Anonymous
Guest
Anonymous
Guest
They are position themselves for the future.
Obamacare is accelerating changes in the US Healthcare market. The sweet spots in the new market realities are to either sell what people don't mind paying a premium for, Oncology treatments in the case of Novartis, or what everyone has to buy, in the case of all of Pharma's that is generics.
All Big Pharma's are either in this model or will be soon: Specialize in a profitable part of the Pharma market while supporting total revenue with generics.
JV's never work and the Consumer deal is just a prelude to a spin-off.
The concentration of Oncology in Novartis, and other parts of the market in other big Pharma's, will reduce competition while supporting higher prices and reduce total investments in research.
⅔ of US Marketing and Sales is gone. You may think that you can hide in mid to small pharmas but this is only temporary.
This will all been seen as hindsight the inflection point in the structure of global pharma.
Obamacare is accelerating changes in the US Healthcare market. The sweet spots in the new market realities are to either sell what people don't mind paying a premium for, Oncology treatments in the case of Novartis, or what everyone has to buy, in the case of all of Pharma's that is generics.
All Big Pharma's are either in this model or will be soon: Specialize in a profitable part of the Pharma market while supporting total revenue with generics.
JV's never work and the Consumer deal is just a prelude to a spin-off.
The concentration of Oncology in Novartis, and other parts of the market in other big Pharma's, will reduce competition while supporting higher prices and reduce total investments in research.
⅔ of US Marketing and Sales is gone. You may think that you can hide in mid to small pharmas but this is only temporary.
This will all been seen as hindsight the inflection point in the structure of global pharma.