global, european and belgian pharmaceutical market trends · 2016 (a) 2017 (a) 2018 (f) 2019 (f)...
TRANSCRIPT
Copyright © 2019 IQVIA. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States and various other countries.
Prepared for CIB
27th February 2019
Patrick Bervelt, Sales Director, Account Management
Patrick Van Dooren, Director Commercial & Technology Services
Global, European and
Belgian pharmaceutical
market trends
1
Agenda
Patrick Van Dooren, Principal, Director Commercial & Technology Services IQVIA
Global and European pharmaceutical market trends
Patrick Bervelt, Sales Director, Sales, BEL & LUX, IQVIA
Belgian pharmaceutical market trends
2
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3
+ Global and European pharmaceutical market trends
+ Belgian pharmaceutical market trends
4
Global and European pharmaceutical market trends
6
1.108 1.139 1.205
1.245 1.304
1.373 1.447
0%
1%
2%
3%
4%
5%
6%
7%
8%
0
200
400
600
800
1.000
1.200
1.400
1.600
2016 (a) 2017 (a) 2018 (f) 2019 (f) 2020 (f) 2021 (f) 2022 (f)
An
nu
al gro
wth
Sa
les (
$U
S b
n)
Sales Evolution and Forecast - Global(2016-2022)
Global sales Global growth US growth Europe growth
Global growth is forecast at 4.8% per annum, led by developing markets and the US in particular
+4.8%
Forecasted annual
growth 2017-2022
+5,5%
+3.9%
IQVIA Health Market Prognosis Q3 2018
7
In Europe, growth will be more modest and in Belgium slightly weaker still
Forecasted annual
growth 2017-2022
IQVIA Health Market Prognosis Q3 2018
227 238
248 259
269 279
290 300
0%
2%
4%
6%
8%
10%
0
50
100
150
200
250
300
350
2015 (a) 2016 (a) 2017 (a) 2018 (f) 2019 (f) 2020 (f) 2021 (f) 2022 (f)
An
nu
al gro
wth
Sa
les (
US
$ b
n)
Sales Evolution and Forecast - Europe(2016-2022)
Europe sales Europe growth Belgium growth
+3.9%
+2.9%
8
Global growth is expected to be primarily driven by developed markets, and to a lesser extent by expanded access and use in pharmerging markets
IQVIA Health Market Prognosis Q3 2018
1.139
1.447
149
6116
57 13 11 1
800
900
1.000
1.100
1.200
1.300
1.400
1.500
2017 sales N. America W. Europe E. Europe & CIS Asia L. America ME & Africa RoW 2022 sales
Sa
les (
US
$ m
)
Contribution to Global Sales by Region(2017-2022)
CAGR % (2017-2022)+5.5% +5.0% +7.4% +3.8% +3.6% +5.1% +1.6%
9
The US will continue to be the largest market but we expect to see changes in rankings lower down the top 20
Source: IQVIA Institute
10
$22bn
$24bn
$25bn
$27bn
$28bn
$30bn
$34bn
$37bn
$38bn
$43bn
$46bn
$64bn
$69bn
$92bn
$103bn
Lipid regulators
Viral hepatitis
Other cardiovasculars
Nervous system disorders
Multiple sclerosis
Antivirals
Mental Health
Anticoagulants
Antibacterials
Antihypertensives
Respiratory Agents
Pain
Autoimmune Diseases
Antidiabetics
Oncologics
By therapy area, oncology, antidiabetics and autoimmune disease products dominate the global market
Top 15 Therapy area ranked by sales
(Global sales, $US bn MAT 11/2018) 5 year CAGR
-9%
27%
2%
5%
13%
9%
-6%
6%
-2%
-6%
2%
1%
18%
11%
9%
Source: IQVIA MIDAS
11
The current drug pipeline reflects this emphasis on oncology
315
186222
150 10747 100 82 92 66
0
2.000
4.000
6.000
8.000
10.000
Num
be
r o
f M
ole
cu
les in D
eve
lop
me
nt
Top 10 Therapy Areas by Molecule Count
Discovery Clinical Phase 1 Clinical Phase 2 Clinical Phase 3 Clinical
IQVIA Market Analytics and ReSearch, IQVIA Institute
12
Over the past five years there has been a significant increase in the number of and spending on new active substances
14
Fewer than half of the world’s top 20 pharmaceutical companies generated >15% of their 2018 sales from products launched in the last 5 years
1 313 4 28201995 8 6910 12 15 21 27 30
8
70 71
-6
-4
2
6
4
11 13
10
29
12
16
14
7 14
20
0
22
62
Roche
MylanAstrazeneca
Sanofi
Amgen
Novo Nordisk
Teva
Merck & Co
J&J
Share of Q3MAT sales from recent launches* (%)
To
tal a
bso
lute
gro
wth
Q3
MA
T 2
01
2-2
01
8 (
Bn
LC
US
$)
Gilead
GSK
Lilly
Allergan
Abbvie
BMS
Pfizer
Novartis
Boehringer Ingelheim Takeda
Bayer
Global – Top 20 refreshment index
Bubble size represents recently
launched* product sales in Q3MAT 2018
Notes: Recent launches: Innovative branded products launched in the last 5 years.
