Novo Nordisk A/S: PharmaVitae Profile

This analysis examines the historical and forecast performance for Novo Nordisk in the ethical pharmaceutical sector. The profile encompasses global company strategy, portfolio and pipeline analysis and assessment of financial performance, with 1-6 year sales forecasts for key drugs. An interactive forecasting and analysis tool provides continually updated quantitative and qualitative information.

Report Highlights

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CHAPTER 1 ABOUT THIS PROFILE 2
Executive summary 2
Quarterly news update 2
Company introduction 2
Company sales 2
Company financials 2
Key products and competitors 3
Data sourcing 3
Sales data 3
Analyst consensus 3
CHAPTER 2 EXECUTIVE SUMMARY 4
Key findings 4
Prescription pharmaceutical sales performance, 2001–13 5
Financial performance, 2001–13 7
Amgen: PharmaVitae forecasts at a glance 9
Strategic insight 10
2001–07 rapid sales growth: driven by blockbuster franchises, with lifecycle management underpinning the company’s success 10
2001–07 rapid cost growth – operating profit lags behind revenue growth 13
2007–13 slowing revenue growth, tightening up of costs 14
SWOT analysis 17
Strengths 17
Weaknesses 18
Opportunities 19
Threats 20
CHAPTER 3 QUARTERLY NEWS UPDATE 32
Product developments 32
Deals and alliances 33
Product deals 33
Technology deals 34
M&A activity 34
Company announcements 35
Future product milestones 37
CHAPTER 4 COMPANY INTRODUCTION 38
Key findings 38
Background 39
Key corporate developments 39
M&A history 41
Current corporate structure 44
Pharmaceuticals 44
CHAPTER 5 COMPANY SALES 45
Key findings 45
Prescription pharmaceutical sales and growth rate analysis, 2001–13 47
Product analysis 50
Product analysis, 2001–07 51
Product analysis, 2007–13 54
Therapy area analysis 58
Therapy area analysis, 2001–07 60
Therapy area analysis, 2007–13 62
Therapy area focus, 2001–13 65
Geographic analysis 67
Geographic analysis, 2001–07 68
Geographic analysis, 2007–13 70
Geographic focus, 2001–13 72
Launch/core/expiry analysis 74
Explanation of launch/core/expiry analysis 74
Launch analysis, 2007–13 75
Core analysis, 2007–13 77
Expiry analysis, 2007–13 79
Launch/core/expiry configuration, 2007–13 80
Molecule type analysis 82
Molecule type analysis, 2001–07 83
Molecule type analysis, 2007–13 85
Externalization analysis 88
Externalization analysis, 2001–07 89
Externalization analysis, 2007–13 90
CHAPTER 6 COMPANY FINANCIALS 93
Key findings 93
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2001–07 94
Financial statements, 2001–07 96
Profit and loss account, 2001–07 96
Balance sheet, 2001–07 99
Operating costs and profit analysis 101
Operating costs and profit analysis, 2001–07 103
Operating cost ratio and profit margin analysis, 2001–07 105
Operating cost ratio and profit margin analysis, 2007–13 106
Operating costs and profit analysis, 2007–13 109
Return on capital employed analysis 110
Capital employed analysis, 2001–07 111
Capital employed analysis, 2001–07 111
Return on capital employed (RoCE) analysis, 2001–07 113
Market capitalization analysis 115
Market capitalization analysis, 2001–07 115
Total shareholder returns analysis, 2001–07 118
CHAPTER 7 KEY PRODUCTS AND COMPETITORS 120
Key findings 120
Overview 121
Product profiles 122
Neulasta 122
Aranesp 126
Enbrel 131
Epogen 136
Denosumab 139
CHAPTER 8 APPENDIX 144
R&D pipeline 144
References 145
Abbreviations 145
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Table 1: Novo Nordisk – PharmaVitae forecasts at a glance 3
Table 2: Novo Nordisk key product developments, 2008 3
Table 3: Novo Nordisk product deals and alliances, 2008 3
Table 4: Novo Nordisk technology deals and alliances, 2008 3
Table 5: Novo Nordisk M&A activity, 2008 3
Table 6: Novo Nordisk company announcements, 2008 3
Table 7: Novo Nordisk future product milestones, 2008–10 3
Table 8: Novo Nordisk product portfolio overview ($m), 2001–07 3
Table 9: Novo Nordisk product portfolio overview ($m), 2007–13 3
Table 10: Novo Nordisk therapy portfolio overview ($m), 2001–07 3
Table 11: Novo Nordisk therapy portfolio overview ($m), 2007–13 3
Table 12: Novo Nordisk portfolio overview by geographic region ($m), 2001–07 3
Table 13: Novo Nordisk portfolio overview by geographic region ($m), 2007–13 3
Table 14: Prevalence of diabetes mellitus by major market (millions) 3
Table 15: Novo Nordisk launch portfolio overview ($m), 2007–13 3
