Mehta Analysis: Biopharma In The Digital Age: Critical Success Factors

It seems only a matter of time that the leaders of established biopharma will need to redefine core functions such as research, manufacturing and marketing around a new vision. Consider if every individual had a laptop and mobile phone equipped with a kit that regularly monitors vital signs and manages personalized health data under a life-time health care subscription service, allowing for real-time consultation with appropriate counselors and coaches from a consortium of providers – who also have access to…

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Mehta Analysis: How Buffett and Friends can Succeed, And How Pharma Would Be Affected

Prices Will Come Down Substantially. Watch.” This is the president of the US talking about drug prices during his State of the Union Message to the US Congress! The New Year is already full of intrigue, and we're only a few weeks into 2018. The last week of January in particular threw a 1 – 2 – 3 punch at the industry: The new US Secretary for Health and Human Services (HHS) Alex Azar was sworn in. On the surface…

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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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Mehta Analysis: Race To Harness Data Will Revolutionize PBM Systems

Google's Waymo self-driving car project just passed an important milestone, with the arrival of its fully autonomous modified Chrysler vans on the streets of Chandler, Arizona. Uber, GM and others will not be far behind. Society soon will need far fewer roads, parking garages, and of course cars—while hopefully the quality of our lives will see another step-change as it did with the smart phone revolution. And it is all about data and the resulting intelligence. Healthcare systems globally are…

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Mehta Analysis: The Tangled Web of PBMs

Many of my friends in the pharma world feel that the evolution of pharmacy benefit managers (PBMs) in the US has led to their operations and impact becoming increasingly mysterious. While we understand in broad strokes the role they play, their business model has broadened to the extent it has become fuzzy—as if by design. We all harbor general skepticism towards middlemen, and question what actual value they add to the healthcare system. When it comes to PBMs, views on…

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The Future of the U.S. Biologics and Biosimilars Treatment Market for Psoriasis

The U.S. psoriasis treatment market for Biologics and Biosimilars was estimated at $6.6bn in 2016 is projected to almost double during the forecast period to reach $12.9bn in 2021 driven by safety and efficacy improvements of the new generation biologics. The psoriasis treatment market is dominated by topical agents and phototherapy for the non-severe forms (mainly corticosteroids), but mild to severe forms are treated with systemic agents. The psoriasis treatment market is dominated by topical agents and phototherapy for the…

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Mehta Analysis: How Relevant Is Traditional Pharma In Sustainable Healthcare?

An ageing society that is fortunate to benefit from an accelerating flow of innovative therapies must be prepared for an ever-increasing nominal healthcare spending. But can healthcare continue to take a larger share of the economy without starving other essential services for a healthy quality of life? This is an especially sensitive question in the ‘New Normal’ average economic environment of low single digit percent growth rate, when it is difficult to keep the healthcare cost growth rate at less…

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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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Mehta Analysis: Shaming Biopharma managers

President Kennedy successfully persuaded US steel industry executives to manage their price increases responsibly for the collective good by shaming them from his pulpit. Would such a bully pulpit offer an effective answer to balancing the biopharma budgets? Let us fast forward two generations from the early 1960s to assess what has changed. First, self-interest has gained primacy today, at the same time as bipartisan decorum and the sense of common good have declined. The ability to publicly shame an…

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Mehta Analysis: Biopharma’s 10% Myth

There’s a prevailing narrative that drug spending is a relatively minor 10% of overall healthcare spending in the US.  Like most narratives, this isn’t completely wrong, but it ignores a relatively big portion of spending on drugs: those drugs that are administered in a hospital or clinic and get billed under a patient’s medical benefit plan, rather than the drug benefit portion of their insurance.  Taking those hospital administered drugs, and other such direct distribution channels into account, the biopharma…

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