艾昆纬-印度制药业务季度洞察-2024年第三季度（英）

© 2024. All rights reserved. IQVIA® is a registered trademark of IQVIA Inc. in the United States, the European Union, and various other countries. Indian Pharmaceutical Business Quarterly Insights – Q3 2024(Jul-Sep)Report Release Date: Nov 2024Dataset: TSA Sep 20241DisclaimerIQVIA is not an “authorised person” for the purposes of the Financial Services and Markets Act 2000 (“FSMA”) and does not provide investment advice or carry on any other regulated activity under Part II of the FSMA 2000 (Regulated Activities) Order 2001The forecasts, projections, and related information contained herein are made and provided subject to the assumptions, methodologies, caveats, and variables described in this report and are based on third party sources and data reasonably believed to be reliable. No warranty is made as to the completeness or accuracy of such third party sources or dataThis report, in part or in whole, is not intended to constitute investment advice, and is not a recommendation to purchase or not purchase, an endorsement of, or an opinion as to the value of, any security or any investment instrument of any entityAs with any attempt to estimate future events, the forecasts, projections, conclusions, and other information included herein are subject to certain risks and uncertainties, and are not to be considered guarantees of any particular outcomeThis report shall not be published, nor shall any public references to IQVIA be made regarding these services or this report, without IQVIA’ prior written approval. When so provided, this report and the information herein must always be provided and used in its entirety, including this complete Disclaimer pageThis report is subject to the IQVIA General Terms and Conditions.2India pharma performed well in H1 2023 & H1 2024 in terms of value compared to H1 2022, Units degrowth primarily due to slowdown in acute therapies99,505107,666116,7323,4348,1619,066202220232024Value ( Cr)Inc Value ( Cr)H1 Highlights (Apr’24-Sept’24), Val in Cr.H1 Highlights (Apr’24-Sept’24), Unit in Cr.1,3711,3451,339-56-26-6202220232024Unit ( in Cr)Inc Unit ( in Cr)MAT Sept 2024 vs. MAT Sept 2023 as well as Qtr. Jul- Sep 2024 vs. Qtr. Jul- Sep 2023 growthSource: IQVIA TSA Sept 20243Indian Pharma Business reflected growth of 8% in Q3 202415%9%8%6%9%8%• Overall Indian pharma size: ₹225K Cr. (MAT Sep ); ₹ 60K Cr (Q3 Sep 2024)• Growth in Sales Value Previous Period Growth (‘PPG’): 8% (MAT); 8% (Q3 2024)• Chronic TAs growth (10% Q3) outperformed Acute TAs growth (7% Q3 ) in 2024Chronic Therapies• Amongst Chronic TAs, Cardiac registered growth of 12% (PPG) followed by Antineoplastics 11% (PPG) and Urology 13% (PPG) . • Anti-diabetes & Neuro/CNS registered a growth of 9% (PPG)Acute Therapies• Among the top therapies, Gastro led the growth of Acute TAs with a growth of 10% (PPG) followed by Derma which grew at 9% (PPG), VMN & Pain grew at 8% (PPG) each• Anti-infective, Gynaec and Respi grew in single digit • Relative performance: Indian P