[英文调查报告书] 娇生集团：制制药企业分析报告

Abstract

Johnson & Johnson's operating activities are conducted within three business segments: Medical Devices & Diagnostics, Pharmaceutical and Consumer. This report provides a full review of the company's pharmaceutical activities.

Johnson & Johnson, through more than 230 operating companies, manufactures and sells a broad range of products in the healthcare field for the pharmaceutical, consumer, and medical devices and diagnostic markets to most countries of the world. The company is organised on the principles of decentralised management.

Current Growth Drivers

Within the Pharmaceutical segment in 2005, strong sales performances were demonstrated by Risperdal and Risperdal Consta, Remicade, Topamax and Levaquin.

Key Late-Stage Products

Virology is a relatively new area of focus for J&J and it is currently developing three HIV compounds of which TMC114, the most advanced compound, has been filed. Candidates in Phase III trials include:

Ceftobiprole for complicated skin and skin structure infections and nosocomial pneumonia. Both indications have been granted fast track designation by the FDA.
Doripenem, a broad-spectrum antibiotic for complicated urinary tract infections, complicated intra-abdominal infections and nosocomial pneumonia.
BAY 59-7939 (Factor Xa inhibitor) for venous thromboembolism prevention after major orthopaedic surgery (hip and knee).

Principal Operating Results

Johnson & Johnson

Executive Summary

Introduction
- Current Growth Drivers
- Key Late-Stage Products
Financial Performance 2005
- Sales and Market Position
- Income
  - Sales, Costs and Operating Income, 2005
- Expenditure
  - Capital Expenditure
  - Capital Expenditure By Business Area
  - Capital Expenditure By Business Area, 2005
  - R&D Expenditure
  - Pharmaceutical R&D To Total R&D
  - Pharma R&D and Pharma R&D to Pharma Sales
- Divisional Performance
  - Sales By Business Area
  - Sales By Business Area
  - Operating Profit By Business Area
  - Operating Profit By Business Area
  - Identifiable Assets By Business Area
  - Identifiable Assets By Business Area
- Geographic Performance
  - Sales By Destination
  - Sales By Destination
  - Long-Lived Assets By Geographical Area
  - Long-Lived Assets By Geographical Area
Company Strategy
- Mergers, Acquisitions and Divestitures
  - Medical Devices and Diagnostics Segment
  - Pharmaceutical Segment
  - Consumer Segment
- Key Agreements
Product / R&D Overview
- Key Products
  - Recent Product Launches
  - Recent Product Approvals
- R&D Strategy
  - Key R&D projects
- R&D Pipeline Overview
- Sales Forecasts
  - Sales of Current Top Ten Products (2000A-2010E)
Conclusions

PRODUCT PORT FOLIO / RESEARC H AND DEVELOPMENT

Major Pharmaceutical Products, Therapeutic Areas and Sales
Sales of Major Pharmaceutical Products, 2005
R&D Pipeline

Central Nervous System - Products
- Major Launched Products
- Risperdal
  - Sales
  - Key Markets/Indications/Formulations
  - Generic Competition/Lawsuits
  - Safety Issues
  - Sales Forecast
- Risperdal Sales (2000A-2010E)
  - Clinical Trial Results - Autism
- Duragesic/Ionsys
  - Sales
  - Key Markets/Indications/Formulations
  - Further Development
  - Competitor Products
  - Generic Competition
  - Lawsuits
  - Safety Issues
  - Sales Forecast
- Duragesic Sales (2000A-2010E)
- Topamax
  - Mode of Action
  - Sales
  - Key Markets/Indications/Formulations
  - Further Development
  - Competitor Products
  - Safety Information
  - Sales Forecast
  - Clinical Trial Results
- Ultram/Ultracet
  - Markets/Indications/Formulations
  - Generic Competition
- Razadyne
  - Mode of Action
  - Key Markets/Indications/Formulations
  - Competitor Products
  - Lawsuits
  - Safety Issues
- Concerta
  - Sales
  - Safety Studies
  - Generic Competition
  - Clinical Trials
Central Nervous System - R&D
- OROS hydromoprhone
- Paliperidone
  - Clinical Trial Results
- Tapentadol
Central Nervous System - Summary
Gastrointestinal - Products
- Major Launched Products
- Pariet/Aciphex
  - Sales
  - Key Markets/Indications
  - Competitor Products
  - Sales Forecast
- Aciphex/Pariet Sales (2000A-2010E)
- Others
Gastrointestinal - Summary
Immunology - Products
- Major Launched Products
- Remicade (TA-650)
  - Sales
  - Key Markets/Indications/Formulations
  - Further Development
  - Safety Issues
  - Sales Forecast
- Remicade Sales (2000A-2010E)
  - Clinical Trial Results - Paediatric Crohn's Disease
- Orthoclone OKT3
Immunology - R&D
- CNTO 1275
- Golimumab
  - Clinical Trial Results
Immunology - Summary
Haematology - Products
- Major Launched Products
- Eprex/Procrit
  - Sales
  - Key Markets/Indications/Formulations
  - Further Development
  - Safety Information
  - Sales Forecast
- Eprex/Procrit Sales (2000A-2010E)
  - Clinical Trial Results
Haematology - R&D
- ICA-17043
  - Clinical Trial Results
Haematology - Summary
Anti-infective - Products
- Major Launched Products
- Floxin
  - Key Markets/Indications/Formulations
  - Generic Competition
- Levaquin
  - Sales
  - Key Markets/Indications/Formulations
  - Further Development
  - Generic Competition
  - Sales Forecast
- Levaquin/Floxin Sales (2000A-2010E)
- Sporanox/Itrizole
  - Sales
  - Key Markets/Indications/Formulations
  - Generic Competition
  - Sales Forecast
- Sporanox Sales (2000A-2010E)
Anti-infective - R&D
- Ceftobiprole
  - Clinical Trials
- Doripenem
- TMC114
  - Clinical Trial Results
- TMC125
  - evelopment Status
Anti-infective - Summary
Oncology - Products
- Doxil/Caelyx
  - Key Markets/Indications/Formulations
  - Further Development
  - Patents/Lawsuits
  - Clinical Trial Results
- Velcade
  - Key Markets/Indications/Formulations
  - Further Development
  - Clinical Trial Results - Lymphoma
- Others
Oncology - R&D
- Anti-IL-6 MAb
- UHRF1
- Yondelis
  - Clinical Trial Results
- Zarnestra
Oncology - Summary
Cardiovascular - Products
- Retavase
  - Key Markets/Indications/Formulations
  - Clinical Trial Results
- ReoPro
  - Key Markets/Indications/Formulations
  - Further Development
  - Safety Issues
- Natrecor
  - Key Markets/Indications/Formulations
  - Further Development
  - Lawsuits
  - Safety Issues
  - Clinical Trial Results
Cardiovascular R&D
- BAY 59-7939
Cardiovascular - Summary
Reproductive Health - Products
- Ortho Evra
  - Mode Of Action
  - Key Markets/Indications/Formulations
  - Safety Issues
Reproductive Health - R&D
- Dapoxetine
  - Clinical Trial Results
Reproductive Health - Summary
Other - R&D
- APD668

