Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg...

19
Copyright © 2017 IQVIA. All rights reserved. Trends in Consumer Health Tomáš Khorel, Senior Consultant CZ&SK

Transcript of Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg...

Page 1: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

Copyright © 2017 IQVIA. All rights reserved.

Trends in Consumer Health

Tomáš Khorel, Senior Consultant CZ&SK

Page 2: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

2

Global and European context

Czech and Slovak CH market

01

02

Page 3: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

3Confidential | IQVIA

CEEMEA is the largest regional growth driver,

contributing 39% and driving Global Growth.

Source: IMS OTC audits plus estimates (Exc Venezuela)

Region Share of

Global OTC Sales

Region Share of

Global OTC Growth

Developing Regions

Total OTC

Share of Sales 49%

Share of Growth 78%

Glo

ba

l a

nd

Eu

rop

ea

n c

on

text

Page 4: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

4Confidential | IQVIA

EMEA growth remains strong, CEE drives the region’s

growth. EMEA

Source: IMS OTC Global Analysis

Glo

ba

l a

nd

Eu

rop

ea

n c

on

text

Page 5: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

5Confidential | IQVIA

The developed Western Europe benchmark shows the

potential for increase in OTC expenditure in the region

EMEA

Source: IMS OTC Global Analysis

Glo

ba

l a

nd

Eu

rop

ea

n c

on

text

Page 6: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

6Confidential | IQVIA

Most CEE countries experience growth above the European

average. Kazakhstan, Turkey and Russia drive strong annual

growth within CEE.

Source: IMS OTC Global Analysis

CEE

Glo

ba

l a

nd

Eu

rop

ea

n c

on

text

Page 7: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

7Confidential | IQVIA

Consumer spend on OTC’s is increasing across all European

countries.

Source: IMS OTC Global Analysis

EUROPE

Glo

ba

l a

nd

Eu

rop

ea

n c

on

text

Page 8: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

8

Global and European context

Slovak CH market

01

02

IQVIA Client Conference | 20.6.2017 | © IQVIA 2017

Page 9: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

9

Terminology noteRx-bound medicines/OTC medicines & Self-Medication

Confidential | IQVIA

registered registered non-registered

Rx boundNon Rx-bound

(Total OTC)

Semi

ethical

Self-

Medication

Sold with

RxSold without Rx

Self-Medication:

registered + non-

registered products

Slo

va

k/C

ze

ch

CH

ma

rke

t

Page 10: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

10

0

500

1 000

1 500

2 000

2 500

3 000

3 500

0

100

200

300

400

500

OTC Reg OTC Non Reg

# P

rod

ucts

–no

n r

eg

iste

red O

TC

# P

rod

ucts

-re

gis

tere

d O

TC

Handled brands

Reg 90% Reg 50%

Non Reg 90% Non Reg 50%

FS market is much more complex in terms of SKU

number than OTC reg. or RX

Confidential | IQVIA

0

500

1 000

1 500

2 000

2 500

3 000

3 500

0

100

200

300

400

500

OTC Reg OTC Non Reg

# P

rod

ucts

–n

on

re

gis

tere

d O

TC

# P

rod

ucts

-re

gis

tere

d O

TC

Handled brands

Reg 90% Reg 50%

Non Reg 90% Non Reg 50%

3 600520

2 700

450

3 600500

2 200

460

Slo

va

k/C

ze

ch

CH

ma

rke

t

Page 11: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

11

Slovak CH market experienced overall growth – Prices

increasing faster than volume

CH market development; MAT 10/2013-10/2017

Source: IQVIA

Va

lue

[E

UR

‘0

00

]U

nit

s* [‘

00

0]

CAGR 2013-’17

86,804

229,206

147,392

81,81369,846

+6.4%

249,076

162,272

220,189

143,477

76,712

200,372

130,525

194,205

126,183

68,022

OTC - registeredOTC - non registered

+1.9%

2017

47,995

20,979

2014

64,949

45,663

70,751

48,752

21,999

2016

68,218

46,596

21,622

2015

68,974

19,286

2013

65,633

47,046

18,588

6.5%

6.3%

4.3%

0.9%

Non registered OTC

Registered OTC

Non registered OTC

Registered OTC

Slo

va

k C

H m

ark

et

Confidential | IQVIA

Page 12: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

12

Vitamin, minerals & nutrit. supplements along with

digestive rems form almost half of the market (47%)

