Some
years back I was doing research on emerging market based medical devices
companies. From the early 90's I have seen a trend that Top 10 medical devices
companies have been opening their shop, initially the R&Ds focus was to
support the global R&D in terms of software and technology development, but
then these companies shifted their strategies on making devices and software for
emerging markets, whether its Philips innovation in china or GE with their
devices for the Indian market. Medtronic also ventured into the
race by plan of an R&D in China, and hope that it comes out with some
innovation for emerging marketWednesday, August 29, 2012
Emerging markets new gate away for Medical devices!
Some
years back I was doing research on emerging market based medical devices
companies. From the early 90's I have seen a trend that Top 10 medical devices
companies have been opening their shop, initially the R&Ds focus was to
support the global R&D in terms of software and technology development, but
then these companies shifted their strategies on making devices and software for
emerging markets, whether its Philips innovation in china or GE with their
devices for the Indian market. Medtronic also ventured into the
race by plan of an R&D in China, and hope that it comes out with some
innovation for emerging marketMonday, August 13, 2012
Social Media Bug........
In the past two weeks
I have seen two news releases regarding Big Pharma like Bayer and Sanofi going
for social media services to know their target audience with metabolic disease
Diabetes.
Both the German and
the French drug maker have found the social media as a very important tool and
have found that social media serves as a useful windows into people perception
which includes the patients, physicians, regulators, Kol's and the payers
As the competition intensifies I hope social media will be able to
create wonders for Pharma as it has lead to change in scenario in FMCG market
segment
Tuesday, August 07, 2012
Gilead product life cycle extension Strategy..........
Last time I had refereed to interest of Merck in expanding its HIV
portfolio and how difficult it will be for Merck to grown in this specific
segment, I feel now the competition will be more tough as some 4 days back
Gilead Sciences announced that it had entered into agreement for Collaboration
on promoting access to high quality generic version of Gilead HIV medicine
emtricitabine (FTC), and also its fixed dose in developing countries with Mylan
labs (Hyderabad), Ranbaxy (Gurgaon) and Stride Acrolab (Bangalore)
Under the said agreement Gilead will provide technology transfer
to these giants and further funding for process improvements to reduce overall
manufacturing cost......Gilead has now safely positioned it in the high margin
segment and low price strategy segment......Now Cipla will have difficulty in
growing in the said specific HIV indication per say........Real good strategy
of safeguarding its monopoly
Thursday, August 02, 2012
Europe- New Regulatory guidelines!
From my B. pharmacy days i used to follow FDA and their
guidelines but America has to learn many things from the Europeans in terms of
regulatory guidelines recently for which there is lot of discussion happening
in NICE front for new regulatory development, where in Macro level involvement
of specific groups have been initiated for decision making for approval of
drugs, there is lot to learn from NHS (National health services) and NICE UK.
Will it be possible in India to implement these all regulations?
Friday, July 27, 2012
Generics?????
Generics have been eating our pie of revenue is the buzz
following everywhere in Social media by the big players, whether its BMS and Astra,
Astra at this point is in pretty bad shape as a giant which BMS was there 10
years back, BMS recovered with strategic partnership and alliances but what
about Astra will it be able to cope?
These Big Pharma knew that generics will one or the other
day will eat their pie of revenue and the best way to stop them is by making
stringent regulations for sales and promotion.......
Astra should have thought beforehand about all this when it
was making strategic blunders over the last three years ??????
After the generics and counterfeits ......it’s time for
biosimilars to eat the revenue of big players
Wednesday, July 25, 2012
Merck-Will this strategy help???
Today one of the top line news is that Merck and company
is expanding in HIV arena, by signing two licensing agreements for
investigational drug candidates. One deal is with Chimerix, based in Research Triangle
Park, NC, and the other is with Yamasa of Choshi, Japan. With respect to its own
portfolio Merck is also planning to advance an internally developed HIV
candidate, MK-1439, which is into a Phase IIb trial. The question which is
bugging my mind is that will Merck be able to penetrate the market which is
majorly monopolized by Gilead for more than decade and if it is thinking of
penetrating to the emerging markets, then will it be able to displace the stiff
competition from companies like Cipla who have been playing the low price game for
more than 3 decades? Food for thought ………..
Friday, June 29, 2012
Regulatory issues!
For past many months there has been issues related GMP
production whether it’s Roche, Sanofi and Hospira and the issue was
cGMP compliance in manufacturing. For Roche the issue was API
production in their API manufacturing in North carolina, US and later Sanofi
with their TB drug production in Canada. Why is that developed nations facing
the CGMP issues as their regulatory bodies are the most stringent ones in the
world?What should be the next steps for this company, third party manufacturing of active API's and products ?
Wednesday, June 20, 2012
Social Media Bug in Pharma!
Social media
in some years has become a hot topic or rather then talk of the town, In FMCG
scenario it has worked wonders and made some old products come back into shelf
after consumer's persuasion. But I feel for Pharma there is an overall
different story. Pfizer had closely watched effort for patient recruitment for
clinical trials, One year after launching its so-called clinical-trial-in-a-box.Pfizer is planning to discontinue enrollment in the first such study that was designed to allow the patients to participate from home by using computers and smart phones rather going back to hospital or doctor's office for medicines and after check-ups. While this effort created lot of Buzz in the virtual world but the drug maker was not able to pursue the patients to come up front to participate in trial, which was for testing the Detrol overactive bladder drug.
Time will say Social media success in Pharma and biopharma sector?
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