2008年美国医药行业研究报告 >> 水清木华研究中心

　　美国拥有世界上最庞大的医药产业。2007年美国医药产业总收入达3150亿美元，遥遥领先于其他国家位居世界第一。行业直接就业和间接从业人员共约320万人，广泛分布在全国50个州。

2007年世界各地医药产值和利润估计

　　在过去的几十年中，美国医药行业在人口老龄化带动的需求增长、生物制药技术的兴起、全球通用名药厂商的激烈竞争下行业结构发生了巨大变化。目前，美国制药业是一个高度全球化的行业，拥有辉瑞、葛兰素史克、强生、默克等世界知名医药跨国公司。这些跨国公司在许多国家进行商业活动，其产品销售行销世界各地。

　　受益于完全自由竞争的市场经济环境和新药专利保护措施，美国医药企业非常重视产品研发。2000年以来，美国医药产业的研发费用持续增长。2008年，尽管美国遭受了金融危机的打击，整个医药产业的研发费用仍然达到652亿美元，同比增长3.16%。而美国药物研究与生产商协会（PhRMA）组织成员-共有30家大型医药企业，在2008年的研发费用达到503亿美元（占全国总额的77.1%），占其总销售额的17.4%。

　　目前，全美的在研药物超过了2900个，其中肿瘤用药750个，心疾病脏和中风治疗药物312个，糖尿病治疗药物150个，艾滋病治疗药物109个，阿尔茨海默病和老年性痴呆症治疗药物91个。

　　2009年美国的药品销售量同比增长率将在1%~2%之间，某些部门的市场份额，如生物技术、特种药和非专利药品，增长速度将快于整体市场。

　　本报告提供了在美国医药产业的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、市场分布和未来发展规划等资料。

The United States has the largest pharmaceutical industry in the world. In 2007, its pharmaceutical revenue totaled at US$ 315 billion.

Global Pharmaceutical Output Value and Profits by Region, 2007

In the past decades, the structure of American pharmaceutical industry has changed dramatically caused by the aging of population, the emerging of bio-pharmaceutical technology and fierce global competition. The key players in the United States including Pfizer, GlaxoSmithKline, Johnson & Johnson, Merck, etc.

American pharmaceutical companies paid great attention to R & D due to the free market competition and patent protection of new medicines in the US. Since the year of 2000, the pharmaceutical R & D expenditure has been maintaining an increase, even in 2008, impacted by the global financial crisis, the pharmaceutical R & D expenditure totaled at US $65.2 billion, up 3.16% of last year.

There are 2,900 drugs currently in research in US, among which 750 are anticancer drugs, 312 drugs are for heart diseases, 150 are diabetes drugs and 109 are AIDS drugs, the rest 91 drugs are for the Alzheimer and senile dementia diseases.

In 2009, the sales growth of drugs in the United States is expected to around 1% ~ 2%. The growth of biotechnology, special drugs and generic drugs will be higher than the average.

The report focus on the 30 pharmaceutical companies in the United States, including their profiles, revenue and profit, as well as their products, market distribution and development strategies.

