From Inside Value board: Here are a few articles speaking to current trends, mostly published in 2009. The following are what I could find on most current views on Pharma, slow drug growth, barriers to evolution, and changing business model.“Big Pharma's Pheeding Phrenzy” – May 2009….Consumers may be saving more and spending less, but big pharma is on a shopping spree. And I'm not talking about the really big deals including Roche buying Genentech, Pfizer buying Wyeth and Merck buying Schering-Plough . I'm talking about the two deals that have been done in less than a week between major drug companies and baby biotechs specializing in oncology. It's what one analyst recently coined the growing "P & A" trend in biopharma. It's not so much about mergers and acquisitions (M & A) as it is about partnerships and acquisitions. http://seekingalpha.com/article/140276-big-pharma-s-pheeding... “Top 10 pharmaceutical companies see slow drug sales growth” - May 2009Decision Resources, one of the world's leading research and advisory firms focusing on pharmaceutical and healthcare issues, finds that the growth in drug sales of the top 10 pharmaceutical companies slowed to its lowest level in years in 2008 -- growing just 3.7 percent compared to 7.9 percent the year before http://www.producersweb.com/r/WIRE/d/contentFocus/?adcID=f09... http://www.reuters.com/article/pressRelease/idUS179522+12-Ma... “The pharmaceutical industry faces unprecedented barriers to evolution” -2009Damien Bové works as a drug development consultant (pharmaceutical or biotechnology) and regulatory consultant and writes the following highly recommending reading this article: http://www.damienbove.com/?p=204 ….The article argues that the pharmaceutical industry’s evolving business model in response to growing regulatory constraints has so far helped it maintain profits and growth will face some serious challenges in the near future and these challenges may overcome whatever changes the industry can come up with and impact strongly on profits. The two larges challenges are the global economic downturn and the President Obama’s planned overhaul of the US health care system.….The pharma industry’s model of “pharm 2.0? has helped it overcome reduced R&D efficiency, increased price competition and increased generic competition, but how will the industry fair against these even larger challenges.http://www.datamonitor.com/store/News/?productid=A349543D-EE... “Pharma 2020: Challenging business models – Which path will you take?” Discussion of paper and Download the paper.Even the largest pharmaceutical companies will soon need to step outside their sector and collaborate with other organisations, according to new research by the consultants PricewaterhouseCoopers (PwC).“In the next decade no pharmaceutical company will be able to profit alone,” says Jo Pisani, partner in the pharmaceutical and life sciences practice at PwC. “It will be essential for pharmaceutical companies to develop effective medicines and address the demands of payers who will be increasingly well equipped to measure whether they are getting value for money.”http://tbmdb.blogspot.com/2009/05/pharma-2020-challenging-ne... In case that link doesn’t work: http://www.pwc.com/extweb/pwcpublications.nsf/docid/091be48f... Why big Pharma mergers magnify failureThe article seems to say that the product of big pharma is money. A rebuttal in the comments section.http://business.theatlantic.com/2009/03/why_big_pharma_merge... GlaxoSmithKline will overtake Pfizer to become world’s largest pharmaceutical company by 2012 ….Nov 07, 2008 – here will be major changes in the global pharmaceutical market and key changes in the top ten company list by 2012, says a new report from URCH Publishing, a leading provider of pharmaceutical industry business information. http://www.prlog.org/10138142-glaxosmithkline-will-overtake-... Pfizer Wins Recommendation For Sutenthttp://www.pharmaceutical-business-review.com/news/pfizer_wi...
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