Alcon Inc.: PharmaVitae Profile

Find Industry reports, Company profiles
ReportLinker and Market Statistics

>> Get this Report Now by email!

Alcon Inc.: PharmaVitae Profile
Published on July 2010

Report Summary

Introduction

This analysis examines the historical and forecast performance for Alcon in the prescription pharmaceutical sector. The profile
encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales
forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative
information.

Scope

Highlights

Reasons to Purchase

Benchmark Alcon's performance against key rivals in the prescription pharmaceutical sectorSee how new launches have driven the
company's impressive growth throughout the historic periodAssess how Alcon's tight therapeutic performance will affect its
performance out to 2014 and the returns on Novartis' investment

Table of Content

ABOUT DATAMONITOR HEALTHCARE 2
About the PharmaVitae team 2
Chapter 1 About this profile 3
PharmaVitae Explorer database 3
Chapter structure 3
Executive summary 3
Quarterly news update 3
Company introduction 3
Company sales 4
Company financials 4
Key products and competitors 4
Data sourcing 4
Sales data 4
Analyst consensus 4
Chapter 2 Executive summary 5

Alcon Inc.: PharmaVitae Profile Page 1/7


Key findings 5
Prescription pharmaceutical sales and growth rate performance, 2002-14 6
Financial performance, 2002-14 7
Alcon: PharmaVitae forecasts at a glance 8
Strategic insight 9
Global leader in ophthalmology 9
Broad coverage of attractive markets 9
Margin expansion to maximize operating profit 9
Ophthalmology focus may restrict opportunity 11
Challenges faced in ophthalmic markets 11
Limited availability of externally discovered products 11
Potential consolidation with Novartis would allow further synergies 13
Two-step agreement to sell Nestlé's holding 13
Complementary fit with Novartis's ophthalmics business 14
Majority stake will not alone allow integration of the two businesses 15
SWOT analysis 16
Table of Contents 17
Table of figures 19
Chapter 3 Quarterly news update 20
Key findings 20
Product developments 21
Deals and alliances 22
Product deals 22
Technology deals 22
M&A activity 23
Company announcements 23
Future product milestones 24
Chapter 4 Company introduction 25
Key findings 25
Background 26
Key corporate developments 26
M&A history 27
Current corporate structure 29
Chapter 5 Company sales 30
Key findings 30
Prescription pharmaceutical sales and growth rate analysis, 2002-14 31
Product analysis 33
Product analysis, 2002-08 34
Product analysis, 2008-14 37
Therapy area analysis 41
Geographic analysis 47
Launch/core/expiry analysis 50
Explanation of launch/core/expiry analysis 50
Launch analysis, 2008-14 51
Core analysis, 2008-14 53
Expiry analysis, 2008-14 55
Generics analysis, 2008-14 57
Launch/core/expiry configuration, 2008-14 58
Molecule type analysis 59
Externalization analysis 61



Chapter 6 Company financials 63
Key findings 63
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2002-08 64
Operating costs and profit analysis 66
Operating costs and profit analysis, 2002-08 67
Operating cost ratio and profit margin analysis, 2002-08 68
Operating cost ratio and profit margin analysis, 2008-14 69
Operating costs and profit analysis, 2008-14 71
Chapter 7 Key products and competitors 73
Key findings 73
Overview 74
Other 75
Travatan franchise 75
Overview 75
Sales forecast 76
Market uptake against gold standard, Xalatan 76
Increasing competition from indirect generics 77
Travatan Z helps to differentiate Alcon's offering 77
Threat of earlier than forecast direct generics 78
Azopt 79
Overview 79
Sales forecast 80
Competition with the Trusopt franchise in the carbonic anhydrase inhibitor class 80
Generic carbonic anhydrase inhibitors became available from October 2008 80
Azarga strengthens ex-US sales 81
Patanol franchise 82
Overview 82
Sales forecast 83
Maximization of deal with Kyowa Hakko Kirin 83
Generic copies of key competitor from 2009 84
Infectious diseases 85
Vigamox 85
Overview 85
Sales forecast 86
Fourth-generation anti-infective 86
Delays reduce further opportunity for switching 86
Ciprodex 88
Overview 88
Sales forecast 89
Generic copies forecast to launch in the US from 2010 89
MoxiDex Otic will launch too late to allow direct switching 89
Respiratory 90
Patanase 90
Overview 90
Sales forecast 91
Initial market uptake will clarify potential 91
Generic copies of Astelin threaten sales from 2010 91
Chapter 8 Appendix 93
R&D pipeline 93
Therapy area by company reporting line 94



References 98
Abbreviations 98
Exchange rates 100
About Datamonitor 101
About Datamonitor Healthcare 101
Datamonitor consulting 101
Disclaimer 103

