کد خبر: ۳۴۷۵
تاریخ انتشار: ۰۵ مهر ۱۳۹۵ - ۱۲:۳۴
بیزینس مانیتور

صنعت داروسازی و بهداشت در ایران- سه ماهه اول 2016

BMI Industry View

BMI View: In light of easing economic sanctions, international drugmakers - both R&D-based and generic drug firms - will seek to gain a local presence in Iran's pharmaceutical market. Import restrictions mean supply opportunities will be very problematic for generic drugmakers without a local presence. The supply of patented drugs will be easier for multinationals, although a local presence will be the ideal scenario for most drugmakers.

 صنعت داروسازی و بهداشت در ایران3012

Headline Expenditure Projections

Pharmaceuticals: IRR60.70tn (USD2.35bn) in 2014 to IRR69.55trn (USD1.93bn) in 2015; +14.6% in local currency terms and -17.8% in US dollar terms. Forecast unchanged from previous quarter.

Healthcare: IRR711.91trn (USD22.39bn) in 2014 to IRR819.73trn (USD22.77bn) in 2015; +15.1% in local currency terms and +1.7% in US dollar terms. Forecast slightly upgraded from previous quarter.

Risk/Reward Index

Iran scores 33.9 out of 100 in terms of its attractiveness as a destination to launch innovative pharmaceuticals in Q116, up from 33.1 in the previous quarter, according to BMI's Risk/Reward Index.

Iran's position in the regional rankings has risen one place in Q116 to 20th out of the 31 countries in the Middle East and Africa region. Its overall score is considerably below the regional average of 40.3.

Generally speaking, Iran benefits from a large and growing population and relatively widespread access to healthcare services. However, its regulatory regime - including intellectual property rights and economic situation - is highly questionable. Consequently, the country performs below the regional average in terms of risk despite improvements in the political situation.

Key Trends And Developments

■ Iranian manufacturers of pharmaceuticals and medical devices are looking at the possibility of exporting their products to Belarus, according to the commercial attaché at the Iranian Embassy in Belarus, Ali Reza Sihon, in November 2015. The country has the capabilities to export drugs and medical equipment and manufacturers can plan to enter the Belarusian market after in depth analysis, Sihon noted.

Highlighting the need for increased trade between the countries, Sihon added that exports to Belarus would be focused on generic drugs.

■ A pharmaceutical firm in Iran, affiliated with the social security organisation, has used the latest technology to enable domestic production of beta-lactam antibiotics, according to Naderi Alizadeh, head of the Iranian Antibiotics Production Company in October 2015. Beta-lactam antibiotics consist of all antibiotic agents that contain a beta-lactam ring in their molecular structures. The locally produced antibiotics are now available at a cost which is nearly half the price of the imported drugs in the country.

The domestic production of the antibiotics will help the country to save around USD5mn, noted Alizadeh.

■ Poland will invest in the production of medical equipment and high-tech drugs in Iran, according to Iran's Health Minister Seyed Hassan Qazizadeh Hashemi in October 2015. A memorandum of understanding on medical and pharmaceutical cooperation was signed between the countries during a meeting with the Polish Prime Minister and Minister of Economy in Tehran in September 2015.

 صنعت داروسازی و بهداشت در ایران3013

BMI Economic View

Iran's economy will see a substantial uptick in growth in the coming years as a result of the removal of sanctions. Three years of recession will end, but a long-lasting boom is still a long way off given structural issues in the economy.

BMI Political View

The Iranian nuclear agreement paves the way for the return to growth of the Iranian economy and the reopening of a crucial market, with consumer and infrastructure companies particularly well-positioned to benefit. However, operational and political risk concerns will dampen the growth dividends from sanctions relief. The deal also has significant geopolitical implications, and will exacerbate the existing oversupply in the global oil market.

گزارش تحلیلی بیزینس مانیتور- صنعت داروسازی و بهداشت در ایران- سه ماهه اول 2016