2008-2009印度医药制剂行业研究报告 >> 水清木华研究中心

　　本报告以120多幅图表资料，详细展示了印度医药制剂行业的发展现状和未来趋势。

　　在全球医药市场中，印度医药产业扮演着重要的角色。2005年，向美国FDA提交的药物主文件（DMFs）有2/5来自印度。目前，印度医药产业能够生产400多种原料药、6万多种制剂，其中原料药的60%和成药的25%都已出口到国际市场。

　　以医药产品的价值来衡量，印度位居全球第14位。印度前10大制药公司每年有超过50%的产量出口到世界各地。印度药品的出口价值大约为58亿美元。由于质量稳定、价格低廉，其出口份额仍在不断上升。

　　印度制剂出口市场主要是美国、西欧和俄罗斯，基本上是专利药品到期后的仿制品，特别是重要药物的专利过期产品，如氟西汀、环丙沙星、奥美拉唑等。但同样起步于仿制药的印度制药企业并非单纯的仿制，而是仿中有创，重视申请工艺技术专利，大力出口增值创新型仿制药。例如：Lupin Laboratories公司开发出不侵犯已有专利技术（日本武田公司所有）的头孢噻肟；Ranbaxy公司将其开发的环丙沙星ciprofloxacin一日一次缓释制剂授权给德国拜耳公司经营。

　　为了分散市场风险，印度医药企业不但在欧美市场继续扩张，同时也进军中国、日本、巴西和墨西哥等医药新市场。根据麦肯锡预测，印度医药行业2010年市场价值达到250亿美元，而其国内市场价值将于2015年达到200亿美元。目前，印度医药企业能够满足本土约100%的制剂产品和70%的原料药需求。

　　印度制药行业拥有足够数量的高素质和充满活力的科学家，在工艺化学和制药科学领域具备专门的知识。其与美国FDA及其他国际监管机构频繁接触，并且建立起了高质量的生产设施，这些因素进一步增强了它的实力。与美国等其他发达国家相比，在印度招募病人和开展临床试验教为容易，实施临床试验的成本也更加便宜。印度有着强大的IT技能对临床数据进行管理。

　　印度的劳动力成本要比美国低70%，在印度设立一家得到FDA认可的工厂所需的费用要比美国便宜30%。跨国制药公司已经开始将中间体、原料药和仿制药的生产业务外包给印度和中国等国家。

　　本报告提供了在印度开展医药制剂业务的30家医药公司的详细分析，包括公司简介、过去几年的营业收入和净利润、主要产品品牌、市场分布和未来发展规划等资料。

India plays an important role in the global pharmaceutical market. In 2005, 2/5 DMFs to FDA were submitted by India. Currently, there are more than 400 kinds of API (Active Pharmaceutical Ingredient) and over 60,000 kinds of pharmaceutical formulations are available in Indian market, and 60% of API and 25% of patent medicine are exported.

In terms of the medical product value, India ranks at the fourteenth worldwide. Over half output of the top ten Indian pharmaceutical companies are exported to oversea markets each year, with a total value of US $5.8 billion approximately.

Indian pharmaceutical formulations are mainly exported to the U.S.A, western Europe and Russia, are basically the genetic drugs with expired patent, especially the primary ones such as Fluoxetine, Ciprofloxacin and Omeprazole etc. However, India also engaged in the innovations. For example, Lupin Laboratories self-developed the cefotaxime without infringing the patent of Takeda Pharmaceuticals.

Apart from the constant expansion in the U.S.A and European markets, Indian pharmaceutical companies also target on the new markets such as China, Japan, Brazil and Mexico etc. in order to the decentralize of market risks. According to the Mckinsey, the Indian pharmaceutical market value will reach as high as US $25 billion in 2010.

India has numerous talented scientists who specialized in the chemicals and pharmaceutical It has close contact with the FDA and other international supervision institutions. Furthermore, it also has high-quality pharmaceutical production facilities. Compared to the developed countries, it is easier for India to conduct the clinical trial and also a lower cost. India also has strong IT capability to support the clinical data management.

