>PFIZER: Wyeth merger with Pfizer could be potential trigger

■ Brand Equity
Pfizer has a huge portfolio of products with some very strong brands within its product portfolio that are market leaders in their respective therapeutic segments with significant market share.
Besides this the company has 6 brands that feature in the top 100 pharmaceutical drug brands in the country, of which 2 brands viz. ‘Corex’ (Cough Formulation) & ‘Becosules’ (Multivitamin) continue to be ranked among the top 10 pharmaceutical drug brands in the Indian market. These strong brands have been performing very well for the company over the past. Corex and Becosules contribute close to 24% and 17% to the top line respectively. Besides, Pfizer has been consistent in launching new products from its parent’s product basket. We expect these strong brands along with new introductions to help Pfizer improve its performance going forward. Apart from 10-15 drug launches every year, the company is planning to enter into new segments like Anti-Diabetic, Anti- Malarial etc. to widen its offerings. These launches are expected to start contributing significantly in 24 months time.



■  Strong Product Portfolio
Pfizer possesses a strong portfolio of established brands, mainly in Nutraceuticals, Cough Preparations and Gastro-intestinal segments. The company is slowly making inroads in Antiinfective, Cardiovascular and CNS segments.


Within pharmaceuticals, the company is present in both acute & chronic segments, across therapeutic areas like Anti-Infective, Respiratory, Cardiovascular (CVS), Central Nervous System (CNS), Dermatology, Gastrointestinal, Neurology, & Ophthalmology among others.


■ Increasing Penetration
Pfizer is also revamping its acute portfolio through new launches. During Q1FY12, the company launched 3 products ( Getex, Cefixime, Getex Suspension) in the Anti-Infective segment. The company also plans to enter into hospitals segment in the Anti- Infective space.


Pfizer-Wyeth combine, which is ranked eighth in terms of domestic sales by AIOCD AWACS, plans to introduce about 30 products in the branded generics segment in the country this year. Globally, the bulk of Pfizer revenues come from exclusive sale of patent protected
medicines — and not branded generics.


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