new agrochemical introductions and their market … agrochemical introductions and their ......

CCPIT Presentation

March 2016 1

Phillips McDougall Ltd.

An Informa Company

Vineyard Business Centre

Saughland

Pathhead

Midlothian

EH37 5XP

Tel : 01875 320611

[email protected]

New Agrochemical Introductions and their

Market Impact in Recent Years

10th China International Forum on Development of Pesticide

Industry

Shanghai

March 8th 2016

2016中国国际农化会议周资料，仅供参会代表学习，禁止随意传播

CCPIT Presentation

March 2016 2

Agrochemical Market Development

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Agrochemical Market

Patented Products

25.5 %

21.3 %26.1 %

$m


CCPIT Presentation

March 2016 3

New Active Ingredient Introductions

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No.of Products


CCPIT Presentation

March 2016 4

Agrochemical Active Ingredients in Development

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CCPIT Presentation

March 2016 5

Agrochemical Patent Activity

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formulations, combinations or mixture products based on existing chemistry


CCPIT Presentation

March 2016 6

Active Ingredients Introduced 2007-2014

No. Introduced Sales 2014 $m

Market Share %

Average Sales per

product $m

No. with sales >$100m

Herbicides 17 1136 4.3 66.8 4

Fungicides 22 1130 6.9 51.4 4

Insecticides 16 2775 14.9 173.4 4

Others 1 10 0.6 10.0 0

Total 56 5051 8.0 90.2 12


CCPIT Presentation

March 2016 7

Recently Introduced Insecticides with Sales >$100m

Active Ingredient Introduction Class / Mode of Action

Main Crops Main Markets

Flubendiamide 2007 Ryanodine Receptor blocker

Soybean Cotton F&V Maize

Brazil Argentina India China

Spinetoram 2007 Biological - Fermentation Product

F&V USA Japan Mexico

Chlorantraniliprole 2008 Ryanodine Receptor blocker

Soybean F&V Rice Cotton Maize

Brazil India China

Spirotetramat 2008 Ketoenol F&V USA Europe China


CCPIT Presentation

March 2016 8

Active Ingredient Introduction Class / Usage

Sulfoxaflor 2012 Sucking pest control

Cyantraniliprole 2012 Ryanodine Receptor blocker

Flupyradifurone 2014 Systemic sucking pest control, with seed treatment activity

Afidopyropen R&D Systemic sucking pest control, with seed treatment activity

Tetraniliprole R&D Ryanodine Receptor blocker

Recently Introduced and R&D Insecticides with

Significant Commercial Potential


CCPIT Presentation

March 2016 9

Recently Introduced Fungicides with Sales >$100m



Mandipropamid 2007 Oomycete F&V USA Europe Brazil

Bixafen 2010 SDHI Cereals Europe

Fluxapyroxad 2012 SDHI Cereals Soybean Maize

Europe USA Brazil

Penflufen 2012 SDHI Canola F&V Cereals

Canada USA Europe


CCPIT Presentation

March 2016 10

Recently Introduced and R&D Fungicides with



Fluopyram 2012 SDHI

Benzovindiflupyr 2013 SDHI

Oxathiapiprolin R&D Oomycete

Pydiflumetofen R&D SDHI


CCPIT Presentation

March 2016 11

Recently Introduced Herbicides with Sales >$100m



Tembotrione 2007 HPPD Maize Brazil USA Europe

Pyroxsulam 2007 ALS Cereals Canada USA Europe China

Thiencarbazone methyl

180 ALS Maize Cereals

USA Europe

Saflufenacil 140 PPO Maize Soybean Cereals

USA Canada


CCPIT Presentation

March 2016 12

Recently Introduced and R&D Herbicides with



Pyroxasulfone 2011 Isoxazoline (use on resistant weeds)

Fenoxasulfone 2014 Isoxazoline (use on resistant weeds)

Halauxifen 2015 Pyridine (low application rate)

Rinskor R&D Pyridine (new mode of action for rice)


CCPIT Presentation

March 2016 13

Key Drivers of R&D and Opportunities for New Products

Resistance Development

Herbicides

Glyphosate

Post emergence grass weed control in cereals (ALS / ACCase)

Fungicides

Asian rust to Strobilurins

Septoria to Strobilurins

Oomycetes co-formulation with contact products

Insecticides

Helicoverpa

Corn rootworm to B.t.

Regulatory

Neonicotinoids in the EU

Endocrine disruptors

Product substitution in the EU

New Modes of Action

Single site activity / resistance development

Biologicals

No residues / withholding periods


CCPIT Presentation

March 2016 14

Patented v Generics


CCPIT Presentation

March 2016 15

Proprietary v Off Patent Market Share - 2014

Patented 21.3% Off - Patent 78.7%

Proprietary 21.3% Proprietary Off Patent 20.9% Generic 57.8%

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CCPIT Presentation

March 2016 16

Proprietary v Off Patent Market Share

10.0

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CCPIT Presentation

March 2016 17

Generic Companies Share of World Market

15.0

20.0

25.0

30.0

35.0

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Market Share %

Total Generics

Generics excluding Glyphosate


CCPIT Presentation

March 2016 18

Market Development


CCPIT Presentation

March 2016 19

-0.5

-3.0

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4.33.7

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Crop Protection Market Real Growth 1990-2014

Improved Crop Prices

Europe, 5% set-aside

LAM Recovery / Asian Rust

Excellent Ag year in the USA

EU ‘CAP’ Reform

GM Crops

Weak Crop Commodity Prices

Reduced Support

LAM / Asian Economies Weak

El Nino

Freedom to Farm

GATT

GM Crop Expansion

Weak Commodity Prices

Adverse weather

Energy Prices

Brazilian economy

Lower Commodity Prices

Reduced oil prices

Global economic weakness

Lower glyphosate prices

Distributor inventory

High Crop Prices

Rising food demand

Higher Glyphosate

Prices

Strong Commodity Prices

Biofuels / High oil prices

Recovery in Brazil


CCPIT Presentation

March 2016 20

Crop Protection Market Real Growth v Crop Prices

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Crop price Real growth rate

Note: Crop price is mean value of global corn, soybean and wheat price


CCPIT Presentation

March 2016 21

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$m

Crop Protection Market in 2014 Dollar Terms

Forecast Real Growth

2014 to 2019

2.6% p.a.


CCPIT Presentation

March 2016 22

Disclaimers

The information contained in this presentation constitutes our best judgement at the

time of publication, but is subject to change. Phillips McDougall do not accept any

liability for any loss, damage or any other accident arising from the use of the

information in this presentation.

The information given in this presentation has been drawn from analyses and reviews

presented in the Phillips McDougall products AgriService, Seed Service, GM Seed

Product Database, AMIS Global and AgreWorld.

Phillips McDougall maintain a wide range of databases covering the crop protection and

seed industries, this presentation presents only headline information. Access to these

databases can be gained through subscription or consultancy. Our market research

databases track product sales from global market totals down to brand level sales by

crop and country in both volume, value and area treated terms.

For more information about these products please visit

www.phillipsmcdougall.com

www.agreworld.com


new agrochemical introductions and their market … agrochemical introductions and their ......

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