The labor cost in India is 70% lower than in the U.S.A. The expenditure for establishing a pharmaceutical factory with FDA approval in India is only 70% of that in the U.S.A. The multinational pharmaceutical companies have already outsourced the API, intermediates and generic drugs production to India and China etc.

一、印度医药制剂产业概况
1.1 制剂简介
1.2 全球医药制剂产业现状
1.3 印度医药制剂产业现状及展望

二、印度主要医药制剂厂商研究
2.1 Ranbaxy Laboratories Ltd
2.2 Dr Reddys Laboratories Ltd
2.3 Cipla Ltd
2.4 Sun Pharmaceuticals Industries Ltd
2.5 Piramal Healthcare Ltd
2.6 Wockhardt Ltd
2.7 Cadila Healthcare Ltd
2.8 Matrix Laboratories Ltd
2.9 GlaxoSmithkline Pharmaceutical Ltd
2.10 Torrent Pharmaceuticals Ltd
2.11 IPCA Laboratories Ltd
2.12 Pfizer Ltd
2.13 Alembic Ltd
2.14 Aventis Pharma Ltd
2.15 Panacea Biotec Ltd
2.16 Strides Arcolab Ltd
2.17 Unichem Laboratories Ltd
2.18 Emami Ltd
2.19 Novartis India Ltd
2.20 Abbott India Ltd
2.21 JB Chemicals & Pharmaceuticals Ltd
2.22 Elder Pharmaceuticals Ltd
2.23 FDC Ltd
2.24 Wyeth Ltd
2.25 Natco Pharma Ltd
2.26 Ajanta Pharma Ltd
2.27Astrazeneca Pharma India Ltd
2.28 Twilight Litaka Pharma Ltd
2.29 Granules India Ltd
2.30 TTK Health Care Ltd

三、印度和中国医药产业竞争力比较
3.1 产业发展现状比较
3.2 两国研发对比
3.3 两国企业产品结构对比
3.4 两国国际认证对比
3.5 国际市场开拓对比

1. Overview of Pharmaceutical Formulations Industry in India
1.1 Introduction to Pharmaceutical Formulations
1.2 Current Status and Prospects of Global Pharmaceutical Formulations Industry
1.3 Current Status and Prospects of Indian Pharmaceutical Formulations Industry

2．Analysis on Major Pharmaceutical Formulations Producers in India
2.1 Ranbaxy Laboratories Ltd
2.2 Dr Reddys Laboratories Ltd
2.3 Cipla Ltd
2.4 Sun Pharmaceuticals Industries Ltd
2.5 Piramal Healthcare Ltd
2.6 Wockhardt Ltd
2.7 Cadila Healthcare Ltd
2.8 Matrix Laboratories Ltd
2.9 GlaxoSmithkline Pharmaceutical Ltd
2.10 Torrent Pharmaceuticals Ltd
2.11 IPCA Laboratories Ltd
2.12 Pfizer Ltd
2.13 Alembic Ltd
2.14 Aventis Pharma Ltd
2.15 Panacea Biotec Ltd
2.16 Strides Arcolab Ltd
2.17 Unichem Laboratories Ltd
2.18 Emami Ltd
2.19 Novartis India Ltd
2.20 Abbott India Ltd
2.21 JB Chemicals & Pharmaceuticals Ltd
2.22 Elder Pharmaceuticals Ltd
2.23 FDC Ltd
2.24 Wyeth Ltd
2.25 Natco Pharma Ltd
2.26 Ajanta Pharma Ltd
2.27Astrazeneca Pharma India Ltd
2.28 Twilight Litaka Pharma Ltd
2.29 Granules India Ltd
2.30 TTK Health Care Ltd

3. Pharmaceutical Competitiveness Contrast between India and China
3.1 Contrast of Industrial Status Quo
3.2 Contrast of R&D
3.3 Contrast of Product Structure
3.4 Contrast of International Certification
3.5 Contrast of International Market Exploitation

