Generic Drug Sales To Outpace Other Subsectors

BMI View: Multinational drug companies are negotiating the negative effects of the patent cliff with better than expected strategies and tactics. This has impressed investors and shareholder value for many of the large firms has increased over the past couple of years, in some cases above the wider equity markets. Numerous challenges are on the short-term horizon, primarily the current affection for operational de-diversification, pricing pressure in emerging markets, macroeconomic headwinds and healthcare reform.

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