Summary
Patented molecules with Market sales worth 70 Bn are set to go off patent in the next 3 years.
Indian companies are already gearing up for this avalanche from now.
Most have them have invested heavily in RnD have started CRAMs operations, are working on API development for these products.
Its going to be an all round attack and no stone is being left unturned.
Analysis
Patent expiry in the near terms is going to change the game for Indian Pharma companies.
Its going to be case of "AT THE RIGHT PLACE AT THE RIGHT TIME"
US healthcare is under going fundamental change currently with US Government cutting out every cost possible.
One of the tools for this Job is Generic medicine!!!
Indian pharma are about to encash their lotteries once this protection goes & US consumers will come out smiling the next time they go to a pharmacy.
This author consults with leading institutions through GLG
Analyses are solely the work of the authors and have not been edited or endorsed by GLG.
