nordisk A/S Levemir, NovoRapid, NovoMix, Insulatard, Actrapid, Mixtard 30,
Victoza, NovoNorm, PrandiMet
Market Size
The Global Diabetes Drugs market was valued at US$28,000 million in 2011 and it is expected to
reach US$40,550 million by 2015, growing at a CAGR of 9.7 percent.
Some of the top selling drugs in 2011 were Novolog from Novo Nordisk A/S, Januvia from Merck
& Co., Inc., Humalog from Eli Lilly & Co, and the long-acting insulin analog Lantus from Sanofi S.A.
The main segments of the market are Insulin and Oral Anti-diabetes Drugs. Metformin, which
belongs to the biguanide class of drugs, remains the first choice among the oral anti-diabetes
drugs. New forms of combination therapies such as glucagon-like peptide (GLP) agonists,
sodium-dependent glucose (co) transporter (SGLT) inhibitors, and Dipeptidyl peptidase-4 (DPP4)
inhibitors are expected to become strong competitors in the near future. In Europe, it is
expected that long-acting insulins will have a large market during the forecast period.
Furthermore, in the coming years, new therapeutic classes of drugs are expected to become
major contributors. Strict guidelines of the European Medicines Agency and the US Food and
Drug Administration regarding safety issues are expected to have a high impact in the market in
In 2011, the Global Diabetes Drugs market was valued at US$28,000 million, with oral drugs
constituting around 35 percent and injectables contributing almost 50 percent.
Afresa Eucreas
Apidra Janumet
Tradjenta
Kombiglyze
Brazil
India
China
France
Germany
Spain
Bargaining Power of
Suppliers
(Medium)
Many suppliers in the market
provide a diverse range of
raw materials for the
development and
manufacture of diabetes
drugs
In 2011, the Centers for Disease Control and Prevention (CDC) estimated that almost 26 million
Americans have diabetes. According to the National Diabetes Fact Sheet for 2011, Diabetes
affects 8.3 percent of Americans of all ages and 11.3 percent of adults aged 20 and older. An
estimated 1.9 million Americans were diagnosed with diabetes in 2010.
The Global Diabetes Drugs market is very competitive and it is dominated by well-known
vendors such as Novo Nordisk, Sanofi, Eli Lilly, GlaxoSmithKline plc, and Merck. Leading vendors
that develop diabetes drugs are from the Americas and the EMEA region.
Company Category/Description
Novo Nordisk A/S A global healthcare company. The company has one of the
broadest diabetes product portfolios in the industry. It is
engaged in the discovery, development, manufacture, and
marketing of pharmaceutical products.
Eli Lilly & Co. Discovers, develops, manufactures, and sells pharmaceutical
products.
Merck & Co., Inc. A global healthcare company that delivers healthcare solutions
through its prescription medicines, vaccines, biologic therapies,
animal health products, and consumer care products.
The leading vendor in the Global Diabetes Drugs market is Novo Nordisk. In 2011, it held a share
of around 34 percent of the Global Diabetes Drugs market. Novo Nordisk was followed by
Sanofi, with a market share of 23 percent. In 2011, Merck accounted for 17 percent of the
Global Diabetes Drugs market. Eli Lilly accounted for around 13 percent of the market. The
remaining 13 percent of the market was fragmented between other major vendors such as
Bristol-Myers Squibb Co., GlaxoSmithKline, Amylin Pharmaceuticals Inc., and Novartis AG.
About three quarters of Novo Nordisk's sales come from diabetes products. Insulin analogs form
the largest part of its sales. Novo Nordisk's products include Levemir, NovoRapid, and
NovoMix. In 2011, the sales of its insulin analogs grew more than 20 per cent compared with
2010. Novo Nordisk is a key player in the Insulin market, accounting for almost a 50 percent share
of the market.
Sanofi is fairly strong in emerging markets, particularly in the APAC region. Lantus, one of the
leading products of the company, registered total sales of US$5,451 million in 2011, constituting
almost 80 percent of the total diabetes drugs sold by the company. However, Lantus will go off
patent in 2014. Sanofi acquired Genzyme Corp. in 2011. It is expected that the company will
make up for the loss of sales due to patent expiry of Lantus through the acquisition of Genzyme
and sales of growth products. Growth products, along with the product portfolio of Genzyme,
are expected to account for 80 percent of the sales of the company by 2015.
Key
The impact of the buying criteria is graded based on the intensity and duration of the impact on
the current market landscape. The magnitude of the impact has been categorized as
described below:
Some of the key drivers of the Global Diabetes Drugs market are discussed below:
Impact on Geography
Drivers
Americas EMEA APAC
Key
The impact of the drivers is graded based on the intensity and duration of the impact on the
current market landscape. The magnitude of the impact has been categorized as described
below:
Some of the key challenges in the Global Diabetes Drugs market are discussed below:
Lack of Awareness
Diabetes is one of the most challenging health problems. Across the globe, governments agree
that diabetes is a rising threat. However, many people are not educated about the disease and
this leads to neglect of possible causes and symptoms. The majority of the global population
lacks awareness about diabetes, especially about its types, mode of acquiring it, prevention,
and management. The lack of awareness about the various diagnostic and treatment options
available for diabetes poses a major challenge to the market.
