Positive sentiments for the biotech sector have prevailed in the last two to three years, and we expect this trend to continue for the next year too. Our optimism is based on the continuity in the flow of innovative products from their pipeline, implementation of strategic decisions to improve cost efficiency, strengthen therapeutic leadership, and hedge against generic threats – which all lend stability to the business model of the company.
Focus and interest in Orphan diseases remain and Alexion kept everyone guessing on the possible acquisition. BMRN, Alexion are likely candidates to be acquired in this space. In the next five years, the distinction between some mature biotech companies and large global pharma may become blurred esp. if there is consolidation within the sector. AMGN was the first amongst the peers to declare a dividend and this has raised the bar/expectations from others too. First, mAb Biosimilar (Hospira’s infliximab – Inflectra) was approved in EU and the pipeline, competition intensifies despite no firm regulatory pathway is defined in