2007年世界医药产业利润池估计
2007年美国十大医药公司
美国医药产业研发费用增长趋势，1980-2008
美国主要医药企业研发费用投入比例，2000–2008
世界主要国家医药产品研发数量统计
2007年美国主要医药企业研发途径
PhRMA成员企业生物药物研发情况，2007
2007年美国医药产品销售渠道统计表
Pfizer各产品部门收入，2006-2008
Pfizer 按产品部门和地区收入分布，2006-2008
Pfizer Inc的营业收入和净利润走势图, 2004-2008
Pfizer产品收入分析，2006-2008
GSK 2008年各部门营业收入
GSK 2008年地区营业收入
GSK 医药部门营收分析，2007-2008
GSK 医药部门的主要产品销售情况，2007-2008
GSK 在新兴市场的市场份额，2008
GSK 医药产品提交审批情况，2007-2008
GSK的营业收入和净利润走势图, 2004-2008
GSK 财务亮点，2007-2008
Merck 产品销售情况，2006-2008
Merck公司拥有专利保护的产品
Merck 目前的主要产品研发产品
Merck的营业收入和净利润走势图, 2004-2008
强生公司全球销售增长情况，1998-2008
强生公司在主要地区销售情况，1998-2008
强生公司消费品及个人护理部门销售情况图，2008
强生公司消费品及个人护理部门销售情况表，2006-2008
强生公司医药产品部门销售情况，2008
强生公司医药产品部门主要产品销售情况，2006-2008
强生公司医疗器械部门销售情况，2008
强生公司医疗器械部门主要产品销售情况，2006-2008
强生公司研发支出情况，2006-2008
强生公司各部门经营利润，2007-2008
Eli Lilly2008财年八种主要产品销售情况
Eli Lilly 主要产品销售情况，2006-2007
Eli Lilly近十年推出的新产品
Eli Lilly产品研发投资增长情况，2004-2008
Eli Lilly的营业收入和净利润走势图, 2004-2008
Eli Lilly 资产回报率，2004-2008
EpiCept 主要产品的研发阶段
EpiCept的营业收入和净利润走势图, 2004-2008
Schering-Plough分部门销售收入和利润，2006-2008
Schering Plough处方药的销售情况,2007-2008
Schering Plough各地区的营业收入
Schering Plough的营业收入和净利润走势图, 2004-2008
Forest净销售收入和长期资产国别分布，2006-2008
Forest产品净销售收入（按医疗级别），2006-2008
Forest各药品的研究进展情况
Forest的战略规划
Forest的营业收入和净利润走势图，2004-2008
Forest的财务状况，2004-2008
Forest各地区的净销售额和资产，2006-2008
Forest, S&P 500和S&P医药指数5年累计股东回报率比较
Mylan收入组成比例,2007-2008
Mylan在主要市场的领导地位，2008
Mylan 重要的经营资产
Mylan的营业收入和净利润走势图，2004-2008
Mylan普通股, 标准普尔500种股票和道琼斯美国医药等指数5年累计股东回报率比较
Herbalife各地区销售额,2007-2008
Herbalife各类产品销售额，2007-2008
Herbalife营业收入和净利润，2004-2008
Herbalife普通股指数, 标准普尔500种股票指数和同业市场加权指数等5年累计股东回报率比较,2004-2008
King Pharmaceuticals营业收入和净利润,2004-2008
NBTY运营部门一览表,2006-2008
NBTY营业收入和净利润，2004-2008
NBTY股票回报率走势图,2003-2008
Perrigo各国和各部门收益，2008
Perrigo的生产规模，2008
Perrigo各类产品的销售额、数量和利润，2008
Perrigo的最新产品种类，2008
Perrigo 通用名药品部门业绩表现，2008
Perrigo 原料药部门业绩表现，2008
Perrigo产品研发情况，2004-2009
Perrigo营业收入和净利润，2004-2008
Perrigo收益走势图,2003-2009
Life Technologies各地区收益,2008
Life Technologies各终端市场收益,2008
Life Technologies基本数据,2008
Life Technologies营业收入和净利润,2004-2008
NBTY股票收益率走势图,2003-2008
Sepracor各类产品研发阶段图,2008
Sepracor营业收入和净利润，2004-2008
Endo 产品组合
Endo各产品净销售量，2006-2008
Endo营业收入和净利润，2004-2008
Endo股票收益率走势图,2003-2008
Warner Chilcott 主要产品收入比例，2006-2008
Warner营业收入和净利润，2005-2008
Par营业收入和净利润，2004-2008
Valeant 各类型药品组合
Valeant产品销售地区，2008
Valeant 专特种药和通用名药营业收入，2007-2008
Valeant主要品牌药营业收入，2006-2008
Valeant营业收入和净利润，2004-2008
Chattem各类产品国内净销售额, 2007-2008
Chattem国内和国际市场的收益及资产,2006-2008
Chattem营业收入和净利润,2004-2008
Prestige各产业部门所占比例，2008
Prestige营业收入和净利润,2004-2008
Medicines营业收入和净利润,2004-2008
Techne的已上市的主要产品，1989-2008财年
Techne 的经营业绩，2006-2008
Techne营业收入和净利润,2004-2008
Cambrex主要产品销售情况，2006-2008
Cambrex各地区销售情况，2006-2008
Cambrex营业收入和净利润,2004-2008
Allion的产品组合
Allion HIV业务和输液业务收入，2008
Allion HIV业务的经营业绩，2007-2008
Allion营业收入和净利润,2004-2008
Salix各种药品的收入情况，2005-2007
Salix 当前正处于研发阶段的产品，2008
Salix的战略规划
Salix营业收入和净利润走势图，2004-2008
Salix股票收益率走势图,2003-2008
PDL产品销售收入组成（按产品制造地点），2006-2008
PDL营业收入和净利润走势图，2004-2008
PDL股票收益率走势图,2003-2008
Albany Molecular各部门销售收入，2006-2008
Albany Molecular营业收入和净利润走势图，2004-2008
Albany Molecular股票收益率走势图,2003-2008
ENZON的现有产品和研发产品
ENZON各部门利润水平
ENZON各产品销售业绩，2007-2008
Enzon营业收入和净利润走势图，2004-2008
AmerisourceBergen2008财年收入构成图
AmerisourceBergen医药分销收入增长情况，2005-2008年
AmerisourceBergen 业务收购战略
AmerisourceBergen的营业收入和净利润走势图, 2004-2008
AmerisourceBergen2009财年业绩表现
AmerisourceBergen2009财年的规划
AmerisourceBergen 长期财务战略

