墨西哥制药行业市场前景及投资研究报告-外文版培训课件2024.7temu

POLITICS

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SOCIETYPharmaceuticalindustryinMexicoCHAPTER

01OverviewRevenueofthepharmaceuticalsmarketinMexicofrom2018to2029(inbillionU.S.dollars)RevenueofthepharmaceuticalsmarketinMexico2018-20291099.158.758.357.977.6587.387.396.996.69765432105.445.255.252018201920202021202220232024202520262027202820293Description:TherevenueinthepharmaceuticalsmarketinMexicowasforecasttocontinuouslyincreasebetween2024and2029byintotal1.8billionU.S.dollars(+24.36percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach9.15billionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Mexico;2018to2029Source(s):MarketInsightsRevenueofthepharmaciesmarketinMexicofrom2018to2029(inbillionU.S.dollars)RevenueofthepharmaciesmarketinMexico2018-202918161416.9416.3215.7115.0914.4813.8613.2512.6611.991210811.2510.8410.8464202018201920202021202220232024202520262027202820294Description:TherevenueinthepharmaciesmarketinMexicowasforecasttocontinuouslyincreasebetween2024and2029byintotal3.1billionU.S.dollars(+22.37percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach16.94billionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Mexico;2018to2029Source(s):MarketInsightsRevenueoftheOTCpharmaceuticalsmarketinMexicofrom2018to2029(inbillionU.S.dollars)RevenueoftheOTCpharmaceuticalsmarketinMexico2018-20293.02.52.552.472.382.32.212.131.982.01.691.541.471.441.421.51.00.50.02018201920202021202220232024202520262027202820295Description:TherevenueintheotcpharmaceuticalsmarketinMexicowasforecasttocontinuouslyincreasebetween2024and2029byintotal0.4billionU.S.dollars(+18.78percent).Aftertheninthconsecutiveincreasingyear,theindicatorisestimatedtoreach2.55billionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Mexico;2018to2029Source(s):MarketInsightsGrossvalueaddedbythepharmaceuticalmanufacturingindustryinMexicofrom2016to2021(inbillionMexicanpesos)ValueaddedbythepharmaceuticalsectorinMexico2016-2021908082.6876.3570.4669.6467.6770605040302010066.58201620172018201920202021*6Description:TheMexicanpharmaceuticalmanufacturingsectoraddedagrossvalueofapproximately82.68billionMexicanpesostothecountry'seconomyin2021,anincreaseofabouteightpercentcomparedtothepreviousyear,inwhichthegrossvalueaddedbythissectoramountedtoaround76.35billionMexicanpesos.Thatyear,themarketvalueofthepharmaceuticalindustryinMexicoreachedoversevenbillionU.S.dollars.ReadmoreNote(s):Mexico;2016to2021;includesonlypharmaceuticalproductionestablishments;*Preliminaryfigure.Figureshavebeenrounded.ReadmoreSource(s):INEGIPharmaceuticalsalesinMexicofrom2015to2023(inbillionU.S.dollars)PharmaceuticalsalesinMexico2015-20231211.11110.810.8310.1210.0310.039.681089.376420201520162017201820192020202120222023**7Description:In2023,Mexicosoldaround10.83billionU.S.dollarsworthofpharmaceuticalproducts.Thisshowsanincreaseincomparisontothepreviousyear,whentheNorthAmericancountry'spharmasalesvalueaddedupto10.12billiondollars.In2020,pharmaceuticalsalesinMexicowereestimatedataround11.1billionU.S.dollars.In2021,theꢀpharmaceuticalindustryinMexicoemployedover52,000people.ReadmoreNote(s):Mexico;2015to2023;figureswerecalculatedatconstantexchangeratesfor2019,andtheyapproximatethetotalmarketvalueSource(s):MinistryofEconomicAffairs(Mexico);USDepartmentofCommerceCHAPTER

