Watson

Summary

Introduction

This analysis examines the historical and forecast performance for Watson in the generic 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 branded drugs. An interactive data and analysis tool provides quantitative and qualitative information.

Reasons to Purchase

• Understand the impact of the Andrx acquisition on Watson's overall performance
• Benchmark Watson's performance against key rivals in the generic pharmaceutical sector
• Evaluate Teva's historical and forecast, branded and generic growth drivers and resistors

Amgen Inc. , Barnes Group Inc. , BresaGen Ltd , Citizen Electronics Company Limited , Clinton Cards PLC , CuraGen Corporation , Eli Lilly and Company , Future plc , Gedeon Richter Ltd , GraceKennedy Ltd , Johnson & Johnson , LG Telecom Ltd. , Medicines Company, The , Momenta Pharmaceuticals, Inc. , Novartis AG , Novo Nordisk A/S , Pfizer Inc , Safety Insurance Group, Inc. , Saul Centers, Inc. , STADA Arzneimittel AG

Contents

• Chapter 1 Executive Summary
  • Key findings
  • Historical and forecast ethical sales performance
  • Therapeutic focus
  • Branded drug launch and expiry outlook
  • Branded and generic drug outlook, 2006-12
  • Generic drug launch history
  • SWOT analysis
  • Strengths
  • Weaknesses
  • Opportunities
  • Threats
• Chapter 2 Corporate History
  • Key findings
  • Background
  • Key corporate developments
  • M&A history
  • Andrx acquisition
  • M&A strategy
  • Deals and alliances
  • Current corporate structure
  • Current management team
• Chapter 3 Historical Performance
  • Key findings
  • Introduction
  • Revenue and growth rate analysis, 2001-06
  • Revenue and growth rate versus generic peer set
  • Growth drivers
  • Growth resistors
  • Operating revenue and cost analysis, 2002-06
  • Operating revenue/cost analysis
• Chapter 4 Brand Forecast Performance
  • Key findings
  • Introduction
  • Branded revenue and growth rate, 2006-10
  • Branded product analysis, 2006-10
  • Growth drivers
  • Trelstar
  • Silodosin
  • Growth resistors
  • Ferrlecit
  • Key product summary, 2006-10
  • Launches and expiries analysis, 2006-10
  • Launch portfolio
  • Core portfolio
  • Expiry portfolio
  • Launch/core/expiry configuration
  • Molecule type analysis, 2006-10
• Chapter 5 Key Products And Competitors
  • Key findings
  • Overview
    • Therapy area focus 2002-06
    • Branded products
    • Ferrlecit
  • Overview
    • Sales forecast
    • Competitive landscape
    • Future market assessment
    • Trelstar Depot
  • Overview
    • Sales forecast
    • Competitive landscape
    • Future market assessment
    • Generic and biosimilar products
    • Diltia XT
    • Oxycodone (sustained-release)
    • Bupropion
    • Pravastatin
    • Hydrocod/Apap
    • Generic outlook
    • R&D pipeline
• Chapter 6 Appendix
  • IMS versus company-reported data reconciliation
  • References
  • Abbreviations
  • Exchange rates
• List of Tables
  • Table 1: Watson Corporate Executive Committee
  • Table 2: Generic peer set overview for Watson, 2006
  • Table 3: Watson - operating revenue/cost analysis ($m), 2002-06
  • Table 4: Watson - operating cost ratio analysis (% of total revenues), 2002-06
  • Table 5: Watson's global branded product portfolio overview - sales ($m), 2006-10
  • Table 6: Watson's launch portfolio overview of sales ($m), 2006-10
  • Table 7: Watson's core portfolio overview, global sales ($m), 2006-10
  • Table 8: Watson's expiry portfolio overview, US sales ($m), 2006-12
  • Table 9: Molecule type overview, global sales ($m), 2006-10
  • Table 10: Key branded and generic product overview, Watson 7MM sales, 2006
  • Table 11: Ferrlecit: overview
  • Table 12: Ferrlecit: sales forecast ($m), 2006-10
  • Table 13: Trelstar Depot: overview
  • Table 14: Trelstar: Sales forecast ($m), 2006-10, global
  • Table 15: Generic drugs launched by Watson in the US, 2006
  • Table 16: Watson's generic pipeline in the US, 2006
  • Table 17: Watson's R&D pipeline - Phase I-registration
  • Table 18: Exchange rates, 2006
• List of Figures Figure 1: Historical ethical (generic and brand) global sales performance for Watson and generic pharma peer set (% CAGR), 2002-06
  • Figure 2: Watson's generic therapeutic focus versus generic pharma peer set (%), 2006
  • Figure 3: Launch, core and expiry, Watson seven major market sales ($m), 2006-10
  • Figure 4: Watson's branded and generic drug forecast, 2006-12
  • Figure 5: Percentage revenues attributed to generics launched in the US by Watson and its peer set, 2002-06
  • Figure 6: Watson's ANDA submissions in the US, 2002-06
  • Figure 7: SWOT analysis Watson
  • Figure 8: Motives driving forward Watson's acquisitions, 2002-06
  • Figure 9: M&A/divestment history
  • Figure 10: Current corporate structure
  • Figure 11: Revenue and growth rate (global ethical sales) ($ billion), 2001-06
  • Figure 12: Watson's total global ethical revenue and growth rate compared to generic peer set, 2001-06
  • Figure 13: Watson's growth drivers/resistors of historical revenue performance ($m), 2002-06
  • Figure 14: Watson - operating revenue/cost analysis ($ billion), 2002-06
  • Figure 15: Watson - operating cost ratio analysis (% of total revenues), 2002-06
  • Figure 16: Watson - operating cost ratio versus peer set, 2006
  • Figure 17: Watson's global branded ethical revenue ($m) and growth rate (%), 2006-10
  • Figure 18: Watson's top five brand products by global sales ($m), 2006
  • Figure 19: Watson-branded products by global sales ($m), 2010
  • Figure 20: Watson-branded drivers and resistors, 2006-10
  • Figure 21: Watson's global sales of key strategic branded products, ($m), 2006-10
  • Figure 22: Launch schedule and sales ($m), 2006-10
  • Figure 23: Core products global sales growth ($m), 2006-10
  • Figure 24: Expiry schedule, US sales ($m), 2006-10
  • Figure 25: Launch, core and expiry, global sales ($m), 2006-10
  • Figure 26: Watson's branded drug growth drivers and resistors by molecule type, sales ($m), 2006-10
  • Figure 27: Watson's top five products, seven major markets sales ($m), 2006
  • Figure 28: Watson's branded sales by therapeutic class, 2006
  • Figure 29: Watson's global generic sales by therapeutic class, 2006
  • Figure 30: Direct competition in the anemia market, 2007
  • Figure 31: Direct competition in the prostate cancer market, 2007
  • Figure 32: Watson's ANDA submissions in the US, 2002-06
  • Figure 33: IMS vs. company-reported ethical sales discrepancy ($m), 2006