Profit Pool of world’s pharmaceutical sector，2007
2007 Top companies by U.S Sales
Biopharmaceutical Companies’ investment in R&D, 1980-2008
R&D as a Percentage of Sales, PhRMA Member Companies, 2000–2008
Number of Compounds in Development, by Region*
Domestic R&D Source, PhRMA Member Companies:2007
Biologics and Biotechnology R&D, PhRMA Member Companies:2007
2007 Channel Distribution by U.S Sales
Pfizer Revenue by Business Segments，2006-2008
Change in Pfizer’s Revenues by Segment and Geographic Area, 2006-2008
Revenue and net profit of Pfizer Inc, 2004- 2008
Analysis of the Consolidated Statement of Income of Pfizer, 2006-2008
2008 Turnover summary，by segment
GSK 2008 Turnover summary，by geography
GSK Pharmaceutical turnover analysis，2007-2008
GSK Pharmaceutical key growth products，2007-2008
GSK Market share growth in Emerging Markets, 2008
GSK Product pipeline，2007-2008
Revenue and net profit of GSK, 2004- 2008
Financial performance of GSK, 2007-2008
Product sales of Merck, 2006-2008
Merck patent protection products
Research pipeline of Merck as of Feb.15, 2009
Revenue and net profit of Merck, 2004- 2008
Sales of Johnson & Johnson, 1998-2008
Sales of Johnson & Johnson by Geographic Region, 1998-2008
Consumer segment sales of Johnson & Johnson, 2008
Consumer segment sales of Johnson & Johnson, 2006-2008
Pharmaceutical segment sales of Johnson & Johnson, 2008
Major Pharmaceutical Product revenues of Johnson & Johnson, 2006-2008
Medical Devices& Diagnostics segment of Johnson & Johnson, 2008
Major Medical Devices& Diagnostics Franchise sales of Johnson & Johnson, 2006-2008
R&D expense of Johnson & Johnson, 2006-2008
Johnson & Johnson Operating profit by segment, 2007-2008
Eli Lilly Eight Products Exceed $1 Billion in Net Sales, FY2008
Eli Lilly net sales activity of major products in 2007 compared with 2006
Eli Lilly products launched this decade
Research and Development investment increasing, 2004-2008
Revenue and net profit of Eli Lilly, 2004- 2008
Return on Assets and shareholders’ Equity
Development Pipeline of main products of EpiCept
Revenue and net profit of EpiCept, 2004- 2008
Net sales and Profit by segment, 2006-2008
Prescription pharmaceuticals sales of Schering Plough, 2007-2008
Revenue of Schering Plough by region
Net sales and long-lived assets of Forest, 2006-2008
Net sales by therapeutic class of Forest
Pipeline snapshot of Forest
Strategically focused of Forest
Revenue and net profit of Forest ，2004-2008
Financial highlights of Forest，2004-2008
Net sales and long-lived assets of Forest, 2006-2008
Comparison of 5 Year Cumulative Total Return, 2003-2008
Revenue composition of Mylan, 2007-2008
Mylan’s global market leadship, 2008
Significant operational properties of Mylan
Revenue and net profit of Mylan，2004-2008
Comparison of cumulative total returns of Mylan’s Common Stock, the Standard & Poor’s 500 Composite Index and the Dow Jones U.S. Pharmaceuticals Index, 2003-2008
Sales of Herbalife by Geographic Region, 2007-2008
Sales by product category, 2007-2008
Revenue and net profit of Herbalife, 2004-2008
Comparison of cumulative total returns of Herbalife’s Common Stock, S& P 500 Composite Index and the Peer Index, 2004-2008
Revenue and net profit of King Pharmaceuticals, 2004-2008
Operating segments of NBTY, 2006-2008
Revenue and net profit of NBTY, 2004-2008
Comparison of 5 year cumulative total return among NBTY, Inc., NYSE Composite Index and The NYSE Care Index ,2003-2008