02InternationaltradeValueofpharmaceuticalimportsintoMexicofrom2014to2023(inbillionU.S.dollars)PharmaceuticalimportsinMexico2014-20239877.736.256.0164.994.944.84.815432104.654.244.1420142015201620172018201920202021202220239Description:In2023,Mexicoimportedapproximately7.7billionU.S.dollarsworthofpharmaceuticalproducts,upfromaround6.3billiondollarsreportedayearearlier.ThevalueofpharmaceuticalimportsintotheNorthAmericancountryincreasedby56percentcomparedto2014,whenitreached4.94billionU.S.dollars.MexicoreportedthehighestvalueofpharmaceuticalexportsamongmajorLatinAmericancountriesin2022.ReadmoreNote(s):Mexico;2014to2023Source(s):INEGI;TradeMap;UNComtradeValueofpharmaceuticalexportsfromMexicofrom2014to2023(inbillionU.S.dollars)PharmaceuticalexportsinMexico2014-20232.52.342.181.962.01.51.00.50.01.851.81.591.541.531.451.36201420152016201720182019202020212022202310Description:In2023,pharmaceuticalexportsfromMexicoamountedtoabout2.3billionU.S.dollars,reachingthehighestvaluefortheseexportssince2014.Thatyear,pharmaceuticalexportsaddeduptoaround1.85billiondollars.Althoughfiguresrangedwithintheperiod,thevalueofpharmaceuticalexportsoriginatingintheNorthAmericancountryincreasedbyalmost26percentbetween2014and2023.ReadmoreNote(s):Mexico;2014to2023Source(s):INEGI;TradeMap;UNComtradeLeadingcountriesoforiginofpharmaceuticalproductsimportedintoMexicoin2023(inmillionU.S.dollars)PharmaceuticalimportsinMexico2023,bycountryImportsinmillionU.S.dollars800

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1,20002004006001,4001,6001,8002,0002,200UnitedStatesGermanyFrance1,948.841,198.61547.55527.59SwitzerlandIreland471.97Italy399.5311Description:TheUnitedStateswastheleadingcountryoforiginforMexico'spharmaceuticalimportsin2023,withanimportvalueofalmosttwobillionU.S.dollars.Thatyear,GermanywasthesecondcountryforMexicanpharmaceuticalimports,whichamountedtoaround1.2billionU.S.dollars.TogetherwithFrance,thesethreecountriescomprisedabout48percentofthetotalpharmaceuticalimportsintoMexicoin2023.ReadmoreNote(s):Mexico;2023Source(s):INEGI;TradeMap;UNComtradeLeadingcountriesofdestinationofpharmaceuticalproductsexportedfromMexicoin2023(inmillionU.S.dollars)PharmaceuticalexportsinMexico2023,bycountryValueinmillionU.S.dollars02004006008001,0001,200UnitedStatesCanada1,011.13193.02ColombiaBrazil147.19139.47PanamaFrance115.5293.812Description:TheUnitedStatesstoodastheleadingcountryofdestinationforMexico'spharmaceuticalexportsin2023.Thatyear,pharmaexportsfromMexicointotheUnitedStatesreachedoveronebillionU.S.dollars.Canadafollowed,witharound193milliondollarsworthofpharmaceuticalsimportedfromMexico.Meanwhile,pharmaceuticalexportsoriginatinginMexicototaledabout2.3billionU.S.dollarsin2023.ReadmoreNote(s):Mexico;2023Source(s):INEGI;TradeMap;UNComtradeTradebalanceofpharmaceuticalproductsinMexicofrom2014to2023(inbillionU.S.dollars)TradebalanceofpharmaproductsinMexico2014-20230.0-1.0-2.0-2.56-3.0-4.0-5.0-6.0-2.85-2.88-3.09-3.11-3.282019-3.542020-4.072022-4.212021-5.3920232014201520162017201813Description:In2023,Mexicanimportsofpharmaceuticalproductsexceededitsexportsbyaround5.4billionU.S.dollars,thelargestdeficitreportedduringtheperiodanalyzed.Ayearearlier,theNorthAmericannationreportedatradedeficitofaboutfourbillionU.S.dollarsinthepharmaceuticalssegment.TheꢀmarketvalueofMexico'spharmaceuticalindustryamountedtoapproximately8.51billionU.S.dollarsin2021.ReadmoreNote(s):Mexico;2014to2023Source(s):INEGI;TradeMap;UNComtradeCHAPTER

