martes, 13 de noviembre de 2018

CPhI Madrid2018 (X): Rankings 1 / Mercados, Manufactura, Innovación, Competitividad, Futuro...



Unsurprisingly, India (7.16), USA (7.04) and China (6.81) are again the countries executives highlighted as having the fastest growth potential. Respondents cited their highgrowth domestic markets and expanding manufacturing exports as the key drivers. The U.S., which has seen a resurgence in the past year, was understandably strong, while Germany was seen as Europe’s key growth market. It was notably well clear of France, Spain, the U.K., and Italy. The biggest movers in terms of growth potential in comparison to last year were the United Kingdom, boosting its score by 12.72%, followed by the Italy (+10.94%), USA (+10.63%) and Japan (+9.56%). The big surprise was views of China’s growth potential decreasing by 5.34%. This may reflect ongoing trade issues with the US, which is, of course, by far the world’s biggest pharma market.

Pharma professionals were asked to rank the quality of pharmaceutical API manufacturing. Germany (7.81) claimed top spot, followed closely by Japan (7.78) and the U.S. (7.55). The research also shows that there is a second tier reputation-wise of well-regarded markets. France and the U.K head this group with Italy just behind. Interestingly, India’s recent reputation building efforts may be paying dividends, as its API manufacturing is now seen to be broadly comparable to that of Italy, Spain, and Korea. Italy lead the way in quality of pharmaceutical API manufacturing improvement up 13.54% on last year. China (+10.79%), India (+9.56%) and Korea (+8.91%) round up the top four.

Innovation activities are vital for new medicines and the U.S. (7.93) is again the highest-ranking country in this sector. Japan (7.49) comes in second, owing to its historic patent-centric drugs market, excellent reimbursment, and a large number of innovative pharma companies. Germany and the U.K. also scored extremely well. Spain, host of CPhI Worldwide in 2018, was the big mover with a 16.38% increase in comparison to last year. The continuing evolution of the biotech industry in Madrid and Barcelona seems likely to be having positive effects. Italy (+10.80%), India (+10.02%) and France (+8.12%) completed the top four sector movers.

To guage overall competitiveness respondents were asked to evaluate cumulatively each country’s tax environment, quality of employees, infrastructure, research potential, labor costs, accessibility, and access to funds. The U.S. (6.98) again topped the pile ahead of Germany (6.56). A strong second tier of countries included India, China, and the more mature economies of Japan, France, and the U.K. Korea also featured prominently because its mix of overall growth and expanding biologics sector. Korea (6.21%) too led the way in improvement on 2017 followed by Italy (6.02%), France (5.50%) and Japan (5.44%).

The U.S. (7.87), Germany (7.67), Sweden (7.63), Japan (7.48) led the standings among respondents in terms of their ability to meet future capacity requirements. Below these tier one nations, scores were broadly comparable; from Korea (6.78) to Spain (6.35) at the bottom. These results are interesting as there have been a number of investments made from big pharma and CDMOs, particularly those in Asia in recent years. For example, Sanofi plans to invest around €600 million euros annually for the next few years, BI’s €230m development centre, the $240m in capital by WuXi Biologics for a new biologics centre in Northern China, and Samsung BioLogics’ recently completed $740m facility in South Korea. Yet, despite the latter two investments, China and Korea scored relatively low. This suggests either perception lacks behind reality, or a belief that demand will increase even faster than the facilities can be completed and/or that there is an existing need for greater capacity in these countries. Interestingly, The U.S. trails Asia in terms of investment, but still ranked the highest in this category, suggesting that respondents believe that The U.S. already has a surplus of capacity to deal with both current and future industry demands.


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CPhI Madrid2018 (IX): Penepin, Caffetin, Jodas, Fumaven, marcas que...

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