Mr. Aemad Aslam MBA

GLG News by Mr. Aemad Aslam MBA, President

Thriving in a time of adversity - Sun Pharma pounces on shortage by getting approval on Oxycodone

April 13, 2009

Analysis of:Sun Pharma gets USFDA's nod to market painkillers | www.hindu.com

Sun Pharma can greatly benefit from the nationwide shortage of Oxycodone Immediate Release Tablet, by getting approval from the FDA on their own generic. With recent recalls from different manufacturers, and the shortage of a comparable product Morphine Sulphate, the FDA currently estimates that return to normal supply levels of Oxycodone may occur in approximately 2 months, during which time Sun Pharma can capitalize on the shortage by securing longer term contracts with wholesalers.

Aurobindo Pharma's Escitalopram will be a big mover ... when it comes out in 2011

March 5, 2009

Analysis of:Aurobindo Pharma receives tentative approval for Escitalopram | www.indiainfoline.com

Forest's Lexapro commands a $2.5+ billion USD market share, just in the US.  Due to such a high volume of the brand product, Aurobindo's tentative approval on Lexapro's generic Escitalopram will be a great opportunity - primarily if they can procure a 6 month period of exclusivity from the FDA.  Additionally, despite being a brand name product, Lexapro holds an 8%+ year over year increase in the past 3 years.  Hence, the market for the drug in September of 2011 when the patent runs out will be closer to a $3 billion market.                

Teva's Generic Imitrex commands market of Sumatriptan

February 26, 2009

Analysis of:Teva Announces Approval and Launch of Generic Imitrex(R) Tablets | www.pipelinereview.com

With the 180 day exclusivity, Teva is already commanding the market of the generic Imitrex - Sumatriptan oral tablets.  Teva maintains an AB rating of the generic that will render most insurance companies to push brand name Imitrex by GlaxoSmithKline to a non-formulary tier, skyrocketing the generic's sales.  Already, different wholesalers are reporting a backorder on Teva's generics.  Additionally, Teva's pricing point is very favorable to itself, despite Dr Reddy's prior entrance.

Acquisitions of Indian Pharma on the extended horizon by Brand name pharma

February 23, 2009

Analysis of:Pharma cos on lookout for Indian drug firms | economictimes.indiatimes.com

Acquisitions of various Indian generic pharmaceuticals is likely on the horizon for brand name manufacturers.  However, this is not an immediate concern.  I would see more consolidations in the US and other Western markets first. 

Sun Pharma - much stronger with acquisitions including Taro

February 17, 2009

Analysis of:As valuations dip, Sun Pharma is in M&A mode | economictimes.indiatimes.com

Sun Pharma is attempting to gain market share in the world largest market - the US market.  Sun Pharma is clearly expanding it product base with venturing into topical (dermatological) and pediatric segments, and with vertical integration as with raw materials suppliers.  Sequentially, I would see SunPharma to be a leader in the US market within this decade, unless other Indian manufacturers encroach in this market.                     

Aurobindo's Terbinafine Tablets? Not a news maker

January 26, 2009

Analysis of:Aurobindo Pharma gets approval for Terbinafine Tablets | myiris.com

Aurobindo's approval of Terbinafine tablets is already entering a saturated market as the tenth entrant.  Accordingly, with strong pressures from other Indian manufacturers as Dr Reddy's and Wockhardt, this has very little profit margin potential.  Such reduced pricing is aiding the wholesalers as McKesson (MCK) or Cardinal (CAH) by negotiating an even lower acquisition cost.  Reduced pricing is already evident, as Terbinafine has been on Walmart's (WMT) $4 generic list for some time.

Weak meta-analysis study and reactionary

September 13, 2007

Analysis of:Actos Bests Avandia in New Study | www.businessweek.com

    Both of Dr. Steven Nissen’s publications are meta-analysis, implying a weakness in their sampling.  In my opinion, more refined studies with larger sample sizes and standardized measurements with Actos, Avandia and placebo or other medications need to be evaluated.  Selection of favorable studies can dramatically influence the result of both meta-analyses.  Additionally, there is a possibility that Dr. Nissen may have to create this newer compilation that to thwart the defiant stance by Glaxo SmithKline.     Additionally, since both of the medications belong in the same therapeutic and chemical class, there is usually a high correlation of ADRs (adverse drug reactions) and SEs (side effects). - Aemad A. Aslam, RPh, MBA

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