2014-09-18-德勤-2014_全球生命科学展望_28页_316kb

2014 Global Life Sciences Outlook Summary

In a changing marketplace, the global life sciences sector exhibits resilience amid heightened regulatory scrutiny, pricing pressures, and healthcare reforms. This summary highlights key issues including navigating healthcare reform, delivering innovation and value, complying with regulatory changes, and operating in a smaller and connected world.

Market Overview:
Pharmaceutical sales growth slowed to 2.4% in 2012, while the medical technology market rose annually until 2012. The U.S. remains the largest market, followed by Europe, Asia/Africa/Australia, and Japan. Emerging markets like China and India are expected to double their pharmaceutical sales by 2016.

Top Challenges and Opportunities:

• Healthcare Reform: Costs containment, expanded insurance access, and administrative complexity are primary concerns. Respondents (65%) plan to alter innovation processes or sales models due to reforms.
• Innovation: Strategies include M&A, partnerships, and therapeutic development, though 2012 saw an increase in FDA drug approvals but declining R&D returns since 2010.
• Regulatory Compliance: Strictening regulations (e.g., biosimilar approvals) and compliance costs pose significant challenges, especially in evolving markets like Southeast Asia and Russia.
• Market Expansion: Companies invest in emerging markets offsetting declines in developed markets, with India's drug pricing controls and reduced patent term extension a critical concern.

Further excerpts include detailed regional market analyses: Americas (notably Brazil and Mexico), Europe (France, Germany, UK), and Asia (China, India, Japan, Singapore). Stakeholder considerations highlight balancing cost concerns with value demonstration, moving to value-based care and enhanced compliance programs, particularly addressing anti-corruption regulations.

In summary, the global life sciences sector navigates increased cost pressures and pricing reforms, driving innovation and strategic M&A. Market shifts toward more value-focused models are essential for sustained success in 2014 and beyond.