IMS Company Profiles - Report Buyer

IMS COM PANY PRO FILES NOVARTIS
Com pe ti tion: Tegretol has lost ground to newer anti-ep i lep tics, in clud ing Novartis’ own Trileptal
(oxcarbazepine), GSK’s Lamictal (lamotrigine), Pfizer’s Lyrica (pregabalin) and John son & John son’s
Topamax (topiramate). In the 12-month pe riod to the end of Sep tem ber 2008, Tegretol was the eighth
prod uct in the Anti-Ep i lep tics class (N3A), with a 2.5% mar ket share but zero fixed rate dol lar growth.
Topamax led the mar ket, with a 16.2% mar ket share and 12% fixed rate dol lar growth, fol lowed by
Lamictal, with a 14.8% mar ket share and 6% fixed rate dol lar growth. Lyrica was num ber three, with a
14.8% mar ket share and 41% fixed rate dol lar growth. Num ber four was UCB’s Keppra (levetiracetam),
with a 11.5% mar ket share and 38% fixed rate dol lar growth. Abbott’s Valcote (valproate semisodium)
was num ber five, with a 10.4% mar ket share and 7% fixed rate dol lar growth. Trileptal was num ber six,
with a 2.8% mar ket share, but sales down by 49% in fixed rate dol lar terms. Pfizer’s Neurontin
(gabapentin) was num ber seven, with a 2.6% mar ket share but sales down by 17% in fixed rate dollar
terms.
Sales/An a lyst Com ment: Tegretol was Novartis’ num ber 13 prod uct in 2008 with sales of $451 mil -
lion, up 6% in lo cal cur rency terms. Cowen & Co an a lysts (Au gust 2008) fore cast sales of $485 mil lion in
2008 ($535 mil lion by 2013).
TRILEPTAL (oxcarbazepine), an anticonvulsant in di cated in ep i lepsy, first launched in Den mark in
1990, is now avail able in many mar kets world wide, in clud ing the USA, where it was launched in 2000. An
oral sus pen sion for mu la tion is now avail able. It is suit able for use by adults and chil dren. Trileptal was li -
censed-out to Kissei (Ja pan) for Ja pan in 1999, but Jap a nese de vel op ment was discontinued.
In 2005, new warn ings and pre cau tions were added to the US la bel of Trileptal tab lets and oral sus pen -
sion, de scrib ing se ri ous dermatological re ac tions, in clud ing Stevens-John son syn drome and toxic epi der -
mal necrolysis. New pre cau tions cover cases of multi-or gan hy per sen si tiv ity reactions.
Com pe ti tion: Ge neric oxcarbazepine was launched in the USA in Oc to ber 2007 by Caraco Lab o ra to ries,
on be half of Sun Pharmaceuticals (In dia), af ter Sun re ceived ap proval from the FDA. Teva (Is rael) re -
ceived FDA ap proval for its ge neric oxcarbazepine in December 2007.
Com pe ti tion: In the 12-month pe riod to the end of Sep tem ber 2008, John son & John son’s Topamax
(topiramate) was the num ber one prod uct in the Anti-Ep i lep tics class (N3A), with a 16.2% mar ket share
and 12% fixed rate dol lar growth. GlaxoSmithKline’s Lamictal (lamotrigine) with a 14.8% mar ket share
and 6% fixed rate dol lar growth, was in sec ond po si tion. Pfizer’s Lyrica (pregabalin) was num ber three,
with a 14.8% mar ket share and 41% fixed rate dol lar growth. Num ber four was UCB’s Keppra
(levetiracetam), with a 11.5% mar ket share and 38% fixed rate dol lar growth, fol lowed by Abbott’s
Valcote (valproate semisodium) in fifth po si tion, with a 10.4% mar ket share and 7% fixed rate dol lar
growth. Trileptal was num ber six, with a 2.8% mar ket share, but sales down by 49% in fixed rate dol lar
terms. Pfizer’s Neurontin (gabapentin) was num ber seven, with a 2.6% mar ket share but sales down by
17% in fixed rate dol lar terms. Novartis’ Tegretol (carbamazepine) was num ber eight, with a 2.5% mar -
ket share and 0% fixed rate dollar growth.
Sales/An a lyst Com ment: In 2008, Trileptal was Novartis’ num ber 18 prod uct with sales of $332 mil -
lion, down 53% in lo cal cur rency terms, due to ge neric com pe ti tion ($135 mil lion from US sales). Mor gan
Stan ley an a lysts (Jan u ary 2009) fore cast sales of $236 mil lion in 2009 ($75 mil lion by 2013-14). Cowen
& Co an a lysts (Au gust 2008) fore cast 2008 sales of $335 mil lion ($150 million by 2013).
Dermatological Agents
ELIDEL (pimecrolimus), a non-steroidal treat ment for ec zema and der ma ti tis, was first launched in the
USA in 2002, and is now avail able in over 90 world mar kets in Eu rope, Latin Amer ica, East ern Eu rope, the
Mid dle East and Australasia, plus Can ada. Pimecrolimus in hib its T cell and mast cell ac ti va tion and has
po tent anti-in flam ma tory ac tiv ity. As it does not cause skin at ro phy, it could be suit able for fa cial use, and
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