Teva's powers that be indicated at JP Morgan that they will continue to build their capability to compete in the increasingly lucrative complex generics market. They reason strength in this arena will make it easier for them to defend market positions as the drugs will be less easy for everyone to copy. A complex generic is one that has components like peptides, natural source proteins, complex formulations, unique delivery routes or drug-device combinations. Teva is building its capability on all thse fronts -- recently adding abilities to deal with patches, injectable devices, nasal suspensions, and long acting injectables. The other interesting tidbit that Teva offered was their opinion that the Big Four in generics -- Teva, Sandoz, Actavis and Mylan -- might well become the Big Three. Though they also cautioned that might not be the regulators view. See In-Pharma Technologist.
Posted by Bruce Lehr Jan 20th 2014.