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.
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.
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.
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.
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.
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.
Tamper Proof Narcotic Pain pill? YES
November 13, 2008
FDA Asks if Pain Pill Is Tamper-Proof | online.wsj.com
This drug will allow patients in severe pain to get the necessary pain relief and not have to worry about the other patients that abuse the drug.
August 28, 2008
Dr. Mark Yergin testifies to Congress | www.nytimes.com
Doctors must be educated on the correct use of Methadone if unnecessary deaths are to be avoided.
July 25, 2008
Drugs to Build Bones May Weaken Them | www.nytimes.com
Considering the effects of fosamax and other bisphosphonates on bone remodeling, it is not at all surprising to see problems arising with the long term use of these agents.
So Much for Health "Insurance"
July 10, 2008
Pricey Drugs Put Squeeze on Doctors | online.wsj.com
It's intresting that nowhere in this article was the topic of true insurance for catastrophic illness brought up. The problem with our current health insurance market is that for most it is pre-paid care, not insurance against a rare, but catastrophic, event.
What is potential future for Sequenom in prenatal testing.
November 9, 2009
November 7, 2009
Express Scripts feeling Growing Pains
October 29, 2009
CDC Outlines H1N1 Test Guidelines
October 8, 2009
Why Health Care Costs Keep Rising—And What to Do About It
September 13, 2009