Our Value Added Offer for June is a database of Area Sales Managers of pharma companies looking for a change. Member CEO's interested in receiving more details about this offer are requested to send a blank email to us at ceo@tips4ceos.com with the words SENDASM in the subject. We will email you a short report in Power Point format immediately. This special offer is valid for all responses received before 31st July'2001.
INTERNET NEWS:
FIs, banks may administer Rs 150-cr pharma R&D fund
ANALYSIS:
This strategic event was forseen by tips4ceos.com as early as June'1999 under the headline:
Glenmark Pharma sets aside 30 crore for R&D centre
ANALYSIS:
Members can browse our June'99 issue by pointing your browser to:
Jun'99
As usual tips4ceos.com brings you Tomorrow's News Today..
Reliance enters medical biotechnology sector
ANALYSIS:
This move is a market signal. Pharmanet strategists opine that the Indian pharmceutical industry has failed to notice this threat from India's largest company. Reliance has recruited a senior medical biotechnologist from Shantha Biotechnics for this project. Pharmanet strategists foresee Reliance acquiring small biotech and pharma companies in India, in an effort to dominate this sector.
Pharma cos to hike R&D spend to 5% of income
ANALYSIS:
After spending barely 1% of sales on R & D, that too on reverse engineering, Indian pharma companies have discovered that unless they start to increase their R&D spends, survival in the post-product patent era looks difficult. Pharmanet strategists opine that purely copy-cat companies will be taken over by the post-2005 pharma giants. Only proactive pharma companies who develop and market indegenously researched herboceuticals will survive the imminent shake-out in the next decade. tips4ceos.com recommends member CEO's to allocate more funds to research and develop herbal remedies for the post-2005 era. tips4ceos.com advises its member CEO's to move away from chemical based drugs towards herbal formulations. Members interested in getting information on herbal molecules available for marketing can send us a blank email to ceo@tips4ceos.com with the words SENDHERBAL in the subject if you want to move in the direction of herboceuticals and naturoceuticals.
This event was foreseen by tips4ceos.com as early as October'1995. Our valued members are requested to refer the June'1999 issue of TIPS for CEO's under the headline: Glenmark to set aside 30 crore for R&D center
where this forecast has been re-emphasised.
Members can browse our June'99 issue by pointing your browser to:
Jun99
As usual tips4ceos.com brings you Tomorrow's News Today..
Clinical trials go on-line at DRL
ANALYSIS:
This is a strategically wise move by DRL. Phase 3 and Phase 4 clinical trials will now go online at DRL. Pharmanet strategists foresee all other Indian pharma companies following DRL's footsteps and co-ordinating clinical trials over the Net.
Wockhardt to launch 5 biotech products
ANALYSIS:
This is a belated tactical move by Wockhardt. Realising that the future belongs to patented products, Wockhardt is making tactical moves to enter into biotech. Pharmanet strategists opine that only those Indian companies who have access to patented biotech products through EMR's will achieve strategic success in the long run. Pharmanet strategists foresee tough times ahead for Wockhardt owing to their lack of strategic focus.
J B Chemicals files patent for NCE in USA
ANALYSIS:
This is a strategically wise move by JB. This comes closely on the heel of filing a patent for NDDS in August'2000. Pharmanet strategists foresee JB selling the patent rights for this new chemical entity (NCE) to U.S. pharma majors.
Ranbaxy to exit pharma joint ventures
ANALYSIS:
This is a stratregically unwise move. Ranbaxy is diversifying its portfolio by exiting this JV by divesting their stake in favour of their foreign partners. Instead Ranbaxy is shifting their focus to services like diagnostic centres, speciality hospitals, insurance and healthcare services. Pharmanet strategists foresee low returns on the non-pharma investments of Ranbaxy.
Eli Lilly to buy out Ranbaxy in JV
ANALYSIS:
This move is a WIN-LOSE situation where Eli Lilly WINS and Ranbaxy loses. Thus, this move is a strategically wise move by Eli Lilly but an unwise one for Ranbaxy. Pharmanet strategists opine that this move signals the entry of more American multinationals into the Indian pharma market.
Morepen to shift focus to formulations and OTC
ANALYSIS:
This is a strategically unfocussed move by Morepen . Pharmanet strategists have seen Morepen vaccilate from bulk Loradatine to bio-herbal products to diagnostics to OTC in the last five years. Finally, they have decided to focus on formulations!
