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Indian Pharma Market June 2015 Update

Key Insights for June 2015:

  1. We have completed the 1st Quarter of the new financial year and first half of the calendar year. Growth in Jan – June 2015 has been at 16%, compared to 9% growth in similar period last year.
  2. The Industry had yet another month of double digit growth, continuous 8 months. The FY started with 17.7% growth, whereas in June 2015 growth was 14.8%
  3. April- June 15 Quarter saw an addition of Rs. 3027 crore with a growth of 14.8% against 10.9% in same Quarter last year
  4. Anti-diabetic (26%) was the key driver of the growth in this quarter, followed by Derma (21%). For Anti-diabetic, Sitagliptin + Metformin (121%)  combination had major contribution from Janumet ( 190%) whereas for Derma it is Panderm Plus which grew at 104%
  5. June 2015 also witnessed addition of Rs. 1019 crore over June-14, the highest incremental value for the June month in last 3 years.
  6. Growth Drivers for the previous month were - 6.5% on account of volume growth, 4.8% due to price increase and 3.4% due to new launches, as against a 5.0% in volumes & 1.8% in price increases in June-14
  7. The domestic market crossed the Rs. 90,000 crore mark on MAT basis. Market took more than 2 years to move from the Rs. 66000 crore to Rs. 80000 crore mark, but crossed Rs. 90000 crore in a lesser time frame, which is evident from the incremental value.
  8. Whereas, the market added Rs. 11851 crore in 2 years (MAT June 14 over MAT June 12), it added Rs. 11258 crore in just one year (MAT June 15 over MAT June 14)

Major Highlights for Month of June 2015:

June Month Highlights

  1. The market logged Rs. 7928 crore in the previous month
  2. Growth was 14.8% in June

Corporate

  1. In the previous month, amongst the top 10, Sun grew fastest at 27.9%, followed by Pfizer at 20.2% & Abbott at 19.0%
  2. 23 Corporates, amongst the top 50, had faster growth than the overall market
  3. Amongst the top 50 Corporates, Wockhardt had the highest growth at 36.2%, followed by AstraZeneca at 35.4% & Glenmark at 34.5 %
  4. 27 Corporates had double digit growth in the previous month
  5. Amongst the 11-20 ranked Corporates, Glenmark had the highest growth at 34.5%, followed by Torrent at 28.3% and USV at 27.1%
  6. Amongst the 21-30 ranked Corporates, Wockhardt had the highest growth at 36.2%, followed by MSD at 31.6% and Unichem at 20.5%
  7. Amongst the 31-40 ranked Corporates, AstraZeneca grew fastest at 35.4% followed by Akumentis at 33.4% and JBCPL at 27.0%
  8. Amongst the 41-50 ranked Corporates, Hetero had the highest growth at 21.0%, followed by Fourrts at 17.9% and Allergan at 17.8%
  9. Amongst the 51-60 ranked Corporates, Boehringer grew fastest at 79.1%, followed by Eli Lilly at 39.9% and Troikaa at 38.4%
  10. Amongst the 61-70 ranked Corporates, Fresenius Kabi grew at 38.8%, followed by RPG at 36.1%, and  TTK at 26.3%
  11. AstraZeneca enters the Rs. 500 crore bracket, Hetero Rs. 400 crore, Troikaa Rs. 300 crore and Tablets India Rs. 200 crore bracket, on MAT Basis

Companies

  1. For the month of June 2015, amongst the top 10, Sun Pharma grew by 32.9%, followed by Ranbaxy at 20.5% & Pfizer at 20.2%
  2. 25 companies had faster growth than the overall market growth
  3. Amongst the 11-20 ranked Companies, Glenmark had the highest growth at 34.5%, followed by Torrent at 28.3% & USV at 27.1%
  4. Amongst the 21-30 ranked Companies, Wockhardt had the highest growth at 36.2%, followed by Unichem 20.5% & Novo Nordisk at 18.9%         

