GLG News Analyses of the following article:

Aurobindo Pharma gets approval for Terbinafine Tablets

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Published at: myiris.com

Aemad Aslam, President

Aemad AslamPresidentMindPharma 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Aurobindo's Terbinafine Tablets? Not a news maker

January 26, 2009

Aurobindo's approval of Terbinafine tablets is already entering a saturated market as the tenth entrant.  Accordingly, with strong pressures from other Indian manufacturers as Dr Reddy's and Wockhardt, this has very little profit margin potential.  Such reduced pricing is aiding the wholesalers as McKesson (MCK) or Cardinal (CAH) by negotiating an even lower acquisition cost.  Reduced pricing is already evident, as Terbinafine has been on Walmart's (WMT) $4 generic list for some time.

Sunil Dhawan, Clinical Assistant Professor of Dermatology

Sunil DhawanClinical Assistant Professor of DermatologyLELAND STANFORD JUNIOR UNIVERSITY 
          What is a GLG Leader?|The Gerson Lehrman Group&reg; (GLG) Leader Program<sup>SM</sup> is our premium Member Program<sup>SM</sup>. Those identified as GLG Leaders are in the top 5% of GLG CouncilRank and have an exclusivity agreement with GLG.

Aurobindo terbinafine approval- what effect will this have?

January 21, 2009

This article is important in that it confirms another terbinafine competitor to the Novartis Lamisil brand is being released. The majority of terbinafine prescriptions in North America are generic. The market for this product will be good at least until more effective oral or topical agents are released. The majority of the prescriptions are for onychomycosis (toenail fungus). The newer products will be released in 3-4 years, at which time the market for terbinafine will shrink significantly.

Old product with little value

January 20, 2009

GLG Expert Contributor

The market is in decline, ALL major generic companies already have the product.. the only way for Aurobindo to get market share is to undercut the competition. With little margin already, not a money spinner.

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