Mehta Analysis: Time Has Come To Present Drugs As Consumer Products

Trump’s proposal to remove safe harbor protection for PBMs and biopharma will accelerate challenges to the traditional biopharma models, argues Viren Mehta of Mehta Partners LLC. Nimble new companies represent an innovation engine that can succeed without hiding behind the regulatory veil, and will foment rapid change, including in how drugs are valued and paid for. Executive Summary Trump’s proposal to remove safe harbor protection for PBMs and biopharma will accelerate challenges to the traditional biopharma models, argues Viren Mehta…

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MP Advisors/Mehta Partners: Indian BioPharma Landscape – 2018

It is our pleasure to share with you our recent update on India's BioPharmaceutical Landscape. We have developed this evolving framework that has helped us assess various pharma markets and companies regardless of geography—an integrated perspective to help identify value drivers and global growth opportunities.  Indian companies have predominantly thrived on globalizing their generic formulations business with a primary focus on the US market.  However, increasing pricing pressure as a result of consolidation among payer groups and PBMs (Pharma Benefit Managers), and intensifying…

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