As Healthcare Leader Exits, Bayer’s Pharma Business Quietly Thrives
This article was originally published in The Pink Sheet Daily
Executive Summary
While Bayer’s pharmaceutical business, tucked into an enormous conglomerate, sometimes flies under the radar of investors, it has had a strong year. The group that Jorg Reinhardt is leaving should continue to thrive, as it is buttressed by new product launches such as anti-coagulant Xarelto, a big presence in emerging markets, a full pipeline, and limited exposure to generic competition, analysts say.
You may also be interested in...
Bayer’s Reinhardt Returning To Novartis To Replace Departing Vasella
Novartis says long-time chairman Daniel Vasella has decided to leave the Swiss drug maker and its board has chosen former COO and current Bayer healthcare division head Jorg Reinhardt to replace him.
Making The Most Of ACOs: How Biopharma Is Adapting To New Customer Segment
ACOs have been one of the most hyped innovations in the US health care sector this decade. The buzz may be overdone, but ACOs are now established as a different—and confusing—new customer segment for pharma. How is industry adjusting?
Building Long-Term Value Into Near-Term Commercial Strategy
Pharma companies are building long-term value propositions that should appeal to Accountable Care Organizations into some go-to-market strategies for new drugs and to repositioning efforts of already marketed drugs that have hit snags. The rationale might seem straightforward—for example, more convenient dosing that improves compliance and cuts down hospitalization rates--but the nuances can be complex. Moreover, even when their products appear to have compelling cases for value, companies have not by and large made ACOs a distinct target for their commercial operations.