Let's stick to big pharma discussion. Big pharma are facing pricing pressure in Europe now and in the future regardless whether they have presence or not in emerging market. How could it be zero sum game with presence in emerging market? There is no question their presence and growth in emerging market will offset the flat to decline revenue from Europe, thus net positive for big pharma.
As of drug patent, look, if India really want to make copy of Nexavar, they can do it whether Bayer sell Nexavar in India or not. Avoiding emerging market doesn't reduce the risk of patent violation.