重塑医药市场新秩序：一个被重新划分的世界.docxVIP

Hot Topics Pharmerging Shake-up: New Imperatives in a Redefined World More than three years have passed since IMS Health first coined the term “pharmerging market” in recognition of the major shift in growth away from the mature, developed economies to the seven fast-growing emerging economies of China, Brazil, Russia, India, Mexico, Turkey, and South Korea. Meanwhile, major developments and global recession have driven disparate rates of evolution in each of these countries. With a new raft of pharmerging markets now rapidly rising to the fore, the need for action and informed direction has never been greater. In response to the unprecedented change, and marking a major redefinition of the pharmerging market opportunity, IMS provides the clearest pointers yet to the selection criteria, investment priorities, and critical factors for long-term success. YESTERDAY’S OUTLOOKIn November 2006, IMS Health recognized a seismic shift in the pharmaceutical markets of the world; a geographic swing away from the major developed powers of the U.S., Japan, France, Germany, Italy, the UK, Spain and Canada to a set of new, dynamic, “pharmerging” markets. Those singled out for their exceptional performance and outstanding prospects for growth – China, Brazil, Russia, India, Mexico, Turkey and South Korea – were expanding at twice the world average rate at that time. Importantly, they were expected to represent 12% of the global pharmaceutical market by 2011 and contribute close to 20% of global pharmaceutical growth from 2006-20111 marking a critical signpost to the future direction of the pharmaceutical business worldwide. Such was the promise of the pharmerging markets in 2006 that each was forecast to grow in excess of 7.5% through 2011, collectively representing US$58bn in new growth. The biggest potential rewards were seen in China, anticipated to be the sixth largest pharmaceutical market by 2011, growing at a compound annual growth rate of 14% from 2006-2011.TODAY’S REALI