发布时间：2008.7

摘要

The Czech drug market should grow at a reasonable rate over BMI’s forecast period, with drugexpenditure reaching a value of US$3.78bn by 2012. Although growth should slow in the short-term, itshould pick up towards the end of the forecast period, driven by a strong underlying economicperformance and growing out-of-pocket spending. Fiscal austerities, although lauded by the OECD,should have a deflationary impact on the Czech drug sector with many drug makers looking to expandabroad in order to secure revenues.

In terms of company activity, the biggest news in Q308 has been the takeover bid for generic drug makerZentiva by the country’s richest businessman, Petr Kellner. Zentiva is currently mulling over the bid,which valued the company at CZK950 (US$58.2) per share. Meanwhile, Zentiva has made the news in adifferent way recently after it announced that it was to develop a generic form of Pfizer’s erectiledysfunction (ED) drug Viagra (sildenafil) to be sold in its existing markets when the patent expires in2011.

Meanwhile, the country’s health reforms, which finally came into being in January 2008, are continuingto cause controversy. Most political parties, including the CDDS, the Communists (KSCM) and theChristian Democrats (KDU-CSL) have reservations about the scheme. These parties vary in their stanceon whether health fees should be completely abolished or not; however, a common theme is that groupssuch as the very young, elderly and socially disadvantaged should be exempt from paying. A poll carriedout by local newspaper Lidove Noviny in March 2008 supported this view, with three quarters of Czechswanting certain social groups to be exempt from payments.

The Czech Republic remains in second place in the CEE regional Business Environment Ranking. TheUnited States Trade Representative (USTR) is concerned about the country’s intellectual propertyaccords, however BMI believes that a restructuring of the State Institute for Drug Control (SUKL) willhave benefits for the drug market in general.

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