Pfizer

US Total, Digital Ad Spend See Solid Expansion

source: http://www.emarketer.com/Article/US-Total-Digital-Ad-Spend-See-Solid-Expansion/1010217

AT&T tops L’Oréal as second-place advertiser

For the first half of 2013, Kantar Media estimated that the total US ad spend market rose 2.0%, compared with the same period one year earlier. But Q2 2013 was notable for an even faster rate of increase, at 3.5% over Q2 2012, suggesting that the ad spend market may be gaining some momentum.

TV ad spend expanded even faster than digital display spend in Q2 2013, growing 6.4%, vs. 4.1% for digital display. Big winners among the TV segments included cable TV, which jumped up 10.1% in H1 2013 over that period in 2012, and Spanish-language TV, which grew 9.4%.

For H1 2013, digital display ads saw a 5.3% increase. But this estimate excludes video and mobile ads, two digital formats that are seeing among the biggest bumps in investment, suggesting that total digital spending rose by significantly more than the figure cited for display only.

Retail remained the top spending ad category, but growth in Q2 2013 was minimal compared to a year prior, at only 0.1%. The telecom industry grew fastest, at a 19.5% rate, and restaurants and insurance also grew ad spend by double-digit percentages.

As for which companies were shelling out the most cash for ads, Procter & Gamble was the top spender, putting up $804.8 million in Q2 2013, and it was also No. 2 for growth, increasing outlays over Q2 2012 by 35.3%. Only Pfizer, the No. 10 advertiser, increased spending by a greater 54.0%. AT&T made a significant ad investment in Q2, upping spending by 33.2% to become the No. 2 advertiser in the US, edging out L’Oréal, whi! ch was No. 2 a year earlier. L’Oréal increased spending by a relatively meager 4.6% in Q2 2013 over Q2 2012.

eMarketer estimates that total US ad spending will grow 3.6% this year, which is in keeping with Kantar’s estimate of Q2 performance, but ahead of its half-year projections. eMarketer’s inclusion of all digital formats may account for some of this difference in spending estimates. Kantar put total ad spending for the year at $68.9 billion. eMarketer expects full-year 2013 ad spending to reach $171.0 billion.

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Monday, September 16th, 2013 news No Comments

The World’s Largest Blockbuster Drug Just Went Generic — Here Are The Winners And Losers (PFE, WPI, ABC, TEVA, MRK, MYL, CVS, WAG)

Source: http://www.businessinsider.com/the-nations-largest-blockbuster-drug-just-went-generic-2011-11


pfizerap1017

With the expiration of Pfizer’s patent exclusivity on Lipitor, the nation’s top selling drug will go generic and see a market share split that will force manufacturers into a share race.

Lipitor, a cholesterol drug that reduces cholesterol, came to market in 1997 and ultimately peaked with sales of $13 billion. Last year, it contributed $10.7 billion in revenue to Pfizer.

Analysts remain divided over how much market share Pfizer will be able to hold on to. The company is aggressively discounting the drug through a program to entice patients to remain on Lipitor. Over the coming 180 days, Watson Pharmaceuticals and Ranbaxy Laboratories of India will enter the market.

Eight Citi analysts poured over data and see Pfizer retaining 40-50% of market share over the next half year. Delays out of Ranbaxy, which were prompted by U.S. regulatory bans over questionable quality concerns, will aid Pfizer.

But after the 180 days, when another round of pharmaceuticals like Teva and Aurobindo are allowed entry, the cost of Lipitor will drop to “pennies a day,” Citi analyst John Boris writes.

However, most of Lipitor’s decline has already been priced into Pfizer stock over the past year. “We maintain our Pfizer 4Q11E/2012E Lipitor sales/EPS contribution at $930M/$640M,” Boris continues. That represents a Lipitor sales contribution of 14-18% of fourth EPS, before falling to just 2% of earnings in 2012.

The largest to benefit from the change may be drug stores like CVS and Walgreens, which may see an uptick as more patients can afford to take cholesterol medications, even as average drug prices decline.

“In addition, we believe that the drugstores will be able to generate stronger gross profit dollars as the average gross margin for generic drugs is generally 50 to 60%, while the average gross margin for branded drugs is approximately 20%,” Boris says. 

Meanwhile, Pfizer is betting its name on smaller blockbusters in other drug categories to contribute $4 billion in new revenue by 2014 as it re-emerges in a world post-Lipitor.

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Wednesday, November 30th, 2011 news No Comments

Even Major Sites are Not Yet Benefiting From the Full Power of Search

@glenngabe‘s post on  FaceYahoogle – The Impact of Facebook, Yahoo, and Google on Website Traffic inspired me to also look at the search terms driving traffic.  Most sites, even major ones have their own brand terms driving traffic. This is OK, but it is taking significantly less advantage of the full power of search.A more ideal scenario for sites is that they have a large number of non-brand terms driving traffic — i.e. the keywords they want to be known for are driving traffic to them.  The premise is that if the user already knew the brand or brand name, it would be redundant for the advertiser to spend awareness ad dollars on them. The advertiser wants to get users to their site who do not already know their brand name.  This is especially true for pharma drug websites, as you will see in the following examples.

GENERAL SITES

These sites have such a diverse set of products, services, or topics, we don’t expect the top search terms driving traffic to be anything other than their brand terms.  But they should have a long tail of thousands of keywords driving traffic (and they are, in the following examples).

NYTimes.com

nytimes

LinkedIn.com

linkedin

Weather.com

weather

CATEGORY SPECIFIC SITES

These sites focus on specific product categories, so one would expect that they should have keywords around their product category driving traffic — e.g. clothing, chocolate, wine, etc.  But as you can see, most don’t and the total number of keywords driving traffic could be larger than it is now (implying more long tail keywords).

JCrew.com – clothing

jcrew

Apple.com – computers, consumer electronics, iPod, music

apple

Godiva.com – chocolate

godiva

AnnTaylor.com – clothing, women’s

anntaylor

SINGLE NICHE SITES

Such sites should be all over search terms that surround the topic areas that they want to be known for. But as you see from the analytics, most don’t. Instead, the top terms driving traffic are their own brand name. Again, if the user already knew the brand, additional advertising would be wasted on them. The sites need to make efforts to “own” additional keywords (or at least “show up at the party”) so people who don’t know the brand name might still have a chance finding them when they type in other keywords surrounding the specific niche.

Sutent (Pfizer) – cancer drug

sutent

Nucynta (J0hnson & Johnson) – pain drug

nucynta

Spiriva (Boehringer Ingelheim, Pfizer) – COPD drug

NOTE: This is the best of the bunch of drug sites.  COPD, the disease area they want to be known for, does actually show up in the first 5 search terms driving traffic, along with emphysema and their product name handihaler. Also, notice they have nearly 10 times the number of keywords driving traffic compared to the other 2 drugs cited (65 vs 7 or 8 )

spiriva

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Sunday, December 6th, 2009 digital 1 Comment

Dr. Augustine Fou is Digital Consigliere to marketing executives, advising them on digital strategy and Unified Marketing(tm). Dr Fou has over 17 years of in-the-trenches, hands-on experience, which enables him to provide objective, in-depth assessments of their current marketing programs and recommendations for improving business impact and ROI using digital insights.

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