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CAREER EDGE

INDUSTRY BREAKDOWN
EPISODE 2
"PHARMACEUTICALS"
CAREER EDGE

INDUSTRY
R&D

1. DRUG DISCOVERY
2. DRUG FORMULATION
3. FORMULA
ADJUSTMENT

TESTING
SEGMENTS

1. CLINICAL TRIALS
2. FOCUS GROUP TESTS
CAREER EDGE

APPROVAL

1. PATENT FILING
2. PATENT APPROVAL
(USUALLY FOR 15+
YEARS)

DISTRIBUTION MARKETING

1. DRUG STORES
1. DOCTOR
2. HOSPITALS
REFERRALS
3. ONLINE
2. ADVERTISEMENTS
PHARMACIES
CAREER EDGE

KEY DRIVERS
REVENUE COST DRIVERS GROWTH
DRIVERS DRIVERS

DRUG SALES R&D FATAL DISEASE

LICENSING OF DISTRIBUTION HEALTH INSURANCE


PATENTS

INSURANCE STRESS-RELATED
PREMIUMS PROMOTION DISEASES

DECLINE IN R&D:
COMPANIES INVESTED ~8% OF THEIR SALES IN R&D
CAREER EDGE

KEY SEGMENTS
SEGMENTS MARKET SHARE GROWTH

GENERIC DRUGS $14 BN 24%

OTC DRUGS $4.2 BN 12.9%

PATENTED DRUGS $1.8 BN 12.9%

INDUSTRY SIZE: 3RD LARGEST WORLDWIDE


~20% GLOBAL SHARE
EXPECTED TO REACH ~65 BN BY 2024
CAREER EDGE

TOP PLAYERS
MARKET MARKET
NAME
SHARE CAPITALIZATION

SUN PHARMA 8.4% 2.10 TRILLION

AUROBINDO
5.65% 315.62 BILLION
PHARMA

LUPIN 4.73% 300.70 BILLION

CIPLA 4.73% 827.57 BILLION

VALUATION: ~41.7 BILLION


EXPECTED TO REACH ~65 BN BY 2024
(100% FDI ALLOWED UNDER AUTOMATIC ROUTE)
CAREER EDGE

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