Friday, January 28, 2011

Battle of Biological


The Battle is going on for Biological and their biosimilars, according to the manufacturers of Biological the bill passed by US congress allows them 12 years of data exclusivity and according to payers it 12 years of  market exclusivity and if we favor the manufacturers point of view then we will be denying the patients their right of cheap medication in the form of Biosimilars .......so in US till now innovator mono poly exists .......It’s good that we don't have price monopoly here in India.  I have been observing for long over the last two years Top 5 big pharma's are going for Biosimilar pathway .......I hope we might see some alteration in the rules for biosimilars in United States within 1-2 years.....

Monday, January 24, 2011

Diversification is the mantra........


Became pharmacist by fate but in business development and research by choice. Beginning of 2011 two major mergers by two of the top five pharma, each worth more than or around $400 millions, first was Pfizer's deal with Theraclone for infectious diseases and cancer. The other one being Novartis this week which went for cancer diagnostic deal with Genoptix......point to note is Pfizer for long is trying to filln its dry pipeline to sustain the number one position and Novartis knows to survive it has to keep on diversifying its portfolio...as Biomarkers will be the hot spot and major revenue generators for lifestyle diseases in the coming decades.

Wednesday, January 12, 2011

Dupont into Enzymes Business....


DuPont a company which I have always admired as a kid as I knew that this was the company which created the Teflon technology for our house hold non-stick utensils.....Yesterday there was update for DuPont acquisition of Danisco, this enzyme company is one innovator company in enzyme technology after Novozymes .....The enzyme industry has been a duplody segment for a long time, after this acquisition by DuPont, it will help DuPont to diversify but Novozyme has a tough competition in the coming 2-3 years.


Saturday, January 01, 2011

Year first day Update on Pharma


Last month was the worst month in my life as I lost a precious person in my life, who has always supported me and had faith in me that I won’t do wrong, my father passed away in glimpse of 3-4 minutes without giving me chance to fight for him, so this month first day I thought to jot down some thoughts......Pharma industry in the last 6 months has seen less M&A as compared to 2008-09. Just two days back there was a deal at Roche end, what I like about Roche is its corporate organization is similar to GE concept............the best deal which came in the year end was from Sigma-Aldrich....it went to acquire Cerilliant corporation based in Texas to strengthen its analytical chemistry portfolio, Cerilliant, has been a leading supplier of high quality reference standards and materials, which provides products that support the clinical diagnostics, environmental, nutraceutical, pharmaceutical, forensic and clinical toxicology market. This will help Sigma –aldrich diversifies and further strengthens its leadership in the specific segment.