TO GET an idea of where the worldspharmaceutical industry is heading, a leafycomplex tucked off a hectic road in Mumbaiprovides a clue. In one part of the building, Abbott,an American firm, is developing generic drugsaprivilege it won when it bought the copycatbusiness of Piramal, an Indian firm, for $3.7 billionin 2010. In the other part of the building Piramal isdeveloping new drugs. The American firm wants tosell cheap generics in India; the Indian firm plans tosell original drugs in America. One might think thatthey were having an identity crisis, if each were not so excited by the switch.
要想知道世界制药行业发展趋势如何,只要看看位于孟买一条繁忙的街道旁的一座叶状的综合大楼便可略知一二。这座大楼的一侧驻扎着美国雅培公司,目前正忙于仿制药品的开发。该公司于2010年以37亿美元收购了印度制药公司皮拉马尔旗下的品牌仿制药业务,因而拥有了生产仿制药的特权。大楼的另一侧是致力于开发新药的皮拉马尔公司。美国公司欲在印度销售廉价的仿制药,而印度公司则计划将新药出售给美国市场。如果不是各自都对这种转换如此兴奋,人们或许认为这两家公司可能正面临着身份危机。
The worlds drug industry is in flux. In the past, Western drugmakers thrived on innovationwhile firms in emerging markets made cheap copies of their products. Now they areinvading each others turf. Blockbuster drugs are losing their patents and, despite some brightspots, research has become more costly and less fruitful. Big Western firms are nowlooking to emerging markets for growth, hoping to sell not just their patented drugs butgeneric ones, too. Firms in emerging markets are expanding their footprint, ramping upsales in the West and investing in research. It is an energetic exchange, but a risky one.
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