viernes, 30 de septiembre de 2011

"Emergencia" en los países pharma_emergentes...

Habíamos leido la "advertencia" en Agosto,

Ben Comer lo publicó en Pharmaceutical Executive
Despite healthy growth forecasts for many of the 17 emerging markets surveyed by IMS, a closer look at the numbers may staunch initial enthusiasm: It's worth noting that market growth and pharma company growth is not the same thing. Spending on innovative brand drugs is expected to decrease across the board, with any gains offset by patent losses. Even though the global pharmaceutical market is predicted to cross the $1 trillion mark in 2015, approximately $400 billion to $430 billion, or 39 percent, will come from the sale of generic drugs. In 2010, generics accounted for just 27 percent of the global drug market.


Lo confirmamos en viaje a China.
La prensa del país lo destacaba...

LONDON - The lowest developing-nation equity valuations since January 2009 are a sign that the MSCI Emerging Markets Index's worst tumble in three years is nearing an end, according to strategists at three of the world's biggest banks.


Y ahora...?

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