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시장보고서
Gilead Sciences:
Pipeline * Products * Performance * Potential
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Abstract
Gilead Sciences is a biopharmaceutical company that discovers, develops and
commercialises ethical drugs. This new strategic analysis report provides a
complete and critical review of the company and includes unique and
independent assessments and forecasts of key products.
Gilead' s HIV product portfolio remains its strongest asset, generating 81.2
per cent of total company sales in 2008. Atripla and Truvada are expected have
combined sales approaching US$5 billion by 2013, and will remain the main
growth drivers for the company in the foreseeable future. Beyond the HIV
portfolio, AmBisome and Hepsera remain important products for Gilead and are
forecast to contribute strongly to sales. In addition, the acquisition of
Myogen has provided Gilead with exclusive rights to Letairis, which was
launched for pulmonary hypertension in the US and Europe in 2007 and 2008
respectively. Initial sales of Letairis have been promising, further
validating Gilead' s move into non-virology fields. Viread is the only major
product forecast to experience declining sales, and this can be attributed to
cannibalisation effects caused by the success of Atripla and Truvada. Seeking
to maximise the value of Viread, Gilead is looking to launch the product for
the treatment of hepatitis B. The acquisition of Raylo Chemicals and Nycomed' s
Irish subsidiary provides Gilead with the manufacturing facilities and
infrastructure to meet growing demand for all its products, especially the new
HIV combination drugs.
It would seem Gilead' s gamble seems justifiable, with the acquisitions
providing the company with the tools for long-term growth. One remaining
significant threat to this growth is Gilead' s reliance on its key agreements
with other pharmaceutical companies. In 2007, royalty and contract revenue
accounted for 11.8 per cent of company revenue, and much of this can be
attributed to improved sales of Tamiflu by Roche. This contribution has been
reduced to 4.7 per cent of company revenue in fiscal 2008 due to lower demand
for Tamiflu. Further declines are anticipated. Furthermore. Atripla has
already been cited as a key product for future growth, however, its success
will depend on the working relationship between Bristol-Myers Squibb, Merck &
Co and Gilead, who are working in a three-way joint venture centred on the
marketing of this product.
This new strategic analysis report Gilead Sciences: Pipeline " Products "
Performance " Potential, provides a complete and critical review of the
company and includes unique and independent assessments and forecasts of key
products. Buyers of the web edition receive online access for one year via an
easy-to-use interface with fast navigation and a full text search facility.
All formats are the same price.
Table of Contents
Contents
EXECUTIVE SUMMARY
- Introduction
- Current Financial Position
- Company Performance
- Business Segment Performance
- Geographic Segment Performance
- Company Strategy
- Mergers, Acquisitions and Divestitures
- Product Performance Forecasts
- Pipeline Analysis
- Conclusions/Outlook
THERAPEUTIC AREA FOCUS
R&D PIPELINE
ANTIVIRAL
- Marketed Products
- HIV
- Atripla
- Truvada
- Viread
- Others
- Hepatitis
- R&D Projects
- HIV
- Elvitegravir (GS 9137)
- GS 9350
- Hepatitis
- Discontinued R&D Projects
- Growth Forecast
OTHERS
- Marketed Products
- AmBisome
- Letairis/Volibris
- Others
- R&D Projects
- Aztreonam lysine
- Cicletanine
- Darusentan
- GS 9219
- GS 9310/11
- GS 9411
- Growth Forecast
APPENDI X 1 - FINANCIAL PERFORMANCE
APPENDI X 2 - KEY CORPORATE EVEN TS
- 4AZA Bioscience
- Achillion Pharmaceuticals
- Anadys Pharmaceuticals
- Aspen Pharmacare
- Astellas Pharma
- Bristol-Myers Squibb
- Chimerix
- Dainippon Sumitomo Pharma
- Diatos
- Emory University/Royalty Pharma
- Gladstone Institute of Virology and
- Immunology
- GlaxoSmithKline
- Graceway Pharmaceuticals
- International Partnership for Microbicides/
- CONRAD
- Japan Tobacco
- Johnson & Johnson
- LG Life Sciences Ltd
- Merck & Co
- Monogram Biosciences
- Novartis
- Parion Sciences Inc
- Roche
APPENDI X 4 - IN FRASTRUCTURE
- Research and Development Facilities
- Manufacturing Facilities
APPENDI X 5 - KEY PHARMACE UTICAL SUBSIDIA RIE S / JOIN T VEN TURES
- Subsidiaries
- Joint Ventures
APPENDI X 6 - PRODUCT INDE X
Index of Tables
- Principal Operating Results
- R&D Expenses by Function
- Sales By Destination
- Recent Product Approvals
- Major Products, Therapeutic Areas and Sales
- Major HIV Products, 2008
- Major Hepatitis Products, 2008
- Major Other Area Products, 2008
- Full Year Results 2008
Index of Charts
- R&D Expenses by Function, 2008
- Sales By Destination
- Top Selling Products, 2008
- Atripla Sales (2003A-2013E)
- Truvada Sales (2003A-2013E)
- Viread Sales (2003A-2013E)
- Hepsera Sales (2003A-2013E)
- GS 9137 Sales (2009A-2013E)
- HIV Product Portfolio Forecast (2006A-2011E)
- AmBisome Sales (2002A-2012E)
- Letairis Sales (2003-2013)
- Aztreonam Sales (2009E-2012E)
- Darusentan Sales (2009E-2013E)
- Sales, Costs and Operating Income
- Profitability and Research Ratios
- R&D Expenditure and Capital Expenditure
- Current Assets, Liabilities and Ratio
- Assets, Cash and Liquidity
- Employees and Productivity
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