Pharma's differentiated strategies for evolving health care landscape presented at Nomura conference
Feedback from presentations by most of the European major players at the Nomura Healthcare Conference held at the Nomura European head office in London last week were reviewed by the firm’s analyst Amit Roy, who noted the following differentiated strategies for the evolving health care landscape:
• Novartis (Sandoz): While Swiss drug major Novartis (NVN: VX) expects the biosimilars market to grow rapidly between 2015 and 2020, it does not expect more than three to five competitors in regulated markets like the USA.
• GlaxoSmithKline (LSE: GSK): With growth returning from 2012, UK pharma giant GSK expects to build on its presence in rare diseases and dermatology and awaits new data on Relovair (fluticasone furoate and vilanterol), and its integrase inhibitor for HIV (GSK-572).
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