IMS Company Profiles - Report Buyer

IMS COM PANY PRO FILES TAKEDA
Product Portfolio
In the year to March 31 2008, the Pharmaceuticals seg ment re corded net sales of Yen1,272 bil lion, up
5.8% from Yen1,203 bil lion in the year-ear lier pe riod and rep re sent ing 92.5% of to tal sales. Eth i cal
drug sales grew by 5.8% to Yen1,210.2 bil lion (88% of to tal sales) from Yen1,144.1 bil lion the pre vi ous
year, of which Yen529.7 bil lion (up 2.9%) was gen er ated in Ja pan (38.5% of to tal sales), and Yen680.6
bil lion (up 8.2%) was gen er ated over seas (49.5% of to tal sales). The Con sumer Healthcare busi ness
posted a 5.3% in crease in sales from Yen58.7 bil lion to Yen61.8 bil lion in the 12 months to March 2008,
rep re sent ing 4.5% of to tal sales. Net sales in the Other seg ment in creased slightly by 0.4% from
Yen102.4 bil lion to Yen102.7 bil lion in the 12 months to March 2008.
Takeda’s eth i cal drugs busi ness has a very high sales weight of high-in come in-house de vel oped drugs,
and it is well po si tioned with re gards to ther a peu tic fo cus; it gen er ates much of its sales from the high
growth di a be tes and on col ogy ar eas, as well as anti-ulcerants; oral antidiabetics; an gio ten sin II an tag o -
nists; and cephalosporin an ti bi ot ics. Ac cord ing to IMS, in the year end ing Sep tem ber 2008, antidiabetics
and antiulcerants were Takeda’s lead ing ther a peu tic ar eas, each with around one third (33%) of global
cor po rate sales. An gio ten sin II an tag o nists gen er ated 11% of sales fol lowed by cytostatic hor mones with
5.8% and neo plas tic drugs with 2.5%. Its ma jor prod ucts are Prevacid/Takepron (lansoprazole), a pro -
ton pump in hib i tor; Actos (pioglitazone), an oral agent for di a be tes; the can cer and hor monal prod uct
Leuplin/Lupron; and the an gio ten sin II inhibitor Blopress/Atacand (candesartan cilexetil) for
hypertension.
Per for mance of the four global stra te gic prod ucts in the year end ing March 2008 was as fol lows
To tal sales were up 18% to Yen396.2 bil lion for Actos (pioglitazone) while US sales of Actos rose 18% to
$2.8 bil lion; do mes tic sales were Yen41.6 bil lion, up 24%. In the 12-month pe riod to the end of Sep tem -
ber 2008, Actos was Takeda’s sec ond lead ing in ter na tional phar ma ceu ti cal prod uct, mak ing up 26.7% of
cor po rate sales, with sales up 10% in fixed rate dol lar terms, ac cord ing to IMS. The launch of Actoplus
Met (pioglitazone/metformin) in 2005 has also helped the di a be tes & en do cri nol ogy port fo lio main tain a
strong sales per for mance. Actoplus Met was Takeda’s sixth lead ing prod uct with 3.0% of global cor po rate
sales, up 55% over the pre vi ous year. The ac qui si tion of Syrrx (USA) in 2005 opened up more av e nues
for growth within the di a be tes arena, through Takeda gain ing rights to mar ket, de velop and com mer cial -
ize dipeptidyl peptidase IV (DPP-IV) in hib i tors, which have suc cess fully dem on strated in both pre clin i cal
and clin i cal tri als the po ten tial to treat Type 2 di a be tes and alogliptin (SYR 322) is now awaiting US
approval and expected to become a major product for Takeda.
To tal global sales were down 1.4% to Yen148.7 bil lion for Takepron (lansoprazole) with do mes tic sales up
11.8% to Yen64.8 bil lion. In the 12-month pe riod to the end of Sep tem ber 2008, lansoprazole
(Takepron) was Takeda’s lead ing in ter na tional phar ma ceu ti cal prod uct, with 32.1% of cor po rate sales,
down 3% (fixed dol lar rate) ac cord ing to IMS. Takeda gained full rights to Takepron fol low ing the
dissolutino of the TAP jv in mid-2008. When the US pat ent on Prevacid ex pires in No vem ber 2009, ge -
neric com pe ti tion could take 90% of its sales and with it, ac cord ing to some in dus try watch ers, 40% or
more of Takeda’s prof its. Takeda has launched IV and pe di at ric for mu la tions of lansoprazole, but such is
the na ture of the PPI mar ket that any gains will be short-lived. The main pro tag o nist at the heart of the
PPI mar ket com pe ti tion are the cheaper ge neric equiv a lents of AstraZeneca’s omeprazole. Many other
PPIs are due to lose pat ent pro tec tion in the com ing years and thus will en force fur ther competitive strain
on the remaining brand name medicines.
To tal, global sales of Blopress were up 8.2% to Yen223.1 bil lion while do mes tic sales were Yen137.1 bil -
lion, up 6.1%. Ac cord ing to IMS, Blopress was Takeda’s num ber three in ter na tional phar ma ceu ti cal prod -
uct in the 12-month pe riod to the end of Sep tem ber 2008, mak ing up 11% of cor po rate sales, up 6% in
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