体外診断薬：治療分野動向

Abstract

"Given the health care industry' s reliance on diagnostics to properly treat patients, deals between diagnostics companies bode well for all facets of industry. While larger companies are likely to continue to consolidate, smaller companies and academic institutions will stay active in deals by licensing biomarkers and technologies." - Catherine Cuddihee, M.S., Principal Director

Introduction

IVD (in vitro diagnostics) tests are essential to the practice of health care worldwide: an estimated 60-70% of medical decisions involve a diagnostic test. This report focuses on IVD industry deals of the last few years and what they reveal about the current strategies of some of the industry' s larger and smaller companies.

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Currently, IVD company revenues pale in comparison to those of the larger biopharmaceutical companies, but there are signs of steady growth in this highly segmented market. What is the value of today' s global IVD market? How fast is it growing? Which segments are currently most profi table? Which are showing strong growth? Which IVD suppliers accounted for nearly 80% of worldwide sales in 2005?

Several large IVD M&As have occurred in recent years, but licensing deals have been the most common type. How do licensing deals benefi t IVD suppliers? What do big pharmaceutical and diagnostics companies gain? Which companies have been most active in M&A and licensing deals? What does this activity indicate about the future of the IVD industry?

The overall oncology therapeutic area has accounted for the majority of IVD deals to date. Which oncology segments are most active? What other therapeutic areas are generating notable deals? What types of diagnostic assays and tests are most in demand? Which are being offered as "companion diagnostics" to therapeutic agents? What new, DNA-based tests are in development?

Scope

• The IVD marketplace: Current size, growth, segmentation, disease areas, major and smaller IVD suppliers, 2005 sales.
• IVD mergers and acquisitions: 2005-2006, companies, segments, values, signifi cance.
• IVD deals by disease areas: Oncology, cardiovascular, infectious diseases, other therapeutic areas.
• IVD deal strategies: Different strategies drive deals in different tiers of the IVD industry.
• Future IVD deals: Potential mergers and acquisitions as diagnostics change and the IVD market continues to grow.

Mentioned in This Spectrum Report-Companies

• Abbott
• Affymetrix
• Agendia
• American Diagnostica
• Applied Imaging
• Arcturus
• AstraZeneca
• Athena Diagnostics
• Bayer Diagnostics
• Becton Dickinson
• Beckman Coulter
• BioMerieux
• Biosite
• CanAg Diagnostics
• Ciphergen
• Clarient
• Clinical Data
• Competitive Technologies
• Cytyc
• Dade Behring
• Diagnostic Products
• Corporation
• Diagnostic Systems
• Laboratories
• Epigenomics
• Exact Science
• Fisher Scientifi c
• Fujirebio Diagnostics
• GE Healthcare
• GeneOhm Sciences
• Gen-Probe
• Genzyme
• Health Discovery
• Corporation
• Inverness Medical
• Innovations
• Johnson & Johnson
• LabCorp
• LifeScan
• Lumigen
• Merck
• Monogram Biosciences
• Oncogene Sciences
• Oncomethylome Sciences
• Orion Genomics
• Ortho-Clinical
• Diagnostics
• Pathwork Informatics
• Power3 Medical
• Primagen
• Quest Diagnostics
• Ranbaxy Laboratories
• Response Biomedical
• Roche
• Rubicon Genomics
• Siemens
• Thermo Electron
• TriPath
• Veridex

Table of Contents

• Executive Summary
  • Strategic Considerations
  • Stakeholder Implications
• Introduction
• Background- The IVD Marketplace
  • Perceived Value: Smaller Revenues Command Little Respect
  • The IVD Market- Pieces of the Pie
  • The Major Players- More Offerings Increase Market Share
  • A Bigger Pie- Boundaries Between Markets and Players Are Blurring
• IVD Mergers and Acquisitions- Major Deals and a New Entrant
  • Sidebar: Drivers of a Diagnostics/Discovery Market
• Oncology Deals
• Cardiovascular Deals
• Infectious Disease Deals
• Deals in Other Therapeutic Areas
• What Do Deals Tell Us About Company Strategies?
• What Does the Future Hold for IVD Deals?

Tables

• 1. In Vitro Diagnostics Market Segments
• 2. The Major Suppliers of In Vitro Diagnostics
• 3. Select In Vitro Diagnostics Mergers and Acquisitions, 2005-2006
• 4. In Vitro Diagnostics Oncology Deals, 2005-2006
• 5. In Vitro Diagnostics Cardiovascular Deals, 2004-2006
• 6. In Vitro Diagnostics Infectious Disease Deals, 2004-2006
• 7. Select In Vitro Diagnostics Deals in Other Therapeutic Areas, 2003-2006