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GLG News by Average Wholesale Pricing Economic Experts: Healthcare Consultants

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

April 13, 2009

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.

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

March 5, 2009

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.                

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Teva's Generic Imitrex commands market of Sumatriptan

February 26, 2009

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.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

No Visible Revenue Synergies in CVS Caremark's Latest Numbers

February 23, 2009

CVS Net Rises; Finance Chief Plans to Retire | online.wsj.com

CVS Caremark’s PBM businesses are not becoming a larger share of prescriptions filled at CVS retail pharmacies. Put another way, the flagship Maintenance Choice program may be appealing to payers and consumers, but there is not yet a quantitatively visible shift in CVS' retail activity. If CVS pharmacies are taking retail pharmacy market share, then it’s not yet as a result of corporate co-ownership with a PBM.

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

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

February 23, 2009

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. 

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Sun Pharma - much stronger with acquisitions including Taro

February 17, 2009

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.                     

Aemad AslamPresidentMindPharma What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Aurobindo's Terbinafine Tablets? Not a news maker

January 26, 2009

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.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Pharmacy Profits and Wal-Mart

January 16, 2009

Health-Care Outlays Climb at Slowest Rate in Years | online.wsj.com

U.S. spending on outpatient prescription drugs grew by only 4.9 percent in 2007, which was below overall health care spending growth  of 6.1 percent. Public funds (primarily Medicare and Medicaid) paid for 36 percent of total retail prescription drug spending in 2007. So, how much money do pharmacies make from Medicare and Medicaid? The answers may surprise you. Here’s what I found: (1)  Medicaid remains the most profitable third-party payer for independent pharmacies. (2) Despite what you may have heard, gross margins on third-party insurance business are growing at independent pharmacies. (3) The generic price war that was triggered by Wal-Mart is squeezing pharmacy margins on cash-pay consumers. While $4 generics may be good news for uninsured/underinsured patients, they are bad news for pharmacy owners.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

An Unfortunate Victory for EU Repackagers

December 9, 2008

EU Exec Drops Drug Repackaging Ban Plan | www.reuters.com

Reuters reported on Friday that the EU plans to drop a proposed ban on repackaging of pharmaceuticals. In my opinion, dropping the ban is a very bad decision. Repackaging eliminates the benefit of just about every practical anti-counterfeit tracking technology, including the emerging serialization requirements in some EU countries. Apparently, tablets can even beremoved from blister packs under EU law. It’s hard to see how this will benefit consumers.

Adam Fein, Founder & President

Adam FeinFounder & PresidentPEMBROKE CONSULTING INC What is a GLG Leader?|GLG Leaders are a separate tier of Council Members with a Council Rank in the top 5%. These GLG Member Program participants are eligible for ongoing, in-depth consultative relationships with GLG clients.

Cardinal Health Rebuilds Reputation with DEA Compliance Efforts

December 8, 2008

Cardinal Health Builds Out its 'Suspicious Order Monitoring Program' | pharmaceuticalcommerce.com

Now that Cardinal Health (CAH) has finally resolved its long-standing DEA issues, the company has quietly launched a series of intriguing Medication Safety web pages. I’m impressed by these initial public efforts at education and greater transparency, although it’s obviously a work-in-progress. Cardinal needs to more clearly describe how a more secure supply chain will translate into sales growth among its now highly monitored pharmacy customers. I’d also like to see the initiative evolve into anti-counterfeit education aimed at changing behavior by pharmacy buyers and consumers.

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