艾昆玮-印度医药市场季度洞察——2024年第一季度（英）.pdf

IQVIATemplate(V3.0.0)©2024.Allrightsreserved.IQVIA®isaregisteredtrademarkofIQVIAInc.intheUnitedStates,theEuropeanUnion,andvariousothercountries.IndianPharmaceuticalMarketQuarterlyInsights–Q12024(Jan-Mar)ReportReleaseDate:May2024Dataset:TSAMarch2024IQVIATemplate(V2.1.0)1DisclaimerIQVIAisnotan“authorisedperson”forthepurposesoftheFinancialServicesandMarketsAct2000(“FSMA”)anddoesnotprovideinvestmentadviceorcarryonanyotherregulatedactivityunderPartIIoftheFSMA2000(RegulatedActivities)Order2001Theforecasts,projections,andrelatedinformationcontainedhereinaremadeandprovidedsubjecttotheassumptions,methodologies,caveats,andvariablesdescribedinthisreportandarebasedonthirdpartysourcesanddatareasonablybelievedtobereliable.NowarrantyismadeastothecompletenessoraccuracyofsuchthirdpartysourcesordataThisreport,inpartorinwhole,isnotintendedtoconstituteinvestmentadvice,andisnotarecommendationtopurchaseornotpurchase,anendorsementof,oranopinionastothevalueof,anysecurityoranyinvestmentinstrumentofanyentityAswithanyattempttoestimatefutureevents,theforecasts,projections,conclusions,andotherinformationincludedhereinaresubjecttocertainrisksanduncertainties,andarenottobeconsideredguaranteesofanyparticularoutcomeThisreportshallnotbepublished,norshallanypublicreferencestoIQVIAbemaderegardingtheseservicesorthisreport,withoutIQVIA’priorwrittenapproval.Whensoprovided,thisreportandtheinformationhereinmustalwaysbeprovidedandusedinitsentirety,includingthiscompleteDisclaimerpageThisreportissubjecttotheIQVIAGeneralTermsandConditions.IQVIATemplate(V2.1.0)2Marketreflectedgrowthof6%inQ1202410%15%10%8%9%6%•OverallIPMmarketsize:₹216092Cr.(MATMar);₹53,337Cr(Q1Mar2024)•GrowthinSalesValuePreviousPeriodGrowth(‘PPG’):8%(MAT);6%(Q12024)•ChronicTAsgrewat10%PPGwhereasAcuteTAsreflectedsingledigitgrowthof3%PPGinQ12024•AmongstChronicTAs,Cardiacregisteredrobustgrowthof11%(PPG)andalsoledintermsofabsoluteincrementalvalue,followedbyNeuro/CNS8%(PPG),AntiDiabetic7%(PPG)andChronicRespiratory6%(PPG)•Antineoplast,Pain,Uroalsoregistereddoubledigitgrowth•Anti-infectivesreflecteddegrowthof-2%(PPG).Gastrogrewat5%(PPG)andVMNgrewat7%(PPG)•RespiratoryAcutedegrewat-9%(PPG)•PainAcuteandDermagrewinsingledigits.•Relativeperformance:IndianPharmaCosgrewat6%(PPG)comparedtoMNCswhichgrewat5%(PPG)forQ12024•Sun,Cipla,Mankind,IntasreflectedgoodgrowthamongTopIndianPharmaCo’swhileAbbott,Sanofi,Janssen,AstrazenecareflectedgoodgrowthsamongTopMNCPharmaCo’s•Numberofnewlauncheshavedecreasedby-54%in2024ascomparedto2023MATProgress,Val₹‘000Cr.QTRProgress,Val₹’000Cr.20202021202220232024150157186201216+10%+8%Q4’22Q1’235150Q2’23Q3’23Q4’23Q1’2452565553MATMar2024vs.MATMar2023aswellasQtr.Jan-Mar2024vs.Qtr.Jan-Mar2023growthSource:IQVIATSAMar2024IQVIATemplate(V2.1.0)3Acutemarketgrowthof3%majorlyduetodeclineofAIandResp(Acute)marketandslowsingledigitgrowthfromPainandGItherapies•Previousperiodgrowth:Value:5%;Unit:-3%Sequentialquartergrowth:Value:1%;Unit:5%•AntipepticulcerantsandLaxativeshavereflectedgrowthof5%and13%(PPG)respectively•Pantoprazole+Do