Pfizer: Will it still retain it position as gobal leader position!

During my B.pharma years I did my internship in Orgenon India, followed by Dey's medical, a good experience of working in a manufacturing plant where in you have GMP compliances. At that point of time Pfizer was taking over Warner pharma and then I started looking at this big companies history and series of merger and acquisitions. Both Novartis and Pfizer have a very hyper competitive environment; my view point has been developed after series of discussions with ex employs of both of this organization. Pfizer was also the first company where in I joined for marketing rep position in year 2001.

Pfizer blockbuster lipitor became off patent last year and this year Pfizer has good hope for Tofacitinib for which average sales is expected to be $2.2 Bn...But if we look at the company's pipeline they do not have extensive pipeline like some scientific global companies. So strategy going forward for Pfizer is to buy late stage molecules. Now time will say that late stage compound buy outs will help it to still maintain its global position or its going to lose its market to hyper aggressive competitor Novartis

Cloud computing!

Last time I wrote about how Pfizer is looking for options of using Cloud computing, the question which creeps in my mind every time i read about cloud is that if cloud is really the safest mode of storage. I was looking into the news which was published in the earlier part of this week, French giant Sanofi Aventis has gone for options of cloud computing for its clinical datasets and data management.


Already more than 25 companies in and around the globe have gone for cloud computing as data storage option but is it going to the most safest option for the Pharma companies, it’s a food for thought......and if the companies are looking for options of managing their clinical trial update, should they believe that there data in cloud is really safe?

Biotech....still has bright future?

2005 to 2008 we observed the largest number of deals in Biotechnology front, but after the recession there were very less number of deals, acquisition and partnership in this front, but analyst are still having the hope that 2013 we will have more number of deals in the Biotechnology front...As there is a lot of speculation that by 2020 the market for biologics in expected to be 60 Billion USD and the Biosimilar will capture market of more than $6 Billion. We need to see....last week we heard that Amgen has gone ahead to start with a new biotech startup and Novartis like its competitors in establishing its Biological unit in South Asia...

As last year J&J, Roche have already gone ahead to form their base, after china, Singapore as biotech hub, will India become the next biotech hub going forward?

But will this Biotech boom exist in Asia for long as it has started fading away from its sunshine in US and Europe?

New Drug Technologies!

Though at this point of time I am not doing any work related to my core expertise in which I had spent 4 years of my initial days......what is fascinating me now a days is that Bispecific and Antibody- Drug conjugates are the talk of the town, there are so many partnership deals happening in this space and we need to just see if Roche with its first Antoibody drug conjugate TDM1 will make the difference and will there be shift in the SOC. Roche with its correct strategies in place has monopolized the market and for the next 15-20 years secured its position in the space. Sometime I feel like going back to Research and start working again with some new technologies.

Bayer with its new move! ........Roche whats its next steps?

I have always been fascinated with the diagnostic industry as I have worked on many projects related to it....Bayer as a company is the name I remember from my childhood days as we used to use a lot of Baygon spray at our home in tropical islands of Andaman. After joining the KPO industry in 2007, I have been keeping a track of Bayer in general with regards to its Diagnostic portfolio, Bayer used to sell its blood glucose meters along with J&J and Roche who are also one of the major players in the segment of continuous and other blood sugar diagnosis systems.....but yesterday there was a news that it is going to discontinue any advances in the current portfolio and has shifted its focus on Companion diagnostic for oncology by forming an alliance with Qiagen....this year we had two more major events in this companion diagnostic segment, Roche has released its press release for its interest in companion diagnostic for Breast cancer and further BMS went ahead for alliance with Life tech for companion diagnostics in Oncology......Both BMS and Bayer are moving into the space but what we have to look for if Roche will only restrict itself with companion diagnostics for Breast cancer or it will further expand into other Oncology indications???


Roche as a science driven company, has a good hold in both blood sugar diagnosis system and now will eventually try to have a monopoly in companion diagnostics......what we have to see if J&J joins the race by partnering with Agilent or will continue with its own program which it started in 2011 or some other big fish going to join the race pretty soon?

Merck Millipore Price Hikes!!!

Today I was looking at this news from Merck Millipore that they are going to increase the price for their Biopharmaceutical products, similar ways we need to see if other bigger players such as Pall, GE (Amersham) and small scale players in Indian market like MDI are going to increase their price??


If the price increase is happening then we might see increase is the pilot to production scale for both biologics and biosimilars, is the common man pocket going to be effected more?????? As companies might increase the cost of products as basic production costs will increase......

Many questions are creeping into my grey cells...........

FDA on social media path

My client knows that I am great fan of social media and like to exploit it to full potential, as I am travelling for sometime I am not able to jot down much in the blog, Last Friday she sent me an development on FDA developing more social media guidance for development of efforts related to advertising and promotion, I was happy to know that FDA is also going with the pace of Pharma world in terms of web promotions, I hope EMA will also adopt social media approaches. This blog update is dedicated to my beautiful client who always challenges me with new updates and makes me aware of all updates about social media

Quintiles Story!

Quintiles is one of the most aggressive CRO in the world, I was impressed by its India strategy , when  it entered Indian market with a bang in 2001 and within some years had grown to more than 100 times in Indian operations compared to other CRO’s who later came and opened their operations in India beside local players, earlier it had services related from pre clinical to post marketing trials, but some 5-6 years back it sold its preclinical operations and then later diversified itself into genomic studies and recently with it has diversified itself as sole partners from genomic studies to clinical to regulatory filing.

It has strong team of more than 100 people in New York which caters to its overall strategic decisions and other portfolio diversification. If I look into their strategy of expansion into countries around the world, rather than forming very big alliances it opened its shop for business on its own and has been the pioneer or the early entrants in all the major emerging markets. In Russian federation though it formed JV and then further buy out

Earlier it was public company which became private after some years, as the new CEO has joined industry analysts believe that it will go public....we need to watch if it’s going to be a public company.....

"I view the fact that they have a new CEO now as potentially a sign that they're preparing their next leg of growth or next strategy, which could include an IPO," Moody's analyst Jessica Gladstone told Bloomberg. "An IPO could also be a way to reduce leverage and an exit strategy for the owners."

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PS: I have been watching Quintiles for more then 5-6 years from the time I have joined consultancy industry thus these are my viewpoints