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August 7, 2008
Pharmaceutical business strategy
Analysis of: Bristol-Myers's ImClone Bid Heats Activity in Drug Firms | online.wsj.com
Author: GLG Expert Contributor
The strategy to combine small molecule with biotech is an extension of the current strategy. With the many patents expiring in 8-10 years and not many drugs in the pipeline that are magnitudes better and/or different than the current drugs on the market, drug companies need to think differently. Would...
July 22, 2008
Opporunities for the Pharmaceuticals to improve thier manufactuirng technology
Analysis of: Teva to Buy U.S. Generic Rival Barr for $7.46 Billion | online.wsj.com
Author: GLG Expert Contributor
Until recently, the blockbuster model has worked for the ethical pharmaceutical companies, but with about $80 billion of ethical drug patents expiring in the next four years and with not much in the pipeline of major pharmaceuticals their business model needs a re-look. Major pharmaceuticals need to...
July 4, 2008
Opportunities for Private Equity companies in India
Analysis of: PE firms review plans after Ranbaxy deal | www.business-standard.com
Author: GLG Expert Contributor
Private Equity (PE) firms have invested in Indian companies as long as they have confidence in original entrepreneurs/promoters (Emcure Pharmaceuticals-Pune: Blackstone Gr.; Granules India- Hyderabad: ISP Investco, Ridgeback Capital Investments). Many of the Active Pharmaceutical Ingredient (API) and...
April 23, 2008
Paint cost can be reduced by manufacturing technology innovation.
Analysis of: Home Data May Inspire False Hope | online.wsj.com
Author: GLG Expert Contributor
Paint is produced one batch a time. It is called "one can at a time". This is an expensive way of producing paint. It is produced by "quality by analysis" rather than "quality by design" and needs to be changed.  Time for technology innovation has come especially with high oil prices.
April 22, 2008
Suzlon is having teethin problem.
Analysis of: A Fresh Breeze from India: Suzlon’s Big Challenge | blogs.wsj.com
Author: GLG Expert Contributor
WSJ in its analysis has questioned viability of Suzlon as a long term player. This is due to cracks in the blades.
April 2, 2008
Costs Are Sinking The Boating Industry
Analysis of: Ill economic winds batter boat industry | www.chron.com
Author: Gerard Buhrer, Owner, Spectrum International Sourcing
High Fuel cost are keeping many boats tied to their slips or not being launched at all. Coupled with higher cost for storage, towing, moorage at destinations, and lower free income, the 2008 boating season will be very flat. New boat sales are at the lowest point in years and even used boats are flooding...
March 5, 2008
Is close good enough- Heparin Fiasco
Analysis of: Heparin and other outsourced pharmaceuticals | online.wsj.com
Author: GLG Expert Contributor
The recent fiasco of Heparin being sold by Baxter International is going to lay the blame of FDA (lack of inspection) and companies from China and India for making poor quality product and shipping it to US sellers. Companies in EU or US who are importing active pharmaceutical ingredients...
December 20, 2007
New approach to develop drugs
Analysis of: Govt to rope in young minds to invent cheaper drugs | economictimes.indiatimes.com
Author: GLG Expert Contributor
1) New and unconventional approach to drug development. 2) All new drugs under this would be Generic 3) unleashing human creativity
December 17, 2007
Dow potential acquisition
Analysis of: Dow on the Hunt for Acquisitions | www.icis.com
Author: GLG Expert Contributor
Dow should be looking at companies that have about 30+% of revenue outside the United States. Any product segment market in US growing at inflation plus 1% in not a growth market. 
November 16, 2007
Optimization of Co-product Glycerol Value
Analysis of: Cooking Up More Uses for the Leftovers for Biofuel Production | www.nytimes.com
Author: GLG Expert Contributor
The energy value of a molecule is generally at a discount to the chemical value. The octane value of ethanol places it at a premium to energy value, but still at a discount to chemical value. Glycerol is as readily made into chemical intermediates as into ethanol 

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