Cheung Kong MBA Thesis Oral Defense
Jul 30/31, 2011
Takeda’s Vaccine Business Strategy
CKMBA0621
Jenny Jie PENG
彭洁
Agenda
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Why Vaccines?
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Key Trends
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Maximize value of current assets
Major Drivers for Growth
Why Takeda? Why Vaccines Create Opportunity for Takeda
Current pipeline opportunities
Short and long term growth potential
Capability mapping for future growth
How? Roadmap to Establish Takeda’s Global Vaccines Business
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Opportunities and barriers to entry
Strategic roadmap to enter global vaccines market and address capability gaps
Proposed action plan
Why Vaccine?
Vaccine Has Become an Attractive Market
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Vaccine is the most cost-effective tool for disease prevention and reduction of healthcare costs
Investment in partnerships and other deals to develop and manufacture vaccines has been on a tear: dollars in government and non-government grants are bringing
– Billionways to develop and manufacture new and improved vaccines better, faster worldwide emphasis on
– Rising are purchasing a broader preventive health care: Government and private sector set of modern vaccines
– Acceleration of vaccine development since the birth flu, SARS, swine flu
– The advent of the first multibillion-dollar vaccines, have further boosted their appeal Vaccines now are viewed as a crucial path to growth, as drug makers look for ways to bolster slowing prescription medicine sales amid intensifying generic competition and government pressure to cut down prices under the federal health overhaul – Vaccines are not subject to patent expiration
– Consistently growing, yearly demand of vaccines
Why Vaccine?
The Vaccines Market Is Expected to Continue Its
Impressive Growth through the Next Decade
$97.4B
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90
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