http://www.pharmaceuticalsinsight.com Pharmaceuticals & Healthcare Insight RSS Feed from Business Monitor International en Copyright 2012, Business Monitor International Ltd Thu, 09 Feb 2012 06:30 GMT Thu, 09 Feb 2012 06:30 GMT AFP RSS Generator BMI View: Bolivia's pharmaceutical market will experience relatively strong growth due to the country's economic development and strong demand for affordable and authentic generic drugs. Multinational drugmakers will target the higher-margin component of the market to meet the increasing demand for branded medicines among middle class http://www.pharmaceuticalsinsight.com/file/108829/Bayer-Launches-Drugs-To-Target-Cardiovascular-Diseases.html Wed, 08 Feb 2012 00:00 GMT BMI View: GlaxoSmithKline (GSK)'s Q411 results highlight the company's high exposure to healthcare sector cost-containment programmes and pricing pressures placed on medicines by governments in developed states. However, on a positive note, the company has increased its focus on industry-driven emerging economies as highlighted by revenue growth in these markets - in 2011 38% of sales were generated outside of the US and Europe and in total less than 22% of our sales were 'white pills in western markets', compared with approximately 40% in http://www.pharmaceuticalsinsight.com/file/108828/Turnover-Hit-By-Price-Pressures-And-Government-Measures.html Wed, 08 Feb 2012 00:00 GMT BMI View: Continued improvement to Lebanon's intellectual property (IP) and pharmaceutical regulatory environment reinforces BMI's view that the country will begin to attract investment in a similar fashion to Jordan. Better quality control of pharmaceuticals will help multinational drugmakers by reducing the number of counterfeit and substandard drugs, enlarging the size of the legitimate pharmaceutical market. However, we highlight Lebanon's close ties with Syria as a risk. Instability in the region, combined with the possibility of a conflict between Israel and Iran that could drag in Lebanon, will worry http://www.pharmaceuticalsinsight.com/file/108827/Tightened-Regulations-Reinforces-View-Of-Improving-Business-Environment.html Wed, 08 Feb 2012 00:00 GMT BMI View: The surprise resignation of Romanian prime minister Emil Boc and his government on February 6 is very bad news for private healthcare insurers, which just a month ago were hoping 2012 would be the year legislation would sanction private and public health insurers to compete on equal terms, significantly improving the accessibility of this market. Just 24 hours after the resignation, it is unclear what the acting government will look like, or how it will position itself to attract support in upcoming elections. It is also unclear whether these elections will be brought forward from November if parliament does not approve a new cabinet. What is clear is that a temporary government will not have the political mandate to introduce contentious healthcare reforms before the elections. http://www.pharmaceuticalsinsight.com/file/108798/Emil-Bocs-Resignation-To-Delay-Reforms-Outlook-For-Private-Healthcare-Insurers-Worsens.html Tue, 07 Feb 2012 00:00 GMT BMI View: Though estimates of the burden of malaria differ between the World Health Organization (WHO) and the new research by Murray et al, 2012, the new data changes very little. More money is still needed for combating malaria deaths and vaccine research. Malaria treatment is still not profitable enough to attract enough private sector investment to fund further research and development (R&D). The fundraising environment is still fragile as economic uncertainty and austerity measures have caused governments to re-evaluate foreign aid spending. If the new numbers are correct, they will increase pressure on governments to maintain foreign aid. However, http://www.pharmaceuticalsinsight.com/file/108797/Study-Finds-Increased-Number-Of-Malaria-Deaths-But-Conflict-Of-Interest-Undermines-Credibility.html Tue, 07 Feb 2012 00:00 GMT BMI View: Major domestic pharmaceutical companies will benefit from China's 12th five-year plan (FYP) for the pharmaceutical industry, as the government aims to improve the whole industry through consolidation and enhance efficiency. Local companies with a focus on research and development (R&D), existing partnerships with foreign firms, modern facilities and that are looking abroad will outperform. http://www.pharmaceuticalsinsight.com/file/108796/12th-Five-Year-Plan-For-Pharmaceutical-Sector-To-Boost-Domestic-Industry.html Tue, 07 Feb 2012 00:00 GMT BMI View: Despite concerted progress made on the fiscal consolidation front in the first half of 2011, the French government's medium-term fiscal targets remain on the optimistic side, particularly given the deteriorating global macroeconomic backdrop and the potential need for state-led capital injections in the domestic banking sector. Given France's high public debt-to-GDP ratio, this raises the prospect that the country's sovereign creditworthiness could be called into serious doubt, which in turn