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How a Major Indian Generic Company went Global. Dr. Brian W Tempest www.briantempest.com Shanghai, China 18 November 2011.

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How a major indian generic company went global

How a Major Indian Generic Company went Global

Dr. Brian W Tempest

www.briantempest.com

Shanghai, China 18 November 2011


Dr 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 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 40 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.

He is now Independent Chairman of Religare Capital Markets PLC and Non Executive Director of SRL the largest Indian Diagnostic Company. Brian is an international advisor to MAPE, India and the United Nations (UNCTAD) in addition to being a member of the SCRIP Global awards panel he is on the Editorial Board of the Journal of Generic Medicines. 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 which ranks 4th in the 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 Senior Partner of Hale & Tempest


Indian Pharma around the world 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.

Source: Factset, Religare


The Ranbaxy Experience 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.

Exports % share of Sales

Source : Ranbaxy Company Data, Credit Suisse, 12th September 2006


Ranbaxy 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.Sales Today

Source: Normura, Company Data


Global Sales of all Indian Pharma 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.US$b

Source: IBEF, Religare


Emerging World Share 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.of Pharma

Source EIU, OECD, WHO, IMS, Roland Berger


Who pre qualified products
WHO Pre Qualified Products 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.


Indian Players by Sector 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.

Source: Religare


Indian Companies by Market Share 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.

Source: Religare


India % share of US API Generic Filings 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.

Source: IBEF, Religare


India % share of US API Generic Filings 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.

Source: JM Financials 17 August 2011


China % share of US API Generics Filings 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.

Source: JM Financials 17 August 2011


DF 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.Exports from India $b

Source: Religare, IBEF


India % Share of US DF Generics Market 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.Source: Religare, IBEF


Number of USA Para 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.IV Filings

Source: Thomson Reuters 31 March 2011


Indian Generic FDA ANDA Approvals 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.


Future 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.New Product Pipeline in USA

Source: JM Financials 18 August 2011


Niche Technology 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.

Source: MAPE


Top 25 Global Generic Companies 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.

Source: Generics Bulletin 10 June 2011


Next 24 Global Generic Companies 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.

Source: Generics Bulletin 10 June 2011


India Field Force Sizes 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.

Source: JM Financials September 2011


Sun Sales 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.

Source: JM Financials Sep 12 2011


Ranbaxy Sales 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.

Source: JM Financials 12 Sep 2011


Cipla Sales 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.

Source: Normura, Company data


DRL Sales 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.

Source: Normura, Company data


Lupin Sales 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.

Source: Normura, Company data


Branded Sales –Indian Players 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.

Source: JM Financials 12 Sep 2011


Generic Profit Margin Profile in descending order source: Deutsche Bank July 2010


Profitability Indian Players

Source: JM Financials 12 Sep 2011


India advantages vs. USA

Source: IBEF, Religare



India – Small share of Global CTs

Source: clinicaltrials.gov 16 Feb 2011


Indian CRAMs

Source: Religare



Indian NCE Pipeline

Source: Normura



Biosimilars from China/India

Source: New York Times 20 Sep 2011


Lupin - Cost of Goods (% of sales)

Source: JM Financials Sep 2011




Usa litigation success rates source rbc capital markets january 15 2010
USA - Litigation Success Rates Source RBC Capital Markets January 15 2010

  • Patent Challenges on rise - 65 FTFs in 2009

  • Success rate at 48% - or 76% including deals

  • 3 courts hold 69% with 36% success e.g. NJ

  • 4 courts never ruled against generics e.g. NY

  • At risk launches on the rise – 6 in 2009

  • Teva has 12 of the 28 at risk launches – 2002/9

  • Settlements on the rise – 54 in 2009

  • Teva accounts for a third of all settlements

  • Authorized generics on the rise – 25 in 2009

  • Watson represents a fifth of all AGs


Season of Warning Letters/Import Alerts

Source: Deutche Bank July 2011




Thank You

[email protected]

www.briantempest.com


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