Table 16: Novo Nordisk core portfolio overview ($m), 2007–13 3
Table 17: Novo Nordisk expiry portfolio overview ($m), 2007–13 3
Table 18: Novo Nordisk portfolio overview by molecule type ($m), 2001–07 3
Table 19: Novo Nordisk product portfolio overview by molecule type ($m), 2007–13 3
Table 20: Novo Nordisk product portfolio overview by source ($m), 2001–07 3
Table 21: Novo Nordisk product portfolio overview by source ($m), 2007–13 3
Table 22: Total Novo Nordisk sales by business unit ($m), 2001–07 3
Table 23: Novo Nordisk profit and loss account ($m), 2001–07 3
Table 24: Novo Nordisk balance sheet ($m), 2001–07 3
Table 25: Novo Nordisk operating revenue/cost analysis ($m), 2001–07 3
Table 26: Novo Nordisk operating cost ratio analysis (% of total revenues), 2001–07 3
Table 27: Novo Nordisk operating cost ratio analysis (% of total revenues), 2007–13 3
Table 28: Novo Nordisk operating revenue/cost analysis ($m), 2007–13 3
Table 29: Novo Nordisk capital employed ($m), 2001–07 3
Table 30: Novo Nordisk EBIT return on capital employed ($m), 2001–07 3
Table 31: Novo Nordisk EBIT pre-tax return/Capital employed driver analysis (%), 2001–07 3
Table 32: Novo Nordisk market capitalization ($ billion), 2001–07 3
Table 33: Novo Nordisk total shareholder returns (annual %), 2001–07 3
Table 34: Key products overview 3
Table 35: Key insulin antidiabetics in 2007 3
Table 36: Key non-insulin antidiabetics in 2007 3
Table 37: NovoRapid/NovoLog: overview 3
Table 38: NovoRapid/NovoLog: sales forecast ($m), 2007–13 3
Table 39: NovoMix: overview 3
Table 40: NovoMix: sales forecast ($m), 2007–13 3
Table 41: Levemir: overview 3
Table 42: Levemir: sales forecast ($m), 2007–13 3
Table 43: Liraglutide: overview 3
Table 44: Liraglutide: sales forecast ($m), 2007–13 3
Table 45: Norditropin: overview 3
Table 46: Norditropin: sales forecast ($m), 2007–13 3
Table 47: NovoSeven: overview 3
Table 48: NovoSeven: sales forecast ($m), 2007–13 3
Table 49: Key hemophilia products in 2007 3
Table 50: Novo Nordisk’s R&D pipeline (Phase I–registration) 3
Table 51: Novo Nordisk’s lifecycle management pipeline (Phase I–registration) 3
Table 52: Exchange rates, 2007 3
Figure 1: Novo Nordisk prescription pharmaceutical performance, sales ($m) and growth rate (%), 2001–13 3
Figure 2: Novo Nordisk financial performance ($m), 2001–13 3
Figure 3: Novo Nordisk focus strategy, 2001–13 3
Figure 4: Novo Nordisk SWOT analysis 3
Figure 5: Novo Nordisk company history 3
Figure 6: Novo Nordisk corporate structure 3
Figure 7: Novo Nordisk prescription pharmaceutical performance, sales ($m) and growth rate (%), 2001–13 3
Figure 8: Novo Nordisk key sales growth driver & resistors ($m), 2001–07 3
Figure 9: Novo Nordisk key sales growth drivers & resistors ($m), 2007–13 3
Figure 10: Novo Nordisk prescription pharmaceutical sales by therapy area ($m), 2001–13 3
Figure 11: Novo Nordisk prescription pharma sales by therapy area (% of total), 2001–13 3
Figure 12: Novo Nordisk prescription pharmaceutical sales by geographic region ($m), 2001–13 3
Figure 13: Novo Nordisk drivers and resistors by geographic region ($m), 2001–07 3
Figure 14: Novo Nordisk drivers and resistors by geographic region ($m), 2007–13 3
Figure 15: Novo Nordisk prescription pharmaceutical sales by geographic region (% of total), 2001–13 3
Figure 16: Novo Nordisk launch/core/expiry configuration ($m), 2007–13 3
Figure 17: Novo Nordisk prescription pharmaceutical sales by molecule type ($m), 2001–13 3
Figure 18: Novo Nordisk growth drivers & resistors by molecule type ($m), 2007–13 3
Figure 19: Novo Nordisk prescription pharmaceutical sales by molecule type (% of total), 2001–13 3
Figure 20: Novo Nordisk prescription pharmaceutical sales by source ($m), 2001–13 3
Figure 21: Novo Nordisk growth drivers & resistors by source ($m), 2001–07 3
Figure 22: Novo Nordisk growth drivers & resistors by source ($m), 2007–13 3
Figure 23: Novo Nordisk operating revenue/cost analysis ($m), 2001–13 3
Figure 24: Novo Nordisk operating cost ratio analysis (% of total revenues), 2001–13 3
Figure 25: Novo Nordisk return on capital employed, EBIT margin and capital turnover, 2001–07 3
Figure 26: Return on capital employed formula 3
Figure 27: Novo Nordisk market capitalization ($ billion), 2001–07 3
Figure 28: Novo Nordisk total shareholder returns vs. S&P 500 ($m), 2001–07 3
Figure 29: Novo Nordisk: key competitors in the antidiabetics market 3
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