The Cross-Border Biotech Blog

Biotechnology, Health and Business in Canada, the United States and Worldwide

Biotech Trends Update — IP Constituencies: Innovators and Generics Continue to Blur Pharma Lines

Two stories noted by the WSJ’s Health Blog highlight the trend we’ve been following of blurring lines between branded/innovator pharma and generics companies:

The biggest development I’d cite is Pfizer’s deal to sell 40 generics made by India’s Strides Arcolab and South Africa’s Aspen.  This deal seems to go a step farther than other innovator/branded deals with generics in that it treads on U.S. soil.  The Pfizer Established Products Business Unit has in-licensed more than 200 products and has an overall portfolio of approximately 600.

“Generics” companies are not sticking to their traditional role either.  Noting Teva’s projected growth and market cap, Jacob Goldstein says that “[i]t’s no longer correct to think of generics manufacturers as scrappy little competitors nipping at the heels of big pharma,” especially where 30% of their revenue comes from branded drugs. 

Add those to increasing innovation in India and China and in collaborations with companies there, and the whole global industry is starting to look a bit more homogeneous.

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2 responses to “Biotech Trends Update — IP Constituencies: Innovators and Generics Continue to Blur Pharma Lines

  1. Pingback: Monday Biotech Deal Review: June 28, 2010 « The Cross-Border Biotech Blog

  2. Pingback: Expansion and Diversification Strategies in the Pharmaceutical Industry: Part 12 of Valuation and Other Biotech Mysteries « The Cross-Border Biotech Blog

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