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Generics seek brands, Big pharma seek generics!

July 1, 2009

Analysis of:Lupin Expands Branded Play | www.sunherald.com

Generic companies have the creative R&D to develop value-added products and compete head-to-head with branded companies Branded companies see generics as an easy way to add products for their sales teams

Teva gaining more control

January 21, 2009

Analysis of:Teva and Lonza Announce Strategic Partnership to Become a Leading Global Provider of Biosimilars | www.pipelinereview.com

I think it shows two important things: 1) Teva admit that they are not in the best position to manufacture 2) That Teva remove a potential manufacturing competitor from the market

Old product with little value

January 20, 2009

Analysis of:Aurobindo Pharma gets approval for Terbinafine Tablets | myiris.com

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.

All brawn and not enough brains

October 8, 2008

Analysis of:Pharma's new favorite outsourcing spot: China | www.fiercepharma.com

Yes the trend will continue, but with limitations, for now. China IS most definitely already a source for pharmaceutical manufacturing, but has a long way to go before becoming an independent creator of pharmaceutical intellectual property. Once it can, then outsourcing will really take off.

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