Source: IQVIA MIDAS MAT Q3 2018
15
Small players, the ‘emerging biopharma companies’, are expected contribute a larger share of new active substance launches
Source: IQVIA Institute
18
Share of Specialty Launches
Specialty products are accounting for more and more of new active substance launches and will make up over half of spending
Specialty medicine share of spending
2004-2008 2009-2013
2014-2018 2019-2023
38% 50%
61% 65%
Source: IQVIA Institute
19
Growth in specialty spending will be disproportionately driven by five therapeutic classes
Source: IQVIA Institute
21
Global biologics sales and trends (Bn of US$, MAT 06/2013-06/2018)
Biologics growth continues to outstrip small molecules
-5%
0%
5%
10%
15%
20%
25%
30%
100
0
50
250
150
200
300
Sa
les
(B
nU
S$
)
Gro
wth
2013 2014 2015 2016 2017 2018
Biologics growth
Biologics sales Small molecule growth
MAT 06/18 Biologics sales(Total 2018: 295 Bn US$)
17%
7%
12%
59%
5%
19%
18%
17%
42%
4%
RoW
EU5
US
Japan
Pharmerging
Source: IQVIA; European Thought Leadership; MIDAS MAT Q2 2018; Rx only; Note: growth in LCUS$
Diabetes
Autoimmune
Oncology
MS
Others
22
Biologics are on the cusp of being shaken up
Notes: Pathway biosimilars only
Source: IQVIA MIDAS MAT Q2 2018
Top 10 biologicsbn USD
(2018)
Humira 24
Lantus 11
Enbrel 10
Remicade 8
Novorapid 7
Herceptin 7
Mabthera 7
Opdivo 7
Avastin 6
Humalog 6
Global Biologics Top 10 (MAT Q2 2018)Global Rx Value (MAT Q2 2018) LCUSD
MIDAS
Global Rx
$1.0tn
3%
41%
22%
29%
3%
Value Added Medicines
Innovative SM
1%
Generics
Biologics
Biosimilars
Other$296bn
Total threatened: $90bn, 30% of biologics
Threatened by LOE
23Notes: trastuzumab and rituximab subcutaneous form excluded from calculations
Source: IQVIA MIDAS Restricted MTH October 2018
Originators begin taking back share from certain markets. Adalimumab latest and most anticipated entrant
EU
5H
igh p
enetr
ation
Biosimilar penetration – October 2018
High
uptake
Low
uptake
infliximab
insulin
glargine etanercept rituximab trastuzumab adalimumab
UK 92.2% 9.0% 82.0% 91.5% 60.7%
Germany 51.3% 13.3% 56.8% 60.9% 28.3% 1.4%
France 59.1% 14.6% 17.9% 63.6% 27.5% 0.08%
Italy 78.5% 19.2% 45.6% 74.5% 9.2% 0.01%
Spain 55.8% 12.0% 30.2% 27.8% 10.6% 0.02%
Denmark 98.5% 9.3% 90.6% 67.2% 99.3%
Finland 17.8% 6.0% 6.1% 6.2% -
Netherlands 76.1% 10.8% 24.1% 93.4% 95.0% 3.2%
Norway 97.6% 5.8% 90.1% 0.0% 81.2%
Poland 95.2% 35.6% 36.6% 34.4%
Canada 9.8% 7.8% 11.0% 0.2%
Japan 9.0% 50.2% 6.8% 30.6% 30.6%
USA 6.2% 31.7%
28
Subcutaneous injection: less invasive,
faster administration
Originators use devices as one of their most successful defences
Source: IQVIA European Thought Leadership; IQVIA MIDAS Restricted MTH July 2018
Germany UK
NL
SC Herceptin IV Herceptin Biosimilar
4
0
1
2
3
5
Tre
atm
en
t d
ays (
Mio
.)
