bangladesh pharma market dynamics 2 q 2012

Pharma Market Dynamics

2Q 2012

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•Bangladesh Pharma Market

Bangladesh pharma market: Eskayef is the number 6 company with 4.74% market share

4

18.42

9.52 8.88

5.33 4.93 4.74 4.31 4.12 4.03 3.73

SQUARE INCEPTA BEXIMCO OPSONIN RENATA ESKAYEF A.C.I. ACME ARISTO DRUGINTL

Share %

Evolution of market share: Top 10 Companies Recent data indicates good performance of Incepta, Opsonin, Renata & DI

5

MAT ~ 06/2012 YTD ~ 06/2012 QTR ~ 06/2012

SQUARE 18.42 18.17 17.13

INCEPTA 9.52 9.70 9.78

BEXIMCO 8.88 8.75 8.49

OPSONIN 5.33 5.44 5.47

RENATA 4.93 5.02 5.14

ESKAYEF 4.74 4.74 4.71

A.C.I. 4.31 4.16 4.22

ACME 4.12 4.20 4.07

ARISTO 4.03 4.08 4.07

DRUG INTL 3.73 3.83 3.97

• The Antibiotics Molecules

Antibiotic Market: Top 12 Molecules represents 90% of the 1700 Crore Taka Market

7

17.63

15.79

11.85 10.96

7.68 6.59 6.55

5.47

2.68 1.98 1.81 1.32

Share %

Clindamycin (39% gr) is the highest growing molecule, followed by Cefuroxime (19% gr)

8

38.80

19.39 18.12 17.76 15.73

6.65

0.65 0.33

-4.11 -4.32 -5.57

-10.29

Growth %

Top Companies in Antibiotic Market: ESK number 8 Renta 3, ACI 5, Sanofi 9

9

22.29

7.47 6.77 6.43 6.16

5.20 5.11 5.09 4.75 3.47

SQUARE INCEPTA RENATA BEXIMCO A.C.I. ACME OPSONIN ESKAYEF SANOFIAVN

ARISTO

Share %

Antibiotic Market: Incepta & Opsonin have high growth

10

22.29

7.47 6.77 6.43 6.16

5.20 5.11 5.09 4.75 3.47

6.99

23.97

12.99

8.85

12.67

1.27

17.67

9.73

6.19

4.45

SQUARE INCEPTA RENATA BEXIMCO A.C.I. ACME OPSONIN ESKAYEF SANOFIAVN

ARISTO

Share % Growth %

Antibiotic Market: 4 companies in top 10 are loosing share

11

22.29

7.47 6.77 6.43 6.16 5.20 5.11 5.09 4.75

3.47

-1.11

14.57

4.48

0.63

4.05

-6.47

8.72

1.39

-2.06

-3.34 SQUARE INCEPTA RENATA BEXIMCO A.C.I. ACME OPSONIN ESKAYEF SANOFI

AVN ARISTO

Share % Share Growth %

• Cefuroxime Axetil Market

13

Cefuroxime Market: 78% mkt in 3 divisions: 90% in 4 divisions

Dhaka 37%

Chittagong 21%

Rajshahi 20%

Khulna 12%

Barisal 6%

Sylhet 4%

Share %

14

Cefuroxime: market growth is driven by North Bengal Growth in DHK & CHT is lower than national growth (19%)

37.40

20.77 19.73

12.13

6.04 3.93

16.71 14.20

27.90

19.14

29.97

20.02

Dhaka Chittagong Rajshahi Khulna Barisal Sylhet

Share % Growth %

15

Kilmax: DHK division doing wonderful! Under-performing in North Bengal & Barisal

5.13

4.36 4.07

4.51

3.56

4.79


MS %

16

Kilmax: DHK having high MS, still growing Growth improvement opportunity in CHT

5.13 4.36 4.07 4.51 3.56 4.79

37.67

-0.20

47.65

13.52

49.84

9.43


MS % Gr %

17

Furosef VS. Kilmax: High market share gap (13%) in CHT, low gap in RAJ (7%)

17.19 17.81

11.66

15.53 15.49

17.55

5.13 4.36 4.07 4.51

3.56 4.79


MS %

FUROCEF-RTA KILMAX-ESF

18

Kilbac Vs. Kilmax: High market share gap in CHT

13.05 14.60

10.86 11.20 11.56 10.87

5.13 4.36 4.07 4.51

3.56 4.79


MS %

KILBAC-IAP KILMAX-ESF

19

Kilbac Vs. Kilmax: GAP Analysis

7.92

10.24

6.79 6.69

8.00

6.08


KIlbac VS. Kilmax

GAP

20

Top 5 District: Kilmax MS% high in Mymensingh Low in Comilla

4.08

4.82

5.50

3.46

4.21

Dhaka Chittagong Mynensingh Comilla Khulna

Kilmax

Share %

21

Top 5 District: Kilmax growth % high in Mymensingh Negative in Chittagong

9.96 17.12

29.06 20.87 18.91

28.29

-5.29

90.00

39.85 36.93

Dhaka Chittagong Mynensingh Comilla Khulna

Market Growth

Market Kilmax

• Clindamycin Market

23

Clindamycin Market: Dhaka and Rajshahi division dominates the market

Dhaka 39%

Rajshahi 25%

Khulna 14%

Chittagong 14%

Barisal 5%

Sylhet 3%

Share %

24

39.39

24.75

14.36 13.85

4.40 3.25

45.87

53.83

29.83

11.19

41.71

23.91

Dhaka Rajshahi Khulna Chittagong Barisal Sylhet

Share % Growth %

Clindamycin Market: Very high growth for Dhaka, Rajshahi & Barisal division

25

Incepta VS. Opsonin: Market share GAP is low (7% GAP) in DHK; High in KHL (18%)

