Mehta Analysis: What Do Facebook Libra And Democrats At Presidential Debates Have In Common?

12 July, 2019 Executive Summary Viren Mehta of Mehta Partners LLC mulls the potential of blockchain, the rapidly evolving IT resource that secures every step in a business action. Just as the summer equinox ushered in dreamy thoughts of our next holiday, two of the major industries that account for about a third of the global output faced more intense summer heat, which may not dissipate even as the seasons change. Facebook, with over two dozen of the planned 100…

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Mehta Analysis: Welcome to BioPharma 2.0

Executive Summary Viren Mehta of Mehta Partners LLC ponders what the approval of Novartis gene therapy Zolgensma foreshadows, in terms of future therapies and pricing. The flowers of this lazy, cool spring in the Northeast US are soothingly beautiful. So ironically are the headlines about the first $2m single-dose gene therapy breakthrough from Novartis AG. Zolgensma will cure and transform the lives of a couple of thousand young children suffering from a missing SMN1 gene that causes spinal muscular atrophy (SMA)…

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Mehta Analysis: Two Pillars of Industry Success Being Shaken

Regulators and policy makers are threatening the long-standing regulatory and patent protection structures that have helped prop the industry for many years. But pharma sustainability should in any case be based on innovation, writes Viren Mehta of Mehta Partners LLC. Regulatory barriers and patent protection are two of the three fundamental pillars on which the biopharma industry success has been built, the third one being innovation. When the famed Framingham Study began in 1948, we could measure only a few…

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Mehta Analysis: BMS/Celgene Merger Shows Big Pharma Is Stuck In Wrong Groove

Bristol-Myers Squibb executives are justifying the acquisition of Celgene in terms that have been well-rehearsed through the history of big pharma mergers. But they are failing to consider radical changes to the environment in which pharma operates, argues Viren Mehta of Mehta Partners LLC. Bristol-Myers Squibb executives are justifying the acquisition of Celgene in terms that have been well-rehearsed through the history of big pharma mergers. But they are failing to consider radical changes to the environment in which pharma…

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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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Mehta Analysis: Outlook For 2029

Looking forward means playing the long game in biopharma. In a decade's time, it will all be about knowing every protein the AI way, something which will have transformed the industry, believes Viren Mehta, founding partner of Mehta Partners LLC. Looking forward means playing the long game in biopharma. In a decade's time, it will all be about knowing every protein the AI way, something which will have transformed the industry, believes Viren Mehta, founding partner of Mehta Partners LLC.…

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Mehta Analysis: Can Trump Trigger Triple Cascade?

Trump says the biopharma industry can no longer depend on the higher US profit margins with his initiative to peg US drug prices to global norms. The US president needs second and third initiatives to be successful: Enable the regulators and biopharma industry to rationalize R&D, and to eliminate selling costs that collectively account for one-half of the industry, writes Viren Mehta, founding partner of Mehta Partners LLC. The US Administration’s proposal to peg Medicare Part B payments to foreign…

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Mehta Analysis: From Generics To Biosimilars – When Will History Hurry Up And Repeat Itself?

More than three decades ago, the Hatch-Waxman Act ushered in a new model of pharma industry renewal by opening the door to effective generic competition after drug patent expiry and encouraging originators to invest in innovation. Viren Mehta, founding partner of Mehta Partners LLC, would like to see similar gains from biosimilar adoption. The barriers to biosimilars adoption today bring back bitter-sweet memories of the regulatory revolution that eventually gave birth to the generics industry in the 1980s. Younger readers…

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Mehta Analysis: China, A Populist Pharma Power

With money pouring into biopharma in China, and regulatory reforms favoring market growth and R&D speed, western firms should watch their backs, warns Viren Mehta, founding partner of Mehta Partners LLC. The dollars and renminbi are adding up, as are structural and regulatory changes in China. With the modified IPO listing rules in Hong Kong, China’s momentum as a biopharma leader is accelerating. Even the Trump trade tirade seems to bypass many bold biopharma initiatives in China that have brought…

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Mehta Analysis: Takeda and Alliance Bernstein Moves Contain A Message For Pharma

Buying Shire gives Takeda the chance to exploit global tax benefits and gain other profit-promoting advantages through integrating with Shire's differently focused business. Outside of pharma, business model rationales are changing rapidly, and old certainties cannot be taken for granted. Pharma would ignore the wider revolution at its peril, and Takeda's move is a step in the right direction, argues Viren Mehta, founding partner of Mehta Partners LLC. Three examples capture the pace of change all around us: the largest…

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