Thanks.
Yes i know zydus is better positioned in indian mkt but it never focused on US mkt because of issues i mentioned above.
My point was w.r.t US mkt biosimilar scenerio.
Although in 1st cut rosy stories it’s touted as a niche area which gives impression of monopolies and high margins and so on so on.
The fact is that pharma has changed a lot from 2007 when indian companies are plucking the low hanging fruits.
Now even biosimilars are converting into commodity at a fast pace although not same pace like generics.
But the situation is challenging and its difficult to have all the ingredients which were there in 2007.
Less competition and hence less erosion
Higher margins
Scale of economy * Higher margins for substantial time
Golden era of indian pharma.
In my view, we will have growth duration in coming years where biosimilars will play the same role as that of generics in 2007.
But how much margins * scale of economy * mkt share is a key area to watch/forecast.
Thanks
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