Key
The impact of the drivers and challenges is graded based on the intensity and duration of the
impact on the current market landscape. The magnitude of the impact has been categorized
as described below:
Some of the key trends in the Global Diabetes Drugs market are discussed below:
Business Overview
Novo Nordisk A/S is a global healthcare company. It is one of the world leaders in diabetes care.
The company has one of the broadest diabetes product portfolios in the Healthcare industry.
The company also possesses an advanced portfolio of modern insulins as well as human once-
daily GLP-1 analogs. In addition, Novo Nordisk has a leading position in hemophilia care, growth
hormone therapy, and hormone replacement therapy. The company has its headquarters in
Denmark. Novo Nordisk employs more than 32,000 people in 75 countries and markets its
products in more than 190 countries. The company generated revenue of US$12.4 billion in
FY2011.
Recent Product Launches In 2011, Levemir was approved for pediatric use in Europe.
In 2011, Levemir was approved for the treatment of
gestational diabetes in Europe.
In 2011, Levemir was approved as an add-on therapy to
Victoza for type 2 patients in Europe.
In 2011, FlexTouch, the newest innovation in prefilled
devices, was approved in Europe and introduced in the UK.
In 2011, the company launched a new prefilled device,
Norditropin FlexPro, in Australia.
In 2010, Vagifem was launched in North America and
Europe.
In January 2010, Victoza obtained FDA approval. The
product had already been available in some European
countries and Japan since 2009.
Key Partnerships In November 2011, Maersk Oil and Novo Nordisk launched a
new partnership to tackle diabetes in Qatar.
In September 2010, the European Foundation for the Study
of Diabetes (EFSD), the Juvenile Diabetes Research
Foundation (JDRF), and Novo Nordisk renewed partnership
for type 1 diabetes research in Europe.
In May 2010, Novo Nordisk partnered with the international
scientific community for Victoza cardiovascular outcomes
trials.
Strengths Weaknesses
• Novo Nordisk has the broadest portfolio • The company suffered a negative
of diabetes products in the Healthcare brand image because of its failure to
industry provide information about the side
effects of Victoza
•The company holds the largest share in
the Global Diabetes Drugs market •Past legal actions have created a
negative image for the company
•The company has a strong presence in
the APAC region, particularly in China, •The company has many pending
which has one of the largest diabetes litigation suits
populations
Opportunities Threats
• The anticipated regulatory approval of •Increasing public debt in European
Degludec in the US and Europe can countries is posing a threat to the
provide the comapny with an company
opportunity to further increase its share
in the Global Diabetes Drugs market •Stringent healthcare regulations can
delay the introduction of new drugs in
• With the anticipated regulatory the market. This will affect the company
approval of Degludec, the company
can become the key beneficiary if •Negative consequences of healthcare
investors believe that there is strong reforms in major markets can greatly
potential in emerging markets hamper the growth of the company
Business Overview
Merck & Co., Inc. provides various health solutions through its prescription medicines, vaccines,
biologic therapies, and animal health and consumer care products. The company was founded
in 1891 and it is headquartered in Whitehouse Station, New Jersey, US. The company recorded
turnover of US$48.05 billion in 2011 and it employs approximately 86,000 employees.
The company provides human health pharmaceutical products such as therapeutic and
preventive agents for the treatment of human disorders in the areas of cardiovascular disorders,
diabetes, obesity, respiratory disease, immunology, infectious diseases, neurosciences,
ophthalmology, oncology, and endocrinology. It also offers vaccines, including preventive
pediatric, adolescent, and adult vaccines. In addition, the company discovers, develops,
manufactures, and markets antibiotics, anti-inflammatory products, vaccines, products for the
treatment of fertility disorders, and parasiticides for cattle, swine, horses, poultry, dogs, cats, and
fish. Furthermore, it manufactures and sells over-the-counter products including non-drowsy
antihistamines, treatment for occasional constipation, decongestant-free cold/flu medicine for
people with high blood pressure, nasal decongestant spray, and treatment for frequent
heartburn. Additionally, the company provides foot care products including topical antifungal
products and foot and sneaker wetness products. It also provides sun care products such as sun
care lotions, sprays, and dry oils.
Key Mergers and Acquisitions In May 2011, Merck completed the acquisition of Inspire
Pharmaceuticals Inc.
In December 2010, the company acquired all of the
outstanding stocks of SmartCells, Inc.
