日本経済新聞 2008/9/23 発表
後発医薬品 世界最大手、日本進出
イスラエルのテバ・ファーマ 興和と合弁設立へ
特許切れ成分を使った後発医薬品で世界最大手のTeva Pharmaceutical Industries Ltd
(イスラエル)が日本市場に本格参入する。近く中堅製薬会社の興和と開発・販売の合弁会社を設立する。新薬に比べ価格の安い後発薬は医療費削減の流れを受けて４、５年後に国内で１兆円超の市場規模となる見通し。豊富な品種を持つテバの参入で需要増に弾みがつきそうだ。成長市場を巡り、国内の製薬再編が加速する可能性もある。
テバは年間売上高が約１兆円で、後発薬国内最大手の沢井製薬の約２７倍の規模。血圧降下剤や抗がん剤など主要な疾患領域をほぼカバーし、同業への買収攻勢で事業規模を急拡大している。
後発薬、再編の軸に
テバ、日本参入 規模拡大カギ
後発薬を巡る世界のM&A
(カッコ内は買収額)
Teva and Kowa Announce Strategic Partnership to Create a Leading Generic Pharmaceutical Company in Japan
Goal to Reach Sales of $1 Billion in 2015Teva Pharmaceutical Industries Ltd. and Kowa Company, Ltd. today announced that they have signed a definitive agreement to establish a leading generic pharmaceutical company in Japan. The company, Teva-Kowa Pharma Co., Ltd. will seek to leverage the marketing, research and development, manufacturing and distribution capabilities of each company to become a broad based supplier of high quality generic pharmaceutical products for the Japanese market and reach sales of $1 billion in 2015. Each company will have a 50% stake in Teva-Kowa Pharma, which will become operational in 2009.
インドの医薬
ジェネリック ・・・1971年以降 「物質特許」なく、「製法特許」のみ→ 2005年特許法改正 物質特許を35年ぶりに復活（ＷＴＯの要請）
世界大手が進出
エーザイ 2005/9販売会社設立
インド勢は海外進出
Dr. Reddy's Laboratories Ltd ドイツのベータファルムグループ買収
Dr Reddy's to buy BASF drug contract manufact unitRanbaxy Laboratories ルーマニア5位のテラピアほか買収
欧米メガファーマとの提携
2006年世界のジェネリック企業ランキング http://www.medmk.com/mm/topic/0707e2_data.htm
順位 企業 国 年商（百万米ドル） 前年比（％） 備考 1 Teva Pharmaceutical イスラエル 8,410 60 2 Sandoz ドイツ 5,960 27 Sandoz is a Novartis company.
Sandoz is a global generics leader.3 Merck ドイツ 2,400 7 4 Ratiopharm ドイツ 2,210 6 Europe's first manufacturer of generic pharmaceuticals 5 Watson Pharmaceuticals アメリカ 2,000 20 November 2006、Watson acquires Andrx Corporation, 6 Actavis Group アイスランド 1,850 9 7 Stada Pharm ドイツ 1,620 22 8 Mylan アメリカ 1,600 28 9 Barr Pharmaceuticals アメリカ 1,590 29 10 Dr. Reddy's Laboratories インド 1,510 168 11 Ranbaxy Laboratories インド 1,340 17 第一三共
July 18, 2008 Teva Pharmaceutical
Significantly Strengthens Teva's Market Leadership Position in the U.S. and in Key Global Markets Acquisition Expected to Be Accretive in the Fourth Quarter after Closing
Teva Pharmaceutical Industries Ltd. and Barr Pharmaceuticals, Inc. announced today that they have signed a definitive agreement under which Teva will acquire Barr, the fourth largest generic drug company worldwide.
About Teva
Teva Pharmaceutical Industries Ltd., headquartered in Israel, is
among the top 20 pharmaceutical companies in the world and is the
leading generic pharmaceutical company. The company develops,
manufactures and markets generic and innovative pharmaceuticals
and active pharmaceutical ingredients. Over 80 percent of Teva's
sales are in North America and Western Europe.
About Barr
Barr Pharmaceuticals, Inc. is a global specialty pharmaceutical
company that operates in more than 30 countries worldwide and is
engaged in the development, manufacture and marketing of generic
and proprietary pharmaceuticals, biopharmaceuticals and active
pharmaceutical ingredients. A holding company, Barr operates
through its principal subsidiaries: Barr Laboratories, Inc.,
Duramed Pharmaceuticals, Inc. and PLIVA d.d. and its
subsidiaries. The Barr Group of companies markets more than 120
generic and 27 proprietary products in the U.S. and approximately
1,025 products globally outside of the U.S.
Merck Completes Sale of Generics Business to Mylan for EUR 4.9 Billion
Merck KGaA announced today that it has completed the sale of its worldwide Generics business to Mylan Laboratories Inc, Canonsburg, PA USA. Closing was accomplished via a purchase agreement whereby Mylan acquired all Merck Generics companies throughout the world for EUR 4.9 billion.
Mylan went global in 2007. It acquired a 71.5%
controlling interest in Matrix Laboratories Limited,
a Hyderabad, India-based supplier of active pharmaceutical
ingredients.
Ranbaxy Acquires Leading
Romanian Pharma Company Terapia for US $324mn
Major Strategic Step in expanding
European operations
New entity will be the largest
generic company in Romania
Key Highlights
* Ranbaxy acquires 96.7% of Terapia from Advent International for
US $324m, equating to a valuation of 11.6x LTM (last twelve
months) EBITDA. On a full-year 2006 EBITDA the EV/EBITDA
valuation is expected to be even lower. The transaction is funded
from the proceeds of Ranbaxy's recent FCCB issue. Completion
expected within Q2 2006.
* Terapia is the largest independent generic company in Romania.
Established in 1921, it has a strong brand name and a consistent
track record of growth and profitability. Its pro forma 2005
sales were approximately US $80 Mn, and the company has superior
EBITDA margins in excess of 35 per cent. The acquisition will be
EPS accretive immediately.
* Terapia is an integrated, commercially focused pharma company
which has a broad portfolio and deep new product pipeline ,
excellent R&D capabilities, world class in-house
bioequivalence facilities, low cost manufacturing, and strong
distribution network that includes the largest and most powerful
generic sales force in the Romanian pharmaceutical market.
* For Ranbaxy, Terapia delivers strategic Romanian and pan
European synergies helping to unleash new opportunities.
* Ranbaxy will provide Terapia with additional products to launch
in the domestic market at very cost competitive levels, thereby
lowering costs and delivering value to both consumers and the
domestic healthcare budget.
* The combination of Terapia with Ranbaxy's existing Romanian
activities creates the number one generics company in the
Romanian market and will additionally boost Ranbaxy's presence in
the fast growing CIS markets.
Ranbaxy Laboratories Limited (Ranbaxy) and Terapia S.A. (Terapia)
of Romania announced today that they have signed a definitive
agreement providing for the acquisition of Terapia by Ranbaxy.
The deal will combine the strengths of the two premier generic
companies and will allow Ranbaxy to leverage its expanded base in
the rapidly growing Romanian pharmaceutical market, across the
European Union and the CIS markets.