瑞典藥品市場前景及投資研究報告-培訓課件外文版2024.5

INDUSTRIES

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MARKETSPharmaceuticalmarketinSwedenCHAPTER

01OverviewSalesvalueofpharmaceuticalsinSwedenfrom2013to2022(inmillionSEK)SalesvalueofpharmaceuticalsinSweden2013-202260,00050,00040,00054,27950,23848,70546,41643,14738,35436,98134,60232,84531,46530,00020,00010,000020132014201520162017201820192020202120223Description:ThetotalsalesvalueofpharmaceuticalsinSwedengreweachyearduringtheperiodfrom2013to2022.Thesalesvaluewasaround31.5billionSwedishkronerin2013andincreasedsteadilytoaround54.3billionuntil2022.

ReadmoreNote(s):Sweden;2013to2022;pharmacypurchasingprices,incl.vetSource(s):IQVIA;L?kemedelsindustrif?reningenLeading10pharmaceuticalcompaniesinSwedenbysalesin2022(inmillionSEK)ToppharmaceuticalcompaniesinSwedenbysales2022SalesinmillionSEK1,50005001,0002,0002,5003,0003,5003,3464,000Janssen-Cilag(Johnson&Johnson)Bristol-MyersSquibbOrifarm2,7492,345Takeda2,132Merck,Sharp&DohmeNovartis1,7941,6361,4711,3851,2871,263TevaBayerBoehringerIngelheimRoche4Description:ThisstatisticshowstheleadingpharmaceuticalcompaniesinSwedenin2022,bysales.ThecompanywiththehighestpharmarevenueinSwedenwasJohnson&Johnson'ssubsidiaryJanssen-Cilag,generating3.35billionSwedishkronor.SecondrankedwasBristol-MyersSquibb,amountingtosalesof2.75billionSwedishkronor.ReadmoreNote(s):Sweden;2022Source(s):Bonnier(BonnierPharmaInsights);Website(svenskfarmaci.se)PharmacymarketrevenueinSwedenfrom2013to2022(inbillionSEK)RevenueofpharmacymarketinSweden2013-20226054.151.55048.25040302010045.641.540.238.235.634.120132014201520162017201820192020202120225Description:ThetotalrevenueofthepharmacymarketinSwedenincreasedannuallyfrom2013to2022.Itwentfrom34.1billionSwedishkronorin2013,uptoover54billionSwedishkronorin2022.AlmostthreequartersofpharmacysalesinSwedenisgeneratedthroughprescriptiondrugs.ReadmoreNote(s):SwedenSource(s):Tandv?rds-ochl?kemedelsf?rm?nsverketPharmacyrevenueshareinSwedenin2022,bytypeofproductPharmacyrevenueshareinSweden2022,bytypeofproduct80%72%70%60%50%40%30%19.2%20%10%0%8.8%PrescriptionpharmaceuticalsSelf-medication(OTC)Othergoodsandservices6Description:ThelargestshareofpharmacyrevenuesinSwedenin2022wasgeneratedbyprescriptionpharmaceuticals,whichaccountedfor72percent.Othergoodsandservicesgeneratedthesecondlargestsharewitharound19percent,andOTCpharmaceuticalsforself-medicationgeneratedovereightpercent.ReadmoreNote(s):Sweden;2022Source(s):SverigesApoteksf?reningNumberofpharmaciesinSwedenfrom2010to2022NumberofpharmaciesinSweden2010-20221,6001,4331,4211,4261,4111,4111,4071,3911,3581,4001,2001,00080060040020001,3271,3031,2741,2421,12220102011201220132014201520162017201820192020202120227Description:ThenumberofpharmaciesinSwedenincreasedeachyearduringtheperiodfrom2010to2022.Thenumberdecreasedbyfourin2022comparedtothepreviousyear.Thehighestnumberintheobservedperiodwasreachedin2020with1,433physicaloutpatientpharmaciesinthecountry.ReadmoreNote(s):Sweden;2010to2022;referstonumberofphysicaloutpatientpharmaciesSource(s):eH?lsomyndigheten;SverigesApoteksf?reningCHAPTER

02ProductsandtypesLeading10drugsbysalesinSwedenin2022(inmillionSEK)TopdrugsbysalesinSweden202SalesvalueinmillionSEK02004006008001,0001,2001,4001,6001,800EliquisDarzalexEylea1,6691,2661,243KeytrudaOpdivoOzempicStelaraElvanseXtandi1,150677671619565546513Entyvio9Description:ThedrugwiththehighestsalesvalueinSwedenin2022wasanticoagulantEliquis.Thisproductgeneratedsalesofaround1.67billionSwedishkronor.ThethirdhighestsalesvaluewasgeneratedbyEylea.

