德国生物技术行业市场前景及投资研究报告-培训课件外文版2024.6

DIGITAL

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TRENDSBiotechnologyinGermanyCHAPTER

01Overview2023rankingoftheglobaltop10biotechandpharmaceuticalcompaniesbasedonrevenue(inbillionU.S.dollars)2023listofglobaltop10biotechandpharmaceuticalcompaniesbasedonrevenueRevenueinbillionU.S.dollars40

6002080100100.3120PfizerInc.,U.S.Johnson&Johnson,U.S.RocheHoldingAG,SwitzerlandMerck&Co.Inc.,U.S.94.970.859.358.155.8AbbVieInc.,U.S.BayerAG,GermanyNovartisAG,U.S.51.749.946.244.4SanofiSA,FranceBristol-MyersSquibbCo.,U.S.AstraZenecaPLC,U.K./Sweden3Description:Thisstatisticshowstherankingoftheglobaltop10biotechandpharmaceuticalcompaniesworldwide,basedonrevenue.Thevaluesarebasedona2023database.U.S.pharmaceuticalcompanyPfizerwasrankedfirst,withatotalrevenueofover100billionU.S.dollars.ReadmoreNote(s):Worldwide;asofApril2023Source(s):FinancialTimes;ThomsonReuters;VarioussourcesLeadingEuropeancountriesbasedonthenumberofpublicbiotechcompaniesin2021Europeancountriesbasedonnumberofpublicbiotechcompanies2021Numberofpublicbiotechcompanies30

40

50010206070807990SwedenUnitedKingdomFrance5741Israel32Germany23SwitzerlandDenmarkNorway171615Ireland9Netherlands74Description:ThisstatisticdepictstheleadingEuropeancountriesin2021,basedonthenumberofpublicbiotechcompanies.Therewere79publicbiotechcompaniesinSwedenthatyear,makingittheleadingcountryinEurope.ReadmoreNote(s):EuropeSource(s):EY;S&PCapitalIQ;VarioussourcesRankingoftheleadingbiotechandpharmaceuticalcompaniesbasedonrevenueinGermanyin2023(inbillionU.S.dollars)RevenueoftopbiotechandpharmaceuticalcompaniesinGermany2023RevenueinbillionU.S.dollars0102030405060BayerAGMerckKGaAQiagenNV54.6423.942.141.7MediosAGDermapharmAGEvotecAG1.080.750.540.3BiotestAGMorphosysAGPharmaSGP

0.09ApontisPharmaAG

0.065Description:In2023,thepharmaceuticalcompanyBayerAGwastheGermanbiotechandpharmaceuticalcompanywiththehighestrevenueof54.64billiondollars.InsecondplacewasMerckKGaAwitharevenueof23.94billiondollars.

ReadmoreNote(s):Germany;March2023Source(s):FinancialTimes;ThomsonReuters;UnternehmensangabenNumberofbiotechnologycompaniesinGermanyfrom2006to2022BiotechnologycompaniesinGermanyfrom2006to2022900776800700600500400300200100075373667964661559357957056555253853150149549620062007200820092010201120122013201420152016201720182020202120226Description:ThisstatisticshowsthenumberofbiotechnologycompaniesinGermanyfrom2006to2022.In2022,thenumberofbiotechnologycompaniesamountedto776.Thiswasanincreasecomparedtothepreviousyear.

ReadmoreNote(s):Germany;2006to2022Source(s):BIOCOMAGNumberofprivateandlistedbiotechnologycompaniesinGermanyfrom2009to2022PrivateandlistedbiotechnologycompaniesinGermanyfrom2009to2022ListedcompaniesPrivatecompanies9008007006005004003002001000200920102011201220132014*201520162017201820192020**2021**20227Description:ThisstatisticshowsthenumberofprivateandlistedbiotechnologycompaniesinGermanyfrom2009to2022.In2022,therewere23listedbiotechcompaniesand727,Thesewerebothadecreasecomparedtothepreviousyear.

ReadmoreNote(s):Germany;2009to2022;*From2014,thedatarefertoabroaderindustryclassificationandarenotdirectlycomparabletopreviousyears.

