艾昆纬-印度制药业务季度洞察-2024年第三季度 Indian Pharmaceutical Business Quarterly

IndianPharmaceutical

BusinessQuarterly

Insights-Q32024(Jul-Sep)

ReportReleaseDate:Nov2024

Dataset:TSASep2024

©2024.Allrightsreserved.IQVIA®isaregisteredtrademarkofIQVIAInc.intheUnitedStates,theEuropeanUnion,andvariousothercountries.

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warrantyismadeastothecompletenessoraccuracyofsuchthirdpartysourcesordata

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IQVIA1

IndiapharmaperformedwellinH12023&H12024intermsofvaluecompared

toH12022,Unitsdegrowthprimarilyduetoslowdowninacutetherapies

H1Highlights(Apr’24-Sept’24),ValinCr.

116,732

107,666

99,505

9,066

3,434

8,161

202220232024

Value(Cr)

IncValue(Cr)

MATSept2024vs.MATSept2023aswellasQtr.Jul-Sep2024vs.Qtr.Jul-Sep2023growthSource:IQVIATSASept2024

H1Highlights(Apr’24-Sept’24),UnitinCr.

1,3711,3451,339

-6

-26

-56

202220232024

Unit(inCr)

IncUnit(inCr)

IQVIA2

IndianPharmaBusinessreflectedgrowthof8%inQ32024

•OverallIndianpharmasize:₹225KCr.(MATSep);₹60KCr(Q3Sep2024)

•GrowthinSalesValuePreviousPeriodGrowth(‘PPG’):8%(MAT);8%(Q32024)

•ChronicTAsgrowth(10%Q3)outperformedAcuteTAsgrowth(7%Q3)in2024

ChronicTherapies

•AmongstChronicTAs,Cardiacregisteredgrowthof12%(PPG)followedbyAntineoplastics11%(PPG)andUrology13%(PPG).

•Anti-diabetes&Neuro/CNSregisteredagrowthof9%(PPG)

AcuteTherapies

•Amongthetoptherapies,GastroledthegrowthofAcuteTAswithagrowthof10%

(PPG)followedbyDermawhichgrewat9%(PPG),VMN&Paingrewat8%(PPG)each

•Anti-infective,GynaecandRespigrewinsingledigit

•Relativeperformance:IndianPharmagrewat8%(PPG)whileMNCsgrewat7%(PPG)forQ32024

•Sun,Intas,Torrent,Zydus,Ipca&GlenmarkreflecteddoubledigitgrowthamongTopIndianPharmaco’swhileAbbott,Astrazeneca&MerckSpecialtiesreflectedgood

growthsamongTopMNCPharmaCo’s

•Numberofnewlauncheshavedecreasedby9%in2024ascomparedto2023

MATSept2024vs.MATSept2023aswellasQtr.Jul-Sep2024vs.Qtr.Jul-Sep2023growthSource:IQVIATSASept2024

AbsoluteincrementalvalueisFYH12024–FYH12023,growthisArp-Sep24overAprSep2023

MATProgress,Val₹‘000Cr.

+8%

+12%209225

189

151

178

20202021202220232024

QTRProgress,Val₹’000Cr.

15%

9%

8%

9%8%

6%

56

55

56

60

52

53

Q2’23

Q3’23

Q4’23Q1’24

Q2’24

Q3’24

IQVIA

3

Acute

Acutetherapiesgrowthof7%majorlyduetosingledigitgrowthofAI,

Gynae,Respi&Ophthal

ChronicAcute

60.3

IPM

38%62%

Anti-Infectives

•Previousperiodgrowth:Value:7%;Unit:0.2%

Sequentialquartergrowth:Value:25%;Unit:27%

•Cephalosporins&Ampicillin/Amoxycillin,whichcontributes~62%oftotalAItherapy,grewby8%&3%.(PPG)

•AllOthAntibioticsgrewat10%duetoPiperacillin+Tazobactum(12%)&Teicoplanin(31%)PPG

•Tetra&Combgrowingat24%(PPG)duetoInj&Tigecycline

•Carbapenemsshowedgrowthof9%(PPG)majorlyduetoMeropenem6%(PPG)andFaropenem15%(PPG)

Respiratory(Acute)

•Previousperiodgrowth:Value:0.6%;Unit:-6%

Sequentialquartergrowth:Value:34%;Unit:33%

•Coughpreparationscontributing~46%oftotaltherapysaleshave

shown-2%degrowth(PPG)duetoCoughprepethical&Levosal+Combshowing-6%&-4%growthresp.

•ColdPreparationsdegrewat-1%(PPG)majorlyduetoColdPrepLiqwhichdegrewat-6%(PPG)each

•Antihistamines,systemic&Nasaldecongestantsreflectedgrowthof6%&2%(PPG)respectively.

