Contributing Member of the Healthcare Councils

All News Analyses by this Author

Piramal becomes 1st Pvt Sector company to Process Opium!!

July 2, 2009

Analysis of:Piramal to be first pvt company to process opium | www.business-standard.com

Piramal has literally pulled a fast one on other well established players in this segment. This is easily a 300 - 500 million $ business if one include Domestic and International opportunities. This will be a healthy addition to their bottom line ones the production come online

Indian Pharma's Branded play!!!

July 1, 2009

Analysis of:Lupin Expands Branded Play | www.sunherald.com

After pioneering and mastering the Generic business Indian pharma are experimenting with Branded patented products. They have grown and want to explore beyond the pond. At a time when global MNCs are entering or focusing on Generics in a big way, this move against the tide can either be a Hit / flop!!!

Private Hospital Chains - the next Healthcare Growth Engines

July 1, 2009

Analysis of:INTERVIEW-UPDATE 1-Fortis says rights issue likely in end July | in.reuters.com

Fortis is one of the few companies which have managed to keep its head above the water in this new and emerging sector in India. Recently declared numbers and upcoming issue are an indicator of its future prospects in this Business. If healthcare excites you keep a watch on Fortis.

The new love affair in Pharma Sector

June 30, 2009

Analysis of:Biocon Ties Up With Mylan For Generic Biopharma Drugs | online.wsj.com

Biocon has done a "Aurobindo" & "Dr. Reddy's" with Mylan. In all my news articles I mentioned watch out for more of such deals. I never anticipated the speed at which it is happening!!!

Glenmark the Hidden Jewel of Indian Pharma

June 30, 2009

Analysis of:Glenmark Pharma FY'09 net profit at Rs 193.47 cr | economictimes.indiatimes.com

Glenmark has been going about its business for many years in quiet manner!! They have performed in a consistent manner for several years where many of their counter parts have faltered. Its a company to watchout for, there is tremendous value at current levels.

GSK Reaffirms trusts in Indian Pharma Story!!!

June 23, 2009

Analysis of:GSK announces a strategic alliance with Dr. Reddy's Laboratories Ltd | www.pharmanews.eu

GSK's latest move reaffirms the Indian Pharma story!!! Indian companies with their cost advantage have been eating to emerging markets of Global players for some time. They could not be ignored any more!!! GSK like Pfizer - Aurobindo deal, has in stroke ensured regular supply of cost effective medicines for their highly competitive emerging market segment.

Wockdardt Starts liquidating assests

June 17, 2009

Analysis of:Wockhardt sells Espharma | www.business-standard.com

Wockhardt has sold Espharma their crucial back door entry into Europe's largest Generic market!!! This will definitely affect their European Business revenue projections.

The Way Forward for Cost Effective Healthcare !!!!

June 16, 2009

Analysis of:Glaxo Seals Marketing Pact With Dr. Reddy's | online.wsj.com

Some days back while consulting on Aurobindo a client asked me he should expect more deals like Aurobindo & Pfizer ??? My reply was affirmative!!! Here is the proof!!! Multinational Pharma players are under Tremendous pressure from the governments, companies & markets to reduce Health care cost. And the obvious answer is here !!! out source everything but marketing to cost effective locations, like to garment industry does (Lewis, Pepe, Marks & Spencer etc...) Its make Simple business sense for GSK!!

Pre - Clinical research begining to reach Indian Shores !!!

June 12, 2009

Analysis of:Jubilant, Endo Enter Development Pact | www.contractpharma.com

The confidence shown by Endo by concluding this deal is a testament to the Indian out sourcing story!!! The underlining here is: Jubilant built a Biotech production & Research facility; to make optimal use of their facility and recover thier investments faster out of the box thinking was required. Endo bought the concept and here we have deal which is win - win for both.

Unusuall times call for Unusall annocements !!!

