发布时间：2008.3

摘要

Latin American countries have attracted a lot of attention recently. With their economies currently stable, their geographic location and low-cost is ideal for investors. In addition, having such a high and varied population eases recruitment for clinical trials, and the demographics show there is a very high need for pharmaceuticals.

• Overview of the key trends driving the pharmaceutical market growth
• Analysis of key healthcare system characteristics impacting the pharmaceutical market
• Analysis of pharmaceutical market dynamics in Argentina and Mexico
• Overview of key pharmaceutical players in Argentina and Mexico

Although both the Argentinean and the Mexican markets have been growing, their growth is attributed to different reasons. The Argentinean pharmaceutical market has been growing mainly based on growing sales volume, while growth of the Mexican market is mainly driven by growing prices.

The Mexican market is dominated by foreign companies with few domestic players. The Argentinean market is dominated by domestic branded generics firms, due to the economic crisis which led to many foreign companies to sell their plants in Argentina, thus allowing the domestic firms to gain over their market share.

Sales of pharmaceutical categories in both countries are very similar to the West thus opening growth opportunities for foreign companies. However, sales of oncology drugs are low in both countries; and Mexico has higher sales of anti-infective drugs indicating that these markets still have scope for further development and growth.

• Identify the healthcare needs in Argentina and Mexico
• Understand the barriers and drivers for entering these markets
• Gain insight into pharmaceutical dynamics of Argentina and Mexico

