August 17th, 2012 - 04:01:47 PM

Thank you; interesting piece and I like "pharmageddon".

The patent cliff is a little bit of a false reality however, with the FDA having a massive backlog in approvals times and litigation extending launch dates, generic products won't be coming to market immediately.

Biosimilar are also likely to disappoint somewhat; the average savings seen in Europe are only 20-35% vs the brand. The FDA also needs to figure out the approval pathway too. The biotech burden is going to continue for some time most feel.

China is indeed a large target consumer market, but the realities of making profits in the country are a lot more challenging than perceived. That is true of most emerging markets (who have already emerged!); yes they are growing and they want better healthcare, but they are also very protective of their infant local manufacturing industry.

I agree the future of the US generic industry is both complex and exciting!

August 29th, 2012 - 03:41:22 PM

You might find our latest report useful: "The significance and repercussions of the 2009-2015 pharmaceutical patent cliff". Download a copy here: http://www.bioassociate.com/the-significance-and-apparent-repercussions-of-the-2009-2015-pharmaceutical-patent-cliff-2/