Q2/15Q2/14 Q4/14 Q4/15 Q4/16Q2/16 Q2/17 Q4/17
Reformulated
Original
Trastuzumab forms (2014-17) Treatment days
EU5
Trastuzumab volume share (2018) Treatment Days
29
Defences hold strong: no significant switch from SC -> IV
Source: IQVIA European Thought Leadership; IQVIA MIDAS MTH December 2018
0%
5%
10%
15%
20%
25%
30%
35%
France Germany Italy Spain UK
0%
10%
20%
30%
40%
50%
60%
70%
80%
France Germany Italy Spain UK
Rituximab Subcutaneous share Treatment days Trastuzumab Subcutaneous share Treatment days
Biosim Launch May-18Biosim Launch May-17
30
Next-generation Biotherapeutics: expanding use and new approvals
What to watch 2019 to 2023
Source: IQVIA European Thought Leadership
31
Belgian pharmaceutical market trends
32
2019
2018
2017
Recent measures impacting the Belgium market
2016
• Creation of the Federal Observatory
of Biopharmaceutical sector
• Belgian Medicines Verification
System goes Live
• Agreement to boost uptake of biosimilars
• Introduction of patent cliff system for medicines in cat A, B, C, Cs,and Cx
• Reduction of the security margine
• Application of patent cliff
• Implementation of the “180 + 1” measure
• Easing of conditions for reimbursement of hep C
drugs (Jan 2019)
• Incentivization of biosimilar prescription (Jan 2019)
• Liberalization of the distribution network for medical
devices in Belgium (Feb 2019)
• Elections (May 2019)
• Low Variable Care
• Hospital Networks
• BeNeLuxA – initiative to
facilitate information sharing
and streamline Health
Technology Assessments
33
The hospital channel has made the strongest contribution to Belgian pharmaceutical market growth
Delta Absolute growth +€357m 1yr growth +7.1% 5yr CAGR +4.2%
Hospital €2.321m
Retail €3.081m
+€346m abs value
+17.5% 1y growth
+10.9% 5y CAGR
+€10m abs value
+0.3% 1y growth
+0.4% 5y CAGR
43%
57%
Rx bound sales €2.618m
+0.3% 1y growth
Non Rx bound €462m
+0.5% 1y growth
85%15%
Total Pharmaceutical market – Belgium
(MNF Euro value; MAT December 2018)
Total Pharmaceutical Market €5.401m
Source: IQVIA Retail & Hospital audits
34
Hospital sales growth is led by original products, whilst in the retail channel generics are performing best
Generic €107mHospital €2.321m
5%
95%
Original €2.208m
+11.0% 1yr growth
+17.9% 1yr growth
Retail €3.081m
17%
83%
Generic €506m
Original €2.572m
+5.9% 1yr growth
-0.7% 1yr growth
88%
12%
40%
60%
Protected
Unprotected
Total Pharmaceutical market – Belgium
(MNF Euro value; MAT December 2018)
Total Pharmaceutical Market €5.401m
Source: IQVIA Retail & Hospital audits
Protected
Unprotected
35
Retail
36
330
226
177
148
146
100
60
56
55
53
Immunosuppressants (L04)
Antithrombotics (B01)
Antihistamines and COPDproducts (R03)
Antidiabetics (A10)
Systematic antivirals (J05)
Other nervous system drugs (N07)
Antiinflammatory andantirheumatic products (M01)
Vaccines (J07)
Cough medications (R05)
