From In The Pipeline, it quotes Roche CEO Severin Schwan commenting on trend whereby pharma companies will divide into two camps - the R&D intense or the generics/biosimilars. Schwan predicts that there will be companies that have managed to find drugs new enough and efficacious enough to convince regulatory agencies and payers that they're worth the price. And you'll have the generics competing on cost/price. The guys in the middle, the me-too drugs and line extensions and things that don't work as well as anyone had hoped - that's going to get squeezed, and if that's all you have in your product portfolio, you're going to get squeezed, too.
Posted by Bruce Lehr Dec 12th 2011