Summary

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.

Analysis

For a generic company to be successful it needs to be at the top of its game.

Its a dog - eat - dog market out there.

In order to be ahead of their competition, they need to add new products which are not available with other players.

Sun pharma has the bandwidth to spend on RnD, which gives them a ability to be first in New Generics space.

This also gives them the advantage of filling ANDAs for new generics and take advantage of highly lucrative North American markets.


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