罗兰贝格：2024全球制药业绩效新纪元-如何通过提升SG&A、R&D及生产效率实现可持续利润增长研究报告（英文版）（17页）.pdf

1、REPORTGlobal pharma a new age of performance programsHow to sustain profitable growthT he Roland Berger Global Pharma Study 2024 covers the performance of more than 150 of the largest publicly listed pharma and life-science companies and identifies pharma companies with superior shareholder returns.

2、Our analysis pinpoints what these winners have in common and what other companies can learn from them.Winners enjoy business leadership in their therapeutic areas as they develop and maintain unique value propositions for their customers.Winners also display strategic coherence:a strong focus on spe

3、cific diseases or therapeutic areas allowing them to realize portfolio synergies.Winners greater strategic coherence is also reflected in higher ESG scores and higher R&D spending than underperformers.Our analysis shows that winners spent on average 19%of revenues on R&D between 2020 and 2023,compar

4、ed with 13%of underperformers.Thirdly,winning companies demonstrate their ability to execute strategy through efficient resource deployment and progressive capital allocation.Winners have significantly lower SG&A expenses,accounting for 19%of revenues compared with 32%for underperformers,and lower C

5、OGS,accounting for 32%of revenues compared with 38%for underperformers.Lastly,the financial size and position is superior,with winning companies having on average a market capitalization more than five times that of underperformers.Winners have significantly higher average EBITDA margins than underp

6、erformers 36%vs.23%per year,respectively,from 2020 to 2023.Companies are increasingly recognizing the need for performance programs to improve SG&A,R&D and production efficiency.The emergence of AI presentsopportunities to enhance R&D and production processes and improve interactions with healthcare