2006-2011期间全球将要失去专利权的药品价值
Ranbaxy营业收入和净利润，2003-2007
Ranbaxy的商业模式，2007
Ranbaxy的全球业务分布，2007
Ranbaxy的主要市场——欧洲，2007
Ranbaxy的新兴市场，2007
Ranbaxy各地区销售额划分图，2007
Ranbaxy无机药物战略，2007
Ranbaxy2012年规划
Dr. Reddy营业收入和净利润，2003-2007
Dr. Reddy 各类型产品销售情况
Dr. Reddy药剂产品销售情况（按国别）
Dr. Reddy各药剂产品销售收入比例，2005-2006
Sun Pharmaceuticals营业收入和净利润,2004-2008
Sun Pharmaceuticals产品构,2009
Sun Pharmaceuticals各类药品市场份额排名
Sun Pharmaceuticals收益组成，2009
Sun Pharmaceuticals收益增长走势图，2003-2007
Sun Pharmaceuticals赢利能力走势图，2003-2007
Sun Pharmaceuticals收购业务走势图，1995-2003
Sun Pharmaceuticals同业对比，1992-2007
Sun Pharmaceuticals战略，2009
Piramal营业收入和净利润，2004-2008
Piramal 名下品牌，2009
Piramal药品生命周期，2009
Piramal全球外包合作伙伴，2009
Piramal发展战略，2009
Wockhardt营业收入和净利润，2003-2007
Wockhardt生产药剂类型，2008
Wockhardt生物药剂价值链，2008
Wockhardt销售额和利润走势图，1992-2007
Wockhardt2008年业务构成（按地区）
Wockhardt1992、2000、2007年业务分布
Wockhardt平衡的投资组合，2008
Wockhardt的八项收购业务，1997-2007
2004至2008年Cadila的营业收入和净利润走势图
Cadila各药品收入所占比例
2005至2008年Cadila的财务数据
Cadila的研究方向
Cadila重要的品牌
Cadila 2009年的规划
Cadila的战略规划
Matrix营业收入和净利润，2004-2008
Matrix产品种类及产量，2006-2007
Matrix三种主要产品，2007
Matrix控股模式，2008
Matrix各项产品收入统计，2007-2008
GlaxoSmithkline营业收入和净利润，2004-2008
GlaxoSmithKline 现有产品
即将上市的新产品
GlaxoSmithkline 销售收入(按价格类型), 2007-2008
GlaxoSmithkline 销售收入(按产品部门), 2007-2008
Torrent Pharmaceuticals营业收入和净利润，2004-2008
Torrent 已引进的先进技术，2005-2007
Torrent Pharmaceuticals主营构成，2006-2007
Torrent Pharmaceuticals各地区销售情况，2006-2008
IPCA营业收入和净利润走势图,2004-2008
1998至2008年IPCA主要的财务数据
IPCA药品种类及其销售情况
2007至2008年IPCA国内药品品牌所占市场份额比例图
IPCA的药品在各大洲的出口份额
截至2008年3月31日IPCA的股权分布
Pfizer营业收入和净利润走势图,2004-2008
Alembic年营业收入和利润走势图，2004-2008
Alembic新推出的药品名单
Alembic主要的兽类药品
Alembic的控股形式
Alembic各种医药品的国内销售额所占比例图
Alembic主要的财务数据，2007-2008
Alembic 的销售额和利润，2007-2008
Aventis年营业收入和利润走势图，2004-2008
Aventis 产品销售统计
Panacea Biotec营业收入和净利润走势图，2004-2008
Panacea的重要品牌及其所占市场份额
截至2008年3月31日Panacea的控股模式
Panacea1997、2002和2007财年的总营业额
Panacea的发展战略
2004-2008年Strides营业收入和净利润走势图
Strides的商业模式
Strides的主营构成
2008年Strides收入分布图(按地区)
Strides的发展战略
Unichem营业收入和净利润，2004-2008
Unichem旗下品牌销售对比，2006-2008
Unichem控股模式，2008
Unichem主要财务数据，2005-2008
Emami营业收入和净利润走势图，2004-2008
Emami的业务范围
Emami的品牌列表及其所占市场份额
Emami2008财年的重要表现
2004至2008年Emami的收入状况
2008财年Emami与同行业公司对比分析图
Emami的发展战略
NIL营业收入和净利润走势图，2004-2008
NIL 2008年产品销售情况
NIL 2008年医疗产品全球销售情况（除美国）
NIL 2008推出的新产品
NIL在新兴市场的业务分布
NIL2009年战略规划
Abbott营业收入和净利润走势图，2004-2008
Abbott2008年药物制剂销售情况
JBCPL营业收入和净利润走势图，2004-2008
JBCPL产品销售收入组合，2007-2008
JBCPL销售收入组合（按地区），2007-2008
JBCPL药剂产品注册现状
2004至2008年Elder营业收入和净利润走势图
Elder的各种产品一览表
Elder的主营收成图
Elder的药品销售金额和股价
Elder的收入和资产，2007-2008
FDC营业收入和净利润走势图，2004-2008
FDC的收入和资产
Wyeth营业收入和净利润走势图，2004-2008
Natco营业收入和净利润走势图,2004-2008
Natco的控股模式
Natco部门营业收入, 2006-2008年
Ajanta营业收入和净利润，2007-2008
Ajanta 经营收入增长情况，2002-2007
AstraZeneca 各产业部门收入利润及应用资本
Twilight营业收入和净利润走势图, 2007-2008
截至2007年3月31日Twilight的控股模式
Granules营业收入和净利润走势图，2004-2007
2007-2008年Granules的财务状况分析
Granules的API和PFI的运营状况
Granules的收入比例图（按地区），2007-2008年
2008年Granules的预算
TTK营业收入和净利润走势图，2007-2008
TTK的主营业务收入构成，2006-2008

