Market Feedback Report

January 2020

Copyright © 2018 IQVIA. All rights reserved.

IPM KEY HIGHLIGHTS FOR JANUARY 2020

IPM Growth Trend

20.00
17.42
18.00 16.65
16.00 13.75
13.30
14.00
12.00 10.97 10.66 10.72 10.39 10.77 10.49 10.42 10.50
10.14 10.30
9.40
10.00
10.98
8.00 10.28
9.07 8.58 8.77 8.93
6.00 8.20
6.76
4.00
2.00
0.00 2.41
Feb'19 Mar'19 Apr'19 May'19 Jun'19 Jul'19 Aug'19 Sept'19 Oct'19 Nov'19 Dec'19 Jan'20

Month growth MAT growth

➢Monthly growth was slightly subdued in Jan’20 at

8.93% as compared to 10.28% reported in Dec’19 .

➢IPM MAT growth remained stable and reported 10.5%

in Jan’20 as compared to 10.42% reported in Dec’19.

➢IPM was valued at Rs.147,972 crore and the trade

sector was valued at Rs. 124,798 crore, contributing to
84.3% of IPM as of MAT Jan’20.

➢ 9.1% of the IPM is contributed by hospital sales done

through regular distributor channel.

➢ IPM has been growing by a CAGR of 9.23% from Jan’17.

2
IPM Trends JANUARY 2020

Acute Vs Chronic Trend

120000.0 12.8% 25.0%

12.7%
100000.0 11.2%
20.0%

95380.7
80000.0

86630.2
15.0%

78521.6
74869.6

8.4% 10.1%
60000.0 10.3%
9.4%
10.0%

52591.5
47280.8
40000.0 41897.5
38661.2

5.0%
20000.0
4.9%

0.0 0.0%
MAT JAN'17 MAT JAN'18 MAT JAN'19 MAT JAN'20

ACUTE CHRONIC Acute growth Chronic Growth

➢Acute therapy dominates IPM but has shown a

declining trend from 65.9% contribution in MAT Jan’17
to 65.2%, 64.7% and 64.5% in MAT Jan 2018, 2019 and
2020 respectively.

➢ Chronic Segment has consistently outperformed acute

segment growth as shown in the above chart.

➢ Except 2018, when overall growth was on a lower

side, acute segment growth has been hovering around
10% while chronic segment growth has been hovering
around 12% mark.

3
INDIAN VS. MNC TREND

INDIAN/MNC TREND IN ACUTE AND CHRONIC SEGMENTS

13.0%

12.4%

11.6%
11.6%

11.1%
10.9%

10.8%
9.7%

9.6%
9.1%

8.3%

8.1%
7.3%
6.5%

5.6%
5.2%

4.3%
3.6%

IND MNC IND MNC IND MNC

JAN'18 JAN'19 JAN'20

ACUTE CHRONIC Grand Total

➢ Contribution of Indian companies in IPM has been

consistently increasing from 79.1% in MAT Jan’17 to
79.4%, 79.7% and 80.2% in Jan MAT 2018, 2019 and
2020 respectively.
➢ Indian Companies have consistently outperformed
for last 3 years by reporting higher growth rate as
compared to MNC and IPM Growth Rate as shown in
the above chart.
➢ Indian Companies are outperforming MNC companies
in chronic segment as well even though The
difference in growth rate of Indian and MNC
companies is more pronounced in acute segment as
compared to chronic segment.

