martes, 24 de abril de 2018

PFIZER LCM 2005-2022

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A Pipeline With Promise

Pfizer has fought through some challenges as a mega-cap pharmaceutical company. 
With a market cap of more than $200B, the company has tried the merger and acquisition route throughout the 2000s without much success. After some reshuffling of R&D, Pfizer finally looks to have some notable promise in its pipeline. 

If we break up 2005-2022 into three segments, we see that the upcoming several years could see significantly more products with "blockbuster" potential ($1B or more in sales potential) than any period in time dating back to the early 2000s.

Pfizer has its pipeline segmented into four main categories, primarily markets that will see robust industry level growth over the coming years. 

  • _The Oncology market is a massive industry that is slated to balloon to $172.6B worldwide by the year 2022, a CAGR of 7.4%. 


  • _The Immunology market will grow modestly over the next several years. At a CAGR of 2.71%, the market will be approximately $74.2B by 2022. 


  • _The Vaccination market is another steadily growing market that will expand at a CAGR of 7.5% through 2022 to reach $49.27B. 


  • _The last block of products is a mix, with major breakthroughs possible for treatments for Muscular Dystrophy, Sickle Cell, Cardiomyopathy, and pain management. 


It is not likely that all fifteen of these products end up reaching the finish line, but Pfizer has given itself significantly more chances to succeed than it has in the past, when it was more interested in chasing $100B+ mergers. (Más)

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