Innovation in pharma - Challenges and Opportunities - 3 May 2016
•
1 gostou•932 visualizações
This document provides an overview of innovation challenges and opportunities in the pharmaceutical sector. It discusses six key arenas: the changing innovation landscape, views on the most innovative companies, an analysis of innovation leaders, implications for innovation, insights from other sectors, and opportunities for future progress. The document presents data and perspectives from various sources to analyze innovation inputs and outputs across major pharmaceutical companies.
Recomendados
Recomendados
Mais conteúdo relacionado
Semelhante a Innovation in pharma - Challenges and Opportunities - 3 May 2016
Semelhante a Innovation in pharma - Challenges and Opportunities - 3 May 2016 (20)
Mais de Tim Jones
Mais de Tim Jones (20)
Último
Último (20)
Innovation in pharma - Challenges and Opportunities - 3 May 2016
- 2. WWW.INNOVATIONLEADERS.ORG This talk provides an overview of six arenas of relevance to improved innova&on performance in the pharma sector The Changing Pharma Innova&on Landscape • The primary drivers of change for pharmaceu2cal innova2on Who are the best at Innova&on? • Mul2ple different views of who is most innova2ve The Phrama Innova&on Leaders • Our view of who are the companies we should be watching and learning from Innova&on Implica&ons • Insights from leading prac2ce today Some Insights from Other Sectors • Examples of how others are moving the dial Conclusion: Progress but More Opportunity • Ques2ons and challenges for the future
- 5. WWW.INNOVATIONLEADERS.ORG Tradi2onal Pharma Focus Recently, the Innova&on focus for many companies has been opposite to their main customers’ long term targets Health Living Preven&on Chronic Severe Cri&cal Death Public Policy shiLs to wellness and preven&on Pharma focuses on lower volume, higher priced cri&cal medica&on Government Agenda Innova2ve Rx Source: Strategic North WELLNESS ILLNESS
- 8. WWW.INNOVATIONLEADERS.ORG To improve innova&on performance we need to agree the issues and understand what op&ons may be most effec&ve Core Issues: • Rising healthcare costs (>10% GDP) • Drug development now over $4bn • Customer expecta&ons of value • Business models for growth markets • 70% costs due to HONDAs (Hypertensive, obese, non- compliant, diabe&c, asthma&cs) • Last 70 oncology drugs have added median 6 weeks of extra life Main Op0ons To Date: • Greater collabora&on and sharing • More data, analy&cs and diagnos&cs • Real-world data on drug outcomes • Leverage the wider R&D network • Premium of personalisa&on • More focus on a few big bets We must recognise who are the most effective innovators and why so new approaches can be applied
- 10. WWW.INNOVATIONLEADERS.ORG Iden&fying the most innova&ve pharma company is complex as there are mul&ple views vying for a^en&on Examples include: • R&D Spend • Patents • Execu&ve Opinion • Sales Growth • % Sales from Recent Launches • NCE vs. Biologics vs. Small Molecule Por`olio • Press and PR
- 11. WWW.INNOVATIONLEADERS.ORG Top R&D Spenders 2016 (PWC) focuses on the largest firms #5 Roche #9 Novar&s #10 Johnson & Johnson #11 Pfizer #14 Merck #16 Sanofi-Aven&s #19 GSK #20 Astra Zeneca Source: h/p://www.strategy-business.com/feature/00370?gko=e606a
- 12. WWW.INNOVATIONLEADERS.ORG Most Innova&ve (Forbes) - Sales growth / innova&on premium #3 Alexion Pharmaceu&cals #4 Regeneron Pharmaceu&cals #7 Incyte #10 BioMarin Pharmaceu&cal #15 Vertex Phamaceu&cals #12 Aspen Pharmacare #20 Shanghai RAAS Blood Products #31 Valeant Pharmaceu&cals #40 Perrigo Source: h/p://www.forbes.com/innovaMve-companies/list/
