11/09/2018
Key Industry Highlights for AUGUST-18
1. The Market has shown a monthly growth of 8.7% for the month of Aug-18, slower than month of July-18
2. Anti-Infectives have slowed down to a growth of 4% for August-18. While Dermatology growth is at double digits (10.2%) for the month. Respiratory segment showed a single digit growth of 5.8%.
3. Gastro Intestinal has shown a double digit growth for this month (10.3%) while Vitamins are showing a growth of 9% for the month of Aug-18
4. The Chronic therapies like Anti-diabetic (14%), Cardio (12.5%) except for CNS (8.9%) have posted a double digit growth in Aug-18
5. For Month of Aug 18 we have seen the GDs as 1.1% in Volumes, 4.9 % in price increase & 2.7% in NIs. The volumes have slowed down considerably for the month of Aug-18
6. Aug-18 Qtr saw a volume growth at 3.9% % & Price Growth at 3.3% while the new products growth was at 2.7%
7. Impact Of FDC
o FDC related market showed growth of 2.2% while the Non FDC market showed a growth of 8.9% while the single molecules grew at 8.7% for the month Aug-18
o Price component of GD for the FDCs for Aug -18 is 5.2% , other GDs in terms of volumes are at -3.3% while new products are growing at 0.4%
o The Non FDC component Growth drivers see Volumes slowed down at 0.6%, prices at 5.6% while new products are growing at 2.7%
o The single molecules growth drivers are volumes at 1.8% however the prices shown a positive impact at 4.4% while NPs are growing at 2.6%
o MNC are growing at 6.6% for Aug 18, while Indian companies are growing faster at 9.2% for month of Aug-18
Major Highlights for Month of August-18
August-18 month Highlights:
· The IPM registered a growth of 8.7% and sales worth INR 11342 Crs for the month of Aug-18.
Corporate:
· Amongst the Top 10 Corporate, Intas has the highest growth at 13.6% followed by Lupin at 13.4% and Torrent at 10.8%.
· 46 corporate showing positive growth of IPM for the month of Aug-18 amongst top 50.
· Amongst the top 50 Corporate Boehringer Ingelheim has the highest growth of 33.5% followed by followed by IPCA growing at 28% and La Renon at 27.3%.
· Amongst the 11-20 ranked Corporate, IPCA has the highest growth at 28% followed by Micro growing at 17.2% and Glenmark growing at 16.3%
· Amongst the 21-30 ranked Corporate, Cadila is growing the fastest at 18.5% followed by Alembic 8 % and Eris LS growing at 5.9%
· Amongst the 31-40 ranked Corporate, Astra Zeneca shows a monthly growth of 22.9% followed by Systopic at 15.2% and Ajanta 8.6%
· Amongst the 41-50 ranked Corporate Boehringer Ingelheim has the highest growth of 33.5% followed by La Renon growing at 27.3% and Win Medicare 23.5%
· Amongst the 51-60 ranked Corporate, Troikaa leads at 36.5 % followed by Bayer Zydus growing at 33.3% and Corona at 24.8%
· Amongst the 61-70 ranked Corporate Maneesh Pharma is growing the fastest at 34.5% followed by Pharmed growing at 21.4 % and East India 13.6 %
· Amongst the 71-80 ranked Corporate Modi Mundi is growing at 34.3% followed by Koye growing at 20.4% and TTK healthcare at 17.2%
· Amongst the 81 -90 ranked Corporate Veritaz is growing at 39.5% followed by Roche growing at 31 % and Walter Bushnell growing at 21.6%
· Amongst the 91 -100 ranked Corporate Unimed leads growing at 52.5% followed by Piramal HC growing at 37.2% and Sanzyme growing at 22.3%
· Amongst the 101 -150 few of the fastest growing Corporate includes, Talent, Comed, Dey’s medical, Strassenburg, Jenburkt, Neon, Entod, Anglo French, Group, Entod, MSN, Gufic, Ferring, Menarini, Finecure, Bennett, Reckit Benckinser,, Reliance, KLM, Leben, Aglowmed, Brinton , Stamed, Seagull, Tas Med etc
Companies
· Abbott HC (1.5%) is growing slower than Abbott India (18.1%) for Aug-18
· Sun Portfolio has shown a growth of 5%, while Ranbaxy growing faster of 6.2 % for Aug-18
· Emcure is growing at 9.9% and Zuventus growing faster at 10.4% for the month of Aug -18
New Companies (launched within last 36 Months)
· Total 14 Companies launched in last 36 Months, 2 Company cross 10 Crs in Revenue
Indian V/s MNC
· Indian companies were growing 9.2% for the month while the MNC have grown slower at 6.6% for the month of Aug-18
· Amongst the top 60 MNCs, Boehringer Ingelheim is the fastest growing at 33.5 % followed by Bayer at 33.3% and Astra Zeneca at 22.9%
· In the Non-NLEM category Indian Companies showed a growth of 7.5% whereas MNCs grew at 9.8%
NLEM, Non NLEM & Non-Scheduled Para 19 Market:
· The NLEM 2013 containing molecules market showed growth at 2% whereas the non NLEM market grew at 9.4% resulting in an overall growth 8.7% for the month of Aug-18
Therapy:
· From therapy perspective 17 therapies are showing a positive growth for the month of Aug-18
· Respiratory Market posted a single growth of 5.8% Gastro Intestinal showed a double digit growth of 10.8% and Pain and analgesic is growing 6.9% Aug-18
· The Chronic therapies like Anti-diabetic (14%), Cardio (12.5%) are growing at double digit while CNS (8.9%) has posted a single digit in Aug 18
· Anti Infectives has shown a growth of 4 % for Aug -18 while VMS Market is growing at 9%
· Derma is growing at a double digit of 10.2% for Aug-18.