Perrigo revenue by country and by segment, 2008
Manufacturing scale of Perrigo, 2008
Sales, volumes and profits of Perrigo by category,2008
Updated category of Perrigo, 2008
Performance of Generic segment of Perrigo, 2008
Performance of API segment of Perrigo, 2008
R&D of Perrigo, 2004-2009
Revenue and net profit of Perrigo, 2004-2008
Perrigo financial performance,2003-2009
Revenue by geography of Life Technologies, 2008
Revenue by end markets of Life Technologies,2008
Basic data of Life Technologies, 2008
Revenue and net profit of Life Technologies,2004-2008
Comparison of 5-year cumulative total return among Life Technologies, NASDAQ market Index and NASDAQ Pharmaceutical Index, 2003-2008
Research and development pipeline of Sepracor,2008
Revenue and net profit of Sepracor，2004-2008
Product portfolio of Endo, 2008
Endo’s net sales by product category, 2006-2008
Revenue and net profit of Endo，2004-2008
Comparison of 5-year cumulative total return among Endo, NASDAQ market Index and NASDAQ Pharmaceutical Index, 2003-2008
Warner Chilcott’s revenues by product classes, 2006-2008
Revenue and net profit of Warner, 2005-2008
Revenue and net profit of Par，2004-2008
Product portfolio of Valeant
Revenue breakout of Valeant，2008
Valeant revenue by product, 2007-2008
Valeant revenue of branded product, 2006-2008
Revenue and net profit of Valeant，2004-2008
Domestic net sales of Chattem, 2007-2008
Geographical segment information of Chattem, 2006-2008
Revenue and net profit of Chattem, 2004-2008
Prestige net revenue by segments, 2008
Revenue and net profit of Prestige, 2004-2008
Revenue and net profit of Medicines, 2004-2008
Products introduced by Techne, FY1989-2008
Results of Operations of Techne，2006-2008
Revenue and net profit of Techne, 2004-2008
Cambrex Gross sales by product groups, 2006-2008
Cambrex Gross sales by district, 2006-2008
Revenue and net profit of Cambrex, 2004-2008
Product mix of Allion, 2008
Allion Revenue of Specialty HIVand Specialty Infusion business, 2008
Allion Operating results of Specialty HIV segment,2007-2008
Revenue and net profit of Allion, 2004-2008
Net product revenues of Salix by product，2005-2007
Salix primary product candidates currently under development
Strategy of Salix
Revenue and net profit of Salix，2004- 2008
Comparison of 5-year cumulative total return among SLXP, NASDAQ composite Index and NASDAQ biotechnology Index, 2003-2008
The mix of U.S.-based sales and ex-U.S. based Manufacturing and Sales of PDL, 2006-2008
Revenue and net profit of PDL，2004-2008
Comparison of 5-year cumulative total return among PDL, NASDAQ biotechnology Index and NASDAQ composite Index, 2003-2008
Revenues of Albany Molecular by segment, 2006-2008
Revenue and net profit of Albany Molecular，2004-2008
Comparison of 5-year cumulative total return among Albany Molecular, NASDAQ Index and NASDAQ Pharmaceuticals Index, 2003-2008
ENZON Product portfolio + PIPELIN E
ENZON segment profitability，2006-2008
ENZON sales performance by product，2006-2008
Revenue and net profit of Enzon，2004-2008
AmerisourceBergen revenue，FY 2008
Pharmaceutical distribution revenue of AmerisourceBergen ，2005-2008
Acquisition Strategy of AmerisourceBergen
Revenue and net profit of AmerisourceBergen, 2004- 2008
FY 2008 Results of AmerisourceBergen
Targets of AmerisourceBergen for fiscal year 2009
Long Term Financial Goals of AmerisourceBergen