Branded Generics in Emerging Markets—Connecting the Dots
MRK’s PR today on the deal with Sun Pharma (#msg-61940959) says the following:
By simple arithmetic, this means that 2/3 of the overall growth in the global pharmaceutical industry will come from branded generics in emerging markets. Hence, the reason I’ve been posting ad nauseam that branded generics in emerging markets are the big Big Pharma story that many investors and analysts have been overlooking.
“The efficient-market hypothesis may be the foremost piece of B.S. ever promulgated in any area of human knowledge!”
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