Increasing relevance of Emerging Markets in Global Pharmaceutical and Top 20 Pharmaceutical Companies limited success in this segment is driving to a Market Shape deep change. It is expected to be even more significant in the next 5 years

1. Top 20 Pharmaceutical at risk
Redefining the Pharmaceutical Global
Market

2. From 2008 to 2012, Top 20 Pharma
reduced 4% market share in Global
Pharma
-
200.00
400.00
600.00
800.00
1,000.00
1,200.00
2008 2012
Global Pharma Market
Top 20 Pharmaceutical Companies
MS= 55%
MS= 51%
+13%
+20%
Top 20
Novartis, Pfizer, Merck,
Sanofi, Roche, Glaxo, Astra
Zeneca
Johnson & Johnson
Abbvie, Teva, Lilly, Amgen,
Boehringer Ingelheim,
Bayer, Takeda, BMS, Novo
Nordisk, Daichi,Otsuka
Mylan

3. But, while Top 20 MS’s lost 1% in
Developed Markets between 2008 and
2012…
-
100.00
200.00
300.00
400.00
500.00
600.00
700.00
800.00
2008 2012
Developed Pharma Market
Top 20 Pharmaceutical Companies in D. Markets
MS= 60%
MS= 59%
+7%
+9%
Top 20
Novartis, Pfizer, Merck,
Sanofi, Roche, Glaxo, Astra
Zeneca
Johnson & Johnson
Abbvie, Teva, Lilly, Amgen,
Boehringer Ingelheim,
Bayer, Takeda, BMS, Novo
Nordisk, Daichi,Otsuka
Mylan

4. …Top 20 lost as much as 4% MS in
Emerging Markets between 2008 and
2012
-
50.00
100.00
150.00
200.00
250.00
300.00
350.00
2008 2012
Emerging Markets
Top 20 Pharmaceutical Companies in E.Markets
MS= 37%
MS= 33%
+41%
+57%
Top 20
Novartis, Pfizer, Merck,
Sanofi, Roche, Glaxo, Astra
Zeneca
Johnson & Johnson
Abbvie, Teva, Lilly, Amgen,
Boehringer Ingelheim,
Bayer, Takeda, BMS, Novo
Nordisk, Daichi,Otsuka
Mylan

5. Emerging Markets represent 30% of the Global
Pharma in 2013 and will raise to 40% by 2017
According to Emergpharma`s Pannel Forecast
-
100.00
200.00
300.00
400.00
500.00
600.00
2012 2013 2014 2015 2016 2017
x1000 USD
Estimated CAGR (%) 10,8%

6. If Top 12 Pharma keep same trend than the
last 3 years, in 2017 global MS in Emerging
Markets will be down 5%
-
20.00
40.00
60.00
80.00
100.00
120.00
140.00
160.00
180.00
2012 2013 2014 2015 2016 2017
Top 20 Following the Market Top 20 Present Trend
-26,8 bn
MS (Emerging
Markets): 33%
MS (Emerging
Markets): 28%

7. In Summary
• From 2008 to 2012 Global Pharmaceutical Market is
moving towards Emerging Markets and in 2017 around 40%
of Pharmaceutical Revenues will be produced in (today)
non Developed Countries
• In this market segment, Top 20 (51% of the Global Market)
have a significant less MS than in Developed Markets (33%
vs 60%)
• Last 5 years Top 20 are losing MS globally, although 4 times
faster in Emerging Markets
• If trend keeps similar, in 2017 Top 20 will have lost an
additional 5% MS in Emerging Markets and, even keeping
MS in the Developed Segment, their presence in Global
Market will be reduced to 46%, almost 1% per year.

8. In Summary (II)
• Although Top 20 Pharmaceuticals consider Emerging
Markets one of the core growth drivers, representing a
significant and increasing percentage of their global
growth, they are steadily losing market share
• At the same time, non Top 20 in Emerging Markets are
clearly growing faster than the market although, due to a
lack of reliable and usable information on segment
dynamics, the fact is not being capitalized on accordingly by
the financial community
• It is mandatory to fill the gap in order to shape the new
Global Pharmaceutical Market on a more effective way and
get important lessons to be applied by established MNCs, in
particular in their M&A strategy

9. Get More information
Send an email to:
Joseignacio.diaz@yahoo.com
Or visit our Website
www.emergpharma.com