ReadmoreNote(s):Sweden;2022Source(s):IQVIA;L?kemedelsindustrif?reningenLeadingpharmaceuticalclassesinSwedenin2022,bysalesvalue(inmillionSEK)LargestpharmaceuticalclassesinSweden2022,bysalesvalueSalesvalueinmillionSEK3,000

4,00001,0002,0005,0006,0007,0008,0009,0008,97510,000AntineoplasticagentsImmunosuppressantsDrugsusedindiabetesAntithromboticagentsVaccines6,1303,0982,9892,1831,9101,8871,6291,6111,342OphthalmologicalsDrugsforobstrructiveairwaydiseasesPsychoanalepticsAnalgeticsAntihemorrhagics10Description:ThepharmaceuticalclasswiththehighestsalesvalueinSwedenin2022wastheclassofantineoplasticagents.ThisgrouphadasalesvalueofaroundninebillionSwedishkronor.Thesecondhighestsalesvaluewasgeneratedbyimmunosuppressants,amountingtoaround6.1billionSwedishkronor.ReadmoreNote(s):Sweden;2022Source(s):IQVIA;L?kemedelsindustrif?reningenLeading20pharmaceuticalprescriptionsinSwedenin2022,bytypeofdrug(inmillions)NumberofpharmaceuticalprescriptionsinSwedenbydrugtype2022Numberofprescriptionsinmillions0510152025AntihypertensivedrugsAnalgesics,opioidsnotincludedAntidepressants22.278.748.057.82Antihypertensivedrugswitheffectontherenin-angiotensinsystemAnticoagulants6.566.42LipidloweringdrugsBeta-receptorblockingdrugs6.085.845.555.074.84.694.34Statinsincl.combinationsAntidiabeticdrugsHypnoticsandsedativesGastric-acidinhibitorsandantacidaAngiotensinIIreceptorblockers(ARB),incl.combinationsAntidiabeticdrugs,insulinsexcluded11Description:InSweden,themostprescriptionsin2022werefilledformedicationsagainsthighbloodpressure,whichamountedtoanumberof22.3million.Antihypertensivedrugswitheffectontherenin-angiotensinsystemarenotincludedinthisnumber,butrepresentagroupofitsown.ThisstatisticshowsthenumberofprescriptionsofthemostcommondruggroupsinSwedenduring2022.ReadmoreNote(s):SwedenSource(s):SocialstyrelsenSalesvalueofgenericpharmaceuticalsinSwedenfrom2013to2022(inmillionSEK)SalesvalueofgenericpharmaceuticalsinSweden2013-202214,00012,00010,00012,53811,39711,40410,0728,2357,5978,0006,7446,2216,0004,0002,00005,4975,0332013201420152016201720182019*2020*2021*2022*12Description:ThesalesvalueofgenericpharmaceuticalsinSwedenincreasedsteadilyduringtheperiodfrom2013to2022.ThesalesvaluewasaroundfivebillionSwedishkronorin2013,andhadincreasedtoaround12.5billionSwedishkronorin2022.

ReadmoreNote(s):Sweden;2013to2022;*Calculatedbasedongivenfigures.ReadmoreSource(s):IQVIA;L?kemedelsindustrif?reningenCHAPTER

03ExpenditureExpenditureonnonprescriptionpharmaceuticalsinSwedenfrom2009to2022(inbillionSEK)ExpenditureonnonprescriptionpharmaceuticalsinSweden2009-2022655.244.944.794.764.674.694.64.374.133.993.84432103.683.623.322009201020112012201320142015201620172018201920202021202214/statistics/955225/expenditure-on-nonprescription-pharmaceuticals-in-swedenTheexpenditureonnonprescriptionpharmaceuticalsinSwedenincreasedannuallyduringtheperiodfrom2009to2022.Theexpenditurereachedavalueofaround5.2billionSwedishkronorin2022,aslightincreasecomparedtothepreviousyear.

