Company Information
F. Hoffmann-La Roche Ltd.: PharmaVitae Profile
| Publication Date | July 2009 |
| Publisher | Datamonitor |
| Product Type | Report |
| Pages | 122 |
| ISBN Number | not applicable |
| Product Code | DAT01755 |
Summary
Introduction
This analysis examines the historical and forecast performance for Roche in the prescription 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.
Reasons to Purchase
- Benchmark Roche's performance against key rivals in the prescription pharmaceutical sector
- Assess the impact of Roche's full corporate acquisition of US biotech partner Genentech which completed earlier this year
- Learn how the company's three key monoclonal antibodies: MabThera/Rituxan, Herceptin and Avastin, will account for over 80% of sales growth to 2014
Contents
- ABOUT DATAMONITOR HEALTHCARE
- About the PharmaVitae team
- Chapter 1 About this profile
- PharmaVitae Explorer database
- Chapter structure
- Executive summary
- Quarterly news update
- Company introduction
- Company sales
- Company financials
- Key products and competitors
- Data sourcing
- Sales data
- Analyst consensus
- Chapter 2 Executive Summary
- Key findings
- Prescription pharmaceutical sales and growth rate performance, 2002-14
- Financial performance, 2002-14
- Roche: PharmaVitae forecasts at a glance
- Strategic insight
- A defining moment - Roche's merger with Genentech, a precursor to full acquisition
- Sales source analysis 2002-14
- Reliance on the 'big three'
- Roche dominates the mAb landscape
- Sales growth from Roche's mAbs will continue to drive the overall market
- Roche's four steps to mAb success
- First to market, rapid establishment as gold standard therapy
- Horizontal market expansion drives growth
- Rapid accumulation of oncology market share
- High barrier to entry for competitors
- SWOT analysis
- Strengths
- Weaknesses
- Opportunities
- Threats
- Table of figures
- Chapter 3 Quarterly news update
- Product developments
- Deals and alliances
- Product deals
- Technology deals
- M&A activity
- Company announcements
- Future product milestones
- Chapter 4 Company introduction
- Key findings
- Background
- Key corporate developments
- Pharmaceuticals division
- Genentech
- Chugai
- Diagnostics division
- Divestments
- M&A history
- M&A strategy
- Genentech
- Overview
- 'Locking in' mAb expertise
- Product licensing agreement
- US sales consolidation
- Move to acquire remaining shares in Genentech
- Renewed bid by Roche accepted by Genentech
- Chugai
- Japanese position strengthened
- Non-integrative merger
- Boost to Chugai pipeline
- ...and a boost to Roche's pipeline
- Large-scale M&A
- Recent small-scale M&A
- 454 Life Sciences
- Therapeutic Human Polyclonals (THP)
- BioVeris
- NimbleGen
- Alnylam
- Mirus Bio Corporation
- ARIUS
- Memory Pharmaceuticals
- innovatis AG
- Chapter 5 Company Sales
- Key findings
- Prescription pharmaceutical sales and growth rate analysis, 2002-14
- Product analysis
- Product analysis, 2002-08
- Product analysis, 2008-14
- Therapy area analysis
- Geographic analysis
- Launch/core/expiry analysis
- Explanation of launch/core/expiry analysis
- Launch analysis, 2008-14
- Core analysis, 2008-14
- Expiry analysis, 2008-14
- Launch/core/expiry configuration, 2008-14
- Molecule type analysis
- Externalization analysis
- Externalization analysis
- Chapter 6 Company Financials
- Key findings
- Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08
- Operating costs and profit analysis
- Operating costs and profit analysis, 2002-08
- Operating cost ratio and profit margin analysis, 2002-08
- Operating cost ratio and profit margin analysis, 2008-14
- Operating costs and profit analysis, 2008-14
- Chapter 7 Key products and competitors
- Key findings
- Overview
- Oncology
- Avastin
- Overview
- Sales forecast
- Product overview
- Additional indication approvals drives growth
- Failure in adjuvant trial raises concerns
- Competitive threats to future sales growth
- MabThera/Rituxan
- Overview
- Sales forecast
- Product overview
- Competitive threats to future sales growth
- Herceptin
- Overview
- Sales forecast
- Product overview
- Competitive threats to future sales growth
- Tarceva
- Overview
- Sales forecast
- Product overview
- Immunology and inflammation
- Cellcept
- Overview
- Sales forecast
- Current market position
- Generic availability curtails sales growth
- Actemra
- Overview
