United States

BMI View: Despite reports to the contrary in March 2012, Pfizer appears committed to retaining its generic drugs and branded off-patent medicine business. This is understandable as... 2012-05-04

BMI View: Despite Eli Lilly's sales continuing to fall during Q112, primarily due to the patent expiration of Zyprexa (olanzapine), its attractiveness to investors has increased. This... 2012-04-30

BMI View: The recent elevation of Abbott Laboratories' share price to an all-time high endorses the firm's October 2011 decision to split into two separate entities. We expect valuation... 2012-04-23

BMI View: The US pharmaceutical market is entering a period of relative stagnation. Patent expiries, fewer insured patients and greater use of rebates and discounts are creating severe... 2012-04-20

BMI View: Pharmaceutical and healthcare companies will increasingly engage in de-diversification. The primary motive is to capitalise on the current investor affectation for having... 2012-03-29

BMI View: Latin American drugmakers who previously focused on a domestic market should be cautious with territorial and product expansion abroad due to the inherent differences in operating... 2012-02-28

BMI View: Economics and politics are having an increasing influence on the US pharmaceutical market. This represents a dramatic shift from the late 1990s and early 2000s, when drugmakers... 2012-02-16

BMI View: Despite the revenue decrease in Q411 due to the expiration of Zyprexa (olanzapine)'s patent protection, Eli Lilly's attractiveness to investors is increasing, albeit from... 2012-02-02

BMI View: Investor perception of Pfizer during 2012 will be dominated by four key factors: the successful divestment of its non-core nutritional and animal health assets, whether the... 2012-02-02

BMI View: Abbott Laboratories has an enlightened appreciation of the two major current trends in the global pharmaceutical market. The US-based company is performing well in emerging... 2012-02-01