Emerging Biotechnology Players: From Innovation to Realization

[Laura Wood]

I enclose details of our Emerging Biotechnology Players Report.

Since its birth in the early 1970's, the biotechnology industry has grown significantly to include more than 4,000 firms in 25 mainly western nations, developed more than 300 products in 200 indications and achieved 2001 revenues of approximately $27.6 billion.

Despite the growth in product approvals, business formation, employment and capital investment, biotechnology is facing significant challenges.

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2001 was not a good year, with the industry rising by only one-third of what it had achieved in 2000. Furthermore, the IPO market that fuelled the 1998-2000 biotech boom has all but disappeared.

How will this research driven business evolve over the next five years?

What will be the contribution of the new players to the sectors' quest for innovation and increasing productivity?

Scope and Coverage of this report:

- Benchmarking of the top-ten players in the biotechnology industry by 2001 sales, operating profits and R&D spend followed by forecast revenues of the leading products, players, technologies and therapy areas between 2002-07

- Benchmarking of 12 key emerging players in the biotechnology industry by 2001 sales, operating profits/loss and R&D spend followed by forecast revenues of the leading products, players, technologies and therapy areas, between 2002-07

- Full profiles of the 12 key emerging companies: Antisoma, British Biotech, Cambridge Antibody Technology, Celera Genomics, Human Genome Sciences, Isis Pharmaceuticals, Millennium Pharmaceuticals, MorphoSys AG, Oxford GlycoSciences, Scios, Vertex Pharmaceuticals and XOMA

- 1, 3 and 5 year forecasts for the key products and total ethical sales for the 12 profiled biotech companies, with forecasts benchmarked against analyst consensus estimates where possible

Key Reasons to Buy This Report:

1. Benchmark your strategy against key rivals in the biotechnology sector
2. Assess the timescale and impact of new biotechnologies on your business
3. Understand the drivers of growth in the global biotechnology industry
4. Assess the importance of consolidation within the biotechnology sector
5. Realize the importance of intrabiotech alliance networks to business model evolution
6. Identify potential partners within the emerging biotech sector to drive your portfolio strategy

“...Small molecules carry the potential over the next ten years to become the dominant technological trajectory in terms of pipeline development eclipsing antibody-based and rDNA technologies. rDNA technologies and the field of big protein development are ageing and return is expected to show signs of decline...” Dr Alex Pavlou, Biotechnology Analyst

In 2001, the 10 biotechnology industry leaders posted an 18% increase in product revenue, to $10,992m. This was mainly driven by Amgen and Genentech, generating $4,482m and $1,736m, respectively.

Therapeutic proteins are likely to maintain the lead, with forecast revenues of $19,053m in 2007. Amgen's Enbrel will be the top biotech blockbuster, with forecast sales of $3,200m in 2007. Second to therapeutic proteins will be antibodies, forecast to generate $7,635m in 2007.

Millennium could replace Celltech in the top 10 biotech firms, with forecast product revenue of $710m in 2007. Over the next five years, Millennium, Scios and Isis will be the three leading emerging players in terms of product sales, with forecast combined revenue of $1,369m.

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Report Index:

DRIVERS AND TRENDS

- What will be the key growth drivers of the leading biotech sector?
- What will be the winning players, products, technologies and therapy for the emerging biotech sector over the next five years?
- How are the emerging players directing their corporate strategies to maximize growth?
- How will the emerging biotech pipelines evolve between 2002-07?
- What is the contribution of intrabiotech consolidation and partnering to the emerging sector's quest towards full integration?

EMERGING BIOTECHNOLOGY PLAYERS

Positions the top-ten leading and 12 emerging biotech players according to profit/loss revenue performances and R&D spend in 2001 and allows an assessment of the winning players, products, technologies and therapy areas within the leading and emerging biotech sectors between 2002-07:

- How are the top-ten players positioned in 2001 by revenues, profits and R&D spend?
- What will be the contribution of therapeutic proteins and antibodies to the leading biotech sector income by 2007?
- Which will be the top-selling brands in 2002 and 2007?
- What will be the key players and growth driving technologies of the twelve emerging biotechs between 2002-2007?