APPENDIX 1 - FINANCIA L PERFORMA NCE

Sales, Costs and Operating Income
Profitability and Research Ratios
R&D Expenditure and Capital Expenditure
Current Assets, Liabilities and Ratio
Assets, Cash and Liquidity
Employees and Productivity

APPENDIX 2 - KEY AGREEMENTS

Ablynx
- 11th January 2006
AdipoGenix Inc
- 17th December 2002
Amgen
- 18th October 2002
- 24th January 2003
- 12th December 1996
- 1st January 1997
- 18th January 2006
Arena Pharmaceuticals Inc
- 21st December 2004
- 23rd December 2004
- 11th August 2005
- 7th February 2006
Barrier Therapeutics
- 10th May 2002
- 22nd September 2005
Basilea Pharmaceutica AG
- 3rd February 2005
Bayer
- 5th April 2000
- 10th May 2000
- 26th October 2005
Biovail Corporation International
- 15th September 1998
- 3rd November 2005
- 2nd December 2005
Cara Therapeutics Inc
- 5th January 2006
Cellzome Inc
- 16th March 2005
- 23rd May 2005
Crucell NV
- 24th December 2002
- 16th January 2003
- 23rd November 2005
Curis Inc
- 15th December 2005
Eisai
- 15th April 1997
- 16th March 2000
- 7th January 2004
Eli Lilly
Entelos Inc
- 16th March 2006
Ferring Pharmaceuticals Inc
- 30th October 2002
GlaxoSmithKline
- 12th July 2000
- 7th January 2002
- 20th July 2005
Grunenthal GmbH
- 10th October 2003
- 28th April 2006
GTx Inc
- 17th March 2004
Icagen Inc
- 29th June 2004
ImClone Systems Inc
- 26th January 2005
ImmunoGen Inc
- 28th December 2004
- 29th March 2004
Kyowa Hakko
Medivir AB
- 29th December 2005
Mitsubishi Pharma Corporation
- 26th October 1998
Millennium Pharmaceuticals Inc
- 27th September 1996
- 30th June 2003
- 9th March 2006
Morphosys
- 25th March 2002
- 14th August 2002
- 11th November 2002
- 31st July 2003
- 8th March 2004
- 15th April 2004
- 25th August 2004
- 23rd December 2004
- 6th September 2005
- 28th February 2006
Mylan Pharmaceuticals Inc
- 20th December 2005
Neurochem Inc
- 22nd December 2004
- 13th February 2006
- 18th April 2006
Paradigm Therapeutics Ltd
- 30th June 2005
Pamgene International BV
- 9th March 2006
Pharmaceutical Product Development(PPD)
- 5th January 2004
Roche/Dade Behring
- 13th March 1998
Sangamo BioSciences Inc
- 6th June 2000
- 30th September 2004
- 15th December 2004
- 14th September 2005
Sepracor Inc
- 21st July 1998
Serono
- 13th July 2000
Shire Pharmaceuticals/Synaptec Inc
- 30th November 1995
- 16th January 1996
- 1st April 2004
Taisho Pharmaceutical Co Ltd
- 17th December 2004
Theratechnologies
- 3rd May 2001
- 17th December 2001
- 12th September 2002
- 25th September 2002
- 4th September 2003
- 21st December 2004
Zeltia Group
- 10th August 2001
- 16th October 2001

娇生集团：制制药企业分析报告

Johnson & Johnson: Pipeline, Products, Performance, Potential

Abstract

Current Growth Drivers

Key Late-Stage Products

Table of Contents

Executive Summary

PRODUCT PORT FOLIO / RESEARC H AND DEVELOPMENT

APPENDIX 1 - FINANCIA L PERFORMA NCE

APPENDIX 2 - KEY AGREEMENTS

APPENDIX 3 - INFRASTRUCTURE

APPENDIX 4 - Key PHARMAC EUTICAL SUBSIDIARIES / JOINT VENTURES

APPENDIX 5 - PRODUCT INDEX