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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Next Decade Generic String Of Pearls Opportunities: Sustainability Assessment With Respect To Therapeutic Positioning

The rapid growth of the generic industry has come with a number of challenges, such as heavy competition, including from authorized generics and government-mandated price cuts. All contribute to diminishing prices and ever decreasing margins. In this era of increased pharmaceutical industry competition, success for generic drug companies is dependent on their ability to manufacture therapeutic-equivalent drug products in an economical and timely manner, while also being cognizant of patent infringement and other legal and regulatory concerns. Diversification of product…

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Japan Biosimilars – A start of Authorized Biosimilar Era? Biosimilar/BioPharma CMO opportunities – JP Conglomerates – A definite role to play for Global Market! Major JP Innovator vs. Early entrant Mid size Japanese companies- TA focus approach – A Win Win Game!

In 2016, encouraging uptake of Lantus BS in Japan confirms strong foothold of the marketer, product mix targeted to DPC hospitals (Diagnostic Procedure Combination hospitals- ~4000) and early entry of the player are critical factors to decide biosimilar penetration and market share dynamics of Japan Biosimilar Market. While ongoing discussion of local originators to launch authorized generic BS in a way indicate cost pressure & threat on the originators by payers(Chuikyo), but put pause on attractiveness of developing BS for…

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Large Cap Pharma US & EU Outlook 2016: Maximizing Their Strength on Fewer Therapy Class, Personalized Medicine, Novel Target and Biosimilars For Future Growth

Major pharma companies continue to improve the productivity by taking different approaches like focusing on selected therapy area and markets, merger and acquisition, divestment of non-core brands/segments and consolidation in animal health, vaccines and consumer health care business. Oncology segment has been the key areas of interest for large-cap Pharma companies in 2014/2015. The field of immuno-oncology is currently one of the most explosive fields in biotechnology. Bristol-Myers’s with more concentrated effort in Immuno-Oncology has gained the lead with its…

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India Pharma Outlook 2016: Milestones to Watch – Growth from Exports and Domestic Getting Better, Implementation of Policies under “Make-in-India”, Overture of A New Ministry

2016 will be a crucial for drug makers and consumers. During ‘Make-in-India’ week in Mumbai, Govt. highlighted many amendments or introduction of new policies with an aim to make India as a major hub for end to end drug discovery. To boost drug discovery, to promote manufacturing of certain drugs against life threatening diseases like AIDS, and to reduce our dependence on China, the Govt. has promised to offer many incentives (exemption from excise duty or tax) and also plans…

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JP Giants leaning in for becoming a Speciality Global Pharma Sakigake designation – A Push from government to “Innovate”! “Essential drugs” exemption from Z2 rule- Balancing long listed pricing pressure! Authorized Generics, Biosimilars, and Patent Litigations – Avenues to grow in JP Generic market!

In this report- we analyzed therapy focus, changing Strategies, pipeline and key growth drivers of 12 major Japanese biopharma companies (Pure play innovators/ Innovators+ Generics/Pure play generics) and detailed our view on their strategic action to withstand in domestic market and expand globally with their interest for inlicensing external innovation from the globe for increasing R&D productivity and priorities on M & A side. Japan Pharma Outlook 2016: JP Giants leaning in for becoming a Speciality Global Pharma Sakigake designation…

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Japan Biosimilar- Active Players In Quest of a Specialty & Niche BS space

Filgrastim BS and Lantus BS Approval- Encouraging uptake and a lesson to fast track JP approval based on Ex-Japan data! Remicade biosimilar “NK” – A slow start does not pull back NK in starting PhIII for Herceptin BS in Japan Active companies in Biosimilar Space: Local Japanese Generic Giants- Opening the door for Biosimilars in Japan? - Will go for All or Niche in BS space???- Opportunities beyond 2020? Encouraging Uptake of Filgrastim BS and Lantus BS in 2015 in…

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Rising Stars Outlook 2016 :New Emergence of Potential Tx & Dx Options could transform the Current Landscape for Liver Diseases (NASH)

Non-Alcoholic SteatoHepatitis (NASH) is an unmet medical need and is becoming the leading cause of liver transplant. No FDA-approved therapies and a meager diagnosis, it poses a unique challenge in the design of studies for NASH. Therefore, there is a worldwide need for new therapies to treat the global epidemic of NASH and the cost to society will be huge if it is not addressed in the upcoming years! Besides, scarcity of treatment options, there is also an urgent unmet…

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Japan Pharma Outlook 2015: 2015 –Year to Watch out for Authorized Generics (AGs), Biosimilars and Overseas Strategic Initiatives

The new pricing system adopted in Japan from April -2014 (Annexure 1) is a game changer initiative. It pains most of the companies - whether generic or innovator. The most of the companies are revalidating their domestic (and thus overseas) strategies to adopt with new regulations. For the innovators – testing Authorized Generics (AGs) phenomenon for protecting their long-listed sales against generic could be one of new choice in Japan. The format and regulations for AG’s are still not clear…

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Mature Biotech Outlook 2015: New Therapy Ventures Pave the Way for Success

All biotech companies - Gilead (GILD), Amgen (AMGN), Biogen Idec (BIIB) and Celgene (CELG), in past year, have given a positive return and hence increased the interest of biotech investors. These companies have been able to select therapy/niche indication where the high treatment cost justifies the need. While large pharma companies are active in M&A deals, the Mature biotech companies are sticking to its core expertise and venturing into unexplored/new therapy; e.g., GILD in anti-cancer and BIIB for hemophilia. Alike…

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