Roche ‘s recent acquisition spree is raising hope that it will make the shift from the one-size-fits-all drugs to more specialized (and, in the future, personalized) drugs (as suggested by The Economist in its recent article “Beyond the Blockbuster”). While I agree that Roche’s franchise in the targeted oncology space has become stronger, I remain skeptical that any structural change is underway.
Archive for the 'biotech/pharma industry' Category
Tinkering With The Business Model Doesn’t Count
Published by July 1st, 2007 in biotech/pharma industry. 2 CommentsLooking at Orbit Change in Three Industries
Published by January 30th, 2007 in software industry, biotech/pharma industry and mobile industry. 0 CommentsWhat happened with Lucent is relevant to the changes that Big Pharma and Enterprise Software industry are facing today. Firms like Pfizer seem to have finally embraced the orbit change that’s needed. But others need to get started as well. Time is ticking away. Is history about to repeat itself?
Big Pharma is Feeling the Pressure
Published by January 23rd, 2007 in biotech/pharma industry. 1 CommentThe outburst by Jean-Francois Dehecq, chairman, Sanofi-Aventis indicates that the big pharma is feeling the pressure…
Indian Drug Discovery Partnerships: Fad or a Long-term Trend
Published by November 30th, 2006 in investing and biotech/pharma industry. 1 CommentTo me it appears that more evidence is in that the pharma/biotech value chain is modularizing, specialist firms are emerging and the industry footprint is going global. There have been 6 new R&D collaboration deals involving Indian firms in the last 3 months alone. How does this square with Prof. Gary Pisano’s view that the biotech sector lends itself better to vertical integration than to a Silicon Valley type ecosystem of independent specialists?
Questioning Orbit Change in the Pharma/Biotech Industry
Published by November 15th, 2006 in investing and biotech/pharma industry. 0 CommentsI am of the opinion that the global drug value-chain is morphing. Part of the change taking place is that specialist firms are stepping in place of in-house teams and as a result the value chain is going global… Prof Gary Pisano… calls for a rollback of the value chain modularization and a return to vertical integration… This is an important industry debate that one needs to watch.