03KeysegmentsDistributionofthepharmaceuticalproductionvalueinMexicoin2023,bysegmentPharmaceuticalproductionvalueinMexico2023,bysegmentOthers20.3%Antiviral2%Antibiotics42.4%Antiparasitics3.1%Dermatological4.9%Oncological5.1%Analgesics22.2%15Description:In2023,antibioticsaccountedforover40percentofMexico'spharmaceuticalproductionvalue.Meanwhile,analgesicsconcentratedaround22percentofthetotal.In2021,theꢀpharmaceuticalmanufacturingsectoraddedmorethan82billionMexicanpesostothecountry'seconomy.ReadmoreNote(s):Mexico;2023Source(s):INEGI;DistributionofthesalesvalueofpharmaceuticalsproducedinMexicoin2023,bysegmentSalesvalueofpharmaceuticalsproducedinMexico2023,bysegmentOthers20.3%Antiviral2%Antibiotics43.3%Antiparasitics3%Dermatological5%Oncological5.3%Analgesics21.2%16Description:In2023,antibioticsaccountedforaround43percentofthesalesvalueofpharmaceuticalsproducedinMexico.Meanwhile,analgesicsconcentratedaround21percentofthetotal.Inthatsameyear,ꢀpharmaceuticalsalesinMexicoaddeduptoapproximately11billionU.S.dollars.ReadmoreNote(s):Mexico;2023Source(s):INEGI;DistributionofthesalesvolumeofpharmaceuticalsproducedinMexicoin2023,bysegmentSalesvolumeofpharmaceuticalsproducedinMexico2023,bysegmentOthers22.9%Oncological0.3%Antiviral0.7%Antibiotics45.9%Dermatological2.7%Antiparasitics3.9%Analgesics23.0%17Description:In2023,antibioticsaccountedforapproximately46percentofthesalesvolumeofpharmaceuticalsproducedinMexico.Meanwhile,analgesicsconcentratednearly24percentofthetotal.Inthatyear,pharmaceuticalsalesinMexicoaddeduptonearly11billionU.S.dollars.ReadmoreNote(s):Mexico;2023Source(s):INEGI;RevenueoftheOTCpharmaceuticalsmarketinMexicofrom2022to2029,bysegment(inmillionU.S.dollars)Mexico:revenueoftheOTCpharmaceuticalsmarket2022-2029,bysegmentOTCPharmaceuticalsVitamins&MineralsCold&CoughRemediesAnalgesicsDigestives&IntestinalRemediesHandSanitizerSkinTreatment6,0005,0004,0003,0002,0001,000059.9358.24370.23394394.05467.35386.62410.39411.0356.5554.86353.84377.62377.0653.12337.44361.24360.0851.41321.21344.99343.25305.66329.39327.1247.53278.95474.31302.9737.9460.39232.15453.43299.56414.49410.52445.81556.07256.52438.2446.32533.87511.67251.18360.09489.48467.46347.582,550.6620292,466.412,382.1620272,29820262,213.620252,132.2220241,979.961,694.0820222023202818Description:Overthelasttwoobservations,therevenueisforecasttosignificantlyincreaseinallsegments.Thetrendobservedfrom2022to2029remainsconsistentthroughouttheentireforecastperiod.Thereisacontinuousincreaseintheindicatoracrossallsegments.Notably,theOTCPharmaceuticalssegmentachievesthehighestvalueof2.6billionU.S.dollarsat2029.ReadmoreNote(s):Mexico;2022to2029Source(s):ConsumerMarketInsightsTradebalanceofpharmaceuticalproductsinMexicoin2023,bysegment(inmillionU.S.dollars)PharmaceuticaltradebalanceinMexico2023,byproductTradebalanceinmillionU.S.dollars-3,500

