Upload
others
View
1
Download
0
Embed Size (px)
Citation preview
UK – CCA Overview
UK CCA sales by pharmacy / non-‐pharmacy channel 2019 (MSP, $mn)
41% 59%
Pharmacy
Non-‐pharmacy
Sore throat rems & medicated confec�onery
57% 43%
71% 29%
55% 45%
55% 45%
44% 56%
63% 37%
Systemic cold & flu
Cough remedies
Topical decongestants
Systemic decongestants
Allergy remedies
62% 38%
Chest rubs & inhalants
Ingredient Status Additional0notes
acetylcysteine Rx OTC/for/children/aged/6+/years
ambroxol –
beclometasone M
benzocaine M Max/strength/for/sore/throat/3mg
budesonide P Max/daily/dose/200mcg/per/nostril
carbocisteine Rx
cetirizine M Mass/market/up/to/30/tablet/packs
chlorphenamine P
dextromethorphan P Max/daily/dose/75mg
desloratadine Rx
diphenhydramine P
fexofenadine Rx
flurbiprofen P Max/dose/8.75mg
fluticasone M Max/pack/size/60/sprays
levocetirizine Rx
mometasone P Max/daily/dose/200mcg/per/nostril
naphazoline P
pseudoephedrine P OTC/in/packs/up/to/720mg
Legal0status0of0selected0CCA0ingredients0in0UK
USA – Systemic cold & flu
July 2020 also saw launch of Vicks Children’s Botanicals supplements, posi�oned for cold & flu, capitalising on trend towards natural remedies
Versions include Mul� Care (marshmallow root, ivy leaf, elderberry) and Mul� Care Night (with added chamomile), plus a combina�on pack
Range is claimed to soothe cough, clear mucus and relieve irrita�on for infants and children aged 1+ year
Mucinex cold & flu range grew well in the year to mid-‐2020, boosted by launch of Mucinex Nightshi� ($14.1mn) in summer 2019
Nightshi� targets younger, busy consumers and was backed via a partnership with actor Jason Biggs, who stated at the launch event in New York City that it helps to relieve his cold symptoms at night so he can feel “human” enough during the day to look a�er his young children – “because the kids don’t care if I’m sick”
Core Fast-‐Max line ($150.0mn, +6%) was extended with Maximum Strength Fast-‐Max All-‐in-‐One Cold & Flu sub-‐range in July 2018, posi�oned as a comprehensive cold & flu remedy claimed to temporarily relieve symptoms including nasal conges�on, fever, headache, cough, sore throat, nasal conges�on, sinus pressure and body pain
USA systemic cold & flu sales by format 2019 (MSP, $mn)
Liquids & syrups 44% (CAGR +3%)
Others 6% (CAGR +5%)
Powder & granules 9% (CAGR +10%)
So� capsules 20% (CAGR +5%)
Tablets & caplets 13% (CAGR +1%)
Year-‐end 2019 sales; CAGR 2019/15
Soluble & effervescent tablets 9% (CAGR +3%)
India – Allergy remedies
Topline trends: Allergy remedies
• Allergy remedies growth is rela�vely low, with low-‐cost brands benefi�ng from reduced consumer purchasing power owing to historical economic challenges and Covid-‐19 pandemic in 2020
• While fexofenadine accounts for majority of CHC sales, ingredient is a “deemed OTC” and leading brand Allegra is officially Rx
• Low-‐cost levoce�rizine brands in the mid �er performed well 2016-‐19, while some opportuni�es exist within bilas�ne segment Although Allegra’s “deemed OTC” status means it cannot
be adver�sed to consumers, marketer Sanofi has invested in consumer educa�on to raise awareness of causes of allergies via allergyfree.co.in website (see right)
While site does not contain brand promo�on and recommends use of a wide range of an�histamines for allergy management, it uses a similar colour scheme to packaging for Allegra
A lack of fexofenadine compe��on has allowed Allegra to retain a commanding share, and it was extended into nasal sprays segment via launch of flu�casone-‐based Allegra Nasal in 2019
India allergy remedies sales mid-‐2019 & mid-‐2020 (MSP, $mn)
60.7 64.1
+8.7% +10.9% +10.0% +2.5% +5.5%
2016 2017 2018 mid-‐2019 2019 mid-‐2020
Germany – CCA Outlook
Short-‐term forecast: Gloomy outlook for all CCA but allergy
With cold & flu infec�on rates expected to be significantly down in winter 2020-‐21 owing to social distancing, increased hygiene, etc. the outlook for a cough & cold market that was already depressed is grim
Pharmacists administering flu jabs to adults in pharmacies should further boost immunity in the popula�on and lessen demand for cold & flu remedies
2020 will see sales down across all but one CCA category
Only real bright spot is allergy remedies, set to be driven by rising allergy levels (around 15% of Germans are said to suffer from hayfever at least once in their life�me) and steadily longer and more severe hayfever seasons
Crea�on of OTC desloratadine segment in March 2020 (following Federal Administra�ve Court ruling) paves way for more launches
All categories (save for sore throat) will enjoy a small recovery in 2021, but it is clear that significant growth will be hard won, with brands needing to really stand out in mature, saturated categories to do well
Again, allergy remedies provide the brightest prospect in 2021, while there may be slight return to growth for topical decongestants and systemic cold & flu, although the large mature sore throat remedies category stays flat
From a very small base, sales of asthma remedies could prove dynamic, driven by at-‐home inhala�on devices from Pari, Emser, Omron, etc.
Germany CCA short-‐term forecast sales by category 2020-‐21 (MSP, $mn)
Growth rates are % change on previous 12 months
136 (-‐2.8%)
137 (+0.8%)
235 (-‐1.0%)
237 (+0.7%)
441 (-‐1.8%)
440 (-‐0.1%)
91 (+9.3%)
99 (+8.5% )
208 (-‐1.7%)
212 (+2.0%)
188 (-‐1.3%)
195 (+3.7%)
2020 2021
Syst cold & flu Cough rems Sore throat
Allergy Topical decong Other CCA
1,298 (-‐1.0%)
1,319 (+1.6%)