**Restatedvaluesduetosubsequentcorrections.

ReadmoreSource(s):BioDeutschland;EYNumberofdedicatedbiotechnologycompanies¹inGermanyin2022,byareaoffocusNumberofdedicatedbiotechnologycompaniesinGermany2022,byareaoffocus450395400350300250200150100502189649180HealthNon-specificservicesIndustrialbiotechnologyBioinformaticsAgrobiotechnology8Description:In2022,therewerearound395biotechnologycompaniesinGermanythatfocusedonhealth.Almost100specializedinindustrialbiotechnology.ReadmoreNote(s):Germany;2022Source(s):BIOCOMAGNumberofmedicalbiotechnologycompaniesinGermanyfrom2010to2022NumberofmedicalbiotechnologycompaniesinGermany2010-202216013514013012612111911811811711611611511512010080604020011420102011201220132014201520162017201820192020202120229Description:In2022,therewere135medicalbiotechnologycompaniesinGermany.Thiswasanincreasecomparedtothepreviousyear,andthetrendshowsthatoverthepast10yearsthenumberofcompaniesinthisfieldhasincreased.

ReadmoreNote(s):Germany;2010to2022Source(s):BCG;IQVIA;vfaAssessmentofthecurrentbusinesssituationofbiotechnologycompaniesinGermanyintheyearsfrom2007/08to2023/24SurveyonthecurrentbusinesssituationofbiotechcompaniesinGermany2007-2024GoodSatisfactoryBad80%70%60%50%40%30%20%10%0%2007/08

2008/09

2009/10

2010/11

2011/12

2012/13

2013/14

2014/15

2015/16

2016/17

2017/18

2018/19

2019/20

2020/21

2021/22

2022/23

2023/2410Description:In2023/24almost40percentofbiotechcompaniesinGermanysaidthattheirbusinesssituationwassatisfactory.Theshareofcompanieswhosaidbusinesswasbadreachedanewhighin2023/24at29percent.

ReadmoreNote(s):Germany;2007/08to2023/24Source(s):BioDeutschlandCHAPTER

02BiopharmaceuticalmarketChangeinaggregateenterprisevaluebybiopharmasubsectorsworldwidein2022-2023Enterprisevaluechangeinbiopharmasubsectorsworldwide2022-202360%54.5%50%40%30%20%10%0%7.4%2.1%-10%-20%-11.2%-12.9%-15.9%PharmaservicesActivepharmaceuticalingredients(API)BiotechContractdevelopment

Over-the-counter(OTC)andmanufacturingorganization(CDMO)Pharma12Description:BetweenMay2022andMay2023,thebiotechnologysubsectorexperienceda54percentincreaseinaggregatedenterprisevalue.Thiswasbyfarthelargestincreaseamongthelistedbiopharma-relatedsubsectors.Thisstatisticshowsthepercentchangeinaggregateenterprisevalueofselectsubsectorsofthebiopharmaeconomyworldwidein2022-2023.ReadmoreNote(s):Worldwide;May2022toMay2023Source(s):S&PCapitalIQ;StifelRankingofthetopbiotechandpharmaceuticalcompaniesinGermanyin2023,bymarketcapitalization(inbillionU.S.dollars)MarketcapitalizationoftopbiotechandpharmaceuticalcompaniesinGermany2023MarketcapitalizationinbillionU.S.dollars010203040506070BayerAGBiogen60.4938.45MerckKGaA23.31Qiagen10.57EvotecAG3.452.241.631.230.530.49DermapharmHoldingSEBiotestAGFormyconAGMorphosysAGMediosAG13Description:In2023,thepharmaceuticalcompanyBayerAGwastheGermanbiotechandpharmaceuticalcompanywiththelargestmarketcapitalizationof60.49billiondollars.InsecondplacewasMerckKGaAwithacapitalizationof38.45billiondollars.ReadmoreNote(s):Germany;March2023Source(s):FinancialTimes;ThomsonReuters;UnternehmensangabenDevelopmentofrevenueinbiotechnologycompaniesinGermanyfrom2007to2022RevenuedevelopmentinbiotechnologycompaniesinGermanyfrom2007to2022350%300%250%200%150%100%50%294.8%48.8%14%15.8%20179%8.7%201010.5%201110.9%20128.3%20158%9.9%20185.9%20140%-0.3%2009-1.4%2013-4%-50%2007200820162020(vs2018)2021202214Description:ThisstatisticshowsthedevelopmentofrevenuesinbiotechnologycompaniesinGermanyfrom2007to2022.In2022,therevenueofGermanbiotechnologycompaniesdecreasedbyaroundfourpercentcomparedtothepreviousyear.2021sawanexceptionallyhighincreaseinrevenue,thiswaslikelyduetoinvestmentintheindustryfollowingthepandemic.ReadmoreNote(s):Germany;2007to2022;*Companieswhosefundamentalbusinessobjectiveistheapplicationofbiotechnologicalmethodsfortheproductionofproductsortheprovisionofservices.

