Research

Mehta Analysis: Who Will Speak Out As Regulators Are Politicized? FDA leadership Moves, China-US Trade Spat And Brexit Threaten Sector

In his latest opinion piece, Viren Mehta fears the impact that ideologically motivated and protectionist actions around the world will have on the biopharma sector and ultimately on patients. In this new era when politicians seem able to fool some significant number of people all the time, the safety valve of the civil service apparatus is more readily throttled. This came into full view as the autumn colors were fading in late October in Washington. In this new era when…

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MP Group – Biosimilars Landscape – China and India

As you are exploring biosimilar opportunities, we would be delighted to share our insights to help you advance your strategy. Our active work has enabled us to develop an in depth understanding of the global biosimilar opportunity, and many of our forecasts of the past decade are now being realized. In fact, that is why the title of the attached slide deck is “Creating a global biosimilars leadership - Combining complementary strengths of China and India” (Click here to download) Global…

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Mehta Analysis: What Can Tesla Teach Pharma?

Health Breakthroughs Demand Regulatory Revolution Executive Summary:  The transformation of the automotive world has many lessons for biopharma, especially on the regulatory front, believes Viren Mehta of Mehta Partners. Driving an electric car since June of this year is not only a true joy, it has also prompted me to consider the lessons for the pharma industry. The consumer is free to adopt an electric car, and Tesla and other electric car makers have navigated a web of regulations to…

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MP Group – Biosimilars Landscape – USA

A pleasure to share with you the second issue of the Biosimilars series from MP Group. This issue covers in-depth analyses of the US biosimilars outlook, which includes market dynamics, evolving regulatory and policy landscape, competitive analysis, etc.    With 15+ biologics facing patent expiry by 2020, and ~25 more in the coming decade, ~$200+B biologics sales underpin the first wave of biosimilar opportunity, which is forecast to approach $500B around 2030. These high priced biologics contribute as much as one-half of healthcare…

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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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MP Advisors/Mehta Partners: Global Biosimilars Outlook -2019 & Beyond

It is our pleasure to share with you the first issue of the Biosimilars series from the MP Group. The series starts with macro perspective of the global biosimilars landscape and subsequent in-depth analyses of biosimilars outlook in various geographies, which includes market dynamics, evolving regulatory and policy landscape, product pipelines, competitive analysis, etc. Biosimilars are emerging as one of the most important sectors in the healthcare industry to curb increasing healthcare costs, primarily associated with biologics. With 15+ biologics…

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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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