GLG News by Generic Drug Economic Experts

Kuldeepak SharmaPresident/Pharmaceutical ConsultantDr. Kuldeepak Sharma

Indian pharmaceutical Companies Are Attractive For Multinational Companies

February 24, 2009

Analysis of:Pharma cos on lookout for Indian drug firms | economictimes.indiatimes.com

As a pharmaceutical consultant, working with various clients in India and here, I think Indian pharmaceutical companies are attractive for acquisitions by Multinational Companies due to these reasons: * Their relatively low valuation compared to firms elsewhere * India's massive internal market * Multinational Companies has few patented drugs in the market and       generic market is growing in USA.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

No Visible Revenue Synergies in CVS Caremark's Latest Numbers

February 23, 2009

Analysis of:CVS Net Rises; Finance Chief Plans to Retire | online.wsj.com

CVS Caremark’s PBM businesses are not becoming a larger share of prescriptions filled at CVS retail pharmacies. Put another way, the flagship Maintenance Choice program may be appealing to payers and consumers, but there is not yet a quantitatively visible shift in CVS' retail activity. If CVS pharmacies are taking retail pharmacy market share, then it’s not yet as a result of corporate co-ownership with a PBM.

Aemad AslamPresidentMindPharma

Acquisitions of Indian Pharma on the extended horizon by Brand name pharma

February 23, 2009

Analysis of:Pharma cos on lookout for Indian drug firms | economictimes.indiatimes.com

Acquisitions of various Indian generic pharmaceuticals is likely on the horizon for brand name manufacturers.  However, this is not an immediate concern.  I would see more consolidations in the US and other Western markets first. 

Aemad AslamPresidentMindPharma

Sun Pharma - much stronger with acquisitions including Taro

February 17, 2009

Analysis of:As valuations dip, Sun Pharma is in M&A mode | economictimes.indiatimes.com

Sun Pharma is attempting to gain market share in the world largest market - the US market.  Sun Pharma is clearly expanding it product base with venturing into topical (dermatological) and pediatric segments, and with vertical integration as with raw materials suppliers.  Sequentially, I would see SunPharma to be a leader in the US market within this decade, unless other Indian manufacturers encroach in this market.                     

Joseph SchappertMedical Director PROVIDENCE HEALTH CARE

Surgical Pathology 'Goldrush'

February 13, 2009

Analysis of:Dako announces a collaboration with OSI Pharmaceuticals, Inc. on Companion Diagnostics | www.tmcnet.com

The ability of pharma and biotech to leverage the rapid expansion in our knowledge base on cell surface, nuclear and cytoplasmic signaling and messaging systems has and will continue to produce novel targeted molecules. To identify which patients will respond and potential surrogate markers for the assessment of a molecule's success will require reagents that are applied to histologic sections. These capabilities, combined with imaging and data reduction of the stained sections, should be anticipated to provide a very lucrative market for companies in this diagnostic arena and to facilitate the timely introduction of effective novel markers.

Kuldeepak SharmaPresident/Pharmaceutical ConsultantDr. Kuldeepak Sharma

How Should NIH Spend $10B ?

February 12, 2009

Analysis of:Senate Passes Recovery Bill with $10B for NIH | www.genomeweb.com

I read this news with great interest. I think NIH should spend this money in these direction:   Take the opportunity to revamp the system including labs, buildings, equipments and researchers. I think either altering or completely retooling the peer review process to allow for a greater dispersal of NIH funds among American scientists. We might want to update our aging and decaying instruments, so save a little money for that and improve our lab productivity and will attract more researchers

Kuldeepak SharmaPresident/Pharmaceutical ConsultantDr. Kuldeepak Sharma

Great News For NIH

February 5, 2009

Analysis of:Economic Recovery Act Now Holds $10B for NIH | www.genomeweb.com

I read this article with great interest and hope that this additional funding will be god send for NIH specifically  in the area of biomedical research Congress, passed an amendment yesterday (Feb. 3) to add $6.5 billion in National Institutes of Health funding on top of the $3.5 billion already allotted to the agency in the bill. I think that the US still has the best opportunities for scientists, Providing money will certainly provide the stimulus!

John AnsellDirectorJohn Ansell Consultancy

Pfizer-Wyeth: Increased Scale Could be The Achilles Heel

January 26, 2009

Analysis of:Pfizer To Acquire Wyeth, Creating the World's Premier Biopharmaceutical Company | www.premierbiopharma.com

Let’s look at one particular aspect of this merger, which, for quite some time now has appeared to me to be the Achilles heel of megamergers: increased scale. Pfizer is already the largest pharmaceutical company, with 2008 global sales announced today of $44 billion. I consider that some of the problems the company has been encountering are related to its already unprecedented size. As I shall show below, these problems of scale will be exacerbated again with the incorporation of Wyeth. Wyeth’s pharmaceutical sales announced today for 2008 were $19 billion. Aggregating these with Pfizer’s current sales, this will increase the scale of Pfizer by 43%.

Aemad AslamPresidentMindPharma

Aurobindo's Terbinafine Tablets? Not a news maker

January 26, 2009

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

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.

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC

Pharmacy Profits and Wal-Mart

January 16, 2009

Analysis of:Health-Care Outlays Climb at Slowest Rate in Years | online.wsj.com

U.S. spending on outpatient prescription drugs grew by only 4.9 percent in 2007, which was below overall health care spending growth  of 6.1 percent. Public funds (primarily Medicare and Medicaid) paid for 36 percent of total retail prescription drug spending in 2007. So, how much money do pharmacies make from Medicare and Medicaid? The answers may surprise you. Here’s what I found: (1)  Medicaid remains the most profitable third-party payer for independent pharmacies. (2) Despite what you may have heard, gross margins on third-party insurance business are growing at independent pharmacies. (3) The generic price war that was triggered by Wal-Mart is squeezing pharmacy margins on cash-pay consumers. While $4 generics may be good news for uninsured/underinsured patients, they are bad news for pharmacy owners.

Previous Page : 234567891011Next61 to 70 of 444