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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Mehta Analysis: Disrupt or be Disrupted

Many industries are being profoundly disrupted by IT. The survival of the publishing industry is in question as ad rates have plummeted in response to data and content transparency in the digital world. Digital technology has enabled pricing transparency that is fundamentally shifting spending patterns in travel, entertainment, transportation and many other industries. The biopharma industry so far has not felt too much heat—thanks to the complexity of its business. (Also see "Six Questions For McKinsey's Fox On Pharma's Digital…

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Prostate Cancer – Newer Antiandrogens & Emerging Therapies Targeting a “Watchful Waiting” and Resistance Population

Xtandi – Replacing competitor from Zytiga to Casodex (Bicalutamide) for a bigger pie in Prostate cancer & Finding its niche in crowded BC market Xtandi + Zytiga vs. ARN-509 + Zytiga - Who will win the race? Rising star Anti Androgens – Third generation Antiandrogens- What left for AR-V7 mutants after TOK-001 failure? Late Stage Prostate Cancer Pipeline drugs – AKT inhibitors or PARP inhibitors or a new MoA combination with Antiandrogen or IO combo - Competing to Xtandi/Zytiga or…

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Pain Management: New Discoveries and Treatment Options in Abuse Deterrent Era

Rescheduling of Hydrocodone combinations from Class III to Class II, clear-cut regulatory guideline for Abuse-Deterrent drug formulation NDA & ANDA (solid oral) filing and CDC guideline for Prescribing Opioids for Chronic Pain (2016) are definite steps taken by FDA in last two years for creating “Abuse-Deterrent Era” in a short span to stop opioid abuse and reversing opioid epidemic in USA. There were around 18,893deaths involving prescription of opioids in the United States in 2014 which was up 16% from…

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