Mehta Analysis: The Promise Of 2021

Executive Summary Next year promises a wide range of opportunities for biopharma, triggered by an all-in commitment by every company with something to combat – COVID-19. Between January and early April 2020, over 80 COVID-19-focused programs entered the clinic, seven of which are vaccines. Such advances would normally take 5-10 times longer. Here we focus on two exciting and complementary opportunities. The first is the chance to help society gain a realistic understanding of how an R&D-anchored drug reaches their…

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How AI is fighting COVID-19: the companies using intelligent tech to find new drugs

The use of artificial intelligence (AI) in drug development has been hyped up for some time now – and the COVID-19 pandemic is finally a chance for these technologies to prove their worth. We highlight the companies that are using AI to develop treatments that could end the outbreak. Pharma is facing a race against time to tackle the exponential rise of COVID-19 cases, and as a result there has been an unprecedented level of data sharing and cooperation in…

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Mehta Analysis: The New Decade Is Sure to Transform Biopharma Globally

But Are Industry Leaders Keeping Pace? Executive Summary: Industry has the tools to bring more and far better treatments to more people faster than ever, with much lower R&D cost and very little selling needed for these targeted therapies – a perfect prescription for slashing prices for global access while preserving profits, argues Viren Mehta of Mehta Partners LLC. Biopharma business is fundamentally changing, but is the leadership keeping pace? The US Business Roundtable last August redefined the purpose of…

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Japan Biosimilars: Landscape Today, Outlook Tomorrow – ‘Biosame’ entry, uninterrupted supply and companies’ strong front-end footprint requirements make it a distinct market

- After a decade, JP Biosimilar guideline’s first revision expected in FY2020 –Demonstrate Chuikyo need of biosimilar tool to curb healthcare cost - Biosimilars uptake varies as per each opportunity, Remicade BS vs. Rituxan BS- Two poles of the curve - A few skipping NHI listing due to manufacturing issues associated with constantsupply need, Japanese CDMO imminent to seal  this local need Since 2009, 25 biosimilars of 12 originator products are approved in Japan and have yielded mixed performances and…

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MP Group – Global Biosimilars Outlook, 2019

Year 2019 has been a pivotal year for biosimilars and it is our pleasure to share with you the Global Biosimilars Outlook, 2019, whichcovers in-depth analyses of biosimilars landscape across major geographies (EU, US, Japan, China and India) and presents ideas on how to move ahead in order to achieve global leadership in what we believe will be $40B market by 2025. EU Biosimilar Landscape: The most evolved market currently at a tipping point A matured biosimilar market, although with heterogeneous penetration across the member statesBetter prescriber incentives and multiple winning tenders will not…

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Mehta Analysis: Who Will Speak Out As Regulators Are Politicized? FDA leadership Moves, China-US Trade Spat And Brexit Threaten Sector

In his latest opinion piece, Viren Mehta fears the impact that ideologically motivated and protectionist actions around the world will have on the biopharma sector and ultimately on patients. In this new era when politicians seem able to fool some significant number of people all the time, the safety valve of the civil service apparatus is more readily throttled. This came into full view as the autumn colors were fading in late October in Washington. In this new era when…

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MP Group – Biosimilars Landscape – China and India

As you are exploring biosimilar opportunities, we would be delighted to share our insights to help you advance your strategy. Our active work has enabled us to develop an in depth understanding of the global biosimilar opportunity, and many of our forecasts of the past decade are now being realized. In fact, that is why the title of the attached slide deck is “Creating a global biosimilars leadership - Combining complementary strengths of China and India” (Click here to download) Global…

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Mehta Analysis: What Can Tesla Teach Pharma?

Health Breakthroughs Demand Regulatory Revolution Executive Summary:  The transformation of the automotive world has many lessons for biopharma, especially on the regulatory front, believes Viren Mehta of Mehta Partners. Driving an electric car since June of this year is not only a true joy, it has also prompted me to consider the lessons for the pharma industry. The consumer is free to adopt an electric car, and Tesla and other electric car makers have navigated a web of regulations to…

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MP Group – Biosimilars Landscape – USA

A pleasure to share with you the second issue of the Biosimilars series from MP Group. This issue covers in-depth analyses of the US biosimilars outlook, which includes market dynamics, evolving regulatory and policy landscape, competitive analysis, etc.    With 15+ biologics facing patent expiry by 2020, and ~25 more in the coming decade, ~$200+B biologics sales underpin the first wave of biosimilar opportunity, which is forecast to approach $500B around 2030. These high priced biologics contribute as much as one-half of healthcare…

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Mehta Analysis: What Do Facebook Libra And Democrats At Presidential Debates Have In Common?

12 July, 2019 Executive Summary Viren Mehta of Mehta Partners LLC mulls the potential of blockchain, the rapidly evolving IT resource that secures every step in a business action. Just as the summer equinox ushered in dreamy thoughts of our next holiday, two of the major industries that account for about a third of the global output faced more intense summer heat, which may not dissipate even as the seasons change. Facebook, with over two dozen of the planned 100…

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