Strengths Weaknesses
• Merck has robust in-house research • Integration efforts with Schering-Plough
capabilities, which make it a leader in involve plans to close or sell certain
designing new medical products facilities worldwide. This may result in
delays or failure in realizing all of its
•The company has a diversified product anticipated synergies
portfolio in the Pharmaceutical industry
•Marketing exclusivity and patent
•The company has a widespread protection for its key products in
geographic presence developed markets are about to expire
Opportunities Threats
• The merger with Schering-Plough •Uncertainty in global economic
Corp.will help it in cost savings and conditions could negatively impact the
revenue enhancement company’s sales and overall results
Business Overview
Bristol-Myers Squibb Co. was formerly known as Bristol-Myers Company and changed its name to
Bristol-Myers Squibb Company in 1989. Bristol-Myers was founded in 1887 and is headquartered in
New York, US. The company generated revenue of US$21.2 billion in FY2011. Bristol-Myers
presently has 27,000 employees worldwide.
Recent Product Launches In December 2011, the FDA approved Onglyza for use
as a combination therapy with insulin in adult patients
with type 2 diabetes.
In November 2011, the European Commission approved
Kombiglyze (known in the EU as Komboglyze) for the
treatment of type 2 diabetes.
In November 2011, the European Commission approved
Onglyza for use as a combination therapy with insulin in
adult patients with type 2 diabetes.
In May 2011, the company announced that the State
Food and Drug Administration approved Onglyza in
China.
In 2010, Kombiglyze was launched in the US.
Key Mergers and Acquisitions In September 2011, Bristol-Myers Squibb acquired Amira
Pharmaceuticals, Inc. (Amira)
In October 2010, BMS acquired 100 percent of the
outstanding shares of common stock of ZymoGenetics,
Inc.
In September 2009, BMS acquired Medarex, Inc.
Strengths Weaknesses
• Bristol-Myers has an expansive alliance • The company failed to gain approvals
network for some new launches
•The company has strong financial ability •The company voluntarily recalled
to fuel growth options Viaspan in July, 2011
•The company has a broad product •Clopidogrel, one of the best selling
portfolio covering major therapeutic drugs of the company, is facing generic
areas competition since its patent expiry in
November, 2011
Opportunities Threats
• The anticipated acquisition of Amylin •The company faces threats from the
Pharmaceuticals Inc. will help the regional players in emerging countries,
company to extend its product portfolio particularly in the APAC region
for diabetes
•The major portion of its revenue comes
•The anticipated acquisition of Inhibitex from the sales of hepatitis drugs in the
Inc. will help the company to increase US. Any adverse impact on the US
its total share in the Pharmaceutical economy will affect the growth of the
sector company
Business Overview
Sanofi S.A. is a global pharmaceutical vendor engaged in the R&D, manufacture, and
marketing of pharmaceutical products. It is headquartered in Paris, France. The company was
formed as Sanofi-Aventis in 2004 by the merger of Aventis Pharma Ltd. and Sanofi-Synthelabo
Inc. It changed its name to Sanofi in May 2011. The company generated revenue of US$46.45
billion in FY2011. It has 101,575 employees worldwide.
Sanofi offers pharmaceutical products in the following areas: cardiovascular, central nervous
system, diabetes, internal medicine, oncology, and thrombosis. In terms of ethical
pharmaceutical sales, Sanofi-Aventis is the world's fourth largest pharmaceutical company and
Europe's largest pharmaceutical player. The group operates in more than 100 countries across
the EMEA region, the Americas, and the APAC region. The company's product portfolio includes
Lovenox/Clexane, Plavix/Iscover, Stilnox/Ambien/Ambien CR/Myslee, Taxotere, Eloxatin, Lantus,
Aprovel/Avapro/Karvea, Triatec/Tritace/Delix/Altace, Allegra/Telfast, Amaryl/Amarel/Solosa,
Xatral, Actonel, Depakine, and Nasacort. It also offers pharmaceutical products in consumer
healthcare and prescription drugs, including generics. The company offers vaccines in five
areas: influenza vaccines, pediatric combination vaccines, adult and adolescent booster
vaccines, meningitis vaccines, and travel and endemic vaccines.
Recent Product Launches In 2011, the company launched BGStar and iBGStar
(blood glucose monitors) in several European markets.
Key Partnerships In July 2010, Sanofi and the Juvenile Diabetes Research
Foundation signed a unique partnership to develop new
treatments for type 1 diabetes.
In June 2010, Sanofi and Metabolex Inc. signed a global
licensing agreement on MBX-2982, an agonist of GPR119
receptor, for the treatment of type 2 diabetes.
In April 2010, Sanofi and CureDM GroupHoldings, LLC,
signed a global licensing agreement for a new human
peptide, Pancreate, for use in patients with type 1 and
type 2 diabetes.
Strengths Weaknesses
• Its revenue mainly relies on a few
•Sanofi has a strong global presence blockbuster products such as Ovenex
and Plavix
•The company owns a number of
patents on various high selling drugs •Its inability to withstand strong generic
worldwide competition has forced the company to
lay off some of its employees
•It has a rich R&D culture with almost
8,000 research personnel backing its
research activities
Opportunities Threats
• Through various acquisitions •Growing generic competition can
undertaken, the company can expand cause price erosion of its existing drugs
its business to generics and consumer
health products. It can also strengthen •The company is facing patent
its R&D pipeline and product lines expiration of most of its best selling drugs
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