11. New Trends in Drug Development目前的新走向
Now the classic drug discovery model is supplemented by 传统的新药开发模式由下面两种方式进行补充
Project in-licensing
项目引进
Life Cycle Management (LCM)
产品周期的管理
Outsourcing
11
12. Many blockbuster drugs are externally sourced许多重磅炸弹都是从其它公司引进的。
Drug Licensee Licensor Launched 2002 sales
(mio USD)
Paxil GSK Novo Nordisk 1991 2,055
Pravachol BMS Sankyo 1990 2,266
Fosamax Merck Gentili 1993 2,250
Lipitor Pfizer Warner Lamb 1997 7,972
Celexa Forest Labs Lundbeck 1998 1,451
12
13. Revenues from in-licensing are increasing…引进项目的产品销售正在不断提高Share of revenues from in-licensingTop 10 pharmacos* Classified products account for over 70 % of prescription revenues
Source: Analyst reports; annual reports; Pharmaprojects database; literature search; McKinsey analysis13
14. Why License in/ Partnering To complement in-house R+D efforts
对公司本身R& D 的补充
To hedge against unexpected product failure or disappointing commercial performance
以防不可预期的产品失败或者不佳的商业业绩
Increasing value of development and marketed products through arrangements with third parties
联和开发和销售
14
15. 项目引进包括哪些方面
In-licensing/Partnering for global development
项目引进与联合开发
Discovery/Research Platform collaborations
研究平台的合作
New drug delivery technologies
新的给药剂型
Co-marketing, co-promotion
联合销售
Manufacturing relationships15
16. 项目引进案例 1999-2002 16
17. Competitors for a given licensing dealPercent of respondentsCompetition for Deals Is Also Increasing5 years agoFewer than 33 to 55 to 8TodaySource: McKinsey survey17
18. Cross Functional Deal TeamStandard Processes and Team WorkResearch and DevelopmentMarketingLegalFinancePatentPreselectionInitialEvaluationFull EvaluationNegotiation18
19. Due DiligenceObtain and review source documentation to provide a reliable
evaluation of the:
Scientific rationale
Preclinical Safety
Drug metabolism and pharmacokinetics
Chemical and pharmaceutical development
Clinical efficacy and safety
Regulatory filability
Patent status19
20. Large Number of Opportunities Evaluated for Every Deal Closed110 Contacts
65 Early Assessments
17 Initial Evaluations
9 Due Diligences
3 Neogtiations
1 Deal Closed20
21. New Trends in Drug Development目前的新走向
Now the classic drug discovery model is supplemented by 传统的新药开发模式由下面两种方式进行补充
Project in-licensing
项目引进
Life Cycle Management (LCM)
产品周期的管理
Outsourcing
21
22. Augmentin
Claritin
ZestrilNeurontin
Flovent
Cipro-floxacinProcrit
Lovenox
Duragesic
DiflucanZocor
Pravachol
Zithromax
ZoloftActos
Ambien
Paxil
NeupogenNorvasc
Fosamax
Effexor
RisperdalSerevent
Levaquin
AciphexPrevackl
Celicept
TopamaxGemzar
Aricept
Singulair
Advair/
Seretide*Only drugs with revenues of more than US $100 million per year are included. Why Life Cycle Management ?今后十年内专利过期的新药22
23. Life Cycle Management include
Prolonged/Modified release dosage forms
Fixed combination with other drugs
Enhanced bioavailability
New drug delivery principles
Targeted or site-specific drug delivery23
24. Global Drug Delivery Market, 2001Total Drug Delivery Systems Market = $42.9 billionsOralInhalationTransdermalParenteralOtherTotal Pharmaceutical Market = $350 billions24
25. 30%11%32%19%40%26%0%10%20%30%40%50%60%70%80%90%100%Major companiesOther companiesAverage percentage of R&D expenditure by company allocated to line extensions199719992001各大公司用于LCM方面的研发费用25
26. Success Story of LCMThe Cardizem Story26
27. Wellbutrin: Growth of a Blockbuster$millionNCE exclusivity expires: 2004
PK half-life: 21 hours
8 days to reach steady-state plasma levelWellbutrin (buproprion HCl) Story (GSK)Wellbtrin SR
introducedWellbtrin XL
approved27
29. New Trends in Drug Development目前的新走向
Now the classic drug discovery model is supplemented by 传统的新药开发模式由下面两种方式进行补充
Project in-licensing
项目引进
Life Cycle Management (LCM)
产品周期的管理
Outsourcing
29
32. 010203040506019971998199920002001USANon-core marketsGermanyUKFranceJapanSource of patients for clinical trials 1997-2001Year enrolment completedPercentage of total patients recruited32
33. 5.47.47.99.313.30.02.04.06.08.010.012.014.0 Respiratory (151) Anti-infectives (222) Cardiovascular system(174) Nervous system (383) Anti-cancer (342)Median duration of enrolment period (months)Impact of therapeutic area on enrolment period(n) = number of clinical studies 33
34. 22%0%5%10%15%20%25%30%CMC outsourcing expenditure as apercentage of total CMC expenditure (average) 18%0%5%10%15%20%25%30%Average percentage of R&D FTEs working in CMC Outsourcing of CMC12%0%5%10%15%20%25%30%Average percentage of R&D expenditure invested in CMC Proportion of R&D expenditure spent on CMC activities in 2001Proportion of R&D Full Time Equivalents allocated to CMC
in 2001CMC outsourcing expenditure
as a percentage of total
CMC expenditure34
35. Conclusions 结语开发具有国内或国外水平的新药不仅要依靠企业本身的实力, 还要眼光向外. 有效的引进新项目及专利是目前国际上流行做法.
对已有的上市产品, 要利用新技术进行多次开发和产品周期管理(LCM),以维持和延续产品的寿命和市场份额。
一旦中国的产品质量,技术及GMP得已保证, Outsourcing, Generic chemical drug and biotech strategy 中国的制药企业对上述所提的问题都得到加强时,那么中国制药企业的崛起将为时不远…
35