4
Top Companies January 2020

• Zydus has the highest no. of SKU followed by Sun, Intas,

Cipla and Alkem.
• Top 10 and Top 20 companies constitute ~ 43% and 64%
share of IPM respectively on both MAT & Month basis.
• The top 150 companies continue to account for 96% of
IPM on MAT and month basis.
• Highest growth seen in companies ranking between #31-
40 for MAT & 101-150 bracket for month. This has been a
consistent trend.
Movers & Shakers among Top 40 Companies in IPM

• FDC has gained 3 ranks to reach 22nd position for the

month of Jan’20
• Lupin, Zydus*, Glenmark ,Sanofi* & Pfizer have gained 1
rank each to reach 5th, 9th, 13th, 15th & 16th position
respectively for Jan’20 month
• All the companies have maintained their ranks at MAT
level except FDC which has gained 1 rank to reach 22nd
position for MAT Jan’20.
• Among the Top 40 companies on MAT level, La Renon
remains the fastest growing company followed by Unique,
Aristo, Medley and Alkem in the same order.
• Among Top 40 Companies for the month of Jan’20, IPCA
is the fastest growing company followed by Cadila Pharma,
Blue Cross, Intas and Sanofi.

5
Top Companies January 2020

RANKINGS MONTH JAN 2020 MAT JAN 2020

No. of
MAT MON CORPORATIONS SKU Values In Cr MS % Growth% Values In Cr MS % Growth% EVOL
IPM 12306.19 100 8.93 147972.10 100 10.50 100
1 1 SUN* 1138 972.36 7.90 11.35 11134.39 7.52 9.16 98.79
2 2 ABBOTT* 881 766.54 6.23 7.17 9345.25 6.32 9.18 98.8
3 3 CIPLA 981 665.69 5.41 8.01 7601.16 5.14 8.69 98.36
4 4 MANKIND 676 461.33 3.75 9.41 5691.79 3.85 10.64 100.12
5 6 ALKEM* 938 427.24 3.47 9.08 5602.41 3.79 18.09 106.86
6 5 LUPIN LIMITED 856 459.14 3.73 9.14 5314.34 3.59 10.20 99.73
7 8 TORRENT PHARMA* 791 392.75 3.19 5.48 4679.74 3.16 7.79 97.55
8 7 INTAS PHARMA* 1022 408.34 3.32 14.27 4647.51 3.14 14.52 103.64
9 10 MACLEODS PHARMA 557 376.02 3.06 7.86 4597.29 3.11 8.08 97.81
10 9 ZYDUS CADILA* 1211 380.40 3.09 9.08 4514.12 3.05 8.48 98.17
11 11 GLAXOSMITHKLINE* 188 340.56 2.77 -1.30 4308.47 2.91 6.84 96.69
12 12 ARISTO PHARMA* 320 290.19 2.36 11.56 3843.20 2.60 18.49 107.23
13 14 DR REDDYS LABS 380 271.82 2.21 6.43 3294.83 2.23 11.65 101.04
14 13 GLENMARK PHARMA 401 279.76 2.27 11.96 3169.45 2.14 13.43 102.65
15 16 PFIZER* 170 258.21 2.10 6.66 3046.45 2.06 4.96 94.98
16 17 EMCURE* 753 254.40 2.07 10.78 3043.77 2.06 12.02 101.38
17 15 SANOFI* 199 259.37 2.11 13.96 2996.23 2.02 9.57 99.16
18 18 U S V 180 236.03 1.92 6.03 2806.85 1.90 9.85 99.41
19 20 MICRO LABS* 707 193.75 1.57 7.82 2361.41 1.60 9.67 99.25
20 19 IPCA LABS 301 207.55 1.69 28.43 2338.13 1.58 15.53 104.55
21 21 ALEMBIC 407 186.16 1.51 1.58 2242.75 1.52 6.53 96.41
22 22 FDC 223 120.13 0.98 13.91 1505.90 1.02 11.54 100.94
23 25 WOCKHARDT LTD* 467 105.97 0.86 -24.21 1490.69 1.01 -15.88 76.13
24 23 NOVARTIS INTL.* 185 115.85 0.94 10.44 1359.65 0.92 5.48 95.46
25 24 HIMALAYA DRUG 208 109.31 0.89 11.17 1298.00 0.88 10.12 99.65
26 26 ERIS LIFESCIENCES* 425 103.17 0.84 -1.74 1257.80 0.85 7.73 97.49
27 27 MSD PHARMACEUTICA* 58 99.92 0.81 6.88 1193.84 0.81 5.85 95.79
28 28 CADILA PHARMA 405 95.65 0.78 21.78 1124.37 0.76 3.79 93.93
29 30 FRANCO INDIAN 84 86.98 0.71 3.69 1122.97 0.76 9.90 99.46
30 29 INDOCO* 334 91.50 0.74 8.21 1079.50 0.73 12.51 101.82
31 31 AJANTA PHARMA 289 85.61 0.70 12.12 1006.96 0.68 13.54 102.75
32 32 PROC.&GAMB.HEALTH 72 75.43 0.61 6.75 954.58 0.65 6.46 96.35
33 33 BLUE CROSS 148 73.72 0.60 16.55 878.63 0.59 14.89 103.97
34 34 UNIQUE PHARM 97 70.77 0.58 12.11 838.78 0.57 19.68 108.31
35 35 HETERO HEALTHCARE* 273 65.37 0.53 9.34 791.92 0.54 13.43 102.65
36 39 MEDLEY PHARMA 244 57.94 0.47 5.37 762.54 0.52 18.25 107.02
37 36 LA RENON HEALTHCA. 197 64.35 0.52 7.02 746.85 0.50 22.25 110.63
38 37 SYSTOPIC 132 62.57 0.51 9.37 746.30 0.50 13.21 102.46
39 38 HEGDE & HEGDE 92 61.99 0.50 13.42 735.88 0.50 12.51 101.82
40 43 WIN MEDICARE 63 55.19 0.45 9.19 684.50 0.46 13.11 102.36

