Bionumbers Indexes
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February 1, 2012
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Pharma Revolution Recalibrated, Pharmaceutical Executive, November 2011
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DDEP2011 Report
Updated - September 2011
Our DDEP2011 report focuses on Drug Delivery and goes far beyond a simple listing and analysis of product sales. DDEP 2011 analyzes a wide variety of development and commercialization parameters that impact product success. The development parameters include: clinical development times, phase transition rates, success rates, and development costs. Commercialization parameters include: sales and prescriptions, market exclusivity and sales uptake curves. More information on DDEP2011 is available.
Bionumbers Market Cap Indexes
Overview
This page provides a concise summary of the market capitalization value of three pharmaceutical market segments covered by The Pharmanumbers Group: Drug Delivery Index (DDI), Commercial Stage Specialty Pharma Index (CSPI) and Emerging Stage Specialty Pharma Index (ESPI). A description of each index can be found by following their respective links.
The Bionumbers Indexes follow the performance of these sectors as a function of the market capitalization of the companies contained in each index. The indexes are not intended to provide a guage of investment performance; rather the intent is to provide a sense of the commercial performance of each sector covered by an index.
The chart below provides a summary of the performance of these indexes since we started covering them in December 2004. Annual graphs are available for 2007 - 2010.
Bionumbers Indexes - End January 2012
Index Performance, Leaders and Laggards
Drug Delivery Index - Performance Year to Date (End January 2012)
Index Value: 884 / Change YTD: +6.6% / Change M/M: +6.6% / Index Capitalization: $4.9 Billion |
| Top 5 Capitalizations (YTD Change) | Top 5 Percent Market Cap Growth YTD | Top 5 Percent Market Cap Laggard YTD |
|---|---|---|
| Halozyme - $1,095 Million (+11%) | BioDelivery: +157% | Durect: -33% |
| Momenta - $804 Million (-10%) | Inovio: +59% | Echo: -12% |
| Nektar - $715 Million (+12%) | Delcath: +30% | Momenta: -10% |
| DepoMed - $332 Million (+16%) | Flamel: +21% | Alexza: -10% |
| Antares - $252 Million (+16%) | Antares: +16% | Acura: -5% |
Commercial Stage Specialty Pharma Index - Performance Year to Date
Index Value: 2260 / Change YTD: +2.5% / Change M/M: +2.5% / Index Capitalization: $74.8 Bill. |
| Top 5 Capitalizations (YTD Change) | Top 5 Percent Market Cap Growth YTD | Top 5 Percent Market Cap Laggard YTD |
|---|---|---|
| Shire - $18.7 Billion (-4%) | Avanir: +50% | Columbia: -66% |
| Valeant - $14.9 Billion (+4%) | Santarus: +48% | Questcor: -15% |
| Perrigo - $8.9 Billion (-2%) | KV Pharma: +47% | Shire: -4% |
| Hospira - $5.7 Billion (+14%) | Vivus: +22% | Perrigo: -2% |
| Endo - $4.3 Million (+8%) | Jazz: +20% | Medicis: -1% |
Emerging Stage Specialty Pharma Index - Performance Year to Date
Index Value: 701 / Change YTD: +8.5% / Change M/M: +8.5% / Index Capitalization: $4.7 Billion |
| Top 5 Capitalizations (YTD Change) | Top 5 Percent Market Cap Growth YTD | Top 5 Percent Market Cap Laggard YTD |
|---|---|---|
| Spectrum - $808 Million (-4%) | Adeona: +84% | Durect: -33% |
| Nektar - $715 Million (+12%) | Orexigen: +70% | Alexza: -16% |
| MAP Pharma - $432 Million (+7%) | Keryx: +34% | Arena: -5% |
| MannKind - $355 Million (+8%) | BioSante: +30% | Spectrum: -4% |
| Antares - $265 Million (+16%) | Zogenix: +19% | - |
A reminder; these indexes track market capitalization performance (number of shares outstanding multiplied by share price at the end of each month), not share price. Each index was assigned a base value of 1000 as of the opening of the markets on the first trading day in 2005. Note that the individual market cap figures and performances are subject to revision as companies disclose changes in their outstanding shares.
We define a specialty pharma company as simply a prescription oriented pharmaceutical company with no internal discovery function. This excludes many early stage companies that have a targeted therapeutic focus but also a significant investment in discovery research.
Please contact us if you would like information on the methodology or the companies included in each index.