11%

19%

18%

6%

47%

AIPainGIRespiOthers

MATSept2024vs.MATSept2023aswellasQtr.Jul-Sep2024vs.Qtr.Jul-Sep2023growthSource:IQVIATSASept2024

AbsoluteincrementalvalueisFYH12024–FYH12023,growthisArp-Sep24overAprSep2023

Pain

•Previousperiodgrowth:Value:7%;Unit:-1%

Sequentialquartergrowth:Value:10%;Unit:15%

•Antirheumatic,Nonsteroidalcategorywhichcontributesto45%ofPainTA,reflectedgrowthof7%(PPG)

•Anti-Pyreticsshowedagrowthof8%.Paracetamoloralsolids&liq

grewslowat2%&1%resp.(PPG)whereasParacetamolinjgrewat26%

•MuscleRelaxantsSystshowedagrowthof9%(PPG)&Narcrotic

Prep,Antirheu.ProteolyticEnz.&AnitgoutPrep.amongstthesmallersegmentsgrewat19%,23%&10%(PPG)

Gastro-Intestinal

•Previousperiodgrowth:Value:10%;Unit:3%

Sequentialquartergrowth:Value:2%;Unit:-9%

•AntipepticulcerantsandLaxativesbothgrewat7%(PPG)&11%(PPG)respectively

•WhilePantoprazole+Domperidonewhichcontributeto17%ofPPIbusiness,grewat5%(PPG)butEsomeprazolePlain,

Esome+Domp&PantoInjaregrowingat13%.,13%&33%.

IQVIA4

Chronic

Chronictherapiesdisplayedgrowthof9%(PPG)

ChronicAcute

60.3

IPM38%62%

Cardiac

Anti-Diabetes

•Previousperiodgrowth:Value:9%;Unit:1%

Sequentialquartergrowth:Value:2%Unit:-0.3%

•Oral-Antidiabeteswhichcontributesto74%isgrowingat8%duetodecentgrowthofSGLT2suchasSita+Metro,Sita+Dapa+Met

•Glimipiride+Metformin+Voglibosecontributingto~7%todiabetestherapyhasreflected5%growth(PPG)

•WhileVildagliptindegrewat-6%itscombinationsgrewat4%(PPG)

•Insulinbusinessshowedagrowthof5%(PPG)

33%

•Previousperiodgrowth:Value:12%;Unit:2%Sequentialquartergrowth:Value:1%;Unit:-1%

•Statins&HypotensiveDualCombgrewat14%&12%(PPG)resp.duetoRosuvastatinPlain&Comb&Amlodipine+Telmi&

23%

Cilnidipine+Telmicomb

•OtherCardiactherapiesviz.HypotensiveTriple/PolyComb,CCB&Diureticshaveregisteredgoodgrowth(16%,12%&17%PPG)

•Anticoagulantsgrewby7%(PPG)despiteTicagrelor&Apixabangrowingat16%&24%respectively(PPG)causeofEnoxaparinwhichcontributesto27%reflectedgrowthof3%(PPG)

Neuro/CNS

Respiratory(Chronic)

16%

•Previousperiodgrowth:Value:9%;Unit:-0.2%Sequentialquartergrowth:Value:3%Unit2%

•Anti-DepressantandAnti-Epileptics,whichtogetherconstitute51%oftheTA,grewat9%&10%(PPG)respectively

•Gabapentin+NortriptylinwithinAntiepilepticshasshownhighgrowthof20%(PPG)andBrivaracetamshowedfastestrateofgrowthof31%(PPG)

19%

•Previousperiodgrowth:Value:5%andUnit:-4%

9%

Sequentialquartergrowth:Value:9%andUnit:15%

•Theinhalationprepbusinesscontinuestoshowgoodgrowthof7%contributes~56%pullinguptheoverallChronicRespgrowth

•Montelukast+Bilastinegrewat7%(PPG)

•Formoteral+Budesonidegrewat3%(PPG)growth

CardiacAntiDiabeticNeuroRespiOthers

MATSept2024vs.MATSept2023aswellasQtr.Jul-Sep2024vs.Qtr.Jul-Sep2023growthSource:IQVIATSASept2024

AbsoluteincrementalvalueisFYH12024–FYH12023,growthisArp-Sep24overAprSep2023

IQVIA5

Geography

NorthandSouthzonescontinuetobehighestcontributingzones.Metros&

Class1townsgrewat8%eachwhileEUshowed5%growth

ZonalDynamics

Qtr.Jul-Sep24:₹60KCr.,QOQGr(8%)

(8%)

(9%)

North

27%

21%

West

(8%)

(6%)

South

25%

27%

East

•North&Southareleadingzonesbycontribution;Northgrowingat8%PPGandSouthat9%PPGwithhighgrowthcomingfromDelhi,J&K,TelanganaandTamilNadu.

•Eastzone’sgrowthof6%wasdrivenbyWestBengal,KolkataandOrissawhereasBihargrewat4%(PPG)

•Westzoneshowedgrowthof8%duetoMaharashtra,&MadhyaPradeshgrowingat10%PPGeac