Mehta Analysis: The Promise Of 2021

Executive Summary Next year promises a wide range of opportunities for biopharma, triggered by an all-in commitment by every company with something to combat – COVID-19. Between January and early April 2020, over 80 COVID-19-focused programs entered the clinic, seven of which are vaccines. Such advances would normally take 5-10 times longer. Here we focus on two exciting and complementary opportunities. The first is the chance to help society gain a realistic understanding of how an R&D-anchored drug reaches their…

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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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