ReadmoreSource(s):BIOCOMAGDevelopmentofrevenuesofbiopharmaceuticalcompaniescomparedtothetotalpharmaceuticalmarketinGermanyfrom2008to2022RevenuedevelopmentofbiopharmaceuticalsinGermanyfrom2008to2022Totalmarket14.8%Biopharmaceuticals16%14%12%10%8%13%12.4%9.7%11.7%6%11.7%6%11.4%10.8%2.4%10.6%3.4%10.5%5.4%10.3%5.1%10.2%8.1%10%8.5%4.1%6.8%3.9%6.9%5.4%6%4.5%4.18%4%2%0.5%0%-2%-4%-3%20082009201020112012201320142015201620172018201920202021202215Description:ThisstatisticshowsthedevelopmentofrevenuesofbiopharmaceuticalcompaniescomparedtothetotalpharmaceuticalmarketinGermanyfrom2008to2022.In2023,therevenueofbiopharmaceuticalcompaniesincreasedbyalmost11percentcomparedtothepreviousyear.ReadmoreNote(s):Germany;2008to2022Source(s):BCG;IQVIADevelopmentofrevenueinthebiotechindustryinGermanyfrom1999to2022(inmillioneuros)RevenuedevelopmentintheGermanbiotechindustry1999-202230,00025,00020,00015,00010,0005,00026,03825,1386,9514,7824,4424,0133,7043,4013,0301,007

960

992

989

1,085

1,115

1,170796

787

752

775

827

945588383016Description:ThisstatisticshowsthedevelopmentofrevenuesinthebiotechindustryinGermanyfrom1999to2022.In2022,thebiotechnologyindustrygeneratedarevenueofroughly25.1billioneuros.

ReadmoreNote(s):Germany;1999to2022Source(s):BioDeutschland;EYDistributionofrevenuesofbiopharmaceuticalcompaniescomparedtothetotalpharmaceuticalmarketinGermanyfrom2007to2022(inbillioneuros)RevenuesofbiopharmaceuticalcompaniesinGermanyfrom2007to2022TotalmarketBiopharmaceuticals605040302010054.251.447.544.141.739.337.435.934.130.629.629.429.128.72826.817.816.114.612.711.410.29.38.27.516.556.035.425.454.44.74200720082009201020112012201320142015201620172018201920202021202217Description:ThisstatisticshowsthedistributionofrevenuesofbiopharmaceuticalcompaniescomparedtothetotalpharmaceuticalmarketinGermanyfrom2007to2022.In2022,therevenueofGermanbiopharmaceuticalcompaniesamountedto17.8billioneuros,anincreasecomparedto16.1billioneurostheyearbefore.ReadmoreNote(s):Germany;2007to2022;*Nettotalsales(pharmacyandhospitalmarket)afterApU(sellingpriceofpharmaceuticalcompanies)underconsiderationoflawdirecteddeductions.Biopharmaceuticalsaremedicinesinwhichactiveingredients[...]

ReadmoreSource(s):BCG;IMSHealthNumberofapprovalsofpharmaceuticalsinGermanyfrom2020to2022,bydrugtypeBiopharmaceuticalapprovalsinGermany2020-2022,bydrugtypeNumberofproducts202260202120208002040100120140160141MonoclonalAK/mAbVaccines*122107807771424039Insulin252424CoagulationmodulatorsGrowthfactorsEnzymes232020222122161414OtherhormonesGenetictherapyEpoetin1310109879SexhormonesInterferons9108886GrowthhormonesOther6633218Description:In2022,80vaccineswereapprovedinGermany.ThisgraphshowsthenumberofapprovalsofpharmaceuticalsinGermanyin2022,bydrugtype.

ReadmoreNote(s):Germany;2022Source(s):BCG;Evaluate;VarioussourcesRevenuesofpharmaceuticalsinGermanyin2022,byfieldofapplication(inmillioneuros)*BiopharmaceuticalrevenuesinGermanyin2022,byapplicationfieldRevenuesinmillioneuros8,000

10,00002,0004,0006,00012,00014,00016,00018,00020,000OncologyImmunologyMetabolismCNS5,2284,9452,4881,2261,1901,002847440299143InfectionHematology*SensoryorgansOther**RespiratorydiseaseCardiologyTotal17,80819Description:ThisstatisticshowstherevenuesofpharmaceuticalsinGermanyin2020,byfieldofapplication.Thatyear,therevenuefrombiopharmaceuticalsintheoncologyfieldamountedto5.23billioneuros.ReadmoreNote(s):Germany;2022;*Exclusivehematologiconcology.**Alsogastroenterology,dermatology,urologyetc.ReadmoreSource(s):BCG;IMSHealthShareofbiopharmaceuticalrevenuesinGermanyasof2022,byfieldofapplicationBiopharmaceuticalrevenueshareinGermany2022byapplicationfield2020202290%81%80%80%70%60%50%40%30%20%10%0%54%48%45%45%43%42%33%25%22%21%20%18%16%8%

