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Brasil
PackTrends
2020
32
packaging market: world and Brazil
The decrease in the unemployment rate has also
reflected on the increase of private health insurance
plans, resulting, from 2003 to 2010, an increase
of around 85% in the consumption of high cost
pharmaceuticals. It is estimated that, from 2003 to
2010, the number of lives covered by private health
insurance have jumped from 32 million to 46 million.
Table 1.51
Pharmaceutical industry:
main companies by income
Company
Control
Type
Income
(US$ MM)
Pfizer
American
Private
2,160.7
Novartis
Swiss
Private
1,949.7
Sanofi
French
Private
1,900
Roche
Swiss
Private
1,884.3
Medley
French
Private
1,607.7
AstraZeneca Anglo-Swedish Private
1,088.9
EMS
Brazilian
Private
903.6
Eurofarma
Brazilian
Private
839.8
Aché
Brazilian
Private
823.9
Merck
German
Private
576.9
Source: DATAMARK, PORTAL FARMACÊUTICO, 2012, FÓRUM DE
LÍDERES, s.d.
The economic development has also caused
changes in the most consumed generic pharmaceuticals
in Brazil. Painkillers and antibiotics, even though they
are considered the main pharmaceuticals in sales
volume, they begin to lose out to products aimed at
treatments of more complex diseases, such as sildenafil
citrate, Viagra’s active principle (erectile dysfunction
treatment), that in 2011, became the 4
th
most
consumed pharmaceutical in Brazil in value. Other
pharmaceuticals that treat high blood pressure, heart
conditions, cholesterol and even cancer may beat the
top of that ranking as pharmaceutical patents expire.
The consolidation of major pharmacies is another
important trend that reflects the growth potential of
the sector in Brazil. In 2011, Raia and Drogasil and
Pacheco and São Paulo chains announced mergers,
creating the largest groups in the sector, with sales
above R$ 4 billion. The process will continue, since
many regional chains are being targeted for acquisition
by the majors, mainly because the pharmaceutical
market in Brazil is very fragmented. There are more
than 60,000 pharmacies in the country, with the four
leaders having only 25% share versus 60% share of
the four biggest chains in USA. Thus, there is plenty of
space to grow.
That segment should increase packaging
consumption, with average rates of 5.6% a year, in
value (US$ million), and 5.6% in volume (tonnes),
between 2011 and 2015. Metals, plastics, paper and
paperboard packaging should show the highest growth
rates (
Tables 1.52, 1.53 and 1.54
).
Table 1.52
Historical trends and projections for packaging consumption for healthcare: Value
Material
US$ million
2007
US$ million
2011
Average growth
2007-2011
US$ million
2015*
Average growth
2011-2015*
Corrugated board
84.4
165.0
18.3%
203.4
5.4%
Paper and board
72.2
143.3
18.7%
178.0
5.6%
Glass
82.9
129.0
11.7%
160.3
5.6%
Flexibles
69.9
114.0
13.0%
141.5
5.6%
Plastics
50.2
92.1
16.4%
114.4
5.6%
Metals
5.1
16.9
34.7%
21.0
5.6%
TOTAL
125
223
15.5%
277
5.6%
*Estimate
Source: DATAMARK