ReadmoreNote(s):Sweden;2009to2022Source(s):eH?lsomyndigheten;SocialstyrelsenPercapitaexpenditureonsubsidizedpharmaceuticalsinSwedenfrom2010to2022(inSEK)PercapitaexpenditureonsubsidizedpharmaceuticalsinSweden2010-20223,5003,0002,5002,8862,7112,6222,4082,3732,2632,2392,2422,2592,1572,1152,0522,0652,0001,5001,0005000201020112012201320142015201620172018201920202021202215Description:ThepercapitaexpenditureonsubsidizedpharmaceuticalsinSwedenincreasedeveryyearsince2013,whenitamountedto2,052Swedishkronorpercapita.In2022,theexpenditurehadincreasedto2,886Swedishkronorpercapita.

ReadmoreNote(s):Sweden;2010to2022Source(s):SverigeskommunerochregionerExpenditureonprescriptionpharmaceuticalsinSwedenfrom2009to2022(inbillionSEK)ExpenditureonprescriptionpharmaceuticalsinSweden2009-20224540353039.937.536.935.233.630.429.628.326.425.925.425.525.325.325201510502009201020112012201320142015201620172018201920202021202216Description:TheexpenditureonprescriptionpharmaceuticalsinSwedenshowedastablegrowthsince2014,whenbeforethatthelevelwasquitestagnant.In2022,theexpenditureonprescriptionpharmaceuticalsinSwedenreachedavalueofaround40billionSwedishkronor.ReadmoreNote(s):Sweden;2009to2022Source(s):eH?lsomyndigheten;SocialstyrelsenTotalexpenditureonpharmaceuticalsinSwedenfrom2009to2022(inbillionSEK)ExpenditureonpharmaceuticalsinSweden2009-202270605057.753.852.450.547.843.742.340.537.840302010036.73636.136.335.42009201020112012201320142015201620172018201920202021202217/statistics/955235/expenditure-on-pharmaceuticals-in-swedenThetotalexpenditureonpharmaceuticalsinSwedengreweachyearsince2013.Theamountwasrelativelystableduringthepreviousfouryears,butgrewfromaround36.3billionSwedishkronerin2013,uptonearly58billionSwedishkronerin2022.ReadmoreNote(s):Sweden;2009to2022Source(s):eH?lsomyndigheten;SocialstyrelsenCHAPTER

04PharmaciesMarketshareofpharmaciesinSwedenin2021and2022MarketshareofpharmaciesinSweden2021-20222021202230%25%20%15%10%5%28%27.8%27.8%27.3%22.6%22.2%13.6%13.4%5.4%5.4%3.2%3.3%0%ApoteketABApotekHj?rtatKronansApotekApoteksgruppenLloydsApotekOthers19Description:Until2009,thestate-ownedcompanyApoteketABhadamonopolyonsellingpharmaceuticalsinSweden.Afteradecisiontoliftthemonopolyinthatsameyear,themarketopenedforotheractors.Despitethemove,asof2022,ApoteketABstillhadthelargestsinglemarketsharewith27.8percent.However,ApotekHj?rtathadexactlythesamemarketshare,basedonnumberofpharmacies.

ReadmoreNote(s):Sweden;2021and2022;incl.onlypharmacieswithmorethan10physicalshopsSource(s):eH?lsomyndigheten;Tandv?rds-ochl?kemedelsf?rm?nsverketMarketshareofApoteketABinSwedenfrom2015to2022MarketshareofApoteketAB2015-202235%29.3%30%25%20%15%10%5%28%28%28%28%28%27.8%27.6%0%2015201620172018201920202021202220Description:Until2009,thestate-ownedpharmacyApoteketABhadmonopolyonpharmaceuticalsalesinSweden.In2015,thecompanyhadamarketshareofover29percent.Themarketsharedecreasedfurtherbutstoodstableataround28percentduringthelastsevenyears.ReadmoreNote(s):SwedenSource(s):eH?lsomyndigheten;Tandv?rds-ochl?kemedelsf?rm?nsverketMarketshareofKronansApotekinSwedenfrom2015to2022MarketshareofKronansApotekinSweden2015-202230%24.3%25%20%15%10%5%23%23.1%23.2%23.1%22.6%22.6%22.2%0%2015201620172018201920202021202221Description:ThemarketshareofthepharmacygroupKronansApotekinSwedenwasover24percentin2015,butthendecreasedtoaround23percentuntil2019,andthentoaround22percentuntil2022.ThisstatisticshowsthemarketshareofKronansApotekinSwedenfrom2015to2022.ReadmoreNote(s):SwedenSource(s):eH?lsomyndigheten;Tandv?rds-ochl?kemedelsf?rm?nsverketMarketshareofApotekHj?rtatinSwedenfrom2015to2022MarketshareofApotekHj?rtatinSweden2015-202230%28.3%27.8%27.3%27.3%27.2%27.4%27.3%24.8%25%20%15%10%5%0%2015201620172018201920202021202222/statistics/953830/market-share-of-apotek-hjaertat-in-swedenThemarketshareofSwedishpharmacyApotekHj?rtatfluctuatedduringtheperiodfrom2015to2022,withthehighestmarketshareofover28percentreportedfor2016.ThepharmacymarketinSwedenwasunderamonopolyofApoteketABuntil2009.ReadmoreNote(s):SwedenSource(s):eH?lsomyndigheten;Tandv?rds-ochl?kemedelsf?rm?nsverketNumberofpharmacyactorsinSwedenfrom2013to2022NumberofpharmacyactorsinSweden2013-202245423940353025201510538373636323225180201320142015201620172018201920202021202223Description:ThenumberofpharmacyactorsinSwedengenerallyincreasedduringtheperiodfrom2013to2021.Therewere42independentpharmacyactorsin2022,whichwasthehighestnumberwithinthegivenperiod.

