Today I will spend time for pharmaceutical industry. Here are some articles that I consider most worth-reading
What’s up?
Till 2027, the global economy will 2x (from 2017), the total emerging markets consumer will reach 3B, people are getting older. All of that adds to the massive unmet need of the pharmaceutical industry. So, what is shaping it?
Zooming out
- Key industry drivers: (1) Technology & Innovation and (2) M&A
- Opportunities: Data, digital and technology
- What companies need to succeed: (1) Distinctiveness, (2) Have better insights and (3) Collaboration and partnership
What’s up?
The pharmaceutical industry is getting consolidated these years. M&A will help companies to innovate, work more efficiently and bolster product portfolio
Zooming out
- M&A is a source of innovation: M&A resolves two problems in the development of new products: large investment and capacity to navigate regulatory pathways
- M&A to unlock synergies: Most of the time it’s cost saving from the complimentary product portfolio and organizational structure.
- M&A to realign portfolios in some situations such as (1)Strategies has changed, (2) To bolster commercial pipelines or (3) To jettison unnecessary past assets.
What’s up?
The president of Sanofi Japan: Jacques Nathan talks about the evolving Japan pharma market, areas impacted by that movement, and what Sanofi Japan is doing to adapt itself.
Zooming out
- Japan pharma market is evolving: It is exposed to a tension between cost control (mature products need more investments) and quality of care
- 03 challenged areas: (1) The promotional model: high cost, (2) The distribution and wholesale system: limited value-added and (3) R&D investment: unpredictability
- How is Sanofi Japan adapting? (1) Moving from primary care to specialty care. (2) Integrate digital into SOP and (3) Adopt some principles of agile.
Huy Luu's business blog 