Distribution, OTC & CRAMS Chesapeake Dr. Brian W Tempest www. briantempest. com brian. tempest@clara. co. uk UK March 2014 Hale & Tempest
9. Pharma Distribution Hale & Tempest
Global US Distributors of Pharma Source: FT March 19 2013 • Walgreens has 45% of Alliance Boots with the option to buy the rest in 2 years • Walgreens and Boots jointly buy 23% of Amerisource Bergen • Boots Alliance owns 12% of Nanjing which is the 5 th largest wholesaler in China & 50% of Guangzhou Pharmaceuticals which is ranked 6 th wholesaler • Mc. Kesson buys 50. 1% of Celesio (including Lloyds) • What will Cardinal/Kinray and Phoenix do? Hale & Tempest
China Leading Distributor Fosun. Pharma/Sinopharm Hale & Tempest
Shanghai Pharma focussed on Expanding Distribution Across China source: Jefferies March 17 2014 Hale & Tempest
Russia - Complex Distribution source IMS Hale & Tempest
Russia - Distributors source: IMS Hale & Tempest
Russia - Protek already has 158 products source: CPh. I Russia 17 April 2014 Hale & Tempest
Boots Alliance Number of Almus Suppliers Hale & Tempest
10. Over the Counter Consumer Medicines (OTC) Hale & Tempest
USA - OTC Switches from POM source: FDA 102 switches from September 1976 to October 2013 Hale & Tempest
Europe - OTC Switches from POM source: IMS 2013 8 out of top 20 EU Brands Hale & Tempest
EE Pharmacy Turnover OTC vs Rx source: james Dudley Management Hale & Tempest
11. Contract Research & Manufacturing (CRAMS) Hale & Tempest
Contract Manufacturing & Contract Research Organisations Source: CPA Italy • CMO & CROs $72 b (2012) to $136 b (2017) growing at 13% CGR • CMO $47 b (2012) to $93 b(2017) - APIs & DFs, 2/3 toll manufacture & 1/3 custom synthesis • CRO $25 b (2012) to $43 b (2017) growing at 11% CGR • 2012 % market share to 2017 % market share USA 34% to 25% EU 25% to 17% India 8% to 21% China 12% to 19% ROW 21% to 18% Hale & Tempest
Indian CRAMs Source: Religare Hale & Tempest
India Contract Manufacturers Hale & Tempest
Indian Pharma in CRAMS Source: Citi Research August 2013 Hale & Tempest
CPh. I 2014 Hale & Tempest
CPh. I Russia 137 Companies Source: 17 April 2014 • China 67 • Russia 21 • India 12 • Italy 7 • Czech Republic 5 • Poland, Germany, South Korea 4 • Indonesia, Pakistan, Romania, Latvia, Slovakia, Morocco, Jordan, Malaysia, , Spain, Greece, Ukraine, France Switzerland 1 Hale & Tempest
Thank You brian. tempest@clara. co. uk www. briantempest. com Hale & Tempest
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