6
Top Products January 2020

▪ Out of top 40 brands in IPM, Ryzodeg, Monocef,

Electral, Augmentin and Manforce are the fastest
growing for MAT Jan’20
▪ Electral, Aciloc, Lantus, Ryzodeg and Duolin are the
fastest growing brands for Month Jan 2020 among top
40 brands in IPM.
• Total number of SKUs with PTR changes in Jan 2020 is
2223

Movers & Shakers TSA: Products

Among the Top 40 Products as per Jan’20 MAT (in

comparison to Dec’19 MAT)

• Thyronorm and Levipil have gained 2 ranks each to

secure 9th and 22nd position respectively.
• Lantus, Prevenar-13 and Azithral have gained 1 rank
each to secure 3rd,13th and 20th position.
Among the Top 40 products as per Jan’20 month (in
comparison to Dec’19 month)

• Ryzodeg has gained 8 ranks to secure 22nd position.

• Prevenar-13, Shelcal and Telma have gained 4 ranks
each to secure 6th,20th and 25th position respectively.
• Levipil has gained 3 ranks to secure 19th position.
• Foracort, Novomix and Thyronorm have gained 1 rank
each to secure 5th, 7th and 8th position respectively.

7
Top Products January 2020

RANKINGS MONTH JAN 2020 MAT JAN 2020

MANU NO. Of
PRODUCTS Values In Growth Values In Growth
(Abbr.) SKU
MAT MON. Cr MS % % Cr MS % % EVOL
IPM 12306.19 100 8.93 147972.11 100 10.50 100
1 1 MIXTARD ABT 11 63.86 0.52 13.35 730.11 0.49 7.75 97.51
2 4 GLYCOMET-GP USV 11 43.65 0.35 4.26 517.05 0.35 14.44 103.57
3 2 LANTUS S.A 5 48.45 0.39 28.21 501.39 0.34 15.87 104.86
4 3 AUGMENTIN GSK 9 43.91 0.36 8.26 498.08 0.34 23.73 111.98
5 10 JANUMET MSD 4 35.52 0.29 -3.88 448.44 0.30 5.08 95.1
6 7 NOVOMIX ABT 7 36.74 0.30 5.89 438.78 0.30 8.71 98.38
7 9 CLAVAM A.K 15 36.18 0.29 14.28 430.80 0.29 22.84 111.17
8 17 MONOCEF ATP 5 24.82 0.20 17.57 424.78 0.29 24.69 112.84
9 8 THYRONORM ABT 27 36.33 0.30 24.42 400.27 0.27 12.39 101.71
10 13 LIV-52 HIM 10 30.25 0.25 20.87 398.80 0.27 15.28 104.33
11 11 BETADINE WMC 27 33.11 0.27 11.90 397.06 0.27 14.38 103.51
12 5 FORACORT CPL 13 37.76 0.31 13.61 397.05 0.27 15.23 104.28
13 6 PREVENAR-13 WYE 1 37.64 0.31 19.56 384.81 0.26 10.97 100.42
14 12 DUPHASTON SVY 1 31.72 0.26 6.49 381.68 0.26 18.54 107.28