Indian V/S MNCs

  1. Indian companies growth was 14.5% versus 15.7% for MNCs in June 2015
  2. Amongst the top 50 in MNCs, AstraZeneca grew at 35.4%, MSD at 31.6%, followed by Merck at 22.4%
  3. Under the Non-NLEM category Indian companies grew at 4.3% whereas MNCs grew at 9.4%

DPCO, Non DPCO & Non-Scheduled Para 19 market

  1. The DPCO containing molecules market grew at 5.6% whereas the non DPCO market grew by 16.2%  & Non-Sch. Para 19 Market at 14.6% resulting in an overall growth of 14.8% for June 2015
  2. NLEM & Non-NLEM category showed unit growth at -0.1% and 6.2% respectively. The Non-Sch. Para 19 market grew at 11.7% on units basis
  3. The DPCO 2013 portfolio for Pfizer grew at 17.4%, Ranbaxy 31.9%, GSK at -1.8% & Abbott 11.7%

Therapy

  1. From therapy perspective, 11 therapies grew faster than the market growth
  2. Respiratory segment grew at 15.4%, Gastrointestinal at 15.8% , Pain & Analgesics at 10.5% whereas Anti-infectives grew at 3.2%
  3. In chronic business, anti-diabetic growth was 27.4% & cardiac at 18.9%
  4. Derma grew by 19.3% & Urology at 23.5%

Regional Dynamics

  1. From regional perspective 15 regions out-grew the market
  2. North AP market grew highest at 25.8%, followed by Jharkhand at 25.3% & South AP Market at 20.7%
  3. No region had negative growth in the previous month

Molecules

  1. Amoxycillin + Clavulanic Acid market grew at 1.3%, whereas Glimepiride + Metformin grew at 17.5% to be at no 2. position
  2. The markets of Paracetamol grew at -0.2%, Atorvastatin at 12.1%, Probiotic Microbes at 26.3%, Cefixime at -2.6%, Pantoprazole at 18.7%, Montelukast + Levocetrizine at 23.6%, Glimepiride + Metformin + Pioglitazone at 22.4%, Vitamin-D at 30.6%, Hydroquinone + Mometasone + Tretinoin at 10.3%, Voglibose + Metformin + Glimepiride at 59.3%, Rosuvastatin at 29.2%, Protein Supplements at 24.1%, Azithromycin at -3.8%

Brands

  1. Mixtard leads the pack with Rs. 40 crore, followed by Glycomet-GP at Rs. 28 crore and Spasmoproxyvon Plus at Rs. 26 crore for June 15
  2. Phensedyl Cough grew by 189.6%, followed by Janumet at 132.9%, Corex at 38.7%, Mixtard at 33.8%, Lantus at 32.4% & Glycomet-GP at 22.5% amongst the top 10 Brands
  3. Few Brands which gained ranks include Chymoral Forte, Phensedyl Cough (+77), Janumet (+76), Betnesol (+75), Eltroxin (+73), Synflorix (+69), Januvia (+49), Pantocid D SR (+41), Shelcal, Jalra M (+39), Panderm Plus (+35),Spasmo Proxyvon Plus (+33), Istamet (+32), Huminsulin , Aztor (+31), Vertin (+29), Budecort (+26), Magnex (+25), Gelusil MPS , Jalra (+21), Zoryl M (+20), Levipil, Omez, Galvus, Glycomet (+18), Rosuvas, Ultracet (+13),  Gemcal (+8),  amongst top 100 Brands overJune -14
  4. Brands that have moved up ranks fastest into Top 300 Brands for the previous month are Biovac C, Brilinta, Oframax, Monocef SB, Mero, Bevon, Razo D, Renerve Plus amongst others

New Launches

  1. Total 273 Brands & 462 SKUs were launched in June 2015
  2. Top New Brands for June were Rthrombo, Zita Plus & Infimab
  3. Teneligliptin launched under the brand names of Zita Plus an Ziten from Glenmark was seen in the Gliptin space under OAD segment
 
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