8%7%6%4%20Description:ThisstatisticshowstheshareofpharmaceuticalrevenuesinGermanyasof2022,byfieldofapplication.Thatyear,48percentofrevenuecamefromoncologicalpharmaceuticals.

ReadmoreNote(s):Germany;2022Source(s):BCG;IQVIACHAPTER

03ResearchandcomponentsExpenditureforresearchanddevelopmentinlistedandprivatebiotechnologycompaniesinGermanyfrom2009to2022(inmillioneuros)R&DexpenditureofbiotechnologycompaniesinGermanyfrom2009to2022ListedcompaniesPrivatecompanies3,0002,5002,0001,5001,0005002,7822,7131,4641,0221,0361,0239639458537647336686816606195916005705174534473652821581651801421132013020092010201120122014*201520162017**20182019**20202021202222Description:ThisstatisticshowstheexpenditureforresearchanddevelopmentinlistedandprivatebiotechnologycompaniesinGermanyfrom2009to2022.In2022,aroundonemillioneuroswerespentonresearchanddevelopmentinlistedbiotechnologycompanies.ReadmoreNote(s):Germany;2009to2022;*From2014,thedatarefertoabroaderindustryclassificationandarenotdirectlycomparabletopreviousyears.Thevaluespriorto2017aretakenfrompreviouspublications.

ReadmoreSource(s):BioDeutschland;EYDevelopmentofR&DspendingindedicatedbiotechnologycompaniesinGermanyfrom2007to2022*R&DspendingdevelopmentinbiotechnologycompaniesinGermanyfrom2007to202290%80%70%60%50%40%30%79.1%32.8%17.6%202220%8%8.8%20157%10%0%6.2%20146.3%20161.1%20081.2%2017-1.4%2009-3%-4%2011-4%2012-3.7%2013-10%2007201020182020(vs2018)202123Description:ThisstatisticshowsthedevelopmentofR&DspendingindedicatedbiotechnologycompaniesinGermanyfrom2007to2022.In2022,thespendingforresearchanddevelopmentofbiotechnologycompaniesincreasedbyalmost18percentcomparedtothepreviousyear.ReadmoreNote(s):Germany;2007to2022;*Companieswhosefundamentalbusinessobjectiveistheapplicationofbiotechnologicalmethodsfortheproductionofproductsortheprovisionofservices.

ReadmoreSource(s):BIOCOMAGNumberofnewpharmaceuticalregistrationsinGermanyfrom2000to2022BiopharmaceuticalsnewregistrationsinGermany2000-2022Otherdrugs**Biopharmaceutical:originalBiopharmaceutical:biosimilars706050407142469331111535301120216111310142917894123330201001010241512155353332313130303028327262625232322181716122000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016*

2017

2018

2019

2020

2021

202224Description:ThisstatisticshowsthenumberofnewpharmaceuticalregistrationsinGermanyfrom2000to2022.In2022,atotalof30neworiginalbiopharmaceuticalswereregistered.ReadmoreNote(s):Germany;2000to2022Source(s):BCG;EMA;EuropeanCommission;vfaShareofnewpharmaceuticalregistrationsinGermanyfrom2000to2022Biopharmaceuticals:newregistrationsshareinGermany2000-202270%59%58%60%50%40%30%20%10%0%51%46%45%

45%37%33%31%30%

30%29%29%27%

27%25%24%23%20%18%18%12%4%2000

2001

2002

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2005

2006

2007

2008

2009

2010

2011

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2021

202225Description:ThisstatisticshowstheshareofnewpharmaceuticalregistrationsinGermanyfrom2000to2022.In2022,theshareofbiopharmaceuticaldrugsamongallnewregistrationsaccountedfor59percent,anincreaseof13percentcomparedtothepreviousyear.ReadmoreNote(s):Germany;2000to2022Source(s):BCG;EMA;EuropeanCommission;vfaNumberofbiopharmaceuticaldrugsindevelopmentinGermanyfrom2008to2022,byphaseBiopharmaceuticaldrugsinGermany2008-2022,bystageofdevelopmentNumberofdrugsPhaseIIIPhaseII150PhaseI050100200250300888820082009201020112012201320142015201620172018201915316417919399213204208117231110115249219244228227127132250252243125254257260114265103268264265109626Description:ThisstatisticshowsthenumberofbiopharmaceuticaldrugsdevelopedinGermanyfrom2008to2022,byphase.In2022,282biopharmaceuticaldrugswereinthefirstclinicalphase.Thiswasanincreasecomparedtothepreviousyear.

