Allergan
Allergan
$3,000.00
PharmaVitae explores Allergan’s prescription pharmaceutical performance and outlook, encompassing corporate strategy, marketed portfolio, pipeline potential, and financial performance over 2017–27.
Publisher: Datamonitor Healthcare
- Description
- Contents
- Samples
PharmaVitae explores Allergan’s prescription pharmaceutical performance and outlook, encompassing corporate strategy, marketed portfolio, pipeline potential, and financial performance over 2017–27.
Snapshot
- Overview – Allergan is set to experience a 2.1% CAGR between 2017–27 as new products offset strong generic headwinds to its ophthalmology portfolio.
- Key themes – [1] Botox will show sustained growth across therapeutic and cosmetic indications [2] Allergan’s CNS portfolio will expand impressively due to growth of new drugs to treat neurological disorders [3] The company’s genitourinary portfolio will decline by $158m out to 2027, despite growth in Lo Loestrin Fe and Esmya sales [4] During 2017–27, the gastroenterology portfolio will grow at a 7.0% CAGR, driven by best-in-class Linzess and Viberzi in IBS.
- Out to 2022 – In 2018, total revenue will decline owing to a heavy expiry portfolio before new products drive a recovery, adding $1.9bn out to 2022.
- Out to 2027 – New products and launches will fuel solid growth out to 2027, adding $3.7bn.
- Pipeline – Allergan’s launch products will add $2.4bn out to 2027, rebuilding the company’s marketed portfolio in the face of a heavy expiry portfolio.
- Lifecycle – Allergan faces an escalating patent cliff in 2018 as its second largest-grossing product, Restasis, loses market exclusivity, intensifying ongoing generic competition for key company brands, including Namenda XR and Estrace. Allergan’s expiry portfolio is forecast to lose $3.6bn out to 2027.
- Events – Topline Phase III success for atogepant and ubrogepant in migraine treatment; strategic review concludes with women’s health and infectious diseases divestitures; Esmya faces uphill battle for US approval in uterine fibroids; abicipar pegol achieves positive Phase III results in AMD.
Model updates
- Added ubrogepant sales.
- Delayed US launch of Esmya.
Analysis structure
Explore and visualize revenue dynamics in Allergan’s portfolio out to 2027 using 10-year in-house sales forecasts segmented by the following sections.
Quarterly review
- What were the major highlights from Allergan’s latest earnings call and quarterly performance?
Strategy analysis
- How is Allergan strategically poised out to 2027?
- What are Allergan’s key strengths, weaknesses, opportunities, and threats?
- What are Allergan’s key catalysts during the current year?
Portfolio analysis
- Why will specific therapy areas experience the largest growth and decline?
- What are the detailed competitive dynamics at play in Allergan’s important therapeutic markets?
- How is Allergan adapting strategically to internal and external headwinds in preceding quarters?
Facts and figures
- What is Allergan’s forecasted sales performance out to 2027?
- What is the revenue trajectory of Allergan’s current top 10 products out to 2027?
- Which therapy areas will experience the largest growth and decline?
- What are the portfolio weightings of Allergan based on the lifecycle of its products?
Table of Contents
5 OVERVIEW
5 Snapshot
5 Model updates
5 Analysis structure
7 Q2 2018 REVIEW
7 A strong Q2 for Allergan amid key pipeline wins
10 Q1 2018 REVIEW
10 Allergan records a strong start to 2018 ahead of generic market entries
12 Q4 2017 REVIEW
12 Allergan reports 12% net revenue growth in Q4 2017
17 Q3 2017 REVIEW
17 Allergan reports solid quarter as generic pressures loom in 2018
17 Restasis intellectual property protection
18 Loss of exclusivity in 2018
19 Advancement of six key R&D programs
20 Bibliography
21 STRATEGY ANALYSIS
21 Acquisition trail
21 Growth Pharma
22 Acquisitions and R&D spending
22 Pending loss of exclusivity
23 Investor pressure and decision to sell women’s health and infectious diseases businesses
23 Allergan’s SWOT analysis
24 Allergan’s key events and catalysts
25 Bibliography
27 PORTFOLIO ANALYSIS
31 Q1 2018
34 FACTS AND FIGURES
34 Allergan’s prescription pharma sales outlook
34 Allergan’s regional pharma sales outlook
36 Allergan’s therapy area dynamics
52 Allergan’s portfolio lifecycle analysis
54 Allergan’s pipeline analysis
56 Allergan’s M&A strategy and history
60 Bibliography
LIST OF FIGURES
34 Figure 1: Allergan’s prescription pharmaceutical sales ($m) and growth rate (%), 2014–27
36 Figure 2: Allergan’s therapy area dynamics, 2017–27
52 Figure 3: Allergan’s launch/core/expiry portfolio configuration, 2017–27
54 Figure 4: Allergan’s pipeline overview
LIST OF TABLES
19 Table 1: Allergan’s loss of exclusivity product portfolio
28 Table 2: Allergan’s sales by therapy area ($m), 2017–27
35 Table 3: Allergan’s prescription pharmaceutical sales by region ($m), 2017–27
37 Table 4: Allergan’s sales by therapy area ($m), 2017–27
40 Table 5: Allergan’s other portfolio sales, by product ($m), 2017–27
42 Table 6: Allergan’s central nervous system portfolio sales, by product ($m), 2017–27
45 Table 7: Allergan’s gastroenterology portfolio sales, by product ($m), 2017–27
47 Table 8: Allergan’s ophthalmology portfolio sales, by product ($m), 2017–27
49 Table 9: Allergan’s growth drivers and resistors
53 Table 10: Allergan’s sales by launch, core, and expiry portfolio ($m), 2017–27
55 Table 11: Allergan’s launch portfolio sales, by product ($m), 2017–27
57 Table 12: Allergan’s key merger and acquisition deals, 2006–17
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