| Table of Contents: | ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Executive summary 3
Quarterly news update 3
Company introduction 3
Company sales 4
Company financials 4
Key products and competitors 4
Data sourcing 4
Sales data 4
Analyst consensus 4
Chapter 2 Executive summary 5
Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2002-14 6
Financial performance, 2002-14 7
AstraZeneca: PharmaVitae forecasts at a glance 8
Strategic insight 9
Acquisition of MedImmune 9
Blockbuster-centric growth model 10
Exposure to generic competition to intensify 11
Lack of new product launches damages integrity of blockbuster strategy 12
Cost control essential to retain hope of profit growth 15
Outlook 16
SWOT analysis 17
Strengths 17
Weaknesses 19
Opportunities 21
Threats 23
Table of Contents 25
Table of figures 27
Chapter 3 Quarterly news update 28
Product developments 28
Deals and alliances 29
Product deals 29
Technology deals 31
M&A activity 31
Company announcements 32
Future product milestones 34
Chapter 4 Company introduction 36
Key findings 36
Background 37
M&A history 37
Astra AB and Zeneca Group plc 37
Subsequent M&A activity 38
Abgenix 38
Cambridge Antibody Technology (CAT) 38
KuDOS Pharmaceuticals 38
Arrow Therapeutics 39
MedImmune 39
Albireo 40
M&A strategy 40
Chapter 5 Company sales 43
Key findings 43
Prescription pharmaceutical sales and growth rate analysis, 2002-14 44
Product analysis 45
Product analysis, 2002-08 46
Product analysis, 2008-14 48
Therapy area analysis 52
Geographic analysis 54
Launch/core/expiry analysis 56
Explanation of launch/core/expiry analysis 56
Launch analysis, 2008-14 57
Core analysis, 2008-14 58
Expiry analysis, 2008-14 60
Launch/core/expiry configuration, 2008-14 61
Molecule type analysis 62
Externalization analysis 64
Chapter 6 Company financials 66
Key findings 66
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 67
Operating costs and profit analysis 68
Operating costs and profit analysis, 2002-08 69
Operating cost ratio and profit margin analysis, 2002-08 70
Operating cost ratio and profit margin analysis, 2008-14 71
Operating costs and profit analysis, 2008-14 72
Chapter 7 Key products and competitors 74
Overview 74
Cardiovascular 75
Crestor 75
Overview 75
Sales forecast 76
Product introduction 76
Potential market share gain via CRP label change 76
Competitive landscape 77
Positive impact of Zetia/Vytorin setback 78
Combination product with Abbott - Crestor + TriLipix 78
Brilinta 79
Overview 79
Sales forecast 80
Product introduction 80
Competitive landscape 80
Oncology 82
Arimidex 82
Overview 82
Sales forecast 83
Product introduction 83
Competitive landscape 83
Gastrointestinal 85
Nexium 85
Overview 85
Sales forecast 86
Product introduction 86
Competitive landscape 87
Central Nervous System 88
Seroquel 88
Overview 88
Sales forecast 89
Product introduction 89
Competitive landscape 89
Lifecycle management strategy 90
Respiratory 91
Symbicort 91
Overview 91
Sales forecast 92
Product introduction 92
Competitive landscape 92
Use of SMART concept to differentiate from Seretide/Advair 93
Emergence of new competitors in asthma/COPD market 93
Pulmicort 94
Overview 94
Sales forecast 95
Product introduction 95
Competitive landscape 95
Infectious diseases 97
Numax 97
Overview 97
Sales forecast 98
Product introduction 98
Considerable benefit over Synagis 98
Robust Phase III clinical data 98
Potential delay to US regulatory approval 99
Synagis 100
Overview 100
Sales forecast 101
Product introduction 101