Antiepileptics (N03)
163
140
119
117
94
76
68
58
46
45
Psycholeptics (N05)
Analgesics (N02)
Renin-Angiotensin agents (C09)
Lipid modifying agents (C10)
Psychoanaleptics (N06)
Sex hormones and modulators ofthe genital system (G03)
Urology (G04)
Systematic antibacterals (J01)
Nasal preparations (R01)
Antihemorrhagics (B02)
In retail, immunotherapy and haematology are the best performing categories, whilst angiotensin products have seen the greatest decline
Top 10 ATC2 classes in values with growing and declining – Retail
(MNF Euro Value (Mio.); MAT December 2018)
+9,3%
+9,3%
+5,1%
+5,3%
+6,2%
+1,4%
+13,4%
+10,3%
+2,6%
+2,6%
-2,7%
-4,4%
-3,8%
-25,6%
-3,8%
-0,9%
-4,1%
-3,4%
-4,8%
-8,9%
Source: IQVIA Retail Audit
Retail
Humira, Stelara,
Cosentyx, Cimzia
Eliquis, Lixiana, Brilique
Inuvair, Revlar Elipta, Xolair
Toujeo, Trulicity, Jardiance
Genvoya, Tivicay, Odefsey
Tecfidera, Aubagio
Xeljanz, Olumiant
Gardasil, Bexsero
Bronchosedal, Toularynx
Vimpat
37
330
226
177
148
146
100
60
56
55
53
Immunosuppressants (L04)
Antithrombotics (B01)
Antihistamines and COPDproducts (R03)
Antidiabetics (A10)
Systematic antivirals (J05)
Other nervous system drugs (N07)
Antiinflammatory andantirheumatic products (M01)
Vaccines (J07)
Cough medications (R05)
Antiepileptics (N03)
163
140
119
117
94
76
68
58
46
45
Psycholeptics (N05)
Analgesics (N02)
Renin-Angiotensin agents (C09)
Lipid modifying agents (C10)
Psychoanaleptics (N06)
Sex hormones and modulators ofthe genital system (G03)
Urology (G04)
Systematic antibacterals (J01)
Nasal preparations (R01)
Antihemorrhagics (B02)
In retail, immunotherapy and haematology are the best performing categories, whilst angiotensin products have seen the greatest decline
Top 10 ATC2 classes in values with growing and declining – Retail
(MNF Euro Value (Mio.); MAT December 2018)
+9,3%
+9,3%
+5,1%
+5,3%
+6,2%
+1,4%
+13,4%
+10,3%
+2,6%
+2,6%
-2,7%
-4,4%
-3,8%
-25,6%
-3,8%
-0,9%
-4,1%
-3,4%
-4,8%
-8,9%
Source: IQVIA Retail Audit
Retail
Risperdal, Zolpidem,
Lormetazepam, Abilify
Dafalgan, Durogesic, Perdolan
Coversyl, Preterax, Exforge
Crestor, Inegy, Ezetrol
Sipralexa, Cymbalta
Mireva, Nuvaring, Yasmin
Vesicare, Tamsolisine SDZ, Cialis
Amoxicilline EG, Amoclane EG, Tetralysal
Otrivine, Sofrasolone, Rhinospray
Refacto AF, Benefix
38
The top 20 companies account for 63% of the market share and display variable performances over the last year
Top 20 companies performances and growth – Retail
(MNF Euro Value (Mio.); MAT December 2018)
Source: IQVIA Retail Audit
219,3
164,4
140,8
131,3
125,3
122,8
114,6
113,7
113,7
106,2
101,7
92,0
73,9
68,8
63,8
62,1
22,1
49,1
47,3
47,2
EG GENERICS
PFIZER
ABBVIE
NOVARTIS PHARMA
GLAXOSMITHKL.PHARM
SANDOZ
BRISTOL-M. SQUIBB
MSD BELGIUM
JANSSEN-CILAG
BAYER PHARMACEUTIC
SANOFI BELGIUM
ASTRAZENECA
BOEHRINGER INGEL.
GILEAD SCIENCES
TAKEDA BELGIUM
TEVA PHARM.BELGIUM
J&J CONS.
