Title: Global%20Pharma%202014
1 Global Pharma 2014
Dr. Brian W Tempest www.briantempest.com Mumbai
August 2014
2Dr Brian Tempest advises Companies, Banks, High
Net Worth Individuals and Investment Funds on
their Strategy in the Emerging World based on
his wide experience in China, Japan, South East
Asia and India where he has lived for the last
decade. Brian is the Editor of the prestigious
Journal of Generic Medicines. Previously he has
worked for Ranbaxy Laboratories since 1995
holding the position of Managing Director and
Chief Executive Officer until 2005. He was then
Chief Mentor and Non Executive Director until
2008 when he retired. He is one of the few
westerners to have led a Sensex Nifty 50 Indian
blue Chip MNC and as a result has a valuable
insight into India. Brian has also worked for
Glaxo as Regional Director Far East and Regional
Director Middle East Africa from 1985 to
1992. Brian has worked in the Pharmaceutical
Industry for the last 41 years and has managed
Healthcare businesses in North America, South
America, Europe, Africa, Middle East,
Australasia, China, Japan and India. He has also
led many sessions at Investor Meetings held
around the world from Tokyo to Las Vegas. He is
now a Non Executive Director of Religare Capital
Markets, Fortis Healthcare, SRL Diagnostics and
Glenmark Pharmaceuticals. Brian speaks at global
conferences and more information on these
presentations can be found on his website
www.briantempest.com. Brian has a PhD in Polymer
Chemistry from Lancaster University in 1971 and
in 2009 he became Chairman of the Advisory Board
for the Lancaster University Management School,
UK. He is a Fellow of the Royal Society of
Medicine and a Fellow of the Royal Society of
Chemistry and is a Chartered Chemist. He is now
Chairman and owner of Hale Tempest Co Ltd
3Global Healthcare Spend to 2025 6source
Meet Novartis Management June 17 2014
4Pharma Market to2020source Evaluate June 1
2014
5USA New Product Pipelinesource Evaluate June
1 2014
6Access to Medicines 4 for 47source WHO
June 2014
7Affordability of Simple Medicinessource WHO,
26 June 2014
8Sovaldi (Gilead)- 1k pill costs 11source FT
July 31 2014
9Unfortunate Commentssource February 2 2014
Bayer
10Emerging Markets Top 10 Pharma Cossource
Fierce Pharma 10 October 2013
11Global Patent Cliff to 2020source Evaluate
June 1 2014
12US - India Pharma Market Sharesource Meet
Novartis Management June 17 2014
13Top 22 Generic Companiessource Generics
Bulletin 20 June 2014, 5 India, 1 Japan
14Next 22 Generic Companiessource Generics
Bulletin 20 June 2014, 8 India, 2 Japan
15Strength of Local Companiessource IMS May 2012
16GDP 2028 b source Centre for Economics and
Business research 2013
17Teva versus Actavis and Mylansource Motley
Fool Jul 21 2014
18Actavis Value via MAsource EGA, June 2014
19Shareholder Return from Indian Pharmasource
McKinsey , EGA June 2014
20Stada Focus to Russia from Germanysource
Generics Bulletin April 4 2014 ,Stada
21USA Unsustainable Pricingsource Express
Scripts, FT July 31 2014
22Falsified Medicines including thefts source
EGA June 2014, Advice on Implementation of EU
Directive 2011/62/EU
23EU Falsified Medicines Directive - Costssource
EGA June 2014
24EU Falsified Medicines Directivesource Aegate
EGA June 2014
25EU Falsified Medicines Directivesource Domino,
EGA June 2014
26Valeant a house of cardssource FT June 16
2014
27Sandoz - excluding Germanysource Meet
Novartis Management June 17 2014
28Ranbaxy top 2 products Rx OTC switchsource IMS
2013/2014
29EU versus USA Factory Inspectionssource
Reuters, June 5 2014
30Big Pharma Shufflesource FT
31Acquisition, Divestment Spin Offs in 2014
valued at 220b from 2012 50b
- Novartis - divested Blood Diagnostics, Animal
Health to Lilly, OTC, Vaccines and gained GSK
Oncology - Bayer - Bayer Material Sciences likely sale,
buying Merck OTC to become 2nd in OTC - Pfizer - Nutrition Zoetis Animal Health
divested but may bid for GSK, acquired Innopharm - GSK - divest tail products, drinks brands,
oncology brands and acquired vaccines and OTC to
become1st - Teva - looking for large acquisition
- Shire - buys ViroPharma, bought by Abbvie
- Mylan buying Abbott mature brands
- Merck - mature brands animal health for sale
- GSK Sanofi - old brands for sale, NEW STRATEGY
- Valeant - bidding for Allergan
- Sun - buying Ranbaxy, bought Pharmalucence
32Open letter to Barroso from the Chairman of
INEOS (Jim Radcliffe) on 7 March 2014
33Europe - Impact of Recession on Healthsource
OECD Health data 2014
34India New Government
35Modi the Strongman Source Economist 24 May
2014
36External View of India New PMsource
International New York Times June 2 2014
37Modi accelerating Development Source Ft 21 May
2014
38Thank You brian.tempest_at_clara.co.uk www.briantempe
st.com