would send borrowing costs significantly higher and necessitate more aggressive fiscal tightening by the state, including targeting the pharmaceuticals and healthcare sector, which is a recipient of a http://www.pharmaceuticalsinsight.com/file/108795/Pharmaceutical-Spending-To-Be-A-Target-Of-Imminent-Fiscal-Austerity-Measures.html Tue, 07 Feb 2012 00:00 GMT BMI View: The continued global generic competition to Nexium (esomeprazole) and the upcoming patent expiry for Seroquel (quetiapine) (March 2012 in the US) will test AstraZeneca's strength in 2012. We believe this, in addition to government price pressures restricting the company's revenue stream in US and Western Europe, point to poor sales in 2012. http://www.pharmaceuticalsinsight.com/file/108773/Generic-Competition-And-Price-Pressures-Lead-To-Lacklustre-Q411-Financial-Performance.html Mon, 06 Feb 2012 00:00 GMT BMI View: Greece's failure to aggressively cut public pharmaceutical expenditure in 2011 means these savings will have to be achieved in 2012, placing additional pressure on the already overburdened industry. We reiterate our view held since early 2011 that Greece's pharmaceutical market is set for a decade of decline. Drugmakers, particularly domestic producers primarily exposed to their home market, are faced with the most challenging operating environment in Europe. http://www.pharmaceuticalsinsight.com/file/108772/More-Austerity-Ahead-As-New-Public-Drug-Expenditure-Targets-Emerge.html Mon, 06 Feb 2012 00:00 GMT BMI View: Diabetes and cardiovascular diseases are the Middle East and North Africa (MENA)'s biggest epidemiological challenge. The underlying cause of these diseases is obesity. The rapid societal transition to a more urbanised lifestyle with little exercise, poor diets, genetic predisposition and the maintenance of historic cultural attitudes that do not stigmatise obesity has caused a huge increase in waistlines and rates of non-communicable diseases. While lifestyle diseases are a problem across all emerging markets, as purchasing power increases there is no region that more typifies this growing problem than the Gulf Cooperation Council (GCC) http://www.pharmaceuticalsinsight.com/file/108771/Obesity-Levels-Underpin-Increase-In-Rates-Of-Communicable-Disease.html Mon, 06 Feb 2012 00:00 GMT BMI View: GE Healthcare has capitalised on the demand for medical devices and healthcare service solutions in the Middle East. With the wave of new hospitals being built across the region, the company is perfectly placed to take advantage of increased http://www.pharmaceuticalsinsight.com/file/108737/GE-Healthcares-Hidden-Jewel.html Fri, 03 Feb 2012 00:00 GMT BMI View: Astellas performed well in fiscal 9M11, with net income increasing by nearly a third. We believe the company could expand its business in the emerging markets to build upon its growing Japanese operation, where it currently generates more than half of its global http://www.pharmaceuticalsinsight.com/file/108736/Astellas-Outperforms-Domestic-Rivals-In-Fiscal-9M11.html Fri, 03 Feb 2012 00:00 GMT BMI View: Investor perception of Pfizer during 2012 will be dominated by four key factors: the successful divestment of its non-core nutritional and animal health assets, whether the company can reverse its underperformance in emerging markets, the extent of share repurchases and pipeline progression. Pfizer's renewed appreciation of health technology assessment underlines our favourable opinion of the world's largest pharmaceutical company, which is changing from a primary care to a specialty http://www.pharmaceuticalsinsight.com/file/108707/Pfizer-Stuns-Observers-With-Negative-Growth-In-Emerging-Markets-In-Q411.html Thu, 02 Feb 2012 00:00 GMT BMI View: Despite the revenue decrease in Q411 due to the expiration of Zyprexa (olanzapine)'s patent protection, Eli Lilly's attractiveness to investors is increasing, albeit from a low base, due to its robust new product performance and partnerships with other companies. It is our view that Eli Lilly should focus more on emerging market expansion to offset the negative effects of US healthcare reform and the loss of patent protection of its http://www.pharmaceuticalsinsight.com/file/108706/Eli-Lilly-Performs-Better-Than-Expected-In-Q411-Despite-Revenue-Drop.html Thu, 02 Feb 2012 00:00 GMT BMI View: Abbott Laboratories has an enlightened appreciation of the two major current trends in the global pharmaceutical market. The US-based company is performing well in emerging markets, where it is increasingly adopting a direct presence, and it acknowledges that developed markets, especially Western Europe, will remain challenging. Aside from Abbott's split into two separate companies later in 2012, investors will be closely following the upcoming release of clinical trial results from the firm's hepatitis C programme and for the chronic kidney disease drug bardoxolone. http://www.pharmaceuticalsinsight.com/file/108683/Abbott-Shares-Slip-After-Lowered-Guidance-For-2012.html Wed, 01 Feb 2012 00:00 GMT