All opinions are my own.

Wednesday, April 16, 2008

Ranbaxy, AstraZeneca, Nexium and NEW opportunities

We may not know who is the winner and looser today or in the near future in this settlement of the Nexium deal between Ranbaxy and AstraZeneca. The deal allows AstraZeneca (AZN) to keep its sales of $30 billion for the next five years. However, I believe Ranbaxy had a big win.

In addition, a new way to settle a drug dispute was established.
  1. A generic producer sued and eventually settled with the ethical drug manufacturer of API to produce the API and formulate. They also received benefits of distribution of other drugs. Ranbaxy win.

  2. If AZN did make any payments or concessions to Ranbaxy as part of this settlement, we would eventually come to know. It would be another win for the Ranbaxy.
Would similar settlements happen in the future? The answer would be “why not?”

Ranbaxy is a big winner, as they would have the API and formulation know-how and capabilities. They can optimize their manufacturing processes before the patents expire and keep others a bay.

Teva and Dr. Reddy’s may have been stopped for Nexium but they and other generic companies can use the current resolution model to scout for other opportunities.

How many “genies” have been uncorked by the Nexium deal?

1 comment:

Nexium Prescription Medication said...

My name is Jon Star and i would like to show you my personal experience with Nexium.

I am 34 years old. Great medicine. I only hope that I don't become dependant on it. But as my esphogus heals then maybe I'll be able to take an OTC PPI if my symtoms re-occur and I catch them ASAP! Can't wait for a generic. BLUE CROSS of MA won't pay for Nexium unless I start on generic Prilosec, then Protonix, then if both of those failed, they would pay for Nexium. I hate BLUE CROSS! My Dr. was great in giving me 7 weeks of samples when he heard this and Aztra-Zeneca gave me a 7-day coupon I re-deemed at my local pharmacy(with a written 7-day script from my Dr.)

No major side effect. Sometimes a feeling of indigestion/bloated, possibly due to low or no stomach acid as a result of a PPI. So, I am sure to chew my food well and not to eat large portions. I have introduced foods/drinks back into my diet, that before taking Nexium would otherwise bring-on reflux symtoms. Fruit juices and citric acid containing drinks still are bothersome. But, I've eaten Pizza, and am able to drink coffee/tea, both decaf(not to excess though.) A little at a time. I do not drink any alcohol! I still limit any food intake 3 hours before bedtime and try to sleep on my left side. Nexium has given me the greatest relief as compared to all OTC H2 and OTC PPI's. I'm on week 5 of an 8 week treatment.

I hope this information will be useful to others,
Jon Star