-3,000-2,500-2,000-1,500-1,000-5000MedicamentsconsistingofmixedorunmixedproductsfortherapeuticorprophylacticusesHumanblood;animalbloodpreparedfortherapeutic,prophylacticordiagnosticusesWadding,gauze,bandagesandthelikeOtherpharmaceuticalpreparationsandproductsMedicamentsconsistingoftwoormoreconstituentsDriedglandsandotherorgansfororgano-therapeuticuses19Description:In2023,importsofmedicamentsinMexicosurpassedthecountry'sexportsbyalmostthreebillionU.S.dollars.Meanwhile,theinternationaltradeofhumanbloodpreparedfortherapeutic,prophylacticordiagnosticusesdisplayedadeficitofapproximately1.8billiondollarsinMexico.Thatsameyear,theLatinAmericancountryreportedanegativetradebalanceofpharmaceuticalproductsamountingtoroughly5.4billionU.S.dollars.ReadmoreNote(s):Mexico;2023Source(s):INEGI;TradeMap;UNComtradeCHAPTER

04MainplayersRankingofmainpharmaceuticalandpharmaceuticalretailcompaniesoutof500leadingcompaniesinLatinAmericaasof2023RankingofmainpharmaceuticalcompaniesamongleadingfirmsinLatinAmerica2023Leading

pharmaceutical

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retail

companiesRaiaDrogasil(Brazil)Ranking79ProfarmaDistribuidoradeProductosFarmacéuticos(Brazil)HyperaPharma(Brazil)236239GenommaLabInternacional(Mexico)FarmaciasBenavides(Mexico)332341ProcapsGroup(Colombia)46221Description:ThreeBrazilian,threeMexican,andoneColombiancompanywithinthecategoryofpharmaceuticalandpharmaceuticalretailfirmsrankedamongtheleading500companiesinLatinAmericabasedonrevenue.RaiaDrogasil,adrugstorecompanyheadquarteredinSãoPaulo,hadthehighestrevenuewithinthiscategory,ranking79amongthe500.ꢀAlsobasedinSãoPaulo,HyperaPharmaisconsideredtheleadingpharmaceuticalcompanyintheregionaccordingtotheranking,followedby[...]

ReadmoreNote(s):CentralandSouthAmericaSource(s):AméricaEconomíaLeadingpharmaceuticalcompaniesinMexicoin2023,bynetsales(inbillionMexicanpesos)MajorpharmaceuticalcompaniesinMexico2023,bynetsalesRevenueinbillionMexicanpesos15

20051025303540BayerMéxicoSanofiMéxico3716.33BoehringerIngelheimMéxicoRochéMexico14.6810.5810.27PfizerMéxicoNovartisMéxicoAstraZeneca8.718.63NovoNordisk7.316.716.525.715.33OrganonFarmacéuticosMaypoBauschHealthMéxicoEliLillydeMéxicoGlaxoSmithKline4.322Description:In2023,BayerMéxicowasthepharmaceuticalcompanywiththehighestnetsalesvalueinMexico,reachingaround37billionMexicanpesos.SanofiMéxicorankedsecond,withsalesamountingto16billionMexicanpesosthatyear.BoehringerIngelheimMéxicofollowed,witharound15billionMexicanpesos.ꢀMexico’spharmaceuticalindustryWith138pharmaceuticalmanufacturingestablishmentsoperatinginthecountry,Mexicoisthenationwiththesecondlargestpharmaceutical[...]ReadmoreNote(s):Mexico;2023Source(s):expansion.mx;VarioussourcesNetrevenuegeneratedbyGenommaLabfrom2013to2023(inbillionMexicanpesos)GenommaLab:netrevenue2013-2023181616.8216.4715.4913.871412.7112.0811.7911.541210811.3611.3211.0464202013201420152016201720182019202020212022202323Description:GenommaLabisoneoftheleadingpharmaceuticalandpersonalcarecompaniesinMexico,withahighinternationalpresence.In2023,thispharmacompanygeneratedaround16billionMexicanpesosinrevenue,upfrom11billionpesosreportedin2013.ReadmoreNote(s):Mexico;2013to2023Source(s):GenommaLabLeadingpharmaceuticalretailersinMexicoin2023,bynetsales(inbillionMexicanpesos)PharmaceuticalretailersinMexico2023,bynetsalesNetsalesinbillionMexicanpesos40

