India

BMI View: India's budget highlights its increased commitment towards the provision of public medical services, given the growth in spending for healthcare. In particular, we note the... 2013-03-04

BMI View: We maintain our view that growth potential in the Indian pharmaceutical market is reserved for domestic firms, whose lower-priced generic product portfolios align with the... 2013-02-26

BMI View: Biosimilar insulin analogue products represent strong revenue growth potential given the high burden of diabetes globally. We note that insulin analogues are hard to manufacture,... 2013-02-15

BMI View: The continued issuance of compulsory licences will make India less attractive to foreign pharmaceutical firms. Fewer intellectual property rights mean fewer sales growth opportunities... 2013-01-15

BMI View: While we see strong growth potential in the Indian pharmaceutical market, in part due to its increasingly affluent and large population, we expect investors will remain less... 2013-01-03

BMI View: Cipla's reductions to the price of another three cancer drugs will improve the population of India's accessibility to these originally high-cost drugs. However, it may force... 2012-11-09

BMI Core View: Drugmakers based in emerging markets will expand their presence in developed countries. Firms in developing countries enjoy low operating costs but have historically... 2012-10-24