Jq1234,
I'm not sure what "trend" you're referring too? I certainly understand your premise about European and American sales and how a company can put a floor under its current sales. (almost like a zero sum game so far).
I also visited a new LG pharma plant (yes, LG electronics) in South Korea last month and it's 2nd to none. What I see is over time the Samsungs and Lg's of the world will provide competition that'll overwhelm the developed world pharma's.
You also run the risk of the undeveloped world not respecting patent law, just like India did again yesterday when they voided the Roche patent estate for Hepatitis C drug Pegasys. If you remember a couple of months ago they voided all the Nexavar patents. There's no question that those drugs will infiltrate the emerging markets.
My own company at the minimum has tripled its emerging market presence, but it has only replaced the work that we would normally do in America or Western Europe.
If you really want to profit from the GTW, I suggest you look for investments in that respective market.
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