This strategy was foreseen by us in the March'1998 issue of
tips4ceos.com under the headline:
Morepen to launch OTC products
Members can browse our March'98 issue by pointing your browser to:
Mar98
As usual tips4ceos.com brings you Tomorrow's News Today..
HMR to shift manufacturing out of Mulund
ANALYSIS:
This is a strategically wise move by HMR, as it had become increasingly cost ineffective to continue manufacturing in Mumbai. Couple this with the falling real estate prices in Mulund and this strategic move to locate out of Mumbai by selling its Mulund unit was inevitable.
This strategy was foreseen by us in the December'1997 issue of
tips4ceos.com under the headline:
Parke Davis to hive off formulation unit at Mumbai
Members can browse our Dec'97 issue by pointing your browser to:
Dec97
As usual tips4ceos.com brings you Tomorrow's News Today..
Glenmark targets top 20 slot by 2005
ANALYSIS:
This is a realistic target and timeframe for Glenmark. However pharmanet strategists opine that it will be tough for 100 crore Glenmark to reach the top-20 bracket within the next 4 years.
Morepen in JV with Beurer of Germany to market diagnostic kits
ANALYSIS:
This is a unwise strategic move by Morepen and will result in a LOSE-WIN situation for them. Beurer will
piggyback on Morepen's Indian contacts to launch these products in the highly competitive Indian diagnostics
market, but will buyout Morepen's stake after the going gets smooth. Strategists see tough times ahead for
Morepen owing to their unwise strategic JV's.
IICB develops herbal drug for asthama
ANALYSIS:
This is a major market signal for the Indian pharma industry.
Asthamatic patients who are extremely dissatisfied with steroidal inhalers will immediately switch to this herbal product which is 100% safe and without the side effects of steroids.This herbal product Asmon has been patented by Indian Institute of Chemical Biology (IICB) and will be marketed by Herbochem Remedies in India. Pharmanet strategists foresee tough times ahead for anti-asthmatic inhalers like Beclate, Pulmicort, Bricanyl and Asthalin after the successful lauch of Asmon in global markets.
Such herbal remedies were foreseen by
tips4ceos.com as early as October’1995. Our valued members are requested to refer our Editorial in
September’98 issue of TIPS for CEO’s titled "The future of bioPharmaceuticals" where this forecast has been
re-emphasised.
Wockhardt expands marketing tie-up with Bayer
ANALYSIS:
After co-markeing the anti-diabetic drug acarbose in the Indian market, Wockhardt and Bayer have extended their co-marketing pact to include the ani-bacterial cefuroxime axetil. Wockhardt will supply finished tablets to Bayer who will market under the brand name ForU. Wockhardt will continue to market under their brand name Kefstar. Pharmanet strategists opine that this is a WIN-LOSE tie-up where Wockhardt wins and Bayer loses. Strategists foresee a hasty end to this co-marketing pact for cefuroxime axetil.
Novo Nordisk looks for collaborations in Indian market
ANALYSIS:
Novo Nordisk of Denmark is looking for Indian collaborators in the area of bio-informatics, healthcare and R&D. Interested members can request more information by sending a blank email to us at
ceo@tips4ceos.com with the words SENDNOVO in the subject.
Wockhardt patents NDDS for cancer drugs
ANALYSIS:
Wockhardt has been granted U.S. and world patents for its novel drug delivery system (NDDS). Strategists foresee Wockhardt
licensing this NDDS to a giant MNC in the near future.
Pfizer gets injunction against Cadila's Penegra
ANALYSIS:
Zydus Cadila has been restricted by the Delhi High Court to use the brand name Penegra and also use the blue diamond shape characteristic of Pfizer's Viagra after Pfizer Inc's legal action against Zydus. Pharmanet strategists foresee Pfizer inc taking similar action against Sun Pharma, Ajanta, Torrent, Cadila Pharma, Unichem and Alembic in the future.
This event was foreseen by
tips4ceos.com as early as November'2000. We reproduce strategic analysis from November'2000 issue of
tips4ceos.com:
Zydus Cadila plans to launch Viagra clone
November'2000 tips4ceos.com
ANALYSIS:
This is a strategically unwise move by Zydus Cadila, as this product will face patent infringement suits from
Pfizer, USA. Pharmanet strategists opine that in an era where Indian Government is being pressurised by
American polity to accept product patents or face sanctions, it is only a matter of time before India enforces
intellectual property rights (IPR). Pharmanet strategists opine that Pfizer will pressurise US lobbies to ensure
that Viagra clones have a delayed launch of in India,
Members can browse our June'99 issue by pointing your browser to:
Nov00
As usual tips4ceos.com brings you Tomorrow's News Today..