VIIV HEALTHCARE
NOVO-NORDISK
SERVIER 0,1%
-0,1%
2,0%
-2,2%
6,6%
-6,7%
10,6%
5,0%
-33,3%
-2,8%
-1,9%
20,0%
-6,8%
7,3%
3,1%
2,3%
4,9%
9,1%
-7,5%
1,4%
+1
+1
+1
+1
+1
+1
+3
-1
+1
-9
+1
-1
Retail
Market growth
0.2%
Growth since last MAT
Enbrel
Humira
Eliquis, Orencia
Inegy, Ezetrol
Stelara
Crestor
Genvoya, Odefsey
Pantomed Nycomed
39
On the Belgian market, 162 retail products have been launched between January 2017 and September 2018
162
139
23
In total, 162 products were launched on the Belgian market between
January 2017 and September 2018
Influenza vaccines, Imported products, Generics
Original products with monthly sales below €30k
Original products with monthly sales above €30k recorded at least once
Retail
40
HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth
Source: IQVIA LMPB data
Retail
J05C - ODEFSEY - 201701
J05C - SYMTUZA - 201804
0
200.000
400.000
600.000
800.000
1.000.000
1.200.000
1.400.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sale
s (
MN
F/E
UR
)
Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
41
HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth
Source: IQVIA LMPB data
Retail
M01C - OLUMIANT - 201711
M01C - XELJANZ - 201712
M01C - KEVZARA - 201803
0
100.000
200.000
300.000
400.000
500.000
600.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sale
s (
MN
F/E
UR
)
Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
42
HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth
Source: IQVIA LMPB data
Retail
A10C - FIASP - 201809
A10C - XULTOPHY - 201808
0
50.000
100.000
150.000
200.000
250.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sale
s (
MN
F/E
UR
)
Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
43
HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth
Source: IQVIA LMPB data
Retail
R03L - TRELEGY ELLIPTA - 201807
R03L - TRIMBOW - 201804
0
50.000
100.000
150.000
200.000
250.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sa
les (
MN
F/E
UR
)
Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
44
HIV drugs, biologics in psoriasis, rheumatics and diabetes markets, and respiratory products show the fastest growth
Source: IQVIA LMPB data
Retail
J05C - ODEFSEY - 201701
J05C - SYMTUZA - 201804
D05B - TALTZ - 201704
D05B - TREMFYA - 201807
D05B - KYNTHEUM - 201809
M01C - OLUMIANT - 201711
M01C - XELJANZ - 201712
M01C - KEVZARA - 201803
R03M - FASENRA - 201809A10C - FIASP - 201809
A10C - XULTOPHY - 201808R03L - TRELEGY ELLIPTA - 201807
R03L - TRIMBOW - 201804
0
200.000
400.000
600.000
800.000
1.000.000
1.200.000
1.400.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sale
s (
MN
F/E
UR
)
Original products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
45
Specific patterns cannot be traced when looking at generic products separately
Source: IQVIA LMPB data
Retail
0
50.000
100.000
150.000
200.000
250.000
300.000
350.000
400.000
450.000
500.000
MO
NT
H 1
MO
NT
H 2
MO
NT
H 3
MO
NT
H 4
MO
NT
H 5
MO
NT
H 6
MO
NT
H 7
MO
NT
H 8
MO
NT
H 9
MO
NT
H 1
0
MO
NT
H 1
1
MO
NT
H 1
2
MO
NT
H 1
3
MO
NT
H 1
4
MO
NT
H 1
5
MO
NT
H 1
6
MO
NT
H 1
7
MO
NT
H 1
8
MO
NT
H 1
9
MO
NT
H 2
0
MO
NT
H 2
1
MO
NT
H 2
2
MO
NT
H 2
3
MO
NT
H 2
4
Sale
s (
MN
F/E
UR
)
Generic products launched between January 2017 and September 2018 with monthly sales above 30,000 EUR recorded at least once
(Value (MNF/EUR); 24 months as of launch)
Gx launched betwen Jan17 & Dec18 = 18,9M€
75% coming from 4 molecules :
- Tadalafil
- Rosuvastatine
- Ezetimibe
- Ethinylestradiol
46
Hospital
47
On the hospital market, Antineoplastic drugs lead in sales and growth, adding €229m additional sales for the period Hospital
908
123
104
84
79