Value of drugs going off patent in the world.2006-2011
Revenue and net profit of Ranbaxy.2003-2007
Business model of Ranbaxy,2007
Global operation of Ranbaxy,2007
Europe-Key Markets of Ranbaxy,2007
Emerging markets of Ranbaxy,2007
Geographic sales split of Ranbaxy, 2007
Inorganic strategy of Ranbaxy,2007
Aspirations of Ranbaxy (2012)
Revenue and net profit of Dr. Reddy，2003-2007
Consolidated Business-Wise Performance of Dr. Reddy
Geographic Mix of Formulations of Dr. Reddy
Therapy-wise distribution (based on FY 05-06 performance)
Revenue and net profit of Sun Pharmaceuticals,2004-2008
Products structure of Sun Pharmaceuticals, 2009
Ranks based on prescription share of Sun Pharmaceuticals
Revenue composition of Sun Pharmaceuticals,2009
Growing revenue of Sun Pharmaceuticals,2003-2007
Sustained profitability of Sun Pharmaceuticals,2003-2007
Successful acquisitions of Sun Pharmaceuticals,1995-2003
Peer comparison of Sun Pharmaceuticals,1992-2007
Strategy and approach of Sun Pharmaceuticals,2009
Revenue and net profit of Piramal,2004-2008
Branded Formulations–Consolidated Q3-FY2009
Brands holding by Piramal,2009
Drug life-cycle of Piramal,2009
Manufacturing market of Piramal,2009
Global outsourcing partner,2009
Strategy of Piramal,2009
Revenue and net profit of Wockhardt.2003-2007
Biopharmaceuticals value chain of Wockhardt,2008
Sales Revenues and Profits of Wockhardt,1992-2007
Global operations of Wockhardt,2008
Operation distribution of Wockhardt in 1992, 2000 and 2007
Balanced portfolio of Wockhardt,2008
Eight acquisitions of Wockhardt,1997-2007
Revenue and Net Profit of Cadila from 2004 to 2008
Revenue break-up of Cadila
financial highlights of Cadila, 2005 -2008
Research focus of Cadila
Strong brand of Cadila
Scheme of Cadila for 2009
Strategies for growth momentum of Cadila
Revenue and Net Profit of Matrix,2004-2008
Capacities and production of Matrix,2006-2007
Three principal products of Matrix,2007
Shareholding pattern of Matrix, 2008
Product group-wise performance of Matrix
Revenue and Net Profit of GlaxoSmithkline,2004-2008
Current Products of GlaxoSmithKline
New Pharma Products
Net Sales of GlaxoSmithkline（by price category）,2007-2008
Net Sales of GlaxoSmithkline（by segments）,2007-2008
Revenue and net profit of Torrent, 2004-2008
Information in case of imported technology，2005-2007
Therapeutic area sales of Torrent，2006-2007
Sales of Torrent Pharmaceuticals by regions，2006-2008
Revenue and Net Profit of IPCA , 2004-2008
Financial highlights of IPCA from 1998 to 2008
Break-up of pharmaceutical sales of IPCA (by products)
Domestic branded formulations groupwise contribution of IPCA,2007-2008
Continentwise exports of IPCA
Distribution of Shareholding of IPCA as on March 31,2008
Revenue and Net Profit of Pfizer, 2004-2008
