Nicolas Petit

🤩 Delighted to share that, today, the European Medicines Agency has granted approval to Servier’s first targeted therapy for patients with glioma.  ✅ This approval is based on robust clinical data, demonstrating a significant step forward in the treatment of a rare brain cancer.  ✅ It’s also a strong recognition of our scientific capabilities and the unfailing work of our R&D teams, who are committed to advancing precision medicine in oncology.  Proud to see our research contribute to transforming patient outcomes.  #Oncology #Glioma #RnD #WeAreServier 

696

33 Comments

Europe: India pharma’s hedge…   Indian generics have long feasted on the US; 40% of the market, fat margins, and scale. But with tariffs and “localisation” talk heating up, companies are leaning harder into Europe.   On paper, it’s smart strategy: diversify dossiers, win tenders, balance capacity. Europe provides stability, ageing populations, and a unified regulatory framework.   But, you see, Europe isn’t the US.   -      Prices are thinner and payers squeeze relentlessly.   -      There are many different market archetypes; some requiring huge A&P and salesforce investment. Indian companies are not used to these.   -      Volumes are stable