ReadmoreNote(s):SwedenSource(s):eH?lsomyndigheten;Tandv?rds-ochl?kemedelsf?rm?nsverketNumberofoutpatientpharmaciesinSwedenin2022,byownerNumberofoutpatientpharmaciesinSweden2022,byowner60050850039039040030020010007144KronansApotek*ApoteketABApotekHj?rtatICADozApotek**Otheroperators24Description:ThepharmacyoperatorKronansApotekhadthehighestnumberofpharmaciesinSwedenin2022.Theowneroperated508pharmacies,whilethesecondlargestactors,ApotekHj?rtatICAandApoteketAB,operated390pharmacieseach.

ReadmoreNote(s):Sweden;2022;*PreviouslycalledKronansDroghandel,whichin2022mergedwithApoteksgruppenandisowned50%eachbyEuroapothecaandOriola.**PreviouslycalledLloydsapotek.

ReadmoreSource(s):eH?lsomyndigheten;SverigesApoteksf?reningCHAPTER

05DistributionchannelsPharmacysalesshareinSwedenfrom2016to2022,bytypeofpharmacyPharmacysalesshareSwedenbyphysicalvsonline2016-2022Physicalpharmacies8.2%Onlinepharmacies10.7%100%90%80%70%60%50%40%30%20%10%0%4.3%6.5%16.3%18.9%19.5%95.7%93.5%91.8%89.3%83.7%202081.1%202180.5%2022201620172018201926Description:Theshareofpharmacysalesfromonlinepharmaciesincreasedsteadilyintheprovidedtimeperiod.Duringthesameperiod,theshareofsalesfromphysicalpharmaciesdecreasedfromsome96toaround80percent.Theonlineshareincreasedsignificantly,especiallydrivenbytheimpactofthecoronaviruspandemicin2020and2021.ReadmoreNote(s):SwedenSource(s):SverigesApoteksf?rening;Tandv?rds-ochl?kemedelsf?rm?nsverketPharmacysalesshareinSwedenin2022,bytypeofpharmacyandproductPharmacysalesshareSwedenbyproductandpharmacytype2022PhysicalpharmaciesOnlinepharmacies77.5%80%70%60%50%40%30%20%10%0%49.5%41.4%13.8%8.7%9.1%PrescriptiondrugsNon-prescriptiondrugsMerchandise27Description:In2022,overthreequartersofrevenuesofphysicalpharmaciesinSwedenweregeneratedthroughsalesofprescriptiondrugs.Inthesameyear,onlinepharmaciesgeneratedaroundhalfoftheirrevenuesthroughprescribedmedication.ThisstatisticshowsthepharmacysalesdistributioninSwedenin2022,bytypeofpharmacyandproduct.ReadmoreNote(s):SwedenSource(s):SverigesApoteksf?rening;Tandv?rds-ochl?kemedelsf?rm?nsverketDistributionofpharmacyretailsalesvolumeinSwedenin2022,bysegmentDistributionofpharmacyretailsalesvolumeinSweden2022,bysegment50%45.2%45%40%35%30%25%20%15%10%5%31.5%23.3%0%CommercialgoodsandservicesOTCmedicinesPrescriptionmedicines28Descr