- Sales forecast
- Product overview
- Delay to launch in the US
- Actemra has strong positioning potential as a result of impressive Phase III program
- Product positioning
- Future performance
- Infectious diseases
- Pegasys
- Overview
- Sales forecast
- Product overview
- Competitive environment
- Tamiflu
- Overview
- Sales forecast
- Product overview
- Swine flu fears
- Hematology
- NeoRecormon
- Overview
- Sales forecast
- Product Overview
- Mircera
- Overview
- Sales forecast
- Product Overview
- Competitive environment
- Chapter 8 Appendix
- R&D pipeline
- References
- Datamonitor reports
- Abbreviations
- Exchange rates
- About Datamonitor
- About Datamonitor Healthcare
- Datamonitor consulting
- Disclaimer
- Table 1: Roche - PharmaVitae forecasts at a glance
- Table 2: Product portfolio sales by source company, 2002-14 ($m)
- Table 3: Roche key product developments, 2009
- Table 4: Roche product deals and alliances, 2009
- Table 5: Roche technology deals and alliances, 2009
- Table 6: Roche M&A activity, 2009
- Table 7: Roche company announcements, 2009
- Table 8: Roche future product milestones, 2009-11
- Table 9: Roche product portfolio overview ($m), 2002-08
- Table 10: Roche product portfolio overview ($m), 2008-14
- Table 11: Roche prescription pharmaceutical sales by therapy area ($m), 2008-14
- Table 12: Roche prescription pharmaceutical sales by geographic region ($m), 2008-14
- Table 13: Roche launch portfolio overview ($m), 2008-14
- Table 14: Roche core portfolio overview ($m), 2008-14
- Table 15: Roche expiry portfolio overview ($m), 2008-14
- Table 16: Roche prescription pharmaceutical sales by molecule type ($m), 2008-14
- Table 17: Roche prescription pharmaceutical sales by source ($m), 2008-14
- Table 18: Total Roche sales by business unit ($m), 2002-08
- Table 19: Roche operating revenue/cost analysis ($m), 2002-08
- Table 20: Roche operating cost ratio analysis (% of total revenues), 2002-08
- Table 21: Roche operating cost ratio analysis (% of total revenues), 2008-14
- Table 22: Roche operating revenue/cost analysis ($m), 2008-14
- Table 23: Key products overview
- Table 24: Avastin: overview
- Table 25: Avastin: sales forecast ($m), 2008-14
- Table 26: MabThera/Rituxan: overview
- Table 27: MabThera/Rituxan: sales forecast ($m), 2008-14
- Table 28: Herceptin: overview
- Table 29: Herceptin: sales forecast ($m), 2008-14
- Table 30: Tarceva: overview
- Table 31: Tarceva: sales forecast ($m), 2008-14
- Table 32: Cellcept: overview
- Table 33: CellCept: sales forecast ($m), 2008-14
- Table 34: Actemra: overview
- Table 35: Actemra: sales forecast ($m), 2008-14
- Table 36: Pegasys: overview
- Table 37: Pegasys: sales forecast ($m), 2008-14
- Table 38: Tamiflu: overview
- Table 39: Tamiflu: sales forecast ($m), 2008-14
- Table 40: NeoRecormon: overview
- Table 41: NeoRecormon: sales forecast ($m), 2008-14
- Table 42: Mircera: overview
- Table 43: Mircera: sales forecast ($m), 2008-14
- Table 44: Roche's R&D pipeline (Phase I-registration)
- Table 45: Exchange rates, 2009
- List of Figures
- Figure 1: The PharmaVitae Explorer
- Figure 2: Roche prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 3: Roche's financial performance ($m), 2002-14
- Figure 4: Total prescription pharmaceutical sales by source company 2002-14 ($m)
- Figure 5: Absolute sales growth by source company, 2002-08 and 2008-14 ($m)
- Figure 6: Sales dependence of 'Big three', other mAbs and rest of portfolio, 2002-14 ($m)
- Figure 7: Total prescription pharmaceutical sales of the mAb market by company, 2002-14 ($m)
- Figure 8: Absolute sales growth of the total mAb market by key company, 2002-08 and 2008-14 ($m)
- Figure 9: Roche SWOT analysis
- Figure 10: Roche prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14
- Figure 11: Roche key sales growth drivers and resistors ($m), 2002-08
- Figure 12: Roche key sales growth drivers and resistors ($m), 2008-14
- Figure 13: Roche prescription pharmaceutical sales by therapy area ($m), 2002-14
- Figure 14: Roche prescription pharmaceutical sales by geographic region ($m), 2002-14
- Figure 15: Roche launch/core/expiry configuration ($m), 2008-14
- Figure 16: Roche prescription pharmaceutical sales by molecule type ($m), 2002-14
- Figure 17: Roche prescription pharmaceutical sales by source ($m), 2002-14
- Figure 18: Roche operating revenue/cost analysis ($m), 2002-14