78
75
74
65
63
Antineoplastic agents (L01)
Immunosuppressants (L04)
Antihemorrhagics (B02)
Ophthalmologicals (S01)
Immunoglobulins (J06)
Antianemics (B03)
Other nervous system drugs (N07)
Imaging diagnostics (T01)
Systematic antibacterials (J01)
Hormono therapy (L02)
83
20
17
17
15
11
10
7
4
4
Systemic antivirals (J05)
Systematic antimycotics (J02)
Psycholeptics (N05)
Analgesics (N02)
Antiseptics and disinfectants(D08)
Other gynecologicals (G02)
Drugs for acid related disorders(A02)
Psychoanaleptics (N06)
Plasma expensers (K02)
Lipid modifying agents (C10)
Top 10 ATC2 classes in values with growing and declining – Hospital
(MNF Euro Value (Mio.); MAT December 2018)
+35,4%
+8,7%
+19,6%
+12,8%
+10,7%
+10,9%
+15,6%
+16,3%
+6,5%
+26,8%
-22,9%
-3,1%
-1,3%
-8,1%
-2,3%
-0,7%
-5,2%
-1,1%
-14,4%
-21,6%
Source: IQVIA Hospital Audit
Opdivo, Keytruda,
Revlimid
Remsima, Inflectra
Novoseven, Advate, Kovaltry
Lucentis, Eylea
Multigam, Privigen
Aranesp, Injectafer
Gilenya, Lemtrada, Bridion
Iomeron, Dotarem, Visipaque
Piperacilline/Tazobactam,
Meropenem Fresenius Kabi
Xtandi, Zytiga
48
On the hospital market, Antineoplastic drugs lead in sales and growth, adding €229m additional sales for the period Hospital
908
123
104
84
79
78
75
74
65
63
Antineoplastic agents (L01)
Immunosuppressants (L04)
Antihemorrhagics (B02)
Ophthalmologicals (S01)
Immunoglobulins (J06)
Antianemics (B03)
Other nervous system drugs (N07)
Imaging diagnostics (T01)
Systematic antibacterials (J01)
Hormono therapy (L02)
83
20
17
17
15
11
10
7
4
4
Systemic antivirals (J05)
Systematic antimycotics (J02)
Psycholeptics (N05)
Analgesics (N02)
Antiseptics and disinfectants(D08)
Other gynecologicals (G02)
Drugs for acid related disorders(A02)
Psychoanaleptics (N06)
Plasma expensers (K02)
Lipid modifying agents (C10)
Top 10 ATC2 classes in values with growing and declining – Hospital
(MNF Euro Value (Mio.); MAT December 2018)
+35,4%
+8,7%
+19,6%
+12,8%
+10,7%
+10,9%
+15,6%
+16,3%
+6,5%
+26,8%
-22,9%
-3,1%
-1,3%
-8,1%
-2,3%
-0,7%
-5,2%
-1,1%
-14,4%
-21,6%
Source: IQVIA Hospital Audit
Epclusa, Viekirax,
Daklinza
Cancidas
Paracetamol Fresenius Kabi, Dafalgan
Xeplion
Iso-Betadine
Syntocinon, Prostin E2, Dostinex
Pantomed Nycomed, Nexiam,
Losec Mups
Sipralexa, Cymbalta
Volulyte, Voluven, Geloplasma MRX
Crestor, Inegy, Ezetrol
49
The leaders on the hospital market remain consistent compared to last period
233,5
185,8
170,6
164,9
138,8
104,0
90,8
87,5
75,2
66,4
63,6
59,9
56,6
43,9
42,0
40,3
38,5
32,5
32,0
29,4
ROCHE
MSD BELGIUM
NOVARTIS PHARMA
BRISTOL-M. SQUIBB
JANSSEN-CILAG
CELGENE
AMGEN
PFIZER+PFE BE
SANOFI BELGIUM
TAKEDA BELGIUM
BAYER PHARMACEUTICALS
FRESENIUS KABI
ABBVIE
BAXTER
CSL BEHRING
GILEAD SCIENCES
NOVO-NORDISK
ASTELLAS
ASTRAZENECA
SHIRE PHARMACEUT.
15%
37%
12%
20%
34%
25%
3%
85%
5%
34%
9%
7%
32%
5%
15,7%
-38%
36%
12%
19%
14%
-1
-1
-1
+2
-1
+1
+3
-1
-1
-7
+1
-2
Top 20 hospital companies sales and annual growth
(MNF Euro Values (Mio.); MAT December 2018)
Source: IQVIA Hospital Audit
+1
Hospital
Market growth
19%
Growth since last MAT
Keytruda
Opdivo, Sprycel
Revlimid
Imbruvica, Darzalex, Zytiga
Ibrance, Inflectra, Sutent, Ecalta
Entyvio
Maviret
Novoseven
Iressa, Lynparza, Tagrisso, Faslodex
+9
50
Consumer Health
51
The Consumer Health market grew by 1.1% in the past year, driven by the performance of the patient care category
OTC €1,340m
PEC €354m
PAC + NTR €302m
+0.8% 1y growth
+1.4% 5y CAGR
+0.4% 1y growth
+2.1% 5y CAGR
+2.8% 1y growth
+3.8% 5y CAGR
67%
18%
15%
Registered €823m
+0.4% 1y growth
Non registered €517m
+1.6% 1y growth
Consumer Health market – Belgium
(PUB Euro value; MAT December 2018)
