Very interesting analysis. It made me think that if Lilly wants to be the leader in India they have a clear path to do so with Orfo, which based on your math and insight on the indian market dynamics, would seem to be a better fit, especially wrt margin. Whether they push to market in India themselves or in partnership with an Indian co (as an authorized generic maybe) or some hybrid will be interesting.
Thanks man! will be interesting to see what price point orfor comes in at for the indian market. Distinct advantage with the small molecule manufacturing process so partnering with indian pharma is a strong possibility in my view.
Very interesting analysis. It made me think that if Lilly wants to be the leader in India they have a clear path to do so with Orfo, which based on your math and insight on the indian market dynamics, would seem to be a better fit, especially wrt margin. Whether they push to market in India themselves or in partnership with an Indian co (as an authorized generic maybe) or some hybrid will be interesting.
Thanks man! will be interesting to see what price point orfor comes in at for the indian market. Distinct advantage with the small molecule manufacturing process so partnering with indian pharma is a strong possibility in my view.