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8/3/2019 Japan Korea Bio Austrade Japan Presentation 2009
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Japan : Pharma/Biopharma Market Overview
Roger Moore
Special Advisor to Austrade Japan Health/Biotechnology
July 2009
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Biotechnology Market Overview
Second largest market after USA: A$ 38 billion (2008)
Number of bioventures: 577 (2007)*9
Biopharmaceuticals market: A$ 8 billion *2
Bio share of total pharma growth 200408: 24%
A$ 1 = JPY 75
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Pharmaceutical Market - Overview
Second largest market after USA
ethical pharmaceuticals: A$ 110 billion (2008) *3
Japan share of global market: 9.1% (2008) *4
Largest share of Asia Pacific market: 67.3% (2007) *2
Drug spend per capita - the worlds highest: approx US$ 540 (2008) *5
High number of prescriptions per patient
Strong patented drugs market
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Top 15 Pharmaceutical Companies by Sales *6
Top 15 Companies by Consolidated Net Sales
CompanyFY 2007
(A$ Million)Growth 06-07
(%)
1 Takeda 18,331 5.3
2 Astellas 12,968 5.6
3 Otsuka 12,380 8.7
4 Daiichi Sankyo 11,735 -5.3
5 Eisai 9,790 8.9
6 Pfizer 5,815 5.1
7 Mitsubishi Tanabe 5,459 1.1
8 Chugai 4,597 5.7
9 Novartis 3,540 6.7
10 Dainippon Sumitomo 3,520 1.1
11 Taisho 3,329 3.1
12 GlaxoSmithKline 2,923 9.4
13 Shionogi 2,857 7.3
14 Banyu 2,588 0.5
15 Astra Zeneca 2,488 9.5
Total / Average Top 15 102,319 4.8
FY2007: Apr/06 Mar/07 FY 2006: Apr/05 - Mar/06 (Japanese FY)
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Top 10 Japanese Pharmaceuticals Overseas Sales *6
Top 10 Companies Overseas Sales% of Total Sales and Growth
CompanyFY 07(%)
FY 06(%)
Growth06-07
(%)1 Eisai 61.9 60.9 1.02
2 Takeda 50.5 49.3 1.02
3 Astellas 50.3 48.9 1.03
4 Daiichi Sankyo 40.8 38.4 1.06
5 Otsuka 38.5 36.0 1.07
6 Kyowa Hakko 19.2 18.1 1.06
7 Shionogi 17.6 13.0 1.35
8 Santen 14.3 13.3 1.08
9 Toyama Chemical 13.9 3.3 4.21
10 Dainippon Sumitomo 9.3 8.4 1.11
Average Top 10 31.6 29.0 1.4018.933,792Total / Average Top 10
11.2198Santen10
11.8327Dainippon Sumitomo9
60.4369Mitsubishi Tanabe8
44.5502Shionogi7
17.21,003Kyowa Hakko6
16.34,767Otsuka5
0.54,782Daiichi Sankyo4
10.76,061Eisai3
8.86,528Astellas2
7.99,256Takeda1
Growth06-07 (%)
FY 07(A$ Million)
Company
Top 10 Companies by Overseas Sales
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Japanese Pharmaceutical Companies - R&D Spending *6
Top 10 Companies by R&D Spending
CompanyFY 2007
(A$ Million)Growth
2006-2007 (%)% of Sales
1 Takeda 3,677 42.7 20.1
2 Eisai 3,005 108.2 30.7
3 Daiichi Sankyo 2,180 -4.2 18.6
4 Astellas 1,792 -19.9 13.8
5 Otsuka 1,357 -3.3 11.0
6 Mitsubishi Tanabe 964 -4.5 17.7
7 Chugai 723 -0.7 15.7
8 Dainippon Sumitomo 631 15.7 18.0
9 Shionogi 536 7.6 18.8
10 Ono 519 10.2 26.7
Total/Average Top 10 15,385 15.18 19.11
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Key Pharma Franchises (Sales & Growth) *7
High growth: Oncologics (+9%), CNS (+5.7%)
Major growth drivers:
Avastin (bevacizumab, Chugai, 04/2008) Nexavar (sorafenib, Bayer, 04/2008)
Tarceva (erlotinib, Chugai, 12/2007) Velcade (bortezomib, Janssen, 12/2006)
Erbitux (cetuximab, Merck Serono, 09/2008) Sutent (sunitinib, Pfizer, 06/2008)
J-Zoloft (sertraline, Pfizer, 07/2006) Abilify (aripiprazole, Otsuka, 06/2006)
Lonasen (blonanserin, Dainippon Sumitomo, 04/2008)
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Top 10 Pharmaceutical Companies By Key Therapy Areas*7