Regional Dynamics:
· From regional perspective 29 regions have posted positive growth for month of Aug-18
· Punjab market grew the highest at 20.86% followed by South Maharashtra growing at 19.45 % & North Maharashtra at 18.09 % for Aug-18
Molecules:
· Amoxycillin + Clavulanic Acid market is showing a recovery at 10.4% monthly growth in Aug-18 Glimepiride + Metformin Market is growing of 8.1%
· Glimepiride + Metformin was pegged at 188.4 Crs & Amoxycillin + Clavulanic Acid Market pegged at 181.5 Crs in Aug-18
· Azilsartan plain Market is now Valued at 70.4 Crs on MAT basis. Sofosbuvir and its combination market has reached INR 705.4 Crs on MAT basis
· The Luliconazole market is worth 343.2 Crs on MAT basis. While Tenegliptin and its combinations are valued at 760.8 Crs mark on MAT basis
· The market of Paracetamol plain stagnant with a growth rate of 0.6% on monthly basis, plain Atorvastatin has posted a growth 3%. Probiotic Microbes is showing a double digit growth of 19.6% , Pantoprazole plain has posted a growth of 6.3%, Montelukast + Levocetrizine is growing at at 7.2% , Voglibose + Metformin + Glimepiride has posted a double digit growth of 17.5%, Plain Azithromycin is de-growing at -3.3% for month of Aug-18
Brands:
· Mixtard has posted monthly sales worth INR 44 Crs while Spasmoproxivon Plus has registered sales of 39 Crs. Glycomet GP is at 40 Crs, Lantus is at 35 Crs & Galvus Met at 34 Crs and Liv 52 27 Crs , Janumet at 36 Crs and Augmentin at 33 for Aug-18
· Few Brands who have gained ranks on MAT basis include Phensedyl Cough Linctus (+2) Janumet (+1) Cilacar (+11), Udiliv (+17), Becosules (+2), Duolin, (+5), Gluconorm G (+5), Betnovate N (+8), Allegra (+5), Ecosprin AV (+13), Duphaston (+5),Pan D (+3), Shelcal (+4), Thyronorm (+14), Levipil (+15), Telma (+12)
Recent New Launch Molecule Performance
· Azilsartan and combinations are now valued at INR 75.1 Crs there are 55 brands already launched. On MAT Basis with Abel (Lupin) leading followed by Zilarbi (Emcure*) and Aztric (Intas)
· Luliconazole segment is worth INR 343.2 Crs on MAT basis there are already 60 New brands launched in the segment
· Sacubitril Valsartan combination is now valued at 96 Crs on MAT Basis with Vymada (Novartis) leading followed by Cidmus (Lupin) and Azmarda (Cipla)
· Acotiamide molecule is now valued at 46 Crs on MAT Basis with Acogut (Lupin) is leading followed by Actapro (Sun*) & Acotrust (DRL)
· 73 brands were launched in last 24 months in Itraconazole. The new launches are valued at INR 168 Crs on MAT basis
New Launches in IPM (launched in Aug-18):
· Within the VMS category there have been 17 brands launched for the month of Aug-18
· Within Cardiac there have been16 brands launched in Aug-18
· Within Derma there were 9 brands launched in Aug-18
· Within Gastro 4 new brands were launched in Aug-18
· Anti Infectives 7 new brands were launched in Aug-18
*dmb