Provides an in-depth analysis of 12 key emerging biotechnology companies spanning company strategy, portfolio and pipeline analysis as well as five-year financial analysis:

- Antisoma - Will the co-development of pemtumomab with Abbott pay off?
- British Biotech - What is the future for the metalloenzyme inhibitor-based drugs?
- Cambridge Antibody Technology - What will be the new management's strategy towards full integration?
- Celera Genomics - Will the sequencing of the human genome drive vertical growth?
- Human Genome Sciences - Can albumin fusion technology revive investor confidence?
- Isis Pharmaceuticals - Will investment on second generation antisense pay off?
- Millennium Pharmaceuticals - How will the acquisition of Cor Therapeutics boost growth?
- MorphoSys AG - What is the future for the HuCAL antibody
technology?
- Oxford GlycoSciences - How successful will be Zavesca's
co-marketing with Actelion in Europe?
- Scios Inc. - How will Natrecor's sales support corporate
growth?
- XOMA - Will Raptiva's launch in 2003 help Xoma reach
profitability by 2007?
- Vertex Pharmaceuticals - Will VX-175 win the competition
with Abbott's Kaletra?

ACTION POINTS

- Recognizes a $30bn revenue gap in 2007 between the ten-leading biotech companies and the 12 emerging players profiled within the report. However, the emerging companies are destined to grow at a faster rate over this time period, and their focus should be on reaching sustainable profitability.

- Emerging players should explore new market opportunities in the intracellular environment, protein-protein and gene-protein complex interactions, thus paving the way for a new generation of genomics/proteomics-based small molecule drugs, DNA/RNA and gene-based therapies.

- Two thirds of the leading biotechs' blockbuster 2007 income will be earned by Amgen. Emerging players should take note of Amgen's reformulation strategies in an attempt to optimize revenue potential.

- The degree of supply chain integration and the level of success of intrabiotech acquisitions or alliances will decide the evolution of the emerging business model. The emerging sector should use these wisely to overcome significant challenges related to manufacturing or regulatory complexities.