ReadmoreNote(s):Germany;2008to2022Source(s):BCG;Varioussources;vfaNumberofactivebiopharmaceuticalingredientsindevelopmentinGermanyasof2022,byfieldofindicationBiopharmaceuticalpipelinesinGermany2022,byfieldofindicationNumberofdrugsPhaseIII60PhaseII80PhaseI1000204012014016015818034OncologyInfection*11035544631ImmunologyCNS3526248184Metabolism221618Hematology**RespiratorydiseasesSensoryorgans***Other****13778999517151027Description:ThisstatisticshowsthenumberofactivebiopharmaceuticalingredientsinthedevelopmentpipelineinGermanyasof2022,byfieldofindication.158activeingredientsforoncologywereinthefirstphaseofdevelopment.ReadmoreNote(s):Germany;2022Source(s):BCG;Evaluate;Varioussources;vfaCHAPTER

04FundingTotalcapitalraisedinbiotechnologyindustryintheU.S.andEuropecombinedfrom2015to2022(inmillionU.S.dollars)TotalraisedcapitalinU.S.andEuropebiotechnologyindustry2015-2022140,000119,900115,300120,000100,00080,00060,00040,00020,000071,60067,90068,30061,40054,60053,4002015201620172018201920202021202229Description:In2022,thebiotechindustryintheU.S.andEuropecombinedraisedsome54.6billionU.S.dollarsincapital,includingriskcapital,IPOs,follow-on,anddebt.ThisstatisticdepictsthetotalamountofcapitalraisedinthebiotechnologyindustryintheUnitedStatesandinEuropefrom2015to2022.ReadmoreNote(s):Europe,UnitedStatesSource(s):CapitalIQ;EY;VentureSourceRaisedbiotechventurecapitalintheU.S.andEuropefrom2015to2022(inmillionU.S.dollars)VenturecapitalinU.S.andEuropebiotechnologyindustry2015-202230,00025,00020,00026,20020,80018,90018,00018,10015,00010,0005,000013,50012,0009,8002016201520172018201920202021202230Description:In2022,thebiotechindustryintheU.S.andEuroperaisednearly19billionU.S.dollarsinventurecapital,byfaranewrecordintheprovidedperiod.ThisstatisticdisplaystheamountofventurecapitalraisedinthebiotechnologyindustryintheUnitedStatesandinEuropefrom2015to2022.ReadmoreNote(s):Europe,UnitedStatesSource(s):CapitalIQ;EY;VentureSourceSourcesoffinancingforbiotechnologycompaniesinGermany2005to2022(inmillioneuros)FinancialsourcesforbiotechnologycompaniesinGermany2005to2022RiskcapitalCapitalmarketIPOs2,5002,0001,5001,00050002005200620072008200920102011201220132014201520162017201820202021202231Description:In2022,biotechnologycompaniesinGermanyreceivedaround475millioneurosfromriskcapital.Since2011theamountofmoneyinvestedinbiotechnologycompanieshasrapidlyincreased.2020and2021werebyfarthemostsuccessfulyearsforfunding.ReadmoreNote(s):Germany;2005to2022Source(s):BIOCOMAGNumberofprivateandIPObiotechnologycompaniesinGermanyfrom2009to2022NumberofprivateandIPObiotechnologycompaniesinGermany2009-2022PrivatecompaniesIPOs8007006005004003002001000740727727677626628621573563401392394389384202016212017212018232019232020242021232022152009142010142011132012132013162014*18201532Description:In2022,therewere727privatebiotechnologycompaniesinGermany.Therewere23IPOcompanies.Thenumberofprivatecompaniespeakedin2020at740.

ReadmoreNote(s):Germany;2009to2022;*From2014onwards,thedatareferstoabroadersectorandisnolongerdirectlycomparablewithpreviousyears.

ReadmoreSource(s):BioDeutschland;EYCHAPTER

05OccupationNumberofemployeesinthebiotechnologyindustryinGermanyfrom2008to2022EmployeesinGermanbiotechnologycompaniesfrom2008to202250,00045,00040,00035,