List of Tables
Table 1: Alcon - PharmaVitae forecasts at a glance 8
Table 2: Alcon key product developments, Q1-Q3 2009 21
Table 3: Alcon product deals and alliances, Q1-Q3 2009 22
Table 4: Alcon technology deals and alliances, Q1-Q3 2009 22
Table 5: Alcon M&A activity, Q1-Q3 2009 23
Table 6: Alcon company announcements, Q1-Q3 2009 23
Table 7: Alcon future product milestones, 2009-11 24
Table 8: Alcon product portfolio overview ($m), 2002-08 34
Table 10: Alcon prescription pharmaceutical sales by therapy area ($m), 2008-14 46
Table 11: Alcon prescription pharmaceutical sales by geographic region ($m), 2008-14 49
Table 12: Alcon launch portfolio overview ($m), 2008-14 51
Table 13: Alcon core portfolio overview ($m), 2008-14 53
Table 14: Alcon expiry portfolio overview ($m), 2008-14 55
Table 15: Alcon generics portfolio overview ($m), 2008-14 57
Table 16: Alcon prescription pharmaceutical sales by molecule type ($m), 2008-14 60
Table 17: Alcon prescription pharmaceutical sales by source ($m), 2008-14 62
Table 18: Total Alcon sales by business unit ($m), 2002-08 64
Table 19: Alcon operating revenue/cost analysis ($m), 2002-08 67
Table 20: Alcon operating cost ratio analysis (% of total revenues), 2002-08 68
Table 21: Alcon operating cost ratio analysis (% of total revenues), 2008-14 69
Table 22: Alcon operating revenue/cost analysis ($m), 2008-14 71
Table 23: Key products overview 74
Table 24: Travatan: overview 75
Table 25: Travatan franchise: sales forecast ($m), 2008-14 76
Table 26: DuoTrav: sales forecast ($m), 2008-14 76
Table 27: Azopt: overview 79
Table 28: Azopt: sales forecast ($m), 2008-14 80
Table 29: Patanol: overview 82
Table 30: Patanol franchise: sales forecast ($m), 2008-14 83
Table 31: Vigamox: overview 85
Table 32: Vigamox: sales forecast ($m), 2008-14 86
Table 33: Ciprodex: overview 88
Table 34: Ciprodex: sales forecast ($m), 2008-14 89
Table 35: Patanase: overview 90
Table 36: Patanase: sales forecast ($m), 2008-14 91
Table 37: Alcon's R&D pipeline (Phase I-registration) 93
Table 40: Exchange rates, 2009 100



List of Figures
Figure 1: The PharmaVitae Explorer 3
Figure 2: Alcon prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 6
Figure 3: Alcon's financial performance ($m), 2002-14 7
Figure 4: Alcon total revenue and operating profit breakdown, 2002-14 10
Figure 5: Alcon share price and timeframe of put/call options on Nestlé's remaining 52% stake, 2002-11 13
Figure 6: Synergies between Alcon and Novartis 14
Figure 7: Alcon SWOT analysis 16
Figure 8: Recent and major M&A/divestment activity, Alcon 27
Figure 9: Current corporate structure 29
Figure 10: Alcon prescription pharmaceutical performance, sales ($m) and growth rate (%), 2002-14 31
Figure 11: Key product sales ($m), 2002-14 33
Figure 12: Alcon key sales growth drivers and resistors ($m), 2002-08 35
Figure 13: Alcon key sales growth drivers and resistors ($m), 2008-14 38
Figure 14: Alcon prescription pharmaceutical sales by therapy area ($m), 2002-14 41
Figure 15: Alcon prescription pharmaceutical sales by product category ($m), 2002-14 42
Figure 16: Alcon prescription pharmaceutical sales by geographic region ($m), 2002-14 47
Figure 17: Alcon launch/core/expiry configuration ($m), 2008-14 58
Figure 18: Alcon prescription pharmaceutical sales by molecule type ($m), 2002-14 59
Figure 19: Alcon prescription pharmaceutical sales by source ($m), 2002-14 61
Figure 20: Alcon operating revenue/cost analysis ($m), 2002-14 66



Fax Order Form
To place an order via fax simply print this form, fill in the information below and fax the completed form to:
Europe, Middle East and Africa : + 33 4 37 37 15 56
Asia, Oceania and America : + 1 (805) 617 17 93
If you have any questions please visit http://www.reportlinker.com/notify/contact

Order Information
Please verify that the product information is correct and select the format(s) you require.

Alcon Inc.: PharmaVitae Profile

Product Formats
Please select the product formats and the quantity you require.

Digital Copy--USD 5 700.00 Quantity: _____

Contact Information
Please enter all the information below in BLOCK CAPITALS

Title: Mr Mrs Dr Miss Ms Prof

First Name: _____________________________ Last Name: __________________________________

Email Address: __________________________________________________________________________

Job Title: __________________________________________________________________________

Organization: __________________________________________________________________________

Address: __________________________________________________________________________

City: __________________________________________________________________________

Postal / Zip Code: __________________________________________________________________________

Country: __________________________________________________________________________

Phone Number: __________________________________________________________________________

Fax Number: __________________________________________________________________________



Payment Information
Please indicate the payment method, you would like to use by selecting the appropriate box.

Payment by credit card Card Number: ______________________________________________

Expiry Date __________ / _________

CVV Number _____________________

Card Type (ex: Visa, Amex…) _________________________________

Payment by wire transfer Crédit Mutuel
RIB : 10278 07314 00020257701 89
BIC : CMCIFR2A
IBAN : FR76 1027 8073 1400 0202 5770 189

Payment by check UBIQUICK SAS
16 rue Grenette – 69002 LYON, FRANCE

Customer signature:

Please note that by ordering from Reportlinker you are agreeing to our Terms and Conditions at
http://www.reportlinker.com/index/terms

Please fax this form to:

Europe, Middle East and Africa : + 33 4 37 37 15 56

Asia, Oceania and America : + 1 (805) 617 17 93


Alcon Inc.: PharmaVitae Profile

Recomendados

Recomendados

Mais conteúdo relacionado

Destaque

Destaque (8)

Mais de ReportLinker.com

Mais de ReportLinker.com (20)

Último

Último (20)

Alcon Inc.: PharmaVitae Profile