- 13. WWW.INNOVATIONLEADERS.ORG Most Innova&ve (EvaluatePharma) – % Sales in last 5yrs Source: h/p://info.evaluategroup.com/rs/607-YGS-364/images/wp15.pdf 1. Bristol Myers 2. Johnson and Johnson 3. GSK 4. Bayer 5. Astra Zeneca 6. Abbvie 7. Roche 8. Sanofi 9. Pfizer 10. Novar&s
- 14. WWW.INNOVATIONLEADERS.ORG BCG’s Most Innova&ve Companies 2016 (exec survey) #8 Gilead #11 Bayer #17 Biogen #20 Johnson and Johnson #24 Amgen #30 Roche #44 Pfizer Source: h/ps://www.bcgperspecMves.com/most-innovaMve-companies-2015/
- 15. WWW.INNOVATIONLEADERS.ORG Top 10 by #Patents (Marks Clerk) 1. Johnson and Johnson 2. Novar&s 3. Bayer 4. Roche 5. Pfizer 6. Sanofi 7. Merck 8. GSK 9. Astra Zeneca 10. Eli Lilly Source: h/p://www.marks-clerk.com
- 16. WWW.INNOVATIONLEADERS.ORG Bloomberg Intelligence (Por`olio view) Company NCE Biologics Small Molecules Innova&on Score Bristol Myers 6 3 3 30.0 Roche 9 7 2 28.7 Astra Zeneca 14 5 9 24.1 AbbVie 6 1 5 23.7 GSK 10 4 6 22.9 Sanofi 12 8 4 21.0 Novar&s 18 5 13 19.9 Eli Lilly 10 7 3 19.5 Merck 20 8 12 18.9 Novo Nordisk 5 2 3 18.4 J&J 3 2 1 18.3 Pfizer 11 4 7 16.5 Bayer 3 1 2 9.3 Source: h/p://www.bloomberg.com/professional/blog/emea-pharmaceuMcals-outlook-2015/
- 21. WWW.INNOVATIONLEADERS.ORG For the Innova&on Leaders analysis, we look at a ra&o of innova&on impact to the resources being deployed Each algorithm is based on: Innova&on Output Innova&on Input Company Capabili&es Innova&on Input Innova&on Output Together this provides what we believe to be the most accurate assessment of current innovation impact
- 24. WWW.INNOVATIONLEADERS.ORG 2015/6 Innova&on Leaders analysis provides a different view of who are the most effec&ve innovators in pharma 1 Gilead 2 AbbVie 3 Johnson and Johnson 4 Biogen 5 Amgen 6 Roche 7 Novo Nordisk 8 Sanofi 9 Merck 10 Novar2s 11 Bristol Myers 12 Pfizer 13 Eli Lilly 14 GSK 15 Astra Zeneca 0.00# 20.00# 40.00# 60.00# 80.00# 100.00# 120.00# AbbVie# Amgen# Astra#Zeneca# Biogen# Bristol#Myers# Eli#Lilly# Gilead# GSK# Johnson#and#Johnson# Merck# NovarGs# Novo#Nordisk# Pfizer# Roche# Sanofi# 2012# 2013# 2014# 2015# Pharmaceu&cals: Innova&on Leaders Analysis 2012-2015
- 26. WWW.INNOVATIONLEADERS.ORG Across leading pharma companies we can see a number of innova&on shiLs already taking place to varied degrees Broadening access • Rethinking pricing and using generics partnerships more proac&vely Increasing collabora0on • Don’t do everything internally – widespread adop&on of open innova&on Predic0ve data analysis • Integra&ng genomics, gene&cs, longitudinal and phenotypical data Opening up of IP • Sharing ‘failed’ molecule data with academia and public depositories Business model innova0on • Embracing mobile pla`orms for monitoring, diagnos&cs and advice
- 34. WWW.INNOVATIONLEADERS.ORG While recent moves have helped improve some approaches to pharma innova&on, there are more opportuni&es ahead • Faced with the R&D produc&vity crisis, some in the sector have responded • More open innova&on and wider collabora&on are gaining trac&on • Emerging technologies in data analysis and genomics will have impact BUT • Compared to other sectors, the failure rates are s&ll shocking to many • Average cost per molecule is way over $4bn • The prevailing leadership mindset is s&ll largely based on C20th prac&ces • A sustainable business model for preven&on is yet to emerge • When will the the ‘decade of vaccines’ occur? • New models proven in other industries are yet to be adopted and adapted
- 36. WWW.INNOVATIONLEADERS.ORG For more informa&on on this analysis Websites: Innova2on Leaders www.innova2onleaders.org Growth Champions www.growthchampions.org Twi^er: @innova2onldrs Slideshare: hbp://www.slideshare.net/2mjones72 Dr. Tim Jones &m.jones@innova&onleaders.org +44 780 1755054 84 Brook Street London W1K 5EH