Industry Developments

BMI View: Dialogue between firms, regulators and payers will become more common as the communication of product value becomes increasingly important. Regulatory agencies that make reimbursement... 2012-05-18

BMI Core View: The uptake of generic drugs following patent expiry will become swifter. This trend will reduce costs for governments, out-of-pocket payers and insurance companies, which... 2012-05-08

BMI View: The continued global generic competition to Nexium (esomeprazole) and Seroquel (quetiapine) will test AstraZeneca's strength in 2012. We believe this, in addition to government... 2012-05-02

BMI View: GlaxoSmithKline (GSK)'s Q112 results highlight the company's high exposure to healthcare sector cost-containment programmes and the pricing pressure placed on medicines by... 2012-04-27

BMI View: While the healthcare cost-containment measures in the Royal Decree-Law 16/2012 in Spain do not include price cuts on medicines, we believe measures such as the new central... 2012-04-26

BMI View: The patent expiry of Diovan (valsartan) in the US in 2012, continuing falling revenue due to generic competition to Diovan in Europe and the lower sales expectations for Rasilez/Tekturna... 2012-04-25

BMI View: The importance of maintaining healthy research and development (R&D) pipelines and launching new drugs by innovative drugmakers cannot be stressed enough. The patent cliff... 2012-04-24

BMI View: Despite the combined effects of the Medicines Pricing Act and health insurers' preference policies creating downward pressure on prescription medicine prices, we believe... 2012-04-23

BMI View: Data that shows an 8.7% decline in public pharmaceutical expenditure will lead to drug companies questioning the economic viability of conducting business in Spain. This and... 2012-04-19

BMI View: We forecast that the drug markets of the EU5 countries, Germany, the UK, France, Spain and Italy, will experience a decline over the 2011-2016 forecast period. Our bearish... 2012-04-19