2024年全球製藥業展望

日益激烈的競爭推動製藥業數位化，創造獨特的成長機會

Frost & Sullivan 識別並定義了塑造全球製藥業的主要趨勢。研究期間為2021-2028年，其中2023年為基準年，2024-2028年為預測期。地理範圍為北美、拉丁美洲和加勒比海、亞太、歐洲、中東和非洲五個地區。

2024年，景氣衰退和持續通膨仍將是製藥業面臨的緊迫挑戰，影響投資收益。製藥公司可能會繼續轉向本地供應商而不是全球供應商，以確保地理位置接近性和更順暢、更可靠的供應鏈。

目錄

分析師亮點

• 強調
• 2024年的主要預測

全球製藥業的轉型

• 為什麼成長越來越困難？
• The Strategic Imperative 8（TM）
• 關鍵策略要務措施對全球製藥業的影響

生態系統

• 細分和範圍
• 關鍵產業主題

產業動態

• 趨勢一：生醫產業併購增多
• 趨勢二：精準醫療日益受到關注
• 趨勢三：RWE整合醫藥研發進展
• 全球製藥業—研發支出展望
• 全球藥物開發平臺（依開發階段）
• 主要治療領域的展望

宏觀經濟因素

成長要素

• 全球製藥業 - 歷史銷售與預測
• 部門業績 - 過去的銷售和預測
• 依地區分類的收益預測
• 依地區分類的收益預測分析
• 區域監管趨勢 - 北美
• 區域監管趨勢 - 歐洲
• 區域監管趨勢 - 亞太地區
• 區域監管趨勢 - 亞太地區、拉丁美洲和加勒比地區、中東和非洲

預測，2024年

• 預測1
• 預測2
• 預測3
• 預測4
• 預測5

生長發生器：小分子

• 簡介 -2024
• 值得關注的公司

成長動力：生技藥品

• 簡介 -2024
• 值得關注的公司

成長機會宇宙

• 成長機會1：透過公私合營模式拓展亞太地區的精準腫瘤學
• 成長機會2：利用新興生物技術平台標靶化未經處理的蛋白質
• 成長機會3：開發藥物發現和開發的敏捷合作夥伴模型

最佳實踐認識

Frost Radar

下一步

Growing Competitive Intensity is Driving Pharma Digitization, Building Unique Growth Opportunities

Frost & Sullivan identifies and defines the leading trends shaping the global pharmaceutical landscape in this analysis. The study period is 2021-2028, with 2023 as the base year and 2024-2028 as the forecast period. The geographic scope includes 5 regions: North America, Latin America (LATAM) and the Caribbean, Asia-Pacific (APAC), Europe, and the Middle East and Africa. Chemicals/Small molecules and biologics are the 2 segments covered.

Other information covered include:

• Pharmaceutical industry overview
• Revenue forecasts by segment
• The top 5 predictions for 2024 and beyond
• Macro and micro trends driving the industry's future
• R&D expenditure and leading therapeutic areas
• Growth opportunities

After a plateaued growth in 2023 due to the biologics segment slowdown and a decrease in the uptake of COVID-19 vaccines and therapeutics, the industry will likely realign its growth to record a 5.9% CAGR between 2023 and 2028. Year-on-year (YoY) growth will remain low in developed economies, including the United States and Europe. In contrast, emerging economies in APAC, LATAM, and the rest of the world will register comparatively stronger single-digit YoY growth.

The recession and ongoing inflation will remain pressing challenges for the pharmaceutical industry in 2024, affecting returns on investment. Pharmaceutical companies will continue to shift toward regional rather than global suppliers to ensure geographic proximity and a smoother, more reliable supply chain.

There continues to be a strong focus on environmental, social, and governance commitments and supply-chain digitalization through lighthouse manufacturing techniques, decentralized clinical trial approaches, and the application of artificial intelligence. The industry is also witnessing a healthy mergers and acquisitions landscape, with several successful transactions recently. In addition, Frost & Sullivan expects a rebound in initial public offerings (IPOs), with 5 IPOs completed by February 2024.

Table of Contents

Analyst Highlights

• Highlights
• Top Predictions for 2024

Transformation in the Global Pharmaceutical Industry

• Why is it Increasingly Difficult to Grow?
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the Global Pharmaceutical Industry

Ecosystem

• Segmentation and Scope
• Key Industry Themes

Industry Trends

• Trend 1: Increasing M&As in Biopharma
• Trend 2: Higher Focus on Precision Medicine
• Trend 3: More RWE Integration in Drug R&D
• Global Pharmaceutical Industry-R&D Expenditure Outlook
• Global Drug Development Pipeline by Development Phase
• Key Therapeutic Area Outlook

Macroeconomic Factors

• Top 10 Trends for 2024
• Top 10 Growth Opportunities
• Global GDP Growth-Global Growth will See a Mild Slowdown from 3% in 2023 to 2.6% in 2024 as Major Economies Lose Momentum
• Inflation and Interest Rates-Headline Inflation will Continue to Decline. H2 2024 will Shift Toward Rate Cuts for Advanced Economies
• Currency Trajectory-The Dollar will Remain Strong in H1 2024. Emerging Market Currencies will Receive a Boost From Q3 2024
• Oil Markets-OPEC+ will Cut Oil Production in Q1. Non-OPEC Production will Increase
• Labor Market-Unemployment will See a Moderate Uptick. Positive Expectations Over Market Sentiment will Support Labor Hoarding
• Critical Mineral Supplies-The Need for Economic Resiliency will Bolster Cross-border and Cross-industry Partnerships
• North America-The Region will See an Economic Slowdown Amidst a Discretionary Spending Pullback and Elevated Interest Rates
• Western Europe-The Region will See a Moderate Growth Pick-up as Inflation Headwinds Ease. Rebuilding Fiscal Buffers will Take Precedence
• The Middle East-Economic Diversification will Drive Non-oil Growth to Limit the Pullback From a Slowdown in Global oil Markets
• Asia-Emerging Economies will Drive Growth Momentum. Fiscal Measures will Support CHINESE Economic Recovery
• High Inflation and Global Recession
• Intensification of Supply Chain Resilience Strategies
• Sustainability Across the Pharma Value Chain

Growth Generator

• Global Pharmaceutical Industry-Historic Sales and Forecast
• Segment Performance-Historic Sales and Forecast
• Revenue Forecast by Region
• Revenue Forecast Analysis by Region
• Regional Regulatory Trends-North America
• Regional Regulatory Trends-Europe
• Regional Regulatory Trends-APAC
• Regional Regulatory Trends-APAC, LATAM, the Caribbean, the Middle East, and Africa

Predictions for 2024

• Prediction 1
• Prediction 2
• Prediction 3
• Prediction 4
• Prediction 5

Growth Generator: Small Molecules

• Small Molecules Snapshot-2024
• Small-molecule Companies to Watch

Growth Generator: Biologics

• Biologics Snapshot-2024
• Biologics Companies to Watch

Growth Opportunity Universe

• Growth Opportunity 1: Scale Precision Oncology in Asia-Pacific Through Public-private Partnership Models
• Growth Opportunity 2: Target Undruggable Proteins with Emerging Biotech Platforms
• Growth Opportunity 3: Develop Agile Partnership Models for Drug Discovery and Development

Best Practices Recognition

• Best Practices Recognition

Frost Radar

• Frost Radar

Next Steps

• Benefits and Impacts of Growth Opportunities
• Next Steps
• Take the Next Step
• List of Exhibits
• Legal Disclaimer