跨國藥廠在免疫疾病治療領域之發展策略研究—以A公司為例

Abstract

全球醫藥市場中，過去二十年來，免疫發炎疾病治療領域因為生物製劑的蓬勃發展，不斷地有新的、有療效的藥物上市，使病人可以得到妥善的治療和良好的預後，也帶動了此市場的持續成長。擁有治療免疫發炎疾病生物製劑的跨國研發型藥廠更是在過去二十年得利於此市場的高獲利和高成長。但是隨著越來越多新的藥物競爭者的進入市場，再加上隨著一些原廠生物製劑專利過期，相對較低價的生物相似藥逐漸滲透入市場，免疫發炎疾病治療領域的競爭強度越來越劇烈。跨國研發型藥廠極需要重新檢視自家公司在此疾病領域的策略布局，制定創新、變革性的發展策略，使公司能夠持續在此領域永續經營和成長。本研究分析全球醫藥市場和免疫發炎疾病治療領域市場現況，並以實際個案A公司做深入的個案研究，最後提出了三個轉型發展策略，以解決公司中長期永續成長的需求。

In the past twenty years, with the increasing entry of similar or different mechanism of action (MOA) effective biologic drugs into immunology therapeutic area, patients suffering from immunologic disease have been properly treated and seen dramatically improved outcomes. As a result, the immunology disease market has been continuously growing in the global pharmaceutical market, and multinational pharmaceutical companies owning biologics treating immunologic diseases have been enjoying high growth and high profitability in the market. However, with more and more competitors entering the market, and the penetration of cheaper biosimilars after biologics come off patent, the market has become fiercely competitive. There is an urgent need for multinational pharmaceutical companies to revisit their strategies in immunology therapeutic area, and formulate innovative and transformative development strategies, leading to the sustainable growth in this market. The objective of this study is to analyze the current market situation of global pharmaceutical industry and immunology therapeutic area, and conduct an in-depth case study of the A company, and finally propose three transformational development strategies to address mid- and long-term need of sustained growth of the A company.