麦肯锡－案例库.ppt

CONFIDENTIAL
Manufacturing Life Science Molecules – The Fine Chemicals Opportunity
Frankfurt, August 2002
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Andreas Appelhagen – GE/FRA
Jens Riese – GE/FRA
Fact pack
AGENDA
Market characteristics and overview
Business models and key ess factors
The biotech opportunity
1
AGENDA
Market characteristics and overview
Business models and key ess factors
The biotech opportunity
2
FINE PANIES PRODUCE INTERMEDIATES AND ACTIVE INGREDIENTS FOR LIFE PANIES WORTH USD 12 BILLION
* Excluding captive fine chemicals production by pharmaceutical and panies- total market size USD 48 billion
Source: McKinsey
Fine chemicals are small volume (tens/hundreds of kg), highly priced (USD 300 - 1 million/kg) chemical and biological intermediates and active substances for life science customers
In 2000, the outsourced fine chemical market was worth ~ USD 12 billion* (USD 10 billion pharma, USD 2 billion agro) and has been growing ~ 7% .
Relative to other parts of the chemical industry, fine chemicals have enjoyed higher growth prospects and higher margins
The key uncertainties with respect to the future attractiveness of this market are the pharma outsourcing strategies, the role of biotechnology and the impact of low-cost producers
Market
3
MOST FINE CHEMICALS ARE PRODUCED FOR THE PHARMACEUTICAL MARKET
Pharma fine chemical market
Agro fine chemical market
World market size in 2000
USD billions
Source: Merrill Lynch (Fine Chemicals market report, April 2001)
The global pharma market is worth around USD 300 billion with manu-facturing costs around %, or USD 38 billion. It is believed that the current value of pharma outsourcing is just under 30%