全球頂級藥物市場前景及投資研究報告-培訓(xùn)課件外文版2024.5

INDUSTRIES

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MARKETSToppharmaceuticaldrugsCHAPTER

01GlobaloverviewRevenueoftheworldwidepharmaceuticalmarketfrom2001to2022(inbillionU.S.dollars)Pharmaceuticalmarket:worldwiderevenue2001-20221,6001,4001,2001,0001,4821,4501,3121,2781,204.81,135.11,115.71,073.11,063.6993.8963.2

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20223Description:Theglobalpharmaceuticalmarkethasexperiencedsignificantgrowthinrecentyears.For2022,thetotalglobalpharmaceuticalmarketwasestimatedat1.48trillionU.S.dollars.Thisisaonlyaslightincreasefrom2021whenthemarketwasvaluedat1.42trillionU.S.dollars.Thepharmaceuticalmarketplaysakeyroleinhowpeoplegetmedicationsandwhatpeoplepayformedication.However,somemarketsarebetterforpharmaceuticalcompaniesthanothers.

ReadmoreNote(s):WorldwideSource(s):IQVIALeading50globalpharmaceuticalcompaniesbyprescriptionsalesandR&Dspendingin2022(inbillionU.S.dollars)Top50pharmaceuticalcompanies-RxsalesandR&Dspending2022Sales/spendinginbillionU.S.dollarsResearchanddevelopmentspending20

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6001070809010012.38Pfizer(U.S.)AbbVie(U.S.)91.36.4456.1814.14Johnson&Johnson(U.S.)Novartis(Switzerland)Merck&Co.(U.S.)Roche(Switzerland)BristolMyersSquibb(U.S.)AstraZeneca(UK)Sanofi(France)50.179.0950.0849.6311.8414.7847.9145.4210.029.57.166.344.74.974340.3538.25GSK(UK)Takeda(Japan)GileadSciences(U.S.)29.6926.624Description:Thetop50pharmaceuticalcompaniesbyprescriptionsalesin2022-andtheirresearchanddevelopment(R&D)spending-includedbignamessuchasPfizer,Novartis,andAbbVie.Duringthatyear,Pfizer'sRxsaleswereapproximately91billiondollars.Thus,theAmericanpharmagiantwasboththelargestpharmaceuticalcompanybasedonpurepharmarevenueworldwideandthethirdrankedpharmaceuticalcompanybasedonR&Dspending.Pfizerspent12.38billionU.S.dollarson[...]

ReadmoreNote(s):WorldwideSource(s):Evaluate(EvaluatePharma);PharmaceuticalExecutive;Varioussources(companydata)Projectedtop10pharmaceuticalproductsworldwidebasedonlifetimesalesasof2026(inbillionU.S.dollars)Topglobalbiopharmadrugsbylifetimesalesupto2026LifetimesalesfromlaunchinbillionU.S.dollars2021

2026*150050100200250300Humira(2003)Keytruda(2015)Lipitor(1997)Enbrel(1998)Remicade(1998)Revlimid(2005)Rituxan(1997)Advair(1988)Epogen(1988)Comirnaty(2020)5Description:Lipitor,whichwasintroducedbyPfizerbackin1997,isexpectedtobethedrugwiththethirdhighestlifetimesalesasof2026.Until2021,thecholesterol-loweringdrugaggregatedlifetimesalesofover163billionU.S.dollars,whichisexpectedtoincreaseforsome5.5billiondollarsuntil2026.ReadmoreNote(s):Worldwide;asofFebruary2022;*Projected.ReadmoreSource(s):Evaluate;FiercePharmaCHAPTER

