Global Biopharma Outlook 2012 - India Pharma - Domestic Market Offers Sustainabiity and US Generics Offer Growth
The Indian Pharma industry is passing through an interesting phase as 2 of its major focus markets are witnessing high growth, viz. India and US generics. We anticipate the Indian market (branded generics) to grow by ~15% annually for the next couple of years. On the other side, we expect the Para IV driven growth opportunities to peak in CY 2012 as we enter a year with highest no. of patent expiries in US. This offers an interesting mix of long and short term opportunity, which if strategized correctly, can offer significant cashflow to invest in other global markets. We thus recommend companies that are poised to explore these opportunities.
COMPANIES MENTIONED
SUNP, IPCA, CIPLA, ARBP, DISH, LPC, CDH, DRRD, RBXY
SUNP, IPCA, CIPLA, ARBP, DISH, LPC, CDH, DRRD, RBXY
