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
Appendix 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
AstraZeneca: PharmaVitae forecasts at a glance 9
Strategic insight 10
SWOT analysis 20
Strengths 20
Weaknesses 22
Opportunities 23
Threats 24
CHAPTER 3 QUARTERLY NEWS UPDATE 30
Key findings 30
Product developments 31
Deals and alliances 32
Product deals 32
Technology deals 33
M&A activity 34
Company announcements 35
Future product milestones 37
CHAPTER 4 COMPANY STRUCTURE 39
Key findings 39
Company overview 40
Company history 40
M&A history 41
Astra AB and Zeneca Group plc 41
Subsequent M&A activity 43
Abgenix 43
Cambridge Antibody Technology (CAT) 43
KuDOS Pharmaceuticals 44
Arrow Therapeutics 44
MedImmune 45
Albireo 45
M&A strategy 45
CHAPTER 5 COMPANY SALES 49
Key findings 49
Prescription pharmaceutical sales and growth rate analysis, 2001-13 51
Product analysis 53
Product analysis, 2001-07 53
Product analysis, 2007-13 56
Therapy area analysis 61
Therapy area analysis, 2001-07 62
Therapy area analysis, 2007-13 65
Therapy area focus, 2001-13 69
Geographic analysis 71
Geographic analysis, 2001-07 72
Geographic analysis, 2007-13 73
Geographic focus, 2001-13 75
Launch/core/expiry analysis 76
Explanation of launch/core/expiry analysis 76
Launch analysis, 2007-13 77
Core analysis, 2007-13 79
Expiry analysis, 2007-13 80
Launch/core/expiry configuration, 2007-13 82
Molecule type analysis 84
Molecule type analysis, 2001-07 85
Molecule type analysis, 2007-13 86
Externalization analysis 90
Externalization analysis, 2001-07 91
Externalization analysis, 2007-13 93
CHAPTER 6 COMPANY FINANCIALS 97
Key findings 97
Reconciliation between PharmaVitae-formatted prescription pharma sales and company-reported total sales, 2001-07 98
Financial statements, 2001-07 100
Profit and loss account, 2001-07 100
Balance sheet, 2001-07 104
Operating costs and profit analysis 107
Operating costs and profit analysis 2001-07 108
Operating cost ratio and profit margin analysis, 2001-07 109
Operating cost ratio and profit margin analysis, 2007-13 111
Operating costs and profit analysis, 2007-13 114
Return on capital employed analysis 117
Capital employed analysis, 2001-07 118
Return on capital employed (RoCE) analysis, 2001-07 120
Market capitalization analysis 123
Market capitalization analysis 2001-07 123
Total shareholder returns (TSR) analysis, 2001-07 126
CHAPTER 7 KEY PRODUCTS AND COMPETITORS 128
Key findings 128
Overview 129
Crestor 130
Crucial differentiation in statin market 131
Potential market share gain via CRP indication 131
Statin market competitor dynamics 132
Positive impact of Zetia/Vytorin setback 133
Combination product with Abbott 133
Betaloc 134
XL formulation finally succumbs to generic competition 135
Nexium 137
PPI franchise lifecycle management 138
PPI market competitor dynamics 139
Generic threat in US market 139
Prilosec/Losec 141
Breakthrough product in GE market 142
Generic competition since 2002 142
Life cycle management 143
Arimidex 144
Following in the footsteps of Tamoxifen 145
ASCO recommendations 145
Aromatase inhibitor market competitor dynamics 146
Recentin 147
What is Recentin? 148
Bullish clinical trial design - taking on Avastin 148
Termination of NSCLC trial 149
Seroquel 151
Robust standing versus rival brands 152
Life cycle management strategy 153
Generic threat in US market 153
Symbicort 154
US market launch 155
Competitor dynamics 156
Lifecycle management strategy & SMART 156
Synagis 159
Monopoly position in RSV market 160
Numax 161
Considerable benefit over Synagis 162
Robust Phase III clinical data 163
CHAPTER 8 APPENDIX 164
R&D pipeline 164
References 165
Abbreviations 166
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