6002080100120CorporativoFraguaFEMSADivisiónSaludFarmaciasdelAhorroFarmaciasBenavides109.3775.365817.2324Description:In2023,CorporativoFraguawasthepharmaceuticalretailerwiththehighestnetsalesvalueinMexico,reachingnearly110billionMexicanpesos.FEMSADivisiónSaludrankedsecond,withsalesamountingto75billionpesos.Inthatyear,Mexicosoldaround11billionU.S.dollarsworthofpharmaceuticalproducts.ReadmoreNote(s):Mexico;2023Source(s):expansion.mx;VarioussourcesLeadingpharmaceuticalretailersinMexicoin2023,bynumberofemployeesPharmaceuticalretailersinMexico2023,byheadcountNumberofemployees20,000

30,000010,00040,00050,00060,000CorporativoFraguaFarmaciasdelAhorroFEMSADivisiónSaludFarmaciasBenavides55,73725,0009,9788,06425Description:In2023,CorporativoFraguawasthepharmaceuticalretailerwiththehighestnumberofemployeesinMexico.Thatyear,theparentcompanyofFarmaciasGuadalajaraemployedcloseto56,000peopleintheNorthAmericancountry.FarmaciasdelAhorrorankedsecond,withaheadcountofaround25,000employeesthatyear.In2021,therewere138ꢀmanufacturingestablishmentsofpharmaceuticalproductsinMexico.ReadmoreNote(s):Mexico;2023Source(s):expansion.mx;VarioussourcesCHAPTER

05PharmaceuticalspendingDistributionofhouseholdexpenditureonhealthcaregoodsandservicesinMexicoin2022,bytypeHouseholdhealthcarespending2022,bycategoryClinicaltestandambulances5.7%Healthcarecentersandresidences1.1%Supportservices**7.8%Supportgoods*12.4%Medication42.6%Medicalvisits15.1%Hospitalservices15.3%27Description:In2022,medicationhadthelargestshareofhouseholdexpenditureonhealthcaregoodsandservicesinMexico,with43percentofthetotalspending.Hospitalservicesfollowed,accountingfor15percentofthevalue.Meanwhile,healthcarecentersandresidencesrepresentedonly1.1percentofhouseholdhealthexpenditureinthecountry.In2021,Mexico'shealthGDPamountedtoover1.59trillionMexicanpesos.ReadmoreNote(s):Mexico;2022;*Includesgoodssuchassoap,disinfectant,andtoothpaste.**Includestheacquisitionofservicessuchasprivatehealthinsurances,andeducationalservicesorR&D.