Total Consumer Health Market €1,997m
Delta Absolute growth €21m 1yr growth +1.1% 5yr growth +1.8%
Source: IQVIA Consumer Health Services
Consumer
Health
52
253
194
189
90
87
46
28
27
24
23
01 Cough Cold
04 Vit/Minerals/Nutrit.Suppl
03 Digestive/Oth Intest Rems
06 Skin Treatment
83 Unisex Beauty Products
13 Calm Sleep Mood Enhancing
56 Tests & Measuring Instr.
30 Spec Enteral Nutrition Pr
47 Advanced Dressings
57 Medical/Surgical Aids
Top 10 OTC classes in values with growing and declining – Consumer Health
(PUB Euro Value (Mio.); MAT December 2018)
Most of the biggest Consumer Health classes are OTC but are experiencing mixed performances
Source: IQVIA Consumer
Health Services
Consumer
Health
268
116
81
62
61
46
44
44
42
17
02 Pain Relief
82 Beauty Product For Women
10 Circulatory Products
07 Eye Care
35 Baby Foods
86 Hair Products
12 Urinary And Repruduct Car
85 Personal Hygiene
05 Tonics/Other Stimulants
93 Oral Hygiene & Care Acce
+4,3%
+1,0%
+1,0%
+1,7%
+7,1%
+5,7%
+1,1%
+4,1%
+8,8%
+8,3%
-0,3%
-0,2%
-6,8%
-0,2%
-1,5%
-0,7%
-2,5%
-1,9%
-0,4%
-3,7%
Rhinathiol, Medica, Physiomer
Promagnor, Tribvit,
Folavit
Imodium, Movicol, Buscopan
Iso-Betadine, Bepanthol, Cremicort H
Cicaplast LRP, Anthelios, Mouskito
Sedistress, Sediplus, Metasleep
One Touch Verio, Bayer Contour Next
Fortimel Com.Prote, Fresubin 2 Kcal
Flaminal, Flamigel, Opsite
Krober Oxycure, Nexcare Coldhot
53
253
194
189
90
87
46
28
27
24
23
01 Cough Cold
04 Vit/Minerals/Nutrit.Suppl
03 Digestive/Oth Intest Rems
06 Skin Treatment
83 Unisex Beauty Products
13 Calm Sleep Mood Enhancing
56 Tests & Measuring Instr.
30 Spec Enteral Nutrition Pr
47 Advanced Dressings
57 Medical/Surgical Aids
Top 10 OTC classes in values with growing and declining – Consumer Health
(PUB Euro Value (Mio.); MAT December 2018)
Most of the biggest Consumer Health classes are OTC but are experiencing mixed performances
Source: IQVIA Consumer
Health Services
Consumer
Health
268
116
81
62
61
46
44
44
42
17
02 Pain Relief
82 Beauty Product For Women
10 Circulatory Products
07 Eye Care
35 Baby Foods
86 Hair Products
12 Urinary And Repruduct Car
85 Personal Hygiene
05 Tonics/Other Stimulants
93 Oral Hygiene & Care Acce
+4,3%
+1,0%
+1,0%
+1,7%
+7,1%
+5,7%
+1,1%
+4,1%
+8,8%
+8,3%
-0,3%
-0,2%
-6,8%
-0,2%
-1,5%
-0,7%
-2,5%
-1,9%
-0,4%
-3,7%
Dafalgan, Voltaren Emulgel
Widmer Visage, Remederm, Widmer Yeux
Arterin, Cardioaspirine
Preservision 3, Hyabak, Systane
Nutrilon (2), Nan Optipro HA, Nan
Nizoral-JPB, Dercos Shamp
Ymea, Canestene Gyn Clo., Prevalon
Saforelle, PH5-Eucerin
Biocure, A.Vogel (5), Tonixx
Corega, Protefix
54
Johnson & Johnson retains its leadership in Belgium Consumer Health but the top 10 have overall seen negative performance
-4,3%
0,0%
-2,7%
5,5%
1,7%
2,7%
7,9%
11,2%
-2,1%
-0,2%
-0,4%
4,6%
-2,3%
-2,8%
-0,7%
1,2%
-7,9%
-2,4%
-6,3%
1,3%
Market growth
1.1%
25,8
29,1
29,8
35,7
39,0
39,6
39,7
40,3
44,2
45,5
47,0
49,4
54,9
57,1
58,8
62,3
63,0
66,2
75,8
87,7
VICHY
NESTLE BELGILUX
LOUIS WIDMER
METAGENICS
LA ROCHE POSAY
TILMAN
QUALIPHAR
EG
NUTRICIA
MELISANA
MEDA PHARMA
SMB LABORATOIRE
MERCK CONS.HLTH
TAKEDA BELGIUM
RECKITT BENCKISER
SANOFI CHC
OMEGA PHARMA
BMS
GSK
J&J CONS.
