明星产业是泡沫或是无线商机.pptVIP

明星產業是泡沫或是無線商機?談生技醫療產業未來藍圖 全球醫療市場規模 Category position 生命科技產業簡介 目前人類疾病約三萬種，仍有80%無藥可治 生命產業的發達，使人類活得更長，各種未知的疾病仍不斷的出現 生命科技產業，仍將延續數十年 Dilemma – Taiwan pharma Industry NHI對醫療費用控制 產業鼓勵，無產業政策 生活和生命品質的要求永不停止,全民保險的支出cap住 台灣整體醫療產業經營環境惡化,太多Generic廠,退出障礙高 通路的貪婪永不停止(bargain power 增強) 醫療保險很難購買USD 2E~8E NCE在Margin Improve的成果 於BCG marketing 中的,低成長市場中尋求高成長市佔率 台灣市場經濟規模太小(3.5 B), 無法單獨滿足一個新藥的誕生 生技法規落後無整合性技術人才與產業聚落，不利產業新藥發展 Position of Company Type The Trend of Taiwan Pharmaceutical Market Top 3-10 generic companies can survive only Few generic companies could build competitive advantages or unique capabilities and survive Top 20-30 multinational companies can survive in Taiwan Lot of specialty companies could build competitive unique advantages and survive Top 100-200 generic companies can survive in China China will become the fifth-largest pharmaceutical market with the estimated revenues of over USD24 billion by 2010. (3X of current size) (source: BCG group) Multinational companies can fill these needs and survive Lots of generic companies with competitive advantages or unique capabilities can survive Focusing the head of Chinese operations on assessing and shaping local abilities are essential Some specialty Pharma companies with competitive advantages or unique capabilities can survive Only Taiwanese can do successful business in China market Building the abilities to support Chinese operation with world-class regulatory specialists and marketers can win 台灣藥廠的命運 專業藥廠的經營模式 3 models Specialty Pharma companies Model Drug delivery/ reformulation based specialty companies Generic manufacturing based specialty companies Brand/ niche marketing based specialty companies Specialty Pharma Growth Model Expertise with Therapeutic area focus Established geographic presence Value chain based on specialization Licensing of product rights for development/ marketing, co-promotion, MA Specialty Pharma Definition of each section 新藥開發流程 未來可在藥廠從事… Career Role Map Career Role M