DATASETS

Table 1: Distribution of pipeline programs of the 12 emerging players by technology focus, 2002
Table 2: Total revenues, R&D expenses and net profit/loss for the 10 leading biotech companies, 2001
Table 3: Profitability of the top 10 biotech companies, 1997-2001
Table 4: Product revenue of the top 10 biotech companies, 2000-01
Table 5: Product revenue stream for the top 10 biotech companies, 2002-07
Table 6: Revenue stream generated by the leading biotech products, 2001-07
Table 7: Product revenue stream by therapy area, 2001-07
Table 8: Product revenue stream by technology, 2001-07
Table 9: Revenue stream from leading biotechnology products by technology, 2001-07
Table 10: Revenue stream of the therapeutic proteins marketed or being developed by the top 10 biotech firms, 2001-07
Table 11: Revenue stream for the leading therapeutic proteins, 2001-07
Table 12: Revenue stream for the key therapeutic areas in the therapeutic protein field, 2001-07
Table 13: Revenue stream of the antibodies marketed or being developed by the top 10 biotech firms, 2001-07
Table 14: Leading antibody-based products revenue stream, 2001-07
Table 15: Antibody-based revenue stream by therapy area, 2000-07
Table 16: Revenue stream for the small molecules marketed or being developed by the top 10 biotech firms, 2001-07
Table 17: Leading small molecule revenue stream, 2000-07
Table 18: Small molecule revenue stream by therapy area, 2000-07
Table 19: Net loss, total revenues and R&D expenses for the 12 emerging biotech companies, 2001
Table 20: Revenue stream for the 12 emerging biotech firms, 1997-2001
Table 21: Millennium and Vertex's key partnerships, 1997-2002
Table 22: Net losses of the 12 emerging biotech firms, 1997-2001
Table 23: Product revenue stream for the 12 emerging firms, 2002-07
Table 24: Revenue stream generated by the leading products within the emerging biotech sector, 2002-07
Table 25: Product revenue stream by key therapy areas within the emerging biotech sector, 2002-07
Table 26: Product revenue stream by technology, 2001-07
Table 27: Antisoma's pipeline-driven revenue stream including a comparison between Datamonitor and analyst consensus, 2005-07
Table 28: Antisoma's product portfolio, 2002
Table 29: Antisoma's profitability performance, FY1997-FY2001
Table 30: British Biotech's product portfolio, 2002
Table 31: Marimastat's clinical development, 2000-02
Table 32: Profit and loss indicators, 1999-2001
Table 33: A comparison between British Biotech's liquidity and profitability ratios with the top six biotech firms in 2001
Table 34: Forecasts for CAT's pipeline revenue stream, 2003-07
Table 35: CAT's pipeline revenue forecasts, 2002-07
Table 36: Comparison between Datamonitor and analyst consensus forecasts for CAT's pipeline revenue stream, 2003-07
Table 37: CAT's product portfolio, 2002
Table 38: CAT's profit and loss account, 1999-2001
Table 39: Cat's nine-month profit and loss account, 2001-02
Table 40: Summary of Celera Genomics' acquisitions or stock purchase deals
Table 41: Celera Genomics' intrabiotech alliance network, 2000-02
Table 42: Celera Genomics' out-licensing activity, 2000-02
Table 43: Celera Genomics' drug discovery and genomics based bio-to-pharma alliance network, 2000-02
Table 44: Celera Genomics' drug discovery and development alliance network with academic/government or independent institutes, 2000-02
Table 45: Celera Genomics' alliance activity with non-life science partners, 2000-02
Table 46: Celera Genomics' R&D pipeline, 2002
Table 47: Applera's revenue and profit/loss breakdown, FY1999-FY2001
Table 48: Celera Genomics' profit and loss performance, FY1999-FY2001
Table 49: Applera's cash, funding and long-term debt, 1999-2001
Table 50: Applera's liquidity and profitability ratios in 2001 compared to the 2001 average ratios of the top six biotech firms
Table 51: Human Genome Sciences' product portfolio, 2002
Table 52: Human Genome Sciences' profitability, 2000-01
Table 53: Isis' pipeline revenue stream, 2002-07
Table 54: Comparison between Datamonitor and analyst consensus forecasts for Isis' portfolio-derived revenue, 2002-07
Table 55: Isis' biotherapeutics portfolio, 2002
Table 56: Isis' profit and loss performance, 1999-2001
Table 57: Comparison between Isis' liquidity and profitability ratios and the average generated by the top six biotech firms, 2001
Table 58: Forecasts for Millennium's revenue stream, 2002-07
Table 59: Forecast for Millennium's revenue stream, 2002-07
Table 60: Comparison between Datamonitor and analyst consensus forecasts for Millennium's single marketed product, 2002-05
Table 61: Millennium's product portfolio, 2002
Table 62: Inflammatory bowel disease pipeline, 2001-02
Table 63: Obesity pipeline, 2001-02
Table 64: Millennium's profitability performance, 2000-01
Table 65: Millennium's profitability performance, first six months, 2002
Table 66: MorphoSys' product portfolio, 2002
Table 67: MorphoSys' profit and loss performance, 2000-01
Table 68: OGS' bio-to-pharma network, 2002
Table 69: OGS' intrabiotech alliance network , 2002
Table 70: Comparison between Datamonitor and analyst consensus forecasts for OGS' new product revenue stream, 2003-07
Table 71: OGS' product portfolio, 2002
Table 72: OGS' profit and loss performance, 2000-01
Table 73: OGS' half-year profit and loss performance, 2001-02
Table 74: Cash, assets, funding and long-term debt for OGS,1999-2001
Table 75: OGS' 2001 liquidity/profitability ratios compared  to the top six biotech firms average ratios in 2001
Table 76: Comparison between Datamonitor and analyst consensus forecasts for Scios' pipeline revenue stream, 2002-07
Table 77: Scios' product portfolio, 2002
Table 78: Marketed products in the CHF market, 2002
Table 79: Profit and loss account, 1999-2001
Table 80: Scios' 2001 liquidity and profitability ratios compared to the 2001 average ratios of the top six biotech players
Table 81: Portfolio derived revenue stream for Vertex generated by GSK's marketing of Agenerase, 2002-07
Table 82: Vertex's key partnerships and their pre-commercial value, 2002
Table 83: Agenerase/VX-175 revenue stream for GSK and Vertex, 2001-07, and comparison between Datamonitor and analyst consensus forecasts, 2002-03
Table 84: Vertex's product portfolio, 2002
Table 85: Vertex's profit and loss performance, 2000-01
Table 86: Revenue breakdown for Vertex, 1999-2001
Table 87: Revenue forecast for XOMA's pipeline growth drivers, 2004-07
Table 88: XOMA's pipeline revenue stream and comparison with analyst consensus forecasts, 2004-07
Table 89: XOMA's product portfolio, 2002
Table 90: Forecast sales of gene therapies according to their mode of action, 2002-07
Table 91: XOMA's profitability, 1999-2001
Table 92: XOMA's 2001 liquidity and profitability ratios compared to the top six biotech firms 2001 average ratios

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Thank you for your consideration.

Kind Regards,


Laura Wood
Senior Manager
Research and Markets Ltd
laura.wood at researchandmarkets.com

REPORT DATA SUMMARY:
Emerging Biotechnology Players: From Innovation to Realization
Publisher Name: Datamonitor
Date Published: 27/01/03
Category: Biotechnology
URL: www.researchandmarkets.com/reports/29057

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