31.34 34.51

39.60 36.96

31.67 30.34

23.96 23.62 21.35

23.80

28.02 25.74


CLINDACIN-IAP CLINDAX-OPI

26

Incepta VS. Opsonin: Clindax growth is better than Clindacin in all divisions Major growth difference in Dhaka & Barisal division

11.66

25.44

6.68

-8.12

8.52

-4.89

60.12

37.57

10.61 3.00

40.43

23.78


CLINDACIN-IAP CLINDAX-OPI

• The Anti-ulcer Market

Anti-ulcer Market: 3 ESF brands in top 50 ; QTR figure is encouraging

28

RK~MAT 06/2012

RK~YTD 06/2012

RK~QTR 06/2012

LOSECTIL 2 2 1

PEPTIL-H 21 28 26

ESORAL 29 21 17

• Omeprazole Market

30

Omeprazole Market: 60% mkt in 2 divisions: 90% in 4 divisions

Dhaka 34%

Chittagong 24%

Rajshahi 19%

Khulna 12%

Barisal 7%

Sylhet 4%

Share %

31

Losectil in Omeprazole Market: High MS in KHL Whatever happened in BSL?

19.36 19.21 18.96

22.31

13.94

21.82


Losectil

Share %

32

Losectil in Omeprazole Market: High Growth in KHL Lower growth in DHK

19.36 19.21 18.96 22.31 13.94

21.82 22.09

37.14 28.15

100.21

40.31 49.52


Losectil

Share % Growth %

33

Seclo Vs. Losectil: market share equally low in all divisions Still losing ground in DHK, RAJ, KHL, SYL

19.36 19.21 18.96

22.31

13.94

21.82

28.20 27.06 26.19 26.74

28.10

19.15


MS %

Losectil Seclo

34

Seclo Vs. Losectil: Low gap in KHL Losectil beats Seclo in SYL!

8.84 7.85 7.23

4.43

14.16

-2.67 Dhaka Chittagong Rajshahi Khulna Barisal Sylhet

Losectil Vs. Seclo

GAP

35

Losectil Share % in 5 Major District: High in CHT Low in COM, MYM

20.74

23.48

13.92

17.28

19.67

Dhaka Chittagong Comilla Mynensingh Khulna

MS %

LOSECTIL

36

Seclo Vs. Losectil: 5 Major District

20.74 23.48

13.92

17.28 19.67

27.87 27.34 26.83

36.12

24.00


MS %

LOSECTIL SECLO

37

GAP Analysis in District Level: High gap in MYM & COM

7.13

3.86

12.91

18.84

4.33


GAP

20.74 23.48

13.92 17.28

19.67

27.87 27.34 26.83

36.12

24.00


MS %

LOSECTIL SECLO

• Esomeprazole Market

39

Esomeprazole: Share is good in DHK & BSL Lot of works to be done in North Bengal

3.90 3.38

2.94

3.79 3.91 3.41


Esoral

Share %

40

Esomeprazole Market Vs. Esoral Growth

51.67 38.72

79.46 61.60

73.74 55.42

199.39

154.03

218.22 208.34 206.15

161.73


Growth %

Esomeprazole Esoral

41

Maxpro Vs. Esoral: Where is the biggest gap?

24.36 24.81

19.57 21.64

25.43

19.44

3.90 3.38 2.94 3.79 3.91 3.41


MS %

Maxpro Esoral

42

Maxpro Vs. Esoral: High GAP in CHT & BSL

20.46 21.43

16.63 17.85

21.52

16.03


Maxpro Vs. Esoral

GAP

43

Esoral in Top 5 District

Dhaka Chittagong Comilla Khulna Mynensingh

1 MAXPRO RTA

MAXPRO

RTA

MAXPRO

RTA MAXPRO RTA

MAXPRO

RTA

2 SERGEL HT3 SERGEL HT3

SERGEL

HT3 SERGEL HT3

NEXUM

SQA

3 NEXUM SQA

SOMPRAZ

SPI

NEXUM

SQA ESONIX IAP

SERGEL

HT3

4 ESONIX IAP ESONIX IAP

EXIUM

RD7 MAXIMA ACM

EXIUM

RD7

5 EXIUM RD7 NEXUM SQA ESONIX IAP NEXUM SQA ESONIX IAP

6 ESOTID OPI EXIUM RD7

SOMPRAZ

SPI EXIUM RD7

ESORAL

ESF

7 ESORAL ESF ESORAL ESF

ESOTID

OPI PROGESIC IAP

ESOTID

OPI

8 PROGESIC IAP ESOTID OPI NESO ATP SOMPRAZ SPI

PROGUT

PPH

9 NEPTOR SDZ ESOLOK IBN

ESORAL

ESF ESOTID OPI

SOMPRAZ

SPI

10 NESO ATP

PROGUT

PPH

MAXIMA

ACM NESO ATP

OPTON

BXM ?

• The Anti-ulcer Market:

• Promotional Preference

45

CHT: Important for Ranitidine market

24.26 23.71 23.11 22.72

27.96

Omeprazole Pantoprazole Esomeprazole Rabeprazole Ranitidine

Chittagong

46

RAJ: Important for Pantoprazole

18.55 19.88

18.67 17.04

15.76


Rajshahi

47

DHK: Important for Rabeprazole & Ranitidine

34.18

34.77 34.97

36.47

36.11


Dhaka

bangladesh pharma market dynamics 2 q 2012

Health & Medicine