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General Electric

Description

 

When working with electricity, GE Supply feels quite at ohm with watt industry needs. The company, a unit of mega-manufacturer General Electric, is a global distributor of electrical, voice, and data products. Its inventory of products -- from GE and more than 200 other manufacturers -- includes such items as cable and wire, conduits, industrial controls, electrical distribution equipment, lighting products, motors, and power conditioning devices. GE Supply also provides ordering and technical support services. The unit has operations on four continents.

GE Supply operates a hub-and-spoke network, with direct overnight delivery service to customer in hub-serviced areas. Its National Sales Center serves as a centralized contact point for small and medium-size customers, and its Global Account Management group supports large, multi-location customers.

 

Pfizer

Description

Pfizer pfabricates pfarmaceuticals pfor quite a pfew inpfirmities. The company is the world's largest research-based pharmaceuticals firm. Pfizer's best-known products include erectile dysfunction therapy Viagra, pain management drug Celebrex (which the firm plans to continue selling despite news of increased heart risks), antidepressant Zoloft, and cholesterol-lowering Lipitor. In addition to prescription drugs, the firm makes OTC remedies, including sniffle-and-sneeze treatments Benadryl and Sudafed. Pfizer also keeps Fluffy and Fido in mind with its animal health products, including Revolution (antiparasitic). Subsidiaries in the Pfizer pfamily include Warner-Lambert, Parke-Davis, and Goedecke.

In the wake of revelations that Merck's Vioxx increased the risk for cardiovascular diseases, Pfizer studied its own COX-2 medication, Celebrex, to look for similar side effects and announced yes, taking Celebrex does increase one's risk of heart attack; further studies are planned. Pfizer didn't pull Celebrex off the market but did pull ads from television, radio and added a "black box" warning of possible cardiovascular and gastrointestinal risks. After adding additional warnings to Bextra, a COX-2 inhibitor that is similar to Vioxx, informing users of increased risks for blood clots, stroke, and heart attacks, Pfizer was ordered to cease sales of the drug by the FDA in April 2005; it also pulled the drug out of markets in the European Union. The FDA is also investigating claims that serious vision side effects, including a rare condition known as Naion (nonarteric anterior ischemic optic neuropathy), are stemming from the use of Viagra.

Pfizer has eight drugs topping a billion dollars in sales in 2005 (down from 10 in 2004), including Lipitor ($12 billion), Norvasc, a therapy for high blood pressure ($4.7 billion), Zoloft ($3.3 billion), Celebrex ($1.7 billion), Zithromax ($2 billion), and Viagra ($1.6 billion). Those eight drugs also account for nearly 60% of the company's human health segment sales (down from 70% in 2004).

Pfizer's revenues from these establish blockbusters continue to slide due to one of the pitfalls of the drug game: patent expiration. The company has warned investors it will probably lose some $14 billion thanks to patent expirations over the next two years; thanks to patent expirations in 2005, revenues from Zithromax slipped 40%, Accupril dropped 56%, Neurontin was down 77%; and Diflulcan, 47%. Additional losses from the blows to Celebrex and Bextra didn't help either; this double punch reduced revenues by nearly $6 billion.

The druggernaut is confident that by 2007 it will be able to launch new blockbusters from its robust pipeline to make up for the losses. However, early sales of the company's seven new medicines released in 2005 -- Inspira, Caduet, Olmetec, Macugen, Revatio, Zmax (an extended dose variation of Zithromax still under patent protection), and Lyrica -- most of which were developed with partners and only contribute a portion of their revenues to Pfizer's bottom line, hardly look to be bona fide blockbusters. In fact, 2006 doesn't look to be much brighter for Pfizer: Zmax's sales are feeling pressure from the generic version of Zithromax. Additionally, both Lipitor and Zoloft face strong competition from other companies' generic treatments.

In early 2005, Pfizer announced plans to cut $4 billion in costs by restructuring certain divisions, including its US sales division and will continue to tighten its belt internally in 2006.

That robust pipeline includes some 225 projects in development (about 150 new drugs and about 75 enhancements to existing products), including drugs for atherosclerosis, diabetes, osteoporosis, breast cancer, epilepsy, anxiety disorders, and Parkinson's disease. Pfizer has relied to some degree on acquisitions and partnerships to build its R&D activities. Pfizer has applied to the FDA to market cessation drug Champix, antifungal Eraxis, insomnia treatment Indiplon, and Zeven, a powerful intravenous antibiotic. Stutent, used to treat kidney and gastrointestinal stromal tumors, was approved by the FDA in January 2006, as was Exubera, an insulin inhaler used for the treatment of type 1 and type 2 diabetes that has blockbuster potential.

The firm's largest customers are the three top drug distributors in the US. McKesson accounted for 18% of Pfizer's sales in 2004. Cardinal Health accounted for 14%, and AmerisourceBergen accounted for 13%. Not surprisingly, the US is the drugmaker's largest market, where it earned almost 45% of its 2004 sales. Japan is its second-largest market, accounting for just 6% of sales.

Pfizer's latest acquisitions, announced in 2005, include the purchase of Angiosyn, a private biotech working on an anti-angiogenesis therapy for macular degeneration, which can lead to blindness and Idun Pharmaceuticals, which is developing apoptosis (programmed cell death) inhibitors to treat liver disease, cancer, and other diseases. The company is also scooping up the research divisions of QuoreX, which develops anti-bacterial drugs targeting hospital infections; research partner Vicuron Pharmaceuticals, which has two anti-infective (anidulafungin and dalbavancin) drugs under review by the FDA; and Bioren, which has developed a technology that helps drugs last longer through antibody optimization. Pfizer plans to spend about $4 billion on acquisitions in 2006 in order to beef up its pipeline. In 2006, the company announced plans to acquire Rinat Neuroscience, a company developing drugs for pain, Alzheimer's disease, and other neurological disorders. Pfizer hopes the purchase will help it gain ground in the biotechnology sector.

While acquiring new holdings on the pharmaceutical front, Pfizer has trimmed some of its non-pharmaceutical businesses, including operations it acquired with Pharmacia and include its European generics portfolio and some consumer health products sold in Europe. The company's animal health division has sold its diagnostics products division (which manufactures test for bovine tubuerculosis and paratuberculosis) to Swiss firm Prionics.