Betting Generic: Part D, Patents and Proteins Drive Investment Surge
This article was originally published in RPM Report
Executive Summary
Generic drug companies have been spurned by Wall Street in the past in favor of their brand manufacturing counterparts. With high generic use rates in Medicare Part D and a perceived inevitability of follow-on biologics, investment in pharmaceutical copycats is on the upswing.
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This article is a reprint from the April 2008 issue of The RPM Report. As Congress works on an approval pathway for follow-on biologics, generic drug companies are jockeying for investors' attention. But given that most generic manufacturers may be ill-equipped to handle the development of follow-on proteins, some analysts think the real opportunity is where you'd least expect: inside Big Pharma and biotech.
Big Pharma May Be Big Player in Follow-On Biologics Market
This article is a reprint from the April 2008 issue of The RPM Report. As Congress works on an approval pathway for follow-on biologics, generic drug companies are jockeying for investors' attention. But given that most generic manufacturers may be ill-equipped to handle the development of follow-on proteins, some analysts think the real opportunity is where you'd least expect: inside Big Pharma and biotech.
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As Congress works on an approval pathway for follow-on biologics, generic drug companies are jockeying for investors' attention. But given that most generic manufacturers may be ill-equipped to handle the development of follow-on proteins, some analysts think the real opportunity is where you'd least expect: inside Big Pharma and biotech.