目录及图表

CHAPTER 1 EXECUTIVE SUMMARY	4
Scope of the report	4
Key findings	4
Argentina	4
Mexico	5
IMS caveat	6
CHAPTER 2 THE PHARMACEUTICAL MARKET IN ARGENTINA	11
Argentina has stable macroeconomic factors, some of which must be strengthened	11
A growing pharmaceutical market dominated by branded generics	12
Demographic trends in Argentina	13
Disease burden in Argentina	14
Socioeconomic environment in Argentina	15
Political climate in Argentina - stable	15
GDP has been growing after the economic crisis of 2001	16
Regional differences - the fight for equality continues	17
Mercosur established free trade between the countries involved	18
Corporate environment in Argentina	19
Foreign direct investment in Argentina is modest	19
Taxation system in Argentina	19
The healthcare system in Argentina	21
Healthcare expenditure in Argentina is high	23
The public sector is decentralized	23
Social health insurance system is fragmented	24
The private sector covers a minority of the population	25
The hospital capacity within the public sector has declined while the private sector has been growing	25
Regulatory issues in Argentina	26
IP protection has improved but is still inadequate	26
A significant effort has been made to reduce the patent backlog in Argentina	27
Registration of drugs in Argentina is a straight forward procedure	28
Advertising of pharmaceuticals is strictly controlled	28
Import of pharmaceuticals has been facilitated by Mercosur agreement	29
Drug counterfeiting has been reduced by a number of measures	29
Pricing and reimbursement of pharmaceuticals in Argentina	30
Pricing of pharmaceuticals in Argentina	30
The Generics Law, resulted in lower prices and increased access to pharmaceuticals	30
Antiretroviral therapy prices were decreased	31
Reimbursement of pharmaceuticals in Argentina	32
Remediar program, introduced in 2002, increased drug access to the poor	33
Pharmaceutical market dynamics in Argentina	34
Branded generics dominate the Argentinean market	35
Top three distributors dominate while retail pharmacy chains are expanding	36
Top manufacturers on the Argentinean retail market	37
Top ATC groups by sales value on the Argentinean retail market	39
Top brands on the Argentinean retail market	42
Import and export of pharmaceuticals - demand for foreign drugs remains high	43
Major foreign pharmaceutical companies in Argentina	43
Pfizer	43
Bayer	44
Roche	44
Major domestic pharmaceutical companies in Argentina	44
Roemmers	45
Bagó - collaboration and geographical expansion are driving growth	45
Phoenix	46
Clinical trials in Argentina - an underused opportunity	47
CHAPTER 3 THE PHARMACEUTICAL MARKET IN MEXICO	51
Growth of the Mexican economy and strengthened intellectual property rights are boosting pharma industry	51
The Mexican pharmaceutical market is dominated by foreign companies and is attracting a lot of clinical research	52
Demographic trends in Mexico	53
Disease burden in Mexico	54
Socioeconomic environment in Mexico	55
Political climate in Mexico	55
GDP has increased since the introduction of NAFTA	56
Regional differences - some rural areas are in extreme poverty	57
NAFTA eliminated tariffs between the US, Canada and Mexico, and boosted the Mexican economy	57
Corporate environment in Mexico	58
Taxation system in Mexico	58
Foreign direct investment in Mexico was boosted by NAFTA agreement	58
The healthcare system in Mexico	60
Healthcare system reforms in Mexico - the national health system aims to provide choice of healthcare provider	60
Healthcare expenditure in Mexico is low	62
The social security sector	62
Governmental services headed by the Ministry of Health are designed to offer coverage to the poor and uninsured	63
Only a small proportion of the population has private health insurance	63
Regulatory issues in Mexico	64
Intellectual property (IP) protection has significantly improved	64
Registration of drugs in Mexico is simple	65
Physicians play an important role in drug choices	66
Import of pharmaceuticals in Mexico is facilitated by NAFTA	66
Counterfeit drugs are a persistent problem in Mexico	67
Pricing and reimbursement of pharmaceuticals in Mexico	67
Pricing of pharmaceuticals in Mexico	67
Reimbursement in Mexico	69
Pharmaceutical market dynamics in Mexico	73
Mexico classifies generics into three segments	74
Market growth is driven mainly by growing preference and demand for high-value products and not by volume growth	74
Distribution of pharmaceuticals in Mexico is dominated by two distributors	75
Pharmacies selling cheap pharmaceuticals are very popular in Mexico	75
Top pharmaceutical companies in Mexico-multinationals dominate	76
Top ATC groups by sales value on the Mexican retail market	77
Top brands on the Mexican retail market	80
Import and export of pharmaceuticals have increased since NAFTA came into place	81
Major foreign pharmaceutical companies in Mexico	81
Sanofi-Aventis	82
Pfizer	82
AstraZeneca	82
Major domestic pharmaceutical companies in Mexico	83
Senosiain	83
Clinical trials in Mexico - an attractive opportunity for US companies	84
CHAPTER 4 BIBLIOGRAPHY	86
Publications and online articles	86
Datamonitor resources	96
Glossary of Terms	97
List of Tables
Table 1: Demographic indicators for Argentina, 2005	13
Table 2: Average annual growth rate of GDP and exports in Argentina, 1998-2010 (%),	16
Table 3: Key economic indicators for Argentina, 1986-2006	17
Table 4: Health expenditure indicators in Argentina, 2004	23
Table 5: Density of healthcare workers and hospital capacity in Argentina, 1998	26
Table 6: Argentina - Growth of pharmaceutical market in terms of sales volume, 2003-06	35
Table 7: Argentina - Average cost of unit sold, 2003-06	35
Table 8: Branded generics dominate the Argentinean pharmaceutical market, 2006	36
Table 9: Top 15 drug manufacturers in Argentina, 2006	38
Table 10: Market segmentation in Argentina according to ATC groups, 2006	39
Table 11: Top 15 brands in Argentina, 2006	42
Table 12: Key demographic indicators for Mexico, 2005	53
Table 13: Mexico -average annual growth rates of GDP and exports (%), 1986-2010	56
Table 14: Key economic indicators for Mexico, 1986-2006	57
Table 15: Health expenditure indicators in Mexico, 2004	62
Table 16: Growth of the Mexican market in terms of sales volume, 2003-06	74
Table 17: Average cost of unit sold, 2003-06	75
Table 18: Top 15 drug manufacturers in Mexico in 2006	76
Table 19: Growth of ATC group split in the Mexican market, 2006	77
Table 20: Top 15 brands in 2006 in Mexico	80
List of Figures
Figure 1: Key macroeconomic factors and healthcare system characteristics impacting the pharmaceutical industry in Argentina, 2008	11
Figure 2: Pharmaceutical market dynamics in Argentina, 2008	12
Figure 3: Structure of health system financing and provision in Argentina	22
Figure 4: The size of the Argentinean retail pharmaceutical market, 2002-06	34
Figure 5: Sales growth and CAGR for the top ATC groups in Argentina	40
Figure 6: The relative market share for each ATC group in Argentina is very similar to the six major markets	41
Figure 7: Clinical trial protocols assessed and approved, 1994-2006	48
Figure 8: Multinational pharmaceutical companies sponsor the majority of clinical research in Argentina	49
Figure 9: Advantages and disadvantages of carrying out clinical trials in Argentina	50
Figure 10: Key macroeconomic factors and healthcare system characteristics impacting the pharmaceutical industry in Mexico	51
Figure 11: Pharmaceutical market dynamics in Mexico	52
Figure 12: The three pricing regulations in Mexico	69
Figure 13: Decision process for listing pharmaceuticals on the Basic Formulary and the Catalogue of Inputs	71
Figure 14: The size of the Mexican retail pharmaceutical market, 2002-06	73
Figure 15: Sales growth and CAGR for the top ATC groups in Mexico, 2006	78
Figure 16: The relative market shares of each ATC groups are very similar between Mexico and the six major markets	79
Figure 17: Advantages and disadvantages of carrying out clinical trials in Mexico	85