경쟁 심화로 제약 업계의 디지털화 촉진, 독자적인 성장 기회 창출
Frost & Sullivan은 세계 제약 업계를 형성하는 주요 동향을 파악하고 정의합니다. 조사 기간은 2021-2028년이며, 2023년을 기준 연도, 2024-2028년을 예측 기간으로 설정했습니다. 지리적 범위는 북미, 라틴아메리카, 라틴아메리카 및 카리브해, 아시아태평양, 유럽, 중동 및 아프리카 등 5개 지역으로 나뉩니다.
경기 침체와 지속적인 인플레이션은 2024년에도 제약 업계의 투자 수익률에 영향을 미칠 것으로 보입니다. 제약사들은 지리적 근접성과 보다 원활하고 신뢰할 수 있는 공급망을 확보하기 위해 세계 공급업체보다 현지 공급업체로 계속 전환할 것으로 보입니다.
목차
애널리스트의 하이라이트
세계의 제약 업계 변혁
- 왜 성장이 어려워지는가?
- The Strategic Imperative 8(TM)
- 세계의 제약 업계에 대한 주요 전략적 원칙의 영향
생태계
업계 동향
- 동향 1 : 바이오 제약 업계의 M&A 증가
- 동향 2 : 정밀의료에 대한 주목 상승
- 동향 3 : 의약품 연구개발의 RWE 통합 진전
- 세계의 제약 업계 - 연구개발비 전망
- 세계의 의약품 개발 파이프라인, 개발 단계별
- 주요 치료 분야 전망
거시경제 요인
성장 촉진요인
- 세계의 제약 업계 - 과거 매출과 예측
- 부문 실적 - 과거 매출과 예측
- 매출 예측, 지역별
- 매출 예측 분석, 지역별
- 지역 규제 동향 - 북미
- 지역 규제 동향 - 유럽
- 지역 규제 동향 - 아시아태평양
- 지역 규제 동향 - 아시아태평양, 라틴아메리카·카리브해 지역, 중동 및 아프리카
예측, 2024년
성장 제너레이터 : 저분자
성장 제너레이터 : 생물학적 제제
성장 기회 유니버스
- 성장 기회 1 : 민관 제휴 모델에 의한 아시아태평양에서의 정밀 종양학 확대
- 성장 기회 2 : 신흥 바이오테크놀러지 플랫폼에 의한 미치료 단백질 표적화
- 성장 기회 3 : Drug Discovery & Development의 애자일 파트너십 모델 개발
베스트 프랙티스 인식
Frost Radar
다음 스텝
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Growing Competitive Intensity is Driving Pharma Digitization, Building Unique Growth Opportunities
Frost & Sullivan identifies and defines the leading trends shaping the global pharmaceutical landscape in this analysis. The study period is 2021-2028, with 2023 as the base year and 2024-2028 as the forecast period. The geographic scope includes 5 regions: North America, Latin America (LATAM) and the Caribbean, Asia-Pacific (APAC), Europe, and the Middle East and Africa. Chemicals/Small molecules and biologics are the 2 segments covered.
Other information covered include:
- Pharmaceutical industry overview
- Revenue forecasts by segment
- The top 5 predictions for 2024 and beyond
- Macro and micro trends driving the industry's future
- R&D expenditure and leading therapeutic areas
- Growth opportunities
After a plateaued growth in 2023 due to the biologics segment slowdown and a decrease in the uptake of COVID-19 vaccines and therapeutics, the industry will likely realign its growth to record a 5.9% CAGR between 2023 and 2028. Year-on-year (YoY) growth will remain low in developed economies, including the United States and Europe. In contrast, emerging economies in APAC, LATAM, and the rest of the world will register comparatively stronger single-digit YoY growth.
The recession and ongoing inflation will remain pressing challenges for the pharmaceutical industry in 2024, affecting returns on investment. Pharmaceutical companies will continue to shift toward regional rather than global suppliers to ensure geographic proximity and a smoother, more reliable supply chain.