15 24 DEXORANGE F-I 3 22.33 0.18 -1.15 367.30 0.25 7.37 97.16
16 16 PAN A.K 7 26.24 0.21 12.57 330.29 0.22 19.41 108.07
17 33 GALVUS MET NVR 6 20.40 0.17 -30.27 314.90 0.21 -8.46 82.84
18 26 PAN-D A.K 2 22.19 0.18 -4.74 295.51 0.20 14.36 103.49
19 28 BECOSULES PFZ 3 21.95 0.18 6.61 295.13 0.20 5.89 95.83
20 21 AZITHRAL AMB 27 23.04 0.19 8.86 290.75 0.20 16.85 105.75
21 20 SHELCAL TNT 7 23.17 0.19 3.53 290.24 0.20 7.05 96.88
22 19 LEVIPIL SPI 8 24.73 0.20 15.45 272.15 0.18 14.65 103.76
23 36 VOLINI RG. 20 19.99 0.16 -0.87 272.00 0.18 7.01 96.84
24 62 CALPOL GSK 8 16.34 0.13 1.50 270.27 0.18 18.87 107.57
25 30 UDILIV SVY 7 21.68 0.18 15.81 267.89 0.18 8.87 98.52
26 14 DUOLIN CPL 8 27.13 0.22 26.23 266.48 0.18 20.30 108.86
27 48 ZIFI FC8 14 18.04 0.15 8.94 260.87 0.18 16.55 105.48
28 23 SYNFLORIX GSK 2 22.69 0.18 9.20 257.25 0.17 7.58 97.36
29 25 TELMA GMK 6 22.25 0.18 14.79 249.88 0.17 20.28 108.85
30 22 RYZODEG ABT 3 22.98 0.19 27.54 247.20 0.17 35.16 122.32
31 18 BUDECORT CPL 12 24.79 0.20 17.93 247.17 0.17 21.94 110.35
32 29 SEROFLO CPL 16 21.94 0.18 2.85 246.19 0.17 8.67 98.34
33 31 ISTAMET SPI 4 21.39 0.17 11.98 245.67 0.17 15.85 104.84
34 32 ACILOC CI6 7 20.44 0.17 38.77 245.60 0.17 13.76 102.95
35 77 MIKACIN ATP 3 15.01 0.12 3.51 241.00 0.16 19.08 107.76
36 27 MANFORCE MA& 8 21.99 0.18 22.33 240.15 0.16 23.65 111.9
37 55 ZINCOVIT APX 3 16.63 0.14 -1.46 239.60 0.16 11.80 101.18
38 59 TAXIM-O A.K 11 16.52 0.13 2.62 239.59 0.16 23.17 111.47
39 38 GLUCONORM-G LU. 12 19.60 0.16 -1.01 237.63 0.16 10.42 99.93
40 15 ELECTRAL FC8 10 27.12 0.22 44.49 235.91 0.16 24.00 112.22

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Top Therapeutic Area January 2020

➢ Anti-Neoplast, Stomatologicals, Urology Blood Related, and Anti-

infective are the fastest growing segment in IPM for MAT
Jan’2020.
➢ Anti-infective remained at top rank still growing at a very healthy
rate of 12% out performing the IPM growth.
➢ Anti-Viral is the only segment showing negative growth.
➢ 12 out of Top 20 Therapies have grown faster then the IPM
growth of 10.5%.

