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PharmaVitae: Daiichi Sankyo Pharmaceutical Co., Ltd HC Slidepack 01/12 quality dataexpert analysisintuitive delivery the home of Business Intelligence

Daiichi Sankyo prescription pharmaceutical performance, sales ($m) and growth rate (%), 2004–16

Daiichi Sankyo financial performance ($m), 2004–16

Daiichi Sankyo launch, core and expiry configuration vs peer set, sales ($m), 2010–16

Lucrative cardiovascular portfolio spearheaded by the blockbuster olmesartan antihypertensive franchise. High levels of industrial collaboration highlighted by in- licensing with companies spanning Big Pharma and beyond. Impressive year for new drug approvals/launches in 2011, most notably gaining green lights for Memary, Zelboraf, Nexium and Lixiana, all of which have now launched. Operating profits have shown signs of recovery after declines in 2008 and Strengths Over exposure to the cardiovascular market, deriving half of its total prescription pharma revenues from CV drugs, leaving Daiichi open to threats from a number of angles. Domestic growth could be hampered by growing use of generics and reforms impacting price. Daiichi forced to write down an almost $4bn loss after Ranbaxy manufacturing processes came under scrutiny from FDA, more than two thirds of the original purchase price paid by Daiichi for a controlling stake in Ranbaxy. Limited capital available for further deals after acquisitions of Ranbaxy and Plexxikon. Weaknesses Two new launches for thrombosis market, Effient and Lixiana, could help drive Daiichi’s market share in this lucrative CV segment and broaden its focus away from hypertension. Expansion opportunity in the US market through established products and recent/forthcoming launches. Emerging market growth strategy strengthened by acquisition of Ranbaxy, particularly in India. Generic version of Lipitor could propel Ranbaxy generics business in US, though competing authorized generics may limit the commercial potential of this venture. Opportunities 2016 patent expiry of olmesartan will have significant impact on Daiichi but not within the time constraints of this analysis. Indirect generic competition from elsewhere in the ARB class could hamper olmesartan sales. Weaker than hoped uptake of newly launched pipeline drugs, one example being Effient (prasugrel), which remains a key growth driver for Daiichi despite initially showing weak sales growth. Threats SWOT analysis of Daiichi Sankyo

Daiichi Sankyo’s key product sales ($m), 2004–16

Daiichi Sankyo’s key product growth drivers and resistors ($m), 2004–10

Daiichi Sankyo’s key product growth drivers and resistors ($m), 2010–16

Daiichi Sankyo prescription pharmaceutical sales by therapy area ($m), 2004–16

Daiichi Sankyo prescription pharmaceutical sales by geographic region ($m), 2004– 16

Daiichi Sankyo launch, core and expiry configuration, sales ($m), 2010–16

Daiichi Sankyo prescription pharmaceutical sales by molecule type ($m), 2004–16

Daiichi Sankyo prescription pharmaceutical sales by source of product ($m), 2004– 16

Daiichi Sankyo operating revenue/cost analysis ($m), 2004–16

Benicar/Benicar HCT sales by geography and analyst consensus ($m), 2004–16

Effient sales by geography and analyst consensus ($m), 2004–16

Zelboraf sales by geography and analyst consensus ($m), 2004–16

Memary sales by geography and analyst consensus ($m), 2004–16

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