RE:$170 billion value in patents are expiring in 2015......if excellent market data naimarantz..
naimarantz wrote: the value in generics is only 20% that's a $34b market NPH has a license to tap into. How many $10m companies are out there that have licensed access to this market, approval to sell over 30 of Canada's best selling generics and a license to bring patented drugs into Canada?
I am thinking much higher than 20% at least in the first couple years and even behond:
-firstly the first generics to market gets 6 monthes exclusivity and then with other factors it often takes up to a couple years for the second generic to come out (prices stay at approx 70% for these first ones),
-secondly, some of these are "specialty geberics" like ones that include hardware such as a deliver device like an inhaler or different delivery method and these ones prices stay much higher and possibly the same as the brand..
India is the main source but china. Ireland and the USA are other souces...we could build a huge company off of Indian supply. but management smartly has already made a presence in China and Canada for additional manufacturing ....China will have a huge growth going forward because they have the population needing generics and they are good at "knowledge industries"..
To me it looks like we are strong with Indian manufacturing supply connections, what I am keeping an eye on as is seeing whether or not we need to beef up our deal making skill package that can be focused on US and European deal making.... to run parralel to the Indian side..