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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 16/Aug/2009 at 7:50am
Originally posted by vsb2pwn

...

Voveran has overtaken Corex to be the numero Uno product.

....
In the month of Jun’09, Voveran has maintained its top position as compared to the month Jun’09....


Dialysis & kidney transplant Jai Ho!Wink

PS: Yeh to free breakfast ho gaya! Free lunch baad mein dhundna padega ...
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subu76
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Quote subu76 Replybullet Posted: 17/Aug/2009 at 1:35pm
What i find really amazing is the disparity between the thoughts of folks on this forum and the pharma industry friends i meet with........Most of these guys see great times ahead....think the FDA issues are short term, are excited about the CRAMs opportunities.....
 
The unltimate tribute is that MNC pharma companies are now picking up sales talent from Indian companies for their world wide operations
 
But these could be one off cases...
 
Nobody thinks that India is going to have blockbuster drugs anytime soon...but the generics and CRAMs opportunity itself is huge 
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 17/Aug/2009 at 7:50pm
Buffett is +ve on healthcare

Few years back when Warren Buffett, the Oracle of Omaha was quizzed on his buying equities in a leading MNC healthcare company, his simply one line reply was that in a world where the population is ageing, buying fundamentally strong companies in this space makes immense sense. We in India wouldn't really feel the enormity of his statement because we happen to be living in a country with supposedly the youngest population in the world.

But the developed nations seem to be a different kettle of fish altogether with rapidly ageing populations and spiraling health care costs. Little wonder, Buffett has still kept the theme close to his heart as was evidenced in his piling up of shares in drug and consumer product behemoth J&J during the quarter gone by. Besides J&J, he also bought shares in another health care company. On the other hand, Buffett seems to have turned a little bearish on energy and power stocks as he lightened his position in Conoco Phillips and utility operator Constellation Energy. Thus, this stock maneuvering of his would have indeed caught the fancy of scores of money managers and investors alike.

Source: 5 min wrap EQM




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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 18/Aug/2009 at 4:22pm
Yet another lawsuit. I wonder what this and similar cases does for our image as a nation wanting to be recognised for its intellectual prowess as opposed to a source of cheap labour, copy cats, and patent infringers.
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subu76
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Quote subu76 Replybullet Posted: 18/Aug/2009 at 5:47pm
Hitesh, this just means that Big Pharma is taking notice of Indian players.
 
This is a regular phenomenon in software and pharma. Teva also has to undergo patent infringement suits all the time.
 
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Hitesh Shah
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Quote Hitesh Shah Replybullet Posted: 18/Aug/2009 at 6:03pm
Originally posted by subu76

Hitesh, this just means that Big Pharma is taking notice of Indian players.
 
This is a regular phenomenon in software and pharma. Teva also has to undergo patent infringement suits all the time.
 


Subu, one thing (among millions Wink) that I can't figure out is how this entire off-patent thing works.

Let's say Big_Pharma_Co (BPC) has done some research, trials, etc. and now has a patented drug all approved for sale.

As per the patent, I assume BPC has the sole rights to produce & market the drug. Is this correct?

After some time, the patent protection ceases and the generics move in.

My question is this: why can't BPC, which already has the knowhow, and presumably the manufacturing capacity, FDA approval, etc., continue to produce and market the drug as a generic at the generic rate? Won't they have a headstart over the Indian / Israeli companies?
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subu76
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Quote subu76 Replybullet Posted: 18/Aug/2009 at 6:23pm
Absolutely......and those guys have started doing that.
 
When the first generic filer starts selling....typically in a 180 days exclusivity timeperiod (before other generics players are allowed in)...the original manufacturer can start selling an authorized generic.
 
And that is why the original inventor and the generic guys typically sign a win win deal. e.g. ranbaxy and Pfizer deal...
 
You don't screw me too hard in Asia...i'll not screw you too hard in US..something like this
 
BTW any idea how much ranbaxy's worth could be.....a company with just lipitor sold for $1.5 billion.


Edited by subu76 - 18/Aug/2009 at 6:30pm
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subu76
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Quote subu76 Replybullet Posted: 18/Aug/2009 at 6:29pm
Sometimes the existing player can even pay off the generics guy.
Sometimes the existing player will just supply his own stuff to the generic challenger...who will pack it and sell it. Smile
 
There are lot of variations.
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