Non-registered: main categories; MAT 10/2017

Source: IQVIA

8%

8%

9%

17%

27%

5%5%

7%

7%

86,804

Sales 2017

7%

OTC1 – Value and market shares [EUR ‘000; %]

VIT. MIN. & NUTRIT. SUPPS04

DIGESTIVE/OTH INTEST REMS03

PAIN RELIEF02

COUGH COLD/RESPIR.01

BLADDER/GENITALS12

TONICS/OTHER STIMS05

SKIN TREATMENT06

CIRCULATORY PRODS.10

MISCELLANEOUS18

OTHERS

9.6%

10.4%

3.5%

5.5%

3.3%

6.4%

8.4%

-1.7%

2.7%

CAGR 2013-’17

2.0%

Slo

va

k C

H m

ark

et

Confidential | IQVIA

Page 13: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

13

PROBIOTICS DIGEST HEALTH

Looking at OTC2 level, probiotics and mineral

supplements form 20% of the market

Non-registered: main categories; MAT 10/2017

Source: IQVIA

86,804

5%

6%

8%

11%

48%

4%

4%

5%

5%

5%

Value 2017

OTC2 – Value and market shares [EUR ‘000; %]

03F

MINERAL SUPPLEMENTS04F

IMMUNOSTIM PREPS05F

UROLOGICAL PRODUCTS12C

JOINT CARE PRODUCTS02G

MULTIVITS./MINS04A

MISCELLANEOUS18A

VITAMIN C PRODUCTS04D

MUSCULAR PAIN REL.02E

OTHERS

1.7%

4.5%

0.2%

11.8%

3.7%

-1.3%

10.7%

7.6%

-2.7%

CAGR 2013-’17

2.9%

Slo

va

k C

H m

ark

et

Confidential | IQVIA

Page 14: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

16

Capsules and tablets hold the position of most used

forms in food supplements

Non-registered: Forms development

29.2%

2013

14.4%

3.2%3.0%

4.8%

14.6%

32.2%

27.8%

3.7%3.7%

14.7%

2017

18.5%

4.0%

26.1%

DevelopmentMajor forms used and their development

Source: IQVIA

Slo

va

k C

H m

ark

et

Confidential | IQVIA

Capsules

Tablets

Liquids

Teas

Powders/Granules

Creams

Others

Page 15: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

17IQVIA Confidential

Industry players become more diverse and the

competitive set expands

Consumer packagedgoods

• Payer and generic pressure driving diversification

• Rx to OTC asset leverage

Pharma moving into consumer health

CPG moving into consumer health

Pure play consumer health

• Higher consumer health margin and prices

• Leverage consumer and trade marketing muscle

• Leverage sales and marketing capabilities

• Economies of scale in supply chain

PharmaConsumer

HealthFMCG/CPG

Market

FMCH

Page 16: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

21IQVIA Confidential

In Europe pharmacy distribution channels are also

changing to fit into new consumer trends

Traditional apothecary

independent pharmacy

e-pharmacyMom & Pop stores,

Convenience outletsSuper/Hyper-markets

Modern pharmacy,

Drugstores

Pharmacy chains

“Virtual” chains, symbol

groups

Distribution

Page 17: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

22IQVIA Confidential

Pharmacy has changed significantly over the last decade

Promoter

Displays

Multi-buy (2+1+=2)

Bundles

Pricecut

Shop windows

Shopper Study

HCP StudyCategoryManagement

MysteryShopper

dbdlbddè

Distribution

Page 18: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

23IQVIA Confidential

Major innovations are coming from technology

The most common, but a proven way to extend a brands life.

An ever-present in consumers’ daily life, but care must be taken in Pharma/Consumer Health.

Healthcare apps are growing rapidly with Cardio Diet and Women's health accounting for half the volume.

Devices can improve efficacy and control

Sensors provide the consumer with a direct feedback on their current state of health.

Synchro-TechTM has helped two actives with opposing dissolution profiles to come together

Innovation

Line Extensions

Social Media

Apps

Devices

R&D

Sensors

Innovation

Page 19: Trends in Consumer Health · OTC Reg OTC Non Reg – C 200-C Handled brands Reg 90% Reg 50% Non Reg 90% Non Reg 50% FS market is much more complex in terms of SKU number than OTC

27

Please contact us for more information

Tomas Khorel

Senior Consultant

[email protected]

+420 778 726 767

Confidential | IQVIA