Typically, most commercial due diligence exercise on generics business consequently focuses on the competitive landscape, IMS data, general economics, positioning versus other generics companies etc. This is certainly a good approach, however, the biggest risk to investment in generic business comes from novel drugs that are about to lose exclusivity. If the best treatment for an indication is a patent protected novel drug, then upon its patent expiry, it will join the generics market and become the standard of care. So the threat comes from a different segment (novel drugs) rather than from other generics companies. Consequently, in conducting due diligence BiopharmaVantage routinely assesses the novel drug induced threat to key generic products. This equally applies to competitive intelligence, new product planning, search and evaluation for licensing and partnering and landscape monitoring efforts taken by pharmaceutical companies.
BiopharmaVantage is a speciality healthcare consultancy that provides due diligence services to pharmaceutical compnanies and life sciences investors. If you would like to explore how we can assist, then please contact us.