(CRI-report) -The coming years will see Japan pharma regaining its status as innovator driven with Edoxaban for Daiichi Sankyo, Canagliflozin for Mitsubishi Tanabe, and Dolutegravir for Shionogi bringing the good times back for the respective companies in 2013 and carrying enough potential to change global market dynamics in the anticoagulant, diabetes and HIV space resp. We think that the massive ~$45b poured in acquiring innovation by Japanese companies does not justify its value as we find that the key catalysts from Japan are in-house candidates. Changing political scenario in Japan will accelerate the pace of reforms in Japan as recently; the Liberal Democratic Party (LDP) of Japan came back into power replacing the short tenure of the Democratic Party of Japan (DPJ). LDP was the pioneer initiator of major healthcare reforms with a focus on curbing healthcare costs by means of enhancing generic drugs penetration. Our report discusses in details about the implications of these changes on Innovator and generic domestic Japanese pharma companies.

Global companies on the other hand are going to see a favorable scenario in coming years - expected launches in 2013-2014 from global companies will increase competition to domestic players mainly in the respiratory, oncology and rheumatoid arthritis therapy areas, and will increase overall market size of Diabetes and Osteoporosis markets.

Going forward, for 2013 –Generic companies will continue to witness a growth story, we think that the recent incentives to promote generic uptake have played out well and at current levels, we do not see meaningful growth until early 2014 when new set of incentives will start playing off. However, in the related space – drug chain stores and biogenerics are two new arenas which we see as next growth drivers – we have analyzed these two novel spaces as well in this report.

Full report: http://www.cri-report.com/pharma-healthcare/11210-global-pharmaceutical-biotechnology-outlook-2013-japan-pharma.html

The detailed 146 pages report on Japan Pharma contains:
I. Performance in 2012 – The Hits & Misses
II. Japan Pharma: Looking forward in 2013 and beyond
Stand on individual companies
Changing political scenario is likely to accelerate the pace of reforms

III. Analysis on Innovators Companies – Innovation and consolidation continue to serve as catalyst
Rich looking pipeline could be delusive
Key R&D catalysts from Japan pharma
Key upcoming milestones
Expected upcoming launches from global companies in Japan and its implications
Likely implications of recent consolidation activities
Sustainability thru increasing overseas base

IV. Analysis on Generic Companies
2012 – price cuts & implications
New layer of reforms playing out well
Dominance of big players in dispensing pharmacy
Shrinking general practitioners market
DPC hospitals are a new growth avenue

V. Analysis on Drug Chain Stores
Macro forces favoring Drug Chain Stores
Success story from a few, likely to be replicated by followers

VI. Analysis on Biogeneric Companies
Evolving Biogenerics space in Japan

IN-DEPTH COMPANY ANALYSIS AND REPORTS ON

1.Daiichi Sankyo- Edoxaban will bequeath wings to the price
2.Kyorin – Respiratory Franchise Strengthening Up
3.Mitsubishi Tanabe- Canagliflozin is key, but other drivers also in queue
4.Shionogi- Dolutegravir brings the good times back
5.Eisai- ‘HAYABUSA’ challenging to achieve despite new approvals
6.Astellas- Defensive Agreements dilute Catalysts Value
7.Chugai – Growth story well built in price
8.Dainippon Sumitomo- Expectation from Latuda are well built in
9.Kyowa Hakko Kirin- Upside from Potelligent technology is still away
10.Nippon Chemiphar - Thin margins, wavering profitability outlook
11.Sawai- Wait until next price cuts
12.Takeda- EU Aspirations are hard to attain
13.Towa- Solid fundamentals not sizeable in near term
KEY INDUSTRY TABLES/ ANNEXURES:
1.Japan Pharma Valuation
2.Key Pipeline Candidates- Japan Pharma
3.Global Companies expected major launches in Japan- 2013/14
4.Consolidation activities major M & A in Japan- Last 5 Years
5.Reforms in 2012 and Implications
6.Revised Incentives for Pharmacies
7.Looming Generic Opportunity
8.Japan Generic segments
9.Drug Chain stores- Profitability Trends
10.Key Milestones
11.Japan Generic Market Model
12.Top 25 Products vs. Generic Threat

Full report: http://www.cri-report.com/pharma-healthcare/11210-global-pharmaceutical-biotechnology-outlook-2013-japan-pharma.html