Infar to sell diagnostic division to bioMerieux
ANALYSIS:
This move is a WIN-WIN situation where bioMerieux WINS and Infar also WINS. Infar quits their non-core area of diagnostics to focus entirely on their formulations business, whereas bioMerieux gets a basket of Infar's products which can piggyback on their products to reach more laboratories. Besides increasing their product range, bioMerieux will benefit from lowered costs arising from a common distribution channel.
Astra-Zeneca hikes stake in Astra-IDL to 51.5%
ANALYSIS:
This is a market signal indicating the future growth potential of the Indian Pharma market in the coming decade.TIPS for CEO's had predicted this event as early as July'1997. The July'1997 issue of "TIPS for CEO's" stated,
" Internet experts foresee a majority of pharma MNC's increasing their stakes in their Indian arms to 51%."
Members can browse our June'99 issue by pointing your browser to:
Jul97
As usual tips4ceos.com brings you Tomorrow's News Today..
100% arms of MNC's may be forced to set up manufacturing units
ANALYSIS:
The New Drug Policy may continue to ban 100% foreign owned subsidiaries from using toll manufacturing or third party manufacturers for making their formulations. Such 100% subsidiaries will be forced to set up their own manufacturing units in India rather than lease manufacturing capacity from existing units. Pharmanet strategists opine that this move will result in enhancement of shareholder value in the long run.
Novo Nordisk plans Phase 3 trials for DRL licensed diabetic drugs
ANALYSIS:
Pharmanet strategists opine that it is too premature to predict the marketability of these products as they have just entered phase2 clinical trials. They also caution that for every successfully launched drug, four end up as failures after phase 3 clinical trials. Pharmanet strategists foresee Novo becoming extra-cautious in their future deals with DRL.
Editorial
Strategic Mapping -key to success
Researchers at Havard Business School who conducted a study on Fortune 500 companies and their ratings over the eighties and nineties, found that only 10% of Fortune 500 companies increased their rankings consistently over the last two decades. An indepth study of the handful of companies which consistently showed topline as well as bottomline growth, yielded vital clues about the power of information. These successful companies had foreseen the future of their company, markets, competitors and products by empowering their CEO's through extensive data-mining.
Short strategic reports were provided to CEO's on a monthly basis about megatrends in their industry. This report was circulated among the top management and passed down the line to enable all managers to have a common vision about the future.
Here are two examples which demonstrate the advantage of knowing the future based on strategic mapping.
In November'2000, Zydus Cadila launched Viagra clone Penegra.
After studying all strategic events since the launch of Viagra, our digital nervous system indicated that Pfizer inc would initiate legal action against Zydus Cadila. In June'2001, Pfizer launched legal action and obtained injuction to prevent Zydus Cadila from using the Penegra brand name and the blue.colour and diamond shape of Penegra which was too similar to Viagra for Pfizer inc's comfort. Zydus could have saved millions of rupees spent on building the Penegra brandname had they anticipated legal action from Pfizer inc.
In July'1997, Pfizer proposed to hike their stake in Pfizer inc to 51%.
After studying all strategic events since the launch of tips4ceos.com, our digital nervous system indicated that all MNC drug companies operating in India would follow Pfizer's footsteps in hiking their stakes to 51%. In June'2001, Astra Zeneca inc followed Pfizer's footsteps and hiked their stake in Astra-IDL to 51%.Analysing such megatrends can empower CEO's to enhance shareholder value and ensure good returns on investment.
These two strategic forecasts demonstrate the power of right information being available at the CEO's fingertips. In order to
empower more Indian pharma CEO's to harness the infinite computing power of the internet, tips4ceos.com introduces a member get member scheme. We request you to click on ceo@tips4ceos.com
and send us a mail with the names and email addresses of all your contacts in the Indian pharma industry who could benefit from the power of www.tips4ceos.com.
We will email your industry colleagues a one month free membership of our portal based on your email. Kindly email the personal email id's of your contacts in the Indian pharma industry, if possible.
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