Revenue and net profit of Alembic,2004- 2008
New products lauched in respetive therapy segment of Alembic
Key products of animal-health of Alembic
Distribution of shareholding of Alembic
Contribution to tatal domestic formulation sales of Alembic
Financial highlight of Alembic，2007-2008
Sales and income from operations
Revenue and net profit of Aventis,2004- 2008
The break up of Net Sales
Revenue and net profit of Panacea Biotec,2004 -2008
Brand standing and market share of Panacea
Shareholding pattern of Panacea as on March 31, 2008
Gross turnover of Panacea for the financial year 1997, 2002 and 2007
Strategy of Panacea
Revenue and net profit of Strides from 2004 to 2008
Business model of Strides
Revenue attributable to location of customers of Strides
Revenue Geographical distribution of Strides for 2008
Strategy of Strides
Revenue and net profit of Unichem，2004-2008
Comparison of power brands of Unichem，2006-2008
Shareholding pattern as on March 31, 2008
Financial highlights of Unichem，2005-2008
Operational statement of Emami
Snapshot of Emami’s power brands
Highlights of Emami for the financial year 2008
Revenue and earnings performance of Emami from 2004 to 2008
Peer group valuation for financial year 2008
Strategy of Emami
Revenue and net profit of NIL,2004 - 2008
Product sales of NIL in 2008
Sales of Pharmaceutical products by regions, 2008
Products launched by NIL in 2008
Existing Emerging Markets for NIL
NIL’s Consistent strategy for 2009
Revenue and net profit of Abbott，2004 - 2008
Sales of Pharmaceutical Formulations of Abbott in 2008
Revenue and net profit of JBCPL，2004 - 2008
JBCPL Composition of Sales (Formulations & APIs)
JBCPL Composition of Sales (Formulations & APIs)
Status of JBCPL Product Registrations
Revenue and net profit of Elder from 2004 to 2008
Products of Elder
The main fanancial datas of Elder
Stocks and sales of finished goods of Elder
Revenue and assets of Elder,2007-2008
The main fanancial datas of FDC,2007 - 2008
Revenue and assets of FDC
Revenue and net profit of Wyeth,2004- 2008
Revenue and net profit of Natco, 2004-2008
Shareholding pattern of Natco
Revenues of Natco by divisions,2006-2008
Revenue and net profit of Ajanta,2007-2008
Income from operations of Ajanta,,2002-2007
Segment Wise Revenue, Results and Capital Employed of AstraZeneca
Revenue and net profit of Twilight, 2007 -2008
Shareholding pattern of Twilight as on March 31, 2007
Revenue and net profit of Granules,2004 -2008
Financial analysis of Granules in 2007-2008
Growing API and PFI business of Granules
Geographic break-up of revenues from key markets of Granules in 2007-2008
Budget measures of Granules
Revenue and net profit of TTK,2007-2008
Segmentwise revenue and results of TTK, 2006- 2008