02Topcompanies'topproductsPfizer'stop10productsbasedonrevenuein2022(inmillionU.S.dollars)Pfizer'stopproductsbasedonrevenue2022RevenueinmillionU.S.dollars05,00010,00015,00020,00025,00030,00035,00040,00037,806Comirnaty*Paxlovid18,933Eliquis*6,4806,337PrevnarfamilyIbrance5,120Vyndaqel/Vyndamax2,4471,7961,198XeljanzXtandiInlyta1,0031,003Enbrel(outsidetheU.S.andCanada)7Description:ThegraphdepictsPfizer'stop10productsbasedonrevenuein2022.PfizerInc.isamultinationalpharmaceuticalcorporation.ThecompanyisheadquarteredinMidtownManhattan,NewYorkCity.In2022,Pfizer'stopproductwasCOVID-19vaccineComirnaty,generating37.8billionU.S.dollarsinalliancerevenuesanddirectsales.ReadmoreNote(s):Worldwide;*Alliancerevenuesanddirectsales.ReadmoreSource(s):PfizerAbbVie'skeyproductrevenuesin2021and2022(inmillionU.S.dollars)AbbVie'skeyproductrevenues2021-2022RevenueinmillionU.S.dollars2022202105,00010,00015,00020,00025,00021,23720,694HumiraSkyrizi5,1654,5682,939Imbruvica5,4082,7192,451BotoxTherapeutic*BotoxCosmetic*Rinvoq2,6152,2322,5221,6512,0381,7282,0091,8201,5411,7101,4281,535VraylarVenclextaMavyretJuvedermCollection*8Description:AbbVieisaninternationalpharmaceuticalcompanywithamultitudeofpharmaceuticalproductsavailable.In2022,onceagain,thecompany`stoprevenuegeneratingdrugwasHumira.Duringthatyear,Humirageneratedabout21.2billionU.S.dollarsinrevenueforAbbVie.HumiraisusedtotreatseveraltypesofautoimmunediseasesincludingcertaintypesofarthritisandCrohn`sdisease.ThesecondhighestrevenuegeneratingdrugforthecompanywasSkyrizi,thoughitgenerated[...]

ReadmoreNote(s):Worldwide;2021and2022Source(s):AbbVieSalesofJohnson&Johnson'stoppharmaceuticalproductsfrom2020to2022(inmillionU.S.dollars)SalesofJohnson&Johnson'spharmaceuticalproducts2020-2022Pharmaceutical

productStelara2020770741903653412813472345374722432021913460234022436921272438319022762385208320229723797741403784266824732343218421791943DarzalexInvega(Sustenna/Xeplon)ImbruvicaTremfyaXareltoRemicadeSimponi/SimponiAriaCOVID-19vaccinePrezista21849Description:JohnsonandJohnsonisamajorinternationalpharmaceuticalcompany.In2022,amongitstoppharmaceuticaldrugswasRemicadewhichearnedsome2.3billionU.S.dollarsinsalesforthecompany.RemicadeisadrugusedinthetreatmentofCrohn`sdiseaseandulcerativecolitis.ThehighestrevenuegeneratingdrugatthattimewasStelarawhichgenerated9.7billionU.S.dollarsinrevenueforthecompany.ReadmoreNote(s):WorldwideSource(s):Johnson&JohnsonNovartisAG'stop10drugsbasedonrevenuein2022(inmillionU.S.dollars)Novartis'topdrugsbasedonrevenue2022RevenueinmillionU.S.dollarsCosentyxEntresto4,7884,644Promacta/RevoladeGilenya2,0882,013Tasigna1,923Lucentis1,874Tafinlar+MekinistJakavi1,7701,561Xolair1,3651,238Sandostatin10Description:MultiplesclerosisdrugGilenyawasNovartis`fourthbest-sellingpharmaceuticalduring2022,withatotalrevenueofaroundtwobillionU.S.dollarsworldwide.Forseveralyears,cancerdrugGleevec(glivec)wasthecompany`sblockbusterdrug,untilitwentgenericin2016facingasignificantsalesdecrease.However,Novartisisoneofthebigpharmacompanieswiththelowestshareofitstop3productsrelatedtototalsales.Thisbroadly-basedrevenuemakesitlessvulnerabletorevenuelosses[...]

