HIV/AIDS - Drug Pipeline Analysis and Market Forecasts to 2016

Published: Apr-2010   Report Code: GDHCPRT086

Report Format: Electronic PDF

 

 

GlobalData's report, “HIV/AIDS – Drug Pipeline Analysis and Market Forecasts to 2016” is an essential source of information and analysis on the global HIV/AIDS market. The report identifies the key trends shaping and driving the global HIV/AIDS market. The report also provides insight on the prevalent competitive landscape and the emerging players expected to bring significant shift in the market positioning of the existing market leaders. Most importantly, the report provides valuable insight on the pipeline products within the global HIV/AIDS sector. GlobalData estimated the HIV/AIDS market was worth $12 billion in 2009. The global Human Immunodeficiency Virus (HIV) infection market will continue to grow between 2009 and 2016 at a slower rate due to a series of patent expiries during this period. The growth rate is likely to decline from 2012 onwards due to the impact of the patent expiry of key drugs. The market is characterized by a high unmet need of drugs which can cure the disease. Highly Active Antiretroviral Therapy (HAART) which requires patients to take different classes of drugs has however succeeded in achieving near zero levels of HIV in infected people. Increased uptake of HAART and increasing awareness (which leads to increased treatment seeking) will drive the market. The pipeline for HIV is strong and consists of more than 250 molecules currently in development for various disease segments.

Scope

• The scope of the report includes:
• Annualized global HIV/AIDS market revenues data from 2001 to 2009, forecast for seven years to 2016.
• Geographies covered in this report are the United States (US), the United Kingdom (UK), Italy, Spain, Germany, France and Japan.
• Pipeline analysis data providing a split across phases by mechanism of action, and the emerging trends. The key classes of mechanism of action include HIV vaccines, Nonnucleoside Reverse Transcriptase Inhibitors (NNRTIs), Protease Inhibitors (PIs), Multi-class Combination Products, Nucleoside Reverse Transcriptase Inhibitors (NRTIs), CCR5 receptor antagonists, HIV integrase inhibitors, Nucleoside analogues, Viral entry inhibitors, Maturation inhibitors and Fusion Inhibitors.
• Analysis of the current and future market competition in the global HIV/AIDS market. The key market players covered Boehring Ingelheim, Achillion Pharmaceuticals, GlaxoSmithKline, Incyte and Pharmasset, Shire Pharmaceuticals and Tibotec Virco
• Insightful review of the key industry drivers, restraints and challenges. Each trend is independently researched to provide qualitative analysis of its implications.
• The key topics covered include a strategic competitor assessment, market characterization, unmet needs and implications for the future HIV/AIDS market.

Reasons to Buy

• The report will enhance your decision making capability in a more rapid and time sensitive manner. It will allow you to:
• Develop and design your in-licensing and out-licensing strategies through review of pipeline products and technologies and by identifying companies with the most robust pipeline.
• Develop business strategies by understanding the trends shaping and driving the global HIV/AIDS market.
• Drive revenues by understanding key trends, innovative products and technologies, market segments and companies likely to impact the global HIV/AIDS market in future.
• Formulate effective sales and marketing strategies by understanding the competitive landscape and by analyzing the performance of various competitors.
• Identify emerging players with potentially strong product portfolio and create effective counter-strategies to gain competitive advantage.
• Organize your sales and marketing efforts by identifying the market categories and segments that present maximum opportunities for consolidations, investments and strategic partnerships.
• What’s the next big thing in the global HIV/AIDS market landscape? – Identify, understand and capitalize.

Watch House of Numbers to see more on HIV Drugs.   

Gilead cuts 2010 sales outlook, shares fall

(Reuters) - Gilead Sciences Inc (GILD.O) posted disappointing quarterly sales for its core HIV drugs and cut its full-year forecast due to U.S. healthcare reform, sending its shares down more than 3 percent after-hours.

First-quarter sales of AIDS drug Truvada rose 11 percent to $657.8 million, while sales of Atripla, which combines Truvada with Bristol-Myers Squibb Co's (BMY.N) Sustiva into a single pill, rose 36 percent to $692.9 million.

However, analysts had expected even higher Truvada sales of $680 million and Atripla sales of $726 million, according to RBC Capital Markets.

The results followed news late on Monday that Gilead had terminated study of an experimental drug for hepatitis C because the drug was causing too much toxicity.

"Their hepatitis C program doesn't look like it's competitive and now you've got a little softness in their HIV revenue," Sanford Bernstein analyst Geoffrey Porges said, adding that investors may be "heading toward the end of their patience."

The company also lowered its outlook for 2010 sales by about $200 million to a range of $7.4 billion to $7.5 billion, citing the impact of recently passed healthcare reform. The new legislation calls on drugmakers to offer higher price rebates for government-funded health plans.

The biotech company posted a first-quarter net profit of $854.9 million, or 92 cents per share, compared with $589.1 million or 63 cents per share a year earlier.

Adjusting for acquisition expenses, restructuring costs and stock-based compensation, the company said it earned 99 cents a share for the quarter. Analysts had expected 96 cents a share, according to Thomson Reuters I/B/E/S.

Quarterly revenue rose 36 percent to $2.09 billion, while product sales rose 24 percent to $1.79 billion. Analysts had expected revenue of $2.07 billion.

Chief Financial Officer Robin Washington said on a conference call that international government pricing pressures and currency exchange rates could also affect sales.

"During the first quarter we have seen increased evidence of additional international government measures to reduce pharmaceutical expenditures including increased rebates, cancellations, and callbacks of price increases," she said.

Gilead said product sales for the quarter were reduced by $29.4 million due to the impact of U.S. healthcare reform legislation.

Royalty, contract and other revenue more than tripled to $297.8 million from $82.9 million. Gilead derives most of its royalty revenue from Roche Holding AG's (ROG.VX) sales of Tamiflu, which has seen strong demand because of the swine flu pandemic.

J&J said its experimental AIDS drug, known as TMC278, was found to be at least as effective as Bristol-Myers' Sustiva in tests the company plans to submit for regulatory approval in the third quarter. J&J is working with Gilead on a single pill that would combine TMC278 with Truvada.
The company said it expects to file for regulatory approval of the new fixed-dose regimen later this year.

Gilead shares, which closed at $45.07 on the Nasdaq, fell to $43.60 in after-hours trading.

(Additional reporting by Bill Berkrot; Editing by Andre Grenon, Richard Chang and Matthew Lewis)