Hale & Tempest
Distribution, OTC & CRAMS
Chesapeake
Dr. Brian W Tempest
www.briantempest.com
UK
March 2014
Hale & Tempest
Global US Distributors of PharmaSource: 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 5th largest wholesaler in China & 50% of Guangzhou Pharmaceuticals which is ranked 6th wholesaler
•McKesson buys 50.1% of Celesio (including Lloyds)
•What will Cardinal/Kinray and Phoenix do?
Hale & Tempest
Shanghai Pharma focussed on Expanding Distribution Across China source: Jefferies March 17 2014
Hale & Tempest
USA - OTC Switches from POMsource: FDA 102 switches from September 1976 to October 2013
Hale & Tempest
Contract Manufacturing & Contract Research Organisations Source: CPA Italy
•CMO & CROs $72b (2012) to $136b (2017) growing at 13% CGR
•CMO $47b (2012) to $93b(2017) - APIs & DFs, 2/3 toll manufacture & 1/3 custom synthesis
•CRO $25b (2012) to $43b (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
CPhI 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
Top Related