Industry Developments

BMI view: While there is clear demand for Orexigen's obesity drug Contrave in the US, we believe shareholders may still have to wait a long time to see a return on investment. Despite... 2011-09-22

BMI View: While BMI does not expect Chile's government to drastically raise financial penalties or introduce new regulations, we believe the media frenzy and apparent public outrage... 2011-09-21

BMI View: While we believe Brazil's intellectual property laws do little to help the country's otherwise positive business environment, we are impressed by the government's push... 2011-09-20

BMI View: While Aspen Pharmaceuticals has shifted its focus away from its domestic market, we believe the company's continuing success depends on increasing expansion efforts in countries... 2011-09-16

Mendoza's Health Ministry has stated that Farmacity's planned acquisition of 23 pharmacies will not be approved by state regulators. The company initially intended to rebrand 17 Mitre... 2011-09-15

BMI View: While we view the Mexican government's decision to offer private pharmacy vouchers to public patients in a positive light, we do not believe the scheme offers a permanent... 2011-09-14

BMI View: Despite a string of recent investment announcements and a deep-seated political tradition of supporting the country's research and development (R&D) sector, we believe... 2011-09-13

BMI View: Mexico's fitness centres, health clinics and pharmacies continue to benefit from out-of-pocket healthcare spending, but recent scandals involving the country's social health... 2011-09-13

BMI View: Although the US government has demonstrated its commitment to rural care, a string of recent policy announcements linking healthcare to job creation and infrastructure improvement... 2011-09-12

BMI View: Faced with challenges within its pharmaceuticals unit, Merck KGaA has actively pursued inorganic growth across its more successful Millipore division. While the company has... 2011-09-08