CMO Outlook in India

Last week I was finishing one assignment for CMO (contract manufacturing organizations) growth opportunities in India and this was in regard to the question put by my prof regarding if you are a company who would like to outsource your manufacturing to India, make a case related to it, there were many points which were favorable for India as destination for outsourcing in term of technology, talent pool which includes reverse engineering experts. the trend which shocked me that many Indian companies are out sourcing there manufacturing to China and then later market their product in India due to cheap labor cost and rapid scale up process. Many north India and west India based companies have implemented this process for long and having an annual CAGR of more than 15%

One more merger to look

After a long hiatus I am writing my blog, for some months being busy with many things at hand didn't had any time to write my blog so today after lunch of mutton curry and rice thought of writing something.

For many months there have been lot of deals happening in orphan as the major pharma are having a dry sort of pipeline compared to last decade but some like J&J say that they are expecting to have 15 NDA's by 2015, after the major mega deals of 2009 of Merck and Pfizer's of the world i am just awaiting for the biggest mega deal in the European union i.e., of Bayer and Merck Kga, the two conglomerates Merger will be one of the most happening event of the better half of this century.

Samsung Diversification........

Samsung electronics is diversifying into bio pharmaceuticals, South Korea’s largest conglomerate is going for joint venture with investment of around $264.4 million, this is a new venture for the firm, for this new venture the tech giant will partner with Quintile’s world's leading clinical research organization which has good experience in biopharmaceutical development, with this JV Samsung tends to produce bio therapeutics for treatment of cancer and arthritis.

Already there are some players which are operating in Biosimilar region from Korea, LG Electronics one of the competitor for Samsung went ahead many years back for biosimilar venture and have been very active since then India, China, Korea and South east Asia, There is still lot to happen in the APAC region in the biosimilar domain, though entry barrier is there, but outsourcing of some processes from the value chain is making it a effective domain for investment.

 For Samsung JV- Source: http://ca.reuters.com/article/technologyNews/idCATRE71O0F020110225

Another Merger...........

Beckman Coulter the name is synonymous to life sciences industry, every one of us who have been a biotechnology graduate would have used their centrifuges as I did in my ME days some six years back and later in my on job research. Yesterday there was announcement that Beckman will be acquired by home grown Denaher which is into pharma diagnostics, dental consumables rest other instrumentation and it is diversifying into the pharma segment with its foot prints specifically in the clinical diagnostics and instrumentation......the deal is estimated to be worth $6.8 Billion......diversification is the mantra for survival of the fittest.

Incredible City of Joy!!!

Today writing different thing from regular strategy blog I have been doing for long. My full childhood was spent in Andaman’s and in mainland when I see tour packages for Andaman’s worth INR 40, 000.....I just wonder that I used to travel to all those islands for free , even my travel from Chennai to Portblair used to be in INR 400 which includes food and then up gradation from bunk to first class and special service in dockyard as being daughter of Capt Choudhury ......loved every moment of his Charisma....miss him a lot .......have just one wish that would like to travel with my future man to all those places where I have been with my father....thoughts apart I have been staying in Kolkata for a while and though we have right to blame present government for inflation but in health care and agriculture sector in West Bengal saw a great change, pulse polio campaign has been a huge success and there has been improvement in quality of roads in Kolkata...as the traffic jams don't last long.......and as I am planning to go into agriculture after some years in our lands outskirts of Kolkata.....I am hearing a lot about initiatives taken by agriculture department for the farmers by the farmers.....good going.....I am proud to be part of incredible India with dusty roads, street food...