The Staying Power of Emerging Markets
February 8th 2016Whatever used to be wrong with the world of big Pharma could be fixed with a single tag phrase: emerging country markets. Most of the majors have invested heavily in this geographic segment, and the biggest of the big-companies like Novartis-now rely on it for more than a quarter of their global sales. Like all good things, however, there are shadows amidst the sunlight, and the task of turning volume sales into sustainable profits is getting harder.
Morgan Moments: A Closer Reading of the JP Morgan Investor Conference
February 5th 2016A closer reading of this year's JP Morgan investor conference identifies three areas where the insular, often maladroit tone of the industry-investor dialogue may be morphing to something more grounded in the larger societal context of healthcare.