There continues to be a strong focus on environmental, social, and governance commitments and supply-chain digitalization through lighthouse manufacturing techniques, decentralized clinical trial approaches, and the application of artificial intelligence. The industry is also witnessing a healthy mergers and acquisitions landscape, with several successful transactions recently. In addition, Frost & Sullivan expects a rebound in initial public offerings (IPOs), with 5 IPOs completed by February 2024.
Table of Contents
Analyst Highlights
- Highlights
- Top Predictions for 2024
Transformation in the Global Pharmaceutical Industry
- Why is it Increasingly Difficult to Grow?
- The Strategic Imperative 8™
- The Impact of the Top 3 Strategic Imperatives on the Global Pharmaceutical Industry
Ecosystem
- Segmentation and Scope
- Key Industry Themes
Industry Trends
- Trend 1: Increasing M&As in Biopharma
- Trend 2: Higher Focus on Precision Medicine
- Trend 3: More RWE Integration in Drug R&D
- Global Pharmaceutical Industry-R&D Expenditure Outlook
- Global Drug Development Pipeline by Development Phase
- Key Therapeutic Area Outlook
Macroeconomic Factors
- Top 10 Trends for 2024
- Top 10 Growth Opportunities
- Global GDP Growth-Global Growth will See a Mild Slowdown from 3% in 2023 to 2.6% in 2024 as Major Economies Lose Momentum
- Inflation and Interest Rates-Headline Inflation will Continue to Decline. H2 2024 will Shift Toward Rate Cuts for Advanced Economies
- Currency Trajectory-The Dollar will Remain Strong in H1 2024. Emerging Market Currencies will Receive a Boost From Q3 2024
- Oil Markets-OPEC+ will Cut Oil Production in Q1. Non-OPEC Production will Increase
- Labor Market-Unemployment will See a Moderate Uptick. Positive Expectations Over Market Sentiment will Support Labor Hoarding
- Critical Mineral Supplies-The Need for Economic Resiliency will Bolster Cross-border and Cross-industry Partnerships
- North America-The Region will See an Economic Slowdown Amidst a Discretionary Spending Pullback and Elevated Interest Rates
- Western Europe-The Region will See a Moderate Growth Pick-up as Inflation Headwinds Ease. Rebuilding Fiscal Buffers will Take Precedence
- The Middle East-Economic Diversification will Drive Non-oil Growth to Limit the Pullback From a Slowdown in Global oil Markets
- Asia-Emerging Economies will Drive Growth Momentum. Fiscal Measures will Support CHINESE Economic Recovery
- High Inflation and Global Recession
- Intensification of Supply Chain Resilience Strategies
- Sustainability Across the Pharma Value Chain
Growth Generator
- Global Pharmaceutical Industry-Historic Sales and Forecast
- Segment Performance-Historic Sales and Forecast
- Revenue Forecast by Region
- Revenue Forecast Analysis by Region
- Regional Regulatory Trends-North America
- Regional Regulatory Trends-Europe
- Regional Regulatory Trends-APAC
- Regional Regulatory Trends-APAC, LATAM, the Caribbean, the Middle East, and Africa
Predictions for 2024
- Prediction 1
- Prediction 2
- Prediction 3
- Prediction 4
- Prediction 5
Growth Generator: Small Molecules
- Small Molecules Snapshot-2024
- Small-molecule Companies to Watch
Growth Generator: Biologics
- Biologics Snapshot-2024
- Biologics Companies to Watch
Growth Opportunity Universe
- Growth Opportunity 1: Scale Precision Oncology in Asia-Pacific Through Public-private Partnership Models
- Growth Opportunity 2: Target Undruggable Proteins with Emerging Biotech Platforms
- Growth Opportunity 3: Develop Agile Partnership Models for Drug Discovery and Development
Best Practices Recognition
- Best Practices Recognition
Frost Radar
Next Steps
- Benefits and Impacts of Growth Opportunities
- Next Steps
- Take the Next Step
- List of Exhibits
- Legal Disclaimer