Value MAT Jan

Rank Therapy 20 'Cr MS% Growth %
1 Anti-infectives 18103.1 12.2% 12%
2 Cardiac 17508.8 11.8% 11%
3 Gastro Intestinal 15028.2 10.2% 8%
4 Anti Diabetic 14114.3 9.5% 12%
5 Respiratory 11892.6 8.0% 11%
6 Vitamins / Minerals / Nutrients 11587.3 7.8% 10%
7 Pain / Analgesics 11467.4 7.7% 12%
8 Derma 11140.5 7.5% 9%
9 Neuro / CNS 8570.2 5.8% 9%
10 Gynaec. 7374.0 5.0% 10%
11 Ophthal / Otologicals 2843.3 1.9% 11%
12 Vaccines 2827.8 1.9% 11%
13 Urology 2767.7 1.9% 14%
14 Antineoplast/Immunomodulator 2474.5 1.7% 17%
15 Hormones 2329.9 1.6% 9%
16 Hepatoprotectives 1580.4 1.1% 12%
17 Blood Related 1416.6 1.0% 13%
18 Stomatologicals 1010.4 0.7% 14%
19 Antivirals 935.9 0.6% -13%
20 Anti malarials 466.6 0.3% 2%

9
Top 30 Cities Trend

MAT 2018/12 MAT 2019/12 MAT 2018/12 MAT 2019/12

Values Crores Values Crores Values Crores Values Crores Values Values Values Values
Rank Metro Rank Metro
Growth Growth Crores Crores Crores Crores
Growth Growth
1 MUMBAI 6,258 9% 6,575 5% 16 AGRA 733 18% 837 14%
2 DELHI 6,301 11% 6,574 4% 17 KANPUR 804 10% 784 (2%)
3 CALCUTTA 5,097 13% 5,254 3% 18 SURAT 719 3% 754 5%
4 HYDERABAD 3,067 15% 3,547 16% 19 COIMBATORE 611 6% 722 18%
5 BANGALORE 2,926 4% 3,170 8% 20 MADURAI 568 9% 625 10%
6 CHENNAI 2,762 7% 3,037 10% 21 INDORE 511 6% 606 19%
7 PUNE 1,751 15% 1,882 7% 22 VIJAYWADA 526 3% 565 7%
8 LUCKNOW 1,692 16% 1,861 10% 23 NASIK 525 29% 538 2%
9 AHMEDABAD 1,295 14% 1,419 10% 24 VADODARA 475 5% 516 9%
10 JAIPUR 1,200 21% 1,239 3% 25 ALLAHABAD 444 6% 484 9%
11 PATNA 1,051 16% 1,180 12% 26 BHOPAL 418 7% 481 15%
12 VARANASI 871 14% 917 5% 27 VIZAG 434 11% 473 9%
13 NAGPUR 833 7% 893 7% 28 JABALPUR 461 19% 457 (1%)
14 KOCHI 847 (4%) 874 3% 29 MEERUT 379 6% 389 3%
15 LUDHIANA 813 21% 860 6% 30 ASANSOL 250 18% 269 8%
TOTAL 44,618 11% 47,780 7%

➢ Top 30 Cities in India contribute to 32.3% of IPM.

➢ Growth of Top 30 cities has declined from 11% in MAT Dec’18 to
7% for MAT Dec’19.
➢ At overall level these cities have grown by 7% and have
underperformed the IPM growth of 10.42% for the same period.
➢ Of the base metros-Delhi, Mumbai, Kolkata have reported a
significant decline in growth while Bangalore and Chennai have
reported an improved growth.
➢ Out of the Top 30 metros in India, the Top 5 fastest growing
pharma markets are Indore, Coimbatore Hyderabad, Bhopal and
Agra.
➢ Jabalpur and Kanpur has reported a negative growth for the
period.

10