CCPIT Presentation
March 2016 1
Phillips McDougall Ltd.
An Informa Company
Vineyard Business Centre
Saughland
Pathhead
Midlothian
EH37 5XP
Tel : 01875 320611
New Agrochemical Introductions and their
Market Impact in Recent Years
10th China International Forum on Development of Pesticide
Industry
Shanghai
March 8th 2016
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CCPIT Presentation
March 2016 2
Agrochemical Market Development
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Agrochemical Market
Patented Products
25.5 %
21.3 %26.1 %
$m
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CCPIT Presentation
March 2016 3
New Active Ingredient Introductions
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No.of Products
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CCPIT Presentation
March 2016 4
Agrochemical Active Ingredients in Development
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a.i.s in development
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March 2016 5
Agrochemical Patent Activity
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mb
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Patents are based on new active ingredients or chemistry families and excludes new
formulations, combinations or mixture products based on existing chemistry
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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
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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
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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
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March 2016 9
Recently Introduced Fungicides with Sales >$100m
Active Ingredient Introduction Class / Mode of Action
Main Crops Main Markets
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
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March 2016 10
Recently Introduced and R&D Fungicides with
Significant Commercial Potential
Active Ingredient Introduction Class / Usage
Fluopyram 2012 SDHI
Benzovindiflupyr 2013 SDHI
Oxathiapiprolin R&D Oomycete
Pydiflumetofen R&D SDHI
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March 2016 11
Recently Introduced Herbicides with Sales >$100m
Active Ingredient Introduction Class / Mode of Action
Main Crops Main Markets
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
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March 2016 12
Recently Introduced and R&D Herbicides with
Significant Commercial Potential
Active Ingredient Introduction Class / Usage
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)
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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
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March 2016 14
Patented v Generics
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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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Sales $m
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March 2016 16
Proprietary v Off Patent Market Share
10.0
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%
Patented
Proprietary Off-Patent
Generic
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March 2016 17
Generic Companies Share of World Market
15.0
20.0
25.0
30.0
35.0
1995
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2014
Market Share %
Total Generics
Generics excluding Glyphosate
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March 2016 18
Market Development
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March 2016 19
-0.5
-3.0
-1.6
-0.5
2.2
4.33.7
2.1
0.1
-5.7
-1.0
-6.8
-5.0
-1.6
4.7
-2.5
-6.5
2.8
10.2
-1.5
0.2
7.1
8.99.9
4.5
-8.0
-6.0
-4.0
-2.0
0.0
2.0
4.0
6.0
8.0
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12.0
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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
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March 2016 20
Crop Protection Market Real Growth v Crop Prices
-8
-6
-4
-2
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2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014
Cro
p p
rote
cti
on
mark
et
real
gro
wth
(%
)
Mean
cro
p p
rice $
per
ton
ne
Crop price Real growth rate
Note: Crop price is mean value of global corn, soybean and wheat price
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March 2016 21
30000
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$m
Crop Protection Market in 2014 Dollar Terms
Forecast Real Growth
2014 to 2019
2.6% p.a.
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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
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