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Manufacturing can address the global disease crisis
December 19, 2011
The spread of infectious diseases such as HIV/AIDS, malaria, schistosomiasis, and tuberculosis is a cause of global concern. Pharmaceutical companies continue to develop and market drugs that treat them effectively. However, the drugs are often unaffordable (1) (references attached) to the very large patient populations of the developing world. Governments in these countries do not have the funding to educate and distribute the necessary medicines to cure and control their spread. How can the drugs for infectious diseases be made affordable without subsidies?
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Big Pharma's (Pfizer) First BIG Volley Against Generics
August 4, 2011
Pfizer Looks At Lipitor Over Counter | online.wsj.com
Focus of big pharmaceuticals has been to invent new drugs and sell them. Without stopping to invent but to recuperate the lost revenue after Lipitor they are considering selling its generic version OTC without prescription. Pfizer's strategy is a bold new strategy. If Pfizer is successful, pharma business model will change forever. For success in the new model, companies will have to rely on improved manufacturing technologies and quality by design (QbD) will become way of life and a new era.
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Sun Pharmaceuticals Industries could show Pharma's new course
July 5, 2011
Sun Pharma Bets on Emerging Markets | online.wsj.com
Sun Pharmaceutical Industries with its strategy to expand in the emerging markets has an opportunity to show how a new business model can work. They can serve different market and retain/enhance their profitability. They will need to review their R&D and manufacturing operations and consolidate. Consolidation will allow them capitalize using economies of scale and technology innovations and is the path.
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Pharmaceuticals start their drive to consolidation
May 2, 2011
Teva to Buy Cephalon for $6.8 Billion | online.wsj.com
Teva’s purchase of Cephalon is its effort to become the biggest independent threat in the pharmaceutical world to the big pharmaceuticals. It is a valiant effort. In recent years its acquisitions of Barr, Ratiopharm and now Cephalon along with the distribution relationship with P&G are steps in the right direction. For increased customer base drug prices have to come down. It can only happen through consolidation and change. Teva can show how the costs can be lowered and the profits improved.
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Opportunities for the Indian Generic Pharmaceuticals
April 13, 2011
Indian pharma in tough battle for generic riches | uk.reuters.com
Expiration of blockbuster patents in the next few years is a lifetime opportunity for the Indian entrepreneurs and generics companies to show the world how science based technologies and methods can be incorporated to produce quality products that not only meet but also exceed regulatory guidelines. Opportunity is there for the Indian companies to show the world how they can produce quality products all the time. Sun Pharmaceutical and Ranbaxy are a test case.
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Pharmaeutical Consolidation in the Developed Countries
March 31, 2011
Cephalon Stock Rises Above Valeant Takeover Bid of $73 a Share | www.bloomberg.com
Big pharmaceuticals in the last five years have stepped up their acquisition of their brethren and the jury is still out on the outcome. Question is why is this happening and is it the right strategy?
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P&G and Teva is a win-win and herculean challenge for many.
March 26, 2011
P&G, Teva Form Venture to Market OTC Drugs | online.wsj.com
This alliance is an excellent win-win for both companies. P&G brings to the alliance its manufacturing technology and retail strengths. Teva brings to the partnership its active pharmaceutical ingredient stockpile. These placed properly will create a juggernaut that can be a “Mt. Everest” challenge for any to overcome.
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Constructive destruction in Pharmaceutical industry
December 13, 2010
Pfizer's New CEO Challenged Overseas | online.wsj.com
Recent changes at Pfizer could be tip of the "upheaval" iceberg as the pharmaceutical majors loose their major revenue earners in the next coupe of years.
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Pharmaceutical "Reverse payments" or "Pay for delay"
August 4, 2010
FTC appears to be winning a battle with generic-drug makers | www.philly.com
Profits cannot be controlled by legislation. US Congress cannot control drug prices unless they adopt new rules for Pharmaceuticals.
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Microscopic Examination of Indian Pharma Acquisitions by Multinational Companies
May 26, 2010
Pharma MNCs will call the shots soon | economictimes.indiatimes.com
My observations on why Indian Pharmaceutical companies will be sold to companies that are not native.
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Big pharmaceuticals natural course to preserve revenue and profits
May 21, 2010
Abbott to Buy Piramal Unit for $3.72 Billion | online.wsj.com
Abbott's purchase of Piramal Healthcare is no surprise. This is to capture the growing markets.
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Sanofi-Aventis Expansion in India
March 23, 2010
Hoechst GmbH to buy 10.27% stake in Aventis Pharma from UB Group | www.pharmabiz.com
Hoechst GmbH is a 100% subsidiary of Sanofi-Aventis S. A. in India. It owned 50.12% of Aventis Pharma India,. It has acquired all of the holdings of UB Group.
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Relationship between Big Pharmaceuticals and the Indian Pharmaceuticals
March 15, 2010
AstraZeneca inks pact with Torrent for supply of branded generics | www.pharmabiz.com
As Indian pharmaceuticals move up the value chain, the natural progression is from “collaboration” to “cooperation” between big pharmaceutical and the Indian companies. Cooperation is the only strategy left for the big pharmaceuticals to expand rapidly. It will be interesting where this leads.
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Pharmexcil to invite drug regulators from Africa for brand buildup
January 28, 2010
Pharmexcil to invite drug regulators from Africa as part of brand building programme | www.pharmabiz.com
India's Pharmaceuticals Export Promotion Council will invite regulators from 15-20 African countries to build Indian Pharmaceutical brands. This would be a challenge as the western pharmaceutical companies under the current laws of Kenya economictimes.indiatimes.com/news/news-by-industry/healthcare/biotech/healthcare/India-asks-Kenya-to-change-law-making-generics-illegal-/articleshow/5507375.cms could label the drugs especially the generics to be counterfeit.
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Climate Change and its impact on Industrial Production
August 5, 2009
Chems industry reduced global GHG by 11% in 2005 - ICCA | www.icis.com
I believe that we should not extrapolate based on a small part of the total business. online.wsj.com/article/SB124789530843561651.html#mod=djemITP
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Climate Change and its impact on Industrial Production
August 4, 2009
Chems industry reduced global GHG by 11% in 2005 - ICCA | www.icis.com
I believe that we should not extrapolate based on a small segment of the total industry.
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Process of Continuous Improvement and Pharmaceuticals
June 1, 2009
Drug CEOs Switch Tactics on Reform | online.wsj.com
Should the pharmaceutical companies be making an effort to reduce the cost of drugs? I believe that the drug costs are part of the total package and every effort should be made to reduce drug costs.
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Creativity of Element Human HU
March 27, 2009
Finally, history-on-wheels gets rolling | economictimes.indiatimes.com
Nano introduced by Tata Motors illustrates creativity of Human.
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Pfizer, Generics and Commoditization
March 3, 2009
Pfizer Expands Portfolio of Generic Medicines in the U.S. and Europe Through Licensing Agreements with Aurobindo | www.pfizer.com
Pfizer through its relationship with Aurobindo Pharmaceuticals in India is expanding its generic business. I believe it is going to be the new battle turf between the Big Ethical/brand Pharmaceutical companies. Competition to get a larger piece of the “generic drug market” pie would result in commoditization of drugs i.e. we could see drop in selling prices.
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February 9, 2009
Paulson urges Dow to close Rohm and Haas deal | money.cnn.com
Dow would like to have Rohm and Haas but it would put itself in a difficult situation in the current economic environment.
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