June 12, 2009

Analysis of:Wockhardt Hospitals denies stake sell news | www.indiainfoline.com

Wockhardt needs cash is in the public domain!!! How they will go about it is not!!! All of us can talk about it till cows come home, and the promoters will keep denying all our speculation Lets wait and watch and its going to be over in the short term - I mean the sale.

Wockdardt needed cash Yesterday!!!

June 10, 2009

Analysis of:Wockhardt may sell 2-3 hospitals to Fortis | www.topnews.in

Wockhardt had borrowed more than it can repay keeping in mind the pharma business cycles!!! They made a few acquisitions in 2005 - 2007 time frame which did not yield results upto their expectations. They need to pay their creditors, interests cost has gone up. Currently the only logically viable options seems hospitals. They might be able to pay off their creditors but will loose some good future business prospects.

Multi Bullion $$$ Industry !!!! The next Sector to watch

June 10, 2009

Analysis of:IFCR India to enter healthcare service sector | www.hindu.com

Health care in India is typically un-organized. The corporate make barely 10 - 12 % of the industry. With a Billion + population the room to growth is infinite currently. Risks are limited, a low cost, well managed Bed & Breakfast kind of concept cannot fail. By acquiring hospitals in villages, and bringing in professional manager IFCR is targeting in the same lines.

Making of a World leader !!!!

June 4, 2009

Analysis of:IOL Chemicals & Pharmaceuticals all set to emerge as India's largest Ibuprofen manufacturer | www.equitybulls.com

This is a backward integration activity by well established player. With no cost effective replacement in sight for Ibuprofen and a steady demand from developing nations, will keep the wheels turning for IOL. This integration will result in considerable cost savings and improved margins. In medium terms its a good bet, but they need to keep an eye on future and keep an eye on the changing tide.  

Generic Business Development activity!!!

June 4, 2009

Analysis of:Sun Pharmaceutical to pump Rs 332 crore on R&D of low-cost version of original drugs | www.topnews.in

A Generic company needs to keep adding new generics to its portfolio of products. Every year several patented products, loose their patent protection and become generic. The original innovator has spent close to a Billion $$ to development them while a Generic company can copy several of them in 332 cores (close to 100 million) Its part their business activity which they need to undertake in order to survive and be in the game.

India's pharma exports to US tumble 37%; A result of overall downward trend in the Economy!!!

May 13, 2009

Analysis of:India`s pharma exports to US tumble 37%: report | www.indiainfoline.com

We should keep in mind the current recessionary trend in the economy. Governments, Institutions, Hospitals have all cut their budgets. Indian companies primarily rely on Tender Business and the tender business has taken a hit. Indian companies are relatively week in Private Markets where companies from other countries like Israel, China & S. Korea are ahead. If Ranbaxy has restrictions imposed on them by FDA, there are innumerable players in India to fill their shoes with FDA approved facilities. Wait for a few quarters and we will see a bounce back!!!   Regards,

The Indian Generic sucess - Facing takeover threat - how it can be convereted into Win Win for all!!!

May 6, 2009

Analysis of:Indian drugmakers facing takeover threat: Govt panel | www.business-standard.com

Indian Pharma players have created their niche so far on Copy cat drugs, and have mastered this art with backward & forward integration of business. Going by the global trend to cut health care costs, increase in drug development cost, increase in time of lab - market and increased regulatory hurdles in every country the choices are limited for Big Pharma!!! Big pharma's have spotted a opportunity here!!! Acquiring an Integrated Indian Pharmaceutical manufacturer with API & Formulation capability gives them the most desperately needed solution i.e. Low cost manufacturing!!! Indian companies on their part can make the most of this sudden showering of attention by MNC's by diluting stake and cashing in on the hard work done so far. This will be Win Win for both - The buyers gets access to much need frugal manufacturing facilities. The Seller gets rewarded for his hard work and gets access to the R & D facilities of the Buyer. Ultimately bringing down the cost of health care.

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