ReadmoreNote(s):WorldwideSource(s):NovartisTopsellingproductsofMerck&Co.basedonrevenuein2022(inmillionU.S.dollars)Merck&Co.'stop-sellingdrugs2022RevenueinmillionU.S.dollars10,00005,00015,00020,00025,000KeytrudaGardasil20,9376,897Lagevrio5,684Januvia2,8132,2411,7001,6851,116876783ProQuad*JanumetBridionLynparza(alliancerevenue)Lenvima(alliancerevenue)RotaTeq11Description:KeytrudaisnotonlyMerck&Co.`stopproductbutalsooneofthebest-sellingdrugsworldwide,generatingsome20.9billionU.S.dollarsinrevenueduring2022.Thecancerdrugwiththegenericnamepembrolizumabincreaseditsrevenuesforsome3.7billionU.S.dollarscomparedto2021.AnotherofMerck`stoprankedpharmaceuticalsbasedonrevenueisJanuvia,adrugusedtotreattype2diabetes.OncologyanddiabetesaretwomajorfocusareasofMerck&Co.

ReadmoreNote(s):Worldwide;*M-M-RII/Varivax.ReadmoreSource(s):Merck&Co.CHAPTER

03Best-sellingdrugsLeadingpharmaceuticalproductsbysalesworldwidein2022(inbillionU.S.dollars)Toppharmaceuticalproductsbysalesworldwide2022SalesinbillionU.S.dollars15

2005102530354045Comirnaty(BioNTech/Pfizer)Spikevax(Moderna)Humira(AbbVie)40.821.821.6Keytruda(Merck&Co.)Paxlovid(Pfizer)2119Eliquis(BMS)11.8Biktarvy(Gilead)10.410.3Eylea(Bayer/Regeneron)Stelara(JanssenBiotech)Revlimid(BMS)10.11013Description:Unlikeintheyearsbefore2021,U.S.companyAbbVie`sHumiradidnotmaintainitsplaceastheglobaltoprankeddrugbasedonrevenue.During2022,Covid-19vaccineComirnatywastopperformingpharmaceuticalproduct,generatingsome40.8billionU.S.dollarsinrevenue.Humiracameinasthirdrankeddrugin2022,withrevenuestotaling21.6billiondollars.ReadmoreNote(s):WorldwideSource(s):Evaluate(EvaluatePharma);NatureAbbVie'srevenuefromtopproductHumirafrom2011to2022(inmillionU.S.dollars)RevenueofAbbVie'sHumira2011-202225,00020,00015,00021,23720,69419,93619,83219,16918,42716,07814,01212,54310,6599,265201210,0005,00007,9322011201320142015201620172018201920202021202214Description:ThisstatisticillustratestherevenueofpharmaceuticalproductHumirafrom2011to2022.In2022,AbbVie'stopproductgeneratedmorethan21billionU.S.dollarsofrevenue.AbbotLaboratorieswasaU.S.-basedglobalpharmaceuticalandhealthcareproductscompany,headquarteredinChicago,Illinois.InJanuary2013,Abbottwasseparatedintotwocompanies:AbbottandAbbVie.Abbottisnowspecializedonmedicalproducts,whileAbbVieisresponsibleforresearch-based[...]