OTC PEC
PAC NTR
+1
-1
+1
-1
+2
-2
Top 20 Consumer Health Companies Ranked by Sales
(PUB Prices €m, MAT December 2018)
Source: IQVIA Consumer Health Services
Growth since last MAT
Consumer
Health
Voltaren Emulgel, Voltapatch Tissugel
Dafalgan, Sedergine, Niflugel
XLS Medical, Arterin, Davitamon
Asaflow, Steovit, Magnecaps
Omnibionta
Algostase Mono, Neo-Golaseptine, Afebryl
Cetirizine EG, Paracetamol EG, Ibuprofen EG
Medica, Toularynx, Mouskito
Probactiol, Curcudyn, Metasleep
55
Biosimilars
56
2019 is expected to be the biggest year yet for biosimilars
Share of Sales in Belgium – Originators and Biosimilars
(MNF Euro Value (Mio.); MAT December 2018)
Source: IQVIA MIDAS
Therapy Area Molecule Product Share of sales Biosimilar Share of sales
Antineoplastic &
Immunomod.
Adalimumab Humira 100% Imraldi, Amgevita 0%
Etanercept Enbrel 94% Benepali 6%
Infliximab Remicade 71% Remsima, Inflectra, Flixabi 29%
Filgrastim Neupogen 73% Tevagrastim, Nivestim 27%
Trastuzumab Herceptin 100% Herzuma 0%
Rituxumab Mabthera 100%
Bevacizumab Avastin 100% Expected EU 2022
Nivolumab Opdivo 100% Expected in EU 2024
AlimentaryInsulin Glargine Toujeo, Lantus, Suliqua 98% Abasaglar 2%
Insulin Aspart Novorapid, Novomix 100% Expected in EU 2022
Blood Epoetin Alfa Eprex 88% Binocrit 12%
Genito, sex
hormonesFollitropin Alfa Gonal-F 76% Bemfola 24%
Hormonal Somatropin Genotonorm, Norditropin 82% Omnitrope 18%
57
HCPs
58
Amongst the General Practitioners, 4,545 of them are responsible for 70% total market potential
555
312
228169
124
86 5427
8 1
35%
20%15%
11%
8%
5%3%
2% 1% 0%
0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
50%
0
100
200
300
400
500
600
D1 D2 D3 D4 D5 D6 D7 D8 D9 D10
Mark
et share
Pre
scription v
alu
e (
mill
ions)
Decile analysis
(Active GPs and Occupational GPs; prescription value (millions); MAT December 2018)
15,155 physicians
366 206 151 112 82 57 36 18 6 1
AVERAGE prescription
value per doctor per year
(in thousands euro)
Source: IQVIA Xponent
Prescriptions
59
96% 95% 94% 94% 95%
4% 5% 6% 6% 5%
0%
20%
40%
60%
80%
100%
FY 2014 FY 2015 FY 2016 FY 2017 FY 2018
Digital vs. Traditional promotional spend EU5
Traditional Spending Digital Spending
Corporate website
61%
Mailing20%
Web advertising GPs/Primary care
5%
Social media11%
Detailing2%
Meetings0%
Apps1%
Total Digital Spending
144 136 137 130 116
Corporate website and mailing represent over 80% of digital spending
Digital promotional spending has slowly grown compared to traditional spending, but levelled off in 2018 at 5%
€ 9m
Total €m
Source: IQVIA ChannelDynamics
60
When including Digital channels in the mix, it is important to target the HCP’s who are receptive to these channels
61
CONCLUSIONS
Hospital market is the key driver of the market growth, and
potentially as large as the Retail in a few years’ time
Despite the slow down and stability of the Retail market, the launch
performance and uptake will be an important driver for the Primary Care drugs
Biosimilars are part of the market pictures, with some of them
launched lately and a few others to come in the next years
Use of the Digital channels in the promotion mix will also require a
good tactical plan to be successful
Thank you