Competitive landscape 101
Endocrinology 102
Onglyza 102
Overview 102
Sales forecast 103
Product introduction 103
Competitive landscape 103
Chapter 8 Appendix 105
R&D pipeline 105
Abbreviations 108
Exchange rates 109
About Datamonitor 110
About Datamonitor Healthcare 110
Datamonitor consulting 110
Disclaimer 112
List of Tables
Table 1: AstraZeneca - PharmaVitae forecasts at a glance 8
Table 2: AstraZeneca key product developments, Q1-Q2 2009 28
Table 3: AstraZeneca product deals and alliances, Q1-Q2 2009 29
Table 4: AstraZeneca technology deals and alliances, Q1-Q2 2009 31
Table 5: AstraZeneca M&A activity, Q1-Q2 2009 31
Table 6: AstraZeneca company announcements, Q1-Q2 2009 32
Table 7: AstraZeneca future product milestones, 2009-11 34
Table 8: AstraZeneca product portfolio overview ($m), 2002-08 46
Table 9: AstraZeneca product portfolio overview ($m), 2008-14 48
Table 10: AstraZeneca prescription pharmaceutical sales by therapy area ($m), 2008-14 53
Table 11: AstraZeneca prescription pharmaceutical sales by geographic region ($m), 2008-14 55
Table 12: AstraZeneca launch portfolio overview ($m), 2008-14 57
Table 13: AstraZeneca core portfolio overview ($m), 2008-14 58
Table 14: AstraZeneca expiry portfolio overview ($m), 2008-14 60
Table 15: AstraZeneca prescription pharmaceutical sales by molecule type ($m), 2008-14 63
Table 16: AstraZeneca prescription pharmaceutical sales by source ($m), 2008-14 65
Table 17: Total AstraZeneca sales by business unit ($m), 2002-08 67
Table 18: AstraZeneca operating revenue/cost analysis ($m), 2002-08 69
Table 19: AstraZeneca operating cost ratio analysis (% of total revenues), 2002-08 70
Table 20: AstraZeneca operating cost ratio analysis (% of total revenues), 2008-14 71
Table 21: AstraZeneca operating revenue/cost analysis ($m), 2008-14 72
Table 22: AstraZeneca Key products overview 74
Table 23: Crestor: overview 75
Table 24: Crestor: sales forecast ($m), 2008-14 76
Table 25: Brilinta: overview 79
Table 26: Brilinta: sales forecast ($m), 2008-14 80
Table 27: Arimidex: overview 82
Table 28: Arimidex: sales forecast ($m), 2008-14 83
Table 29: Nexium: overview 85
Table 30: Nexium: sales forecast ($m), 2008-14 86
Table 31: Seroquel: overview 88
Table 32: Seroquel: sales forecast ($m), 2008-14 89
Table 33: Symbicort: overview 91
Table 34: Symbicort: sales forecast ($m), 2008-14 92
Table 35: Pulmicort: overview 94
Table 36: Pulmicort: sales forecast ($m), 2008-14 95
Table 37: Numax: overview 97
Table 38: Numax: sales forecast ($m), 2008-14 98
Table 39: Synagis: overview 100
Table 40: Synagis: sales forecast ($m), 2008-14 101
Table 41: Onglyza: overview 102
Table 42: Onglyza: sales forecast ($m), 2008-14 103
Table 43: AstraZeneca R&D pipeline (Phase I-Phase III) 105
Table 44: Exchange rates, 2009 109
List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: AstraZeneca prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 6
Figure 3: AstraZeneca's financial performance ($m), 2002-14 7
Figure 4: AstraZeneca prescription pharmaceutical sales growth by portfolio component (blockbusters, rest of portfolio, new launches) ($m), 2002-14 11
Figure 5: AstraZeneca 2008 prescription pharmaceutical sales by global launch year ($m) 13
Figure 6: AstraZeneca absolute change in sales by portfolio component ($m), 2008-14 14
Figure 7: AstraZeneca operating revenue/cost analysis ($m), 2002-14 15
Figure 8: AstraZeneca SWOT analysis 17
Figure 9: AstraZeneca prescription pharmaceutical performance, sales ($m) and gro |
