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DewDiligence

04/05/11 12:07 AM

#117618 RE: jq1234 #117617

An astonishing factoid from the Lechleiter interview: no company has more than a 2% share of the Chinese pharma market. Obviously, there will be a lot of consolidation in the coming years. Thanks for posting the video.
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DewDiligence

04/11/11 1:06 PM

#118048 RE: jq1234 #117617

MRK inks branded-generics deal for emerging markets with India’s Sun Pharma:

http://finance.yahoo.com/news/Merck-Co-Inc-and-Sun-Pharma-bw-2289043827.html?x=0

Financial terms were not disclosed.

The Global Demographic Tailwind, which manifests itself via escalating sales of branded generics in emerging markets, has become the most important growth driver for the global pharmaceutical industry.

See #msg-61699995, #msg-59590951, #msg-48556414, and #msg-50473238 for related info.