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PharmSource : 바이오테크놀러지 기업/제약 기업의 자본지출액(CapEx) 동향

PharmSource - Bio/Pharma CapEx Trends - 2019 Edition

리서치사 GlobalData
발행일 2019년 12월 상품 코드 923366
페이지 정보 영문 32 Pages
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PharmSource : 바이오테크놀러지 기업/제약 기업의 자본지출액(CapEx) 동향 PharmSource - Bio/Pharma CapEx Trends - 2019 Edition
발행일 : 2019년 12월 페이지 정보 : 영문 32 Pages

본 상품은 영문 자료로 한글과 영문목차에 불일치하는 내용이 있을 경우 영문을 우선합니다. 정확한 검토를 위해 영문목차를 참고해주시기 바랍니다.

상장이 끝난 제약 기업의 자본지출액은 2014-2018년간 4.7%의 연평균 복합 성장률(CAGR)로 증가할 전망입니다.

세계 바이오테크놀러지/의약품 시장의 자본지출액 동향 전망에 대해 분석했으며, 전체적인 자본지출액 추이와 전망, 지역별·내용별 상세 동향, 향후 시장의 성장 가능성(잠재적인 시장 규모와 성장률 등) 등의 정보를 정리하여 전해드립니다.

제1장 목차

제2장 표 리스트

제3장 그림 리스트

제4장 주요 요약

제5장 서론

제6장 자본지출액(CapEx) 개요

  • 초대형 기업
  • 대규모 기업
  • 중규모 기업
  • 소규모 기업

제7장 자본지출액 : 본사 소재지별

제8장 자본지출액 : 다른 재무지표와의 비교 분석

제9장 자본지출액의 특징 - 무엇이 건설중인가?

제10장 결론

제11장 부록

LSH 20.02.19

List of Tables

  • Table 1: Composition of Bio/Pharma Companies, 2018
  • Table 2: Analysis of Identified CapEx Projects with 2018 Completion or Later
  • Table 3: Location of Identified CapEx Projects
  • Table 4: CapEx Projects Completed 2016-2018
  • Table 5: CapEx Projects Completed 2019 or Later

List of Figures

  • Figure 1: CapEx by Company Market Cap, 2018
  • Figure 2: Comparison of CapEx Change to Revenue Change, 2014-2018
  • Figure 3: CapEx Trends at Bio/Pharma Companies, 2014-2018
  • Figure 4: CapEx Trends at Bio/Pharma Companies 2014-2018 Compared to Base Year 2014
  • Figure 5: CapEx Spend and Growth Rate for Mega Cap Companies
  • Figure 6: Total CapEx Spend by Company HQ Location
  • Figure 7: CapEx as a Proportion of Revenue by Country
  • Figure 8: Mid Cap CapEx as a Proportion of Revenue by Country
  • Figure 9: Cash Spent on Dividends, Share Repurchase, and CapEx by Mega Cap Companies (excluding Roche), 2014-2018
  • Figure 10: Capital Expenditure for Leading Public CDMOs, 2018
  • Figure 11: Companies with the Highest Number of Projects Completed, 2019-2025

Capital Expenditure (CapEx) compound annual growth rate (CAGR) of public pharma companies increased by 4.7% between 2014 and 2018, with mega or large cap collectively accounting for approximately 75% of the total 2018 Capital Expenditure (CapEx) spending despite accounting for less than 5% of the companies analyzed. Moreover, five mega cap bio/pharma companies accounted for 27% of the Capital Expenditure (CapEx) in 2018. These findings highlight exactly why contract manufacturing organizations (CMOs) find it hard to improve the outsourcing rates from mega or large pharma companies, which often invest in their own manufacturing capabilities/facilities rather than choosing to outsource.

The general trajectory is that Capital Expenditure (CapEx) is rising for all of the different market cap categories with the mega cap group's expenditure rising the fastest. The largest public pharma companies have had their individual Capital Expenditure (CapEx) projects detailed since a completion date of 2016. In recent years, the largest public companies have heavily invested in biologic and injectable capabilities. The increasing amount of large pharma Capital Expenditure (CapEx) projects involving both active pharmaceutical ingredient (API) biologics (protein and peptide) and injectable manufacturing is influenced both by the shift of the drugs pipeline to biologics and to the lucrative nature of biologic and high-potency injectable sales.

The continuously rising overall Capital Expenditure (CapEx) across different market cap groups reflects the technological shift that the drug industry has been undergoing toward more complex drug production, from small molecule products to biologics. An increasing number of high-potency drugs are being trialed for oncology, and solubility technologies are more frequently needed for poorly soluble APIs. Even with their relatively modest levels of Capital Expenditure (CapEx), CMOs can continue to play a critical role in the bio/pharmaceutical industry, even for the mega cap pharma companies. Often, a CMO's investments will be in the form of mergers and acquisitions (M&A) rather than Capital Expenditure (CapEx), because these contract service providers have a tendency to buy already-existing facilities from other CMOs or pharma companies rather than constructing new facilities.

Dual sourcing, where a product is both manufactured in-house and outsourced, has become a key part of the manufacturing strategy for many larger pharma companies as a way to manage supply chain risk and financial risk. Understanding why large pharma outsource their production for strategic reasons rather than out of necessity and adjusting contract manufacturing. Capital Expenditure (CapEx) can potentially yield manufacturing relationships for CMOs with lucrative pharma companies.

The latest report, "Bio/Pharma CapEx Trends - 2019 Edition", characterizes pharma companies Capital Expenditure (CapEx) through a number of quantitative dimensions, including by company market cap, growth rate, compared to their revenue growth, by company headquarter geography, and also characterizes the manufacturing services being gained or enhanced by Capital Expenditure (CapEx) projects.

Scope

This 32-page report gives an important expert quantitative analysis on the capital expenditure. Findings are based on the GlobalData's Financial Analytics tool, financials have been analyzed for 1,345 pharma companies. The 5 tables and 11 figures throughout the report illustrate major points and trends. This report is required reading for -

  • CMO executives and strategic decision-makers: improves understanding of the dose CMO industry and a critical input for strategic planning efforts.
  • Sourcing and procurement executives in bio/pharmaceutical companies: improving understanding of crucial components of the supply base that will provide insights for supplier selection and management.
  • Suppliers of capital components

Reasons to buy

  • How are trends in CapEx related to company revenue?
  • What has been the CapEx growth trends between 2014-2018?
  • How do trends in CapEx vary by company market cap?
  • How do CapEx trend change by company HQ location?
  • What is the CapEx for leading public CDMOs?
  • Which pharma companies have the highest number of CapEx projects?
  • What CapEx projects were completed 2016-2018 or have a projected completion for 2019-2025 and which manufacturing services and facility locations are involved?

1. Table of Contents

1. Table of Contents

2. List of Tables

3. List of Figures

4. Executive Summary

5. Introduction

6. CapEx Overview

  • 6.1. Mega Cap
  • 6.2. Large Cap
  • 6.3. Mid Cap
  • 6.4. Small Cap

7. CapEx by Company Headquarter Location

8. CapEx Relative to Other Financial Indicators

9. Nature of Capital Expenditure - What Is Being Built?

10. What it Means

11. Appendix

  • 11.1. Methodology for Dataset Creation
  • 11.2. CapEx Project Tables
  • 11.3. Key Opinion Leaders
  • 11.4. Bibliography
  • 11.5. About the Authors
  • 11.6. Contact Us
  • 11.7. Disclaimer
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