ReadmoreNote(s):Worldwide;2011to2022Source(s):AbbVieRevenueofKeytrudafrom2014to2022(inmillionU.S.dollars)Merck&Co.'sKeytrudarevenue2014-202225,00020,00020,93717,18614,38015,00010,0005,000011,0847,17120183,80920171,40220165665520142015201920202021202215Description:KeytrudaisnotonlyMerck&Co.`stopproductbutalsooneofthebest-sellingdrugsworldwide,generatingnearly21billionU.S.dollarsinrevenueduring2022.Thecancerdrugwiththegenericnamepembrolizumabincreaseditsrevenuesforsome3.7billionU.S.dollarscomparedto2021.ReadmoreNote(s):WorldwideSource(s):Merck&Co.RevenueoftopproductRevlimidfrom2008to2022(inmillionU.S.dollars)Celgene'stopproductrevenues2008-202214,00012,82112,10612,00010,0008,0006,0004,0002,000011,1109,9789,6858,1876,9745,8014,98020144,28020133,76720123,20820112,46920101,70620091,325200820152016201720182019*202020212022Drugname(therapyarea)16Description:ThisstatisticrevealstherevenuesgeneratedbytopproductRevlimidbetween2008and2022.In2022,oneoftheleadingcancerdrugsgloballygeneratedrevenuesofabout10billionU.S.dollars.RevlimidwasdevelopedbyCelgeneCorporation,aformercompanyheadquarteredinSummit,NewJersey.Thecompanywasspecializedondrugmanufacturingforcancerandinflammatorydisorders.During2019,thecompanywasacquiredbyBristolMyersSquibb.

ReadmoreNote(s):WorldwideSource(s):Bristol-MyersSquibb;CelgeneCorporationPriceincreaseoftopsellingdrugsintheUnitedStatesbetween2016and2021PriceincreaseoftopsellingdrugsU.S.2016-2021Priceincrease2014-201930%0%10%20%40%50%60%60%70%HumiraImbruvicaRevlimidEnbrel57%56%54%Eliquis50%TrulicityStelara47%44%BiktarvyKeytruda15%14%17Description:Between2016and2021,thepriceofHumiraintheUnitedStatesincreasedby60percent,thehighestpriceincreaseamongtheU.S.best-sellingdrugsof2021.ThisstatisticillustratesthepriceincreaseofthetopsellingdrugsintheUnitedStatesintheperiod2016-2021.ReadmoreNote(s):UnitedStatesSource(s):I-MAK;IQVIATotalnumberofpatentapplicationsfiledfortopsellingdrugsintheUnitedStatesasof2022NumberofpatentapplicationsfiledfortopU.S.drugs2022Numberofpatentapplications150

200050100250300350HumiraRevlimidImbruvicaKeytrudaEnbrel311206195180154Eylea134Stelara7673BiktarvyTrulicityEliquis574318Description:AsofAugust2022,311patentapplicationshavebeenfiledfortheworld'sleadingdrugHumiraintheUnitedStates,comparedto206patentapplicationsfiledforRevlimid.Thisstatisticillustratesthetotalnumberofpatentapplicationsfiledforthetopsellingdrugsof2021intheUnitedStates.ReadmoreNote(s):UnitedStates;asofAugust2022Source(s):I-MAKNumberofpatentsgrantedfortopsellingdrugsintheUnitedStatesasof2022NumberofpatentsgrantedforthetopsellingU.S.drugs2022Numberofpatentsissued80

1000204060120117140160180HumiraRevlimidImbruvicaEylea1659691KeytrudaEnbrel7874BiktarvyStelara4439Eliquis22Trulicity1519/statistics/1182477/total-number-patent-applications-issued-top-selling-us-drugsAsofAugust2022,165patentshavebeengrantedfortheworld'stopdrugHumiraintheUnitedStates,comparedto117patentsissuedforthedrugRevlimid.ThisstatisticillustratesthenumberofpatentsissuedfortopsellingdrugsintheUnitedStates.ReadmoreNote(s):UnitedStates;asofAugust2022Source(s):I-MAKCHAPTER

04U.S.overviewLeading20U.S.pharmaproductsbytotalprescriptionsin2020(inmillions)ToppharmaproductsbyprescriptionsU.S.2020Prescriptionsdispensedinmillions600204080100120140AtorvastatinLevothyroxineMetformin114.59992.6Lisinopril88.6AmlodipineMetroprololAlbuterol69.866.461.9OmeprazoleLosartanGabapentinHydrochlorothiazideSertraline56.354.85041.538.2Simvastatin36.621Description:Withnearly115milliondispensedprescriptions,atorvastatinwasthemostprescribedmedicineintheUnitedStatesin2020.Atorvastatinisamedicineusedtohelplowercholesterolandcanalsobetakentopreventheartdisease.Thenumberofprescriptionsissuedforthedrugincreasedby10millionbetween2017and2020.ReadmoreNote(s):UnitedStatesSource(s):AHRQ;ClinCalc;MedicalExpenditurePanelSurveyLeading20therapyareasintheUnitedStatesin2022,bynumberofprescriptions(inmillions)ToptherapyareasintheU.S.bynumberofprescriptions2022Numberofprescriptionsinmillions60002004008001,0001,2001,400HypertensionMentalhealthLipidregulatorsAntidiabetics1,213567542429Pain395AntiulcerantsEpilepsy/Parkinson'sAntibacterialsThyroid256242229220211RespiratoryOtherCNS171Immunology/allergyVitaminsandminerals16314022Description:ThisstatisticdepictstheleadingtherapyareasintheUnitedStatesbasedontheadjustednumberofprescriptionsdispensedin2022.Inthatyear,thenumberofprescriptionsdispensedforpainmedicationtotaledtonearly400millionintheUnitedStates,makingitthefifthrankedtherapyarea.ReadmoreNote(s):UnitedStatesSource(s):IQVIA;PharmaceuticalExecutiveLeading10prescriptiondrugsbasedonU.S.salesin2022(inbillionU.S.dollars)U.S.topprescribeddrugsbasedonsales2022SalesinbillionU.S.dollars10024681214161820HumiraKeytrudaEliquis*18.612.711.6Comirnaty**Biktarvy8.88.58.4RevlimidStelara6.4Trulicity5.7Opdivo4.84.8Imbruvica***23Description:HumirawastheleadingmedicineintheUnitedStatesbasedonsalesin2022,generating18.6billionU.S.dollarsinrevenue.Thebrandeddrug-usedtotreat,forexample,arthritis-hastoppedrevenuerankingsforanumberofyearsandgeneratedaroundsixbillionU.S.dollarsmorethansecondrankedKeytruda.ReadmoreNote(s):UnitedStates;*CombinedsalesofBMSandPfizer.**ComirnatyincludesdirectsalesandalliancerevenuesrelatedtosalesofthePfizer-BioNTechCOVID-19vaccine.***CombinedsalesofAbbVieandJohnson&Johnson.

ReadmoreSource(s):Varioussources(companydata)LeadinggenericdrugsbasedonsavingsintheUnitedStatesin2022(inbillionU.S.dollars)TotalsavingsoftopgenericdrugsinU.S.2022SavingsinbillionU.S.dollars100Lipitor(2010)515202522.38Prilosec(2001)Norvasc(2006)Neurotin(2023)Cozaar(2009)12.877.927.65.855.63Glucophage(2021)Zestril(1998)3.18ToprolXI(1993)2.09Cephulac(1993)

0.03Amoxil(1993)

0.0224Description:ThisstatisticshowsthegenericdrugswhichgeneratedthelargestsavingsintheUnitedStatesin2022.TotalsavingsofPrilosecwiththegenericentryyearof2001wasabout12.9billionU.S.dollarsinthatyear.Prilosecisalsoknownunderhisgenericnameomeprazole.ReadmoreNote(s):UnitedStatesSource(s):AssociationforAccessibleMedicines;IQVIASalesatriskofleadingpharmaceuticalproductsintheU.S.duetoapproachingdrugpatentexpiriesasof2022(inbillionU.S.dollars)SalesatriskofpharmaceuticalsduetopatentexpiriesU.S.2022SalesatriskinbillionU.S.dollars02468101214161820Humira,Abbvie(2023)Keytruda,Merck&Co(2028)Revlimid,BristolMyersSquibb(2022)Opdivo,BristolMyersSquibb(2028)Darzalex,J&J/Genmab(2029)Stelara,J&J(2023)18.615.38.77.26.86.56.2Eylea,Regeneron(2023)Ocrevus,Roche(2029)5.7Eliquis,BristolMyersSquibb(2026)Trulicity,Lilly(2028)4.94.34.2Imbruvica,Abbvie?(2027)25/statistics/1315574/top-drugs-sales-at-risk-due-to-patent-expiriesIn2028,around15.3billionU.S.dollarsofKeytrudasalesareexpectedtobeatriskduetothedrugpatentexpiring.ThisstatisticillustratesthesalesatriskofpharmaceuticalproductsintheU.S.duetoapproachingdrugpatentexpiries,asof2022.