ReadmoreSource(s):INEGIPharmaceuticalpercapitaspendinginMexicofrom2016to2021(inU.S.dollars)PercapitalspendingonpharmaceuticalsinMexico2016-2021300282.6259.7254.2252.5251.5250.625020015010050020162017201820192020202128Description:PercapitaspendingonpharmaceuticalsinMexicoamountedtonearly283U.S.dollarsin2021.Duringthelastyeardepicted,Mexicospentaround22percentofitstotalhealthexpenditureonpharmaceuticals.Whilepercapitaspendingonthiscategoryhasbeenincreasinginrecentyears,pharmaceuticalspendingasshareoftotalhealthexpenditureinthecountryhasshownadecreasingtrend.ReadmoreNote(s):Mexico;2010to2021Source(s):OECDPharmaceuticalspendingasshareofhealthspendinginMexicofrom2010to2021HealthspendingonpharmaceuticalsMexico2010-20210.3%25.5%0.25%0.2%0.15%0.1%0.05%0%23.4%23%23%22.6%22.6%22.6%22.7%22.7%22.2%22.1%21.5%20102011201220132014201520162017201820192020202129Description:In2021,Mexicospent22.1percentofitstotalhealthexpenditureonpharmaceuticals,anincreasefromthe21.5percentayearprior.Overtheperiodanalyzed,theshareofpharmaceuticalspendinginheathexpenditureinMexicosawanoveralldecreasegoingfrom25.5percentin2010to22.1percentin2021.ReadmoreNote(s):Mexico;2010to2021Source(s):OECDAveragepriceofmedicinesinMexicofrom2020to2022(inU.S.dollars)AveragepriceofmedicinesinMexico2020-20223529.53025201510524.924.4020202021202230Description:Accordingtoastudyconductedin2022,Mexicohadthesecond-highestpriceofmedicinesamongsevencountriesinLatinAmerica.Theaveragepriceofmedicationsreached29.5U.S.dollarsthatyear,anincreaseofnearlyfivedollarsincomparisonto2021.ReadmoreNote(s):Mexico;January19

toFebruary1,2022;chronicandcommonlyusedmedications;purchasingpowerparity(Source(s):Ipsosbasedon75productsinatleastthreepharmacychainsAveragepriceofmedicinesinMexicoin2022,byailmenttype(inU.S.dollars)AveragepriceofmedicinesinMexico2022,byailmenttypePriceinU.S.dollars1505102025303540RespiratoryCardiovascular37.233.6MentalandbehavioraldisordersNervoussystem31.730.3MusculoskeletalandconnectivetissueDiabetes2718.4Digestive11.1Unintensionalinjuries4.731Description:Accordingtoastudyconductedin2022,Mexicohadthesecond-highestpriceofmedicinesamongsevencountriesinLatinAmerica.Fromallcategories,medicinesforrespiratoryailmentssuchasasthmaandpneumoniawerethemostexpensive,withanaverageof37.2U.S.dollars.Incontrast,medicationsforunintentionalinjurieshadanaveragepriceofroughlyfiveU.S.dollars.ReadmoreNote(s):Mexico;January19

toFebruary1,2022;chronicandcommonlyusedmedications;purchasingpowerparity(Source(s):Ipsosbasedon75productsinatleastthreepharmacychainsCHAPTER

06ResearchanddevelopmentNumberofregisteredclinicalstudiesinLatinAmericaasofApril2024,bycountryClinicalstudiesinLatinAmerica2024,bycountryNumberofstudies4,000

5,00001,0002,0003,0006,0007,0008,0009,00010,00011,000BrazilMexico9,8714,949ArgentinaChile3,9532,269ColombiaPeru1,9051,244GuatemalaPanama367352CostaRicaDominicanRepublicEcuador240231188188VenezuelaHonduras9833Description:AsofApril2024,BrazilledtherankingofLatinAmericancountrieswithmostclinicaltrials,withcloseto10,000studies.Mexicorankedsecond,withnearly5,000clinicaltrials.Brazilconcentrated4.3percentoftheclinicaltrialsperformedworldwideregardinginfectiousdiseasesin2021.ReadmoreNote(s):LAC;April17,2024Source(s):ClinicalTNumberofnewclinicalstudiesinMexicofrom1999to2025ClinicalstudiesinMexico2021,bystartyear35030028625020015010050235227228221219207204874410321101990

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2025Startingyear34Description:In2020,atotalof221clinicaltrialsstartedinMexico,downfrom268reportedayearearlier.2018wastheyearwiththehighestclinicalstudiesopenedintheNorthAmericancountry.AsofJune2020,LatinAmericaandAfricaconcentratedonlyonepercentofthepharmaceuticalresearchanddevelopmentcompaniesworldwide.ReadmoreNote(s):