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Japanese Pharma - M&A and International Collaboration
Major M&As & Collaboration in 2008:
- Takeda - Millennium Pharmaceuticals (US$ 8.8 billion)
- Takeda Amgen Japan (13 molecules development and commercialisation)
- Daiichi Sankyo - Ranbaxy (US$ 4.6 billion); U3 Pharma AG (US$ 235 million)- Eisai MGI Pharma (US$ 3.9 billion)
- Shionogi Sciele (US$ 1.1 billion)
Pharma in-licensing from bioventure companies (preclinical to registration, by No of items)*8
(Origin of Bioventure)
US Europe Japan
US 136 141 57
Europe 59 85 21Canada 14 9 6
Australia 4 7 5
Japan 1 2 7
Other 9 3 3
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Challenges for all Companies
Launch lag / PMDA capacity
Environment for clinical studies ICH - GCP
Expand MRA with EU/US to the quality & non-clinical areas ofpharmaceuticals
Pricing reform more reward for innovation
Continual progress on IP protection
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Why be in Japan
10% of global pharma market
NHI system universal access for 127 million
Ageing population / increase in chronic diseases
Strong patented market / respect for innovation
High wish to prescribe & receive medicines
Japanese big pharma strong & global ambitions
Japanese middle size pharma weak R&D pipelines
Strong growth in biotech products
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Austrade Japan Team:
Aiko NishideBDM, Austrade Osaka, JapanAiko.Nishide@austrade.gov.au
Airi SakaguchiBDM, Austrade Tokyo, JapanAiri.Sakaguchi@austrade.gov.au)
Health/Bio/Wellbeing Industry Team, AustradeBrisbane Janelle CaseySydney Rika Sasaki
mailto:Aiko.Nishide@austrade.gov.aumailto:Airi.Sakaguchi@austrade.gov.aumailto:Airi.Sakaguchi@austrade.gov.aumailto:Aiko.Nishide@austrade.gov.au8/3/2019 Japan Korea Bio Austrade Japan Presentation 2009
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Sources
*1 Biotechnology 2009, Nikkei BP
*2 2008 Japan Pharmaceutical Market Review, IMS Japan K.K.
*3 2008 Pharma Delegates Market Summary, Copyright 2009 IMS Japan K.K., JSTR 2008 Dec MAT
Reprinted with permission
*4 2008 Pharma Delegates Market Summary, Copyright 2009 IMS Health. All rights reserved.
MIDAS Quantum 2008 Sept MAT, Reprinted with permission
*5 Japan Self-Medication Industry (JSMI), IMS Japan, BMI
*6 Monthly Medical Information eXPress Medical Rankings 2008, Elsevier Japan
*7 IMS Japan Monthly Market Insights 2009 June Edition, IMS Japan K.K.
*8 Pharmaprojects (Jan 2009)
*9 Japan Bioindustry Association
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Growth Opportunity Areas
Oncology
Diabetes
Hyperlipidemia, Hypertension, Artherosclerosis
CNS
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Introduction of the PPSR would attract pharmaceutical companies moreto the Japan market; consequently, patients would be able to access
many useful drugs without lag
Introduction of the PPSR
Sales
(volume x price)
Price protectedspecial rule
Currentpricing rule
Generic launch
Pharmaceutical companies couldrecoup investment quicker
Japan market becomes moreattractive and less risky
Sales image after introduction of the PPSR*1
Pharmaceutical companies could re-invest on development of noveldrugs needed for Japan, whichwould have not been embarkedthus far, at the same time of globaldevelopment
As a result, patients would accessmany useful drugs w/o lag from the
global launch*1 The price protected special rule (PPSR): Yakka Iji Tokurei
Year after launch
(Source: Pharmaceutical Research and Manufacturers of America)
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