ReadmoreNote(s):UnitedStates;asofMay2022Source(s):EvaluateVantageCHAPTER

05OutlookLeading15therapeuticcategoriesworldwidebynumberofR&Dproductsasof2023Toptherapeuticcategoriesworldwide2023,bynumberofR&DproductsNumberofR&DproductsAnticancer,immunologicalAnticancer,other4,4923,622Genetherapy2,083Monoclonalantibody,otherProphylacticvaccine,anti-infectiveNeurological1,3951,0641,045984Ophthalmological,otherAntiviral,other983ImmunosuppressantCellulartherapy,chimaericantigenreceptorAntidiabetic797792747Anti-inflammatory722705GIinflammatory/boweldisordersMusculoskeletal677Cognitionenhancer64127Description:Thisstatisticshowsthetop15therapeuticcategoriesworldwideasofJanuary2023,bynumberofproductsinR&Dphases.Therewereannearly4,500immunologicalanticancerproductsintheR&DproductpipelinewhichmadeitthehighestrankedtherapeuticcategoryinrespecttothenumberofR&Dproductsthatyear.ReadmoreNote(s):Worldwide;asofJanuary2023Source(s):PharmaIntelligence(Citeline)SelectedtoppharmaceuticalR&Dprojectsbasedonnetpresentvalue(NPV)asofJuly2023(inbillionU.S.dollars)ProjectedmostvaluableR&Dprojectsbasedonnetpresentvalue2023NPVinbillionU.S.dollars02468101214Sotatercept,Merck&CoDatopotamabderuxtecan,DaiichiSankyo/AstraZenecaCagriSema,NovoNordisk11.611.510.3Donanemab,EliLilly8.8KarXT,KarunaTherapeutics8.4mRNA-1647,Moderna7.128Description:ThisstatisticdisplaysthetoppharmaceuticalR&Dprojectsbasedonnetpresentvalue,asofJuly2023.Accordingtothesource,thetopR&DprojectwasMerck&Co.'spulmonaryarterialhypertensiontreatmentSotaterceptwithanetpresentvalueof11.6billionU.S.dollarsatthattime.ReadmoreNote(s):Worldwide;asofJuly2023Source(s):Evaluate(EvaluatePharma);EvaluateVantageLeadingbiotechandpharmaproductlaunchesin2023andrevenueforecastsfor2028(inbillionU.S.dollars)Projectionoftop2023pharmaandbiotechlaunchesbyrevenue2028RevenueinbillionU.S.dollars1.0

1.50.00.52.02.53.033.5Lecanemab(Eisai/Biogen)SRP-9001(Sarepta/Roche)IntravitrealPegcetacoplan(Apellis)Donanemab(Lilly)2.221.9RSVPreF3OA(GSK)1.8Epcoritamab(Abbvie/Genmab)Zuranolone(Biogen/Sage)Mirikizumab(Lilly)1.71.51.21.2Etrasimod(Pfizer)Sotatercept(Merck&Co)129Description:Thisstatisticdepictsthebiggestpotentialbiotechandconventionalpharmaceuticalproductlaunchesgloballyin2023andtheirprojectedrevenuesfor2028,asofDecember2022.Eisai'sandBiogen'sprobablyin2023to-be-launchedAlzheimer'sdiseasetreatmentLecanemabisex