全球制药行业处于不断变化之中。过去,西方制药企业靠创新而繁荣,而新兴市场的制药公司则靠廉价的仿制药赚钱。而今,他们正在互相侵入彼此的地盘。畅销药面临失去专利保护之忧,尽管研发会带来一定的竞争力,但研发的成本越来越高,成果却越来越少。西方大型制药公司目前正转向新兴市场寻求增长,他们希望不仅仅出售专利药品,还包括仿制药。新兴市场的制药公司也在扩大他们的足迹,不断提高在西方市场的销售额并加大研发的投入。这是一种极具活力的转换,同时也很冒险。
It is no surprise that Western drugmakers are looking further afield. Americas spending onprescription drugs increased by just 2.3% in 2010. As incomes rise elsewhere, the demandfor health care grows. IMS Health, a research group, expects emerging markets share ofdrug spending to jump from 12% in 2005 to 28% in 2015.
西方药厂不断向外扩张地盘,这一点毫不奇怪。2010年,美国的处方药支出仅上升了2.3%。而随着世界其它地区的收入提高,人们对医疗保健的需求也随之上升。据全球研究机构IMS Health预测,新兴市场的药品支出所占比例将由2005年的12%跃升至2015年的28%。
Western companies are keen to tap this growth. Sanofi-Aventis, a French giant, has becomethe biggest producer of generic drugs in Latin America after its purchase in 2010 of Medley,a Brazilian firm. Not to be left out, Americas Pfizer, the worlds biggest drugmaker, bought40% of Teuto, a Brazilian generics company. Some firms also hope that developing countriesmany chock full of talented scientistswill help to fill their bare pipelines with new drugs.Merck, for example, recently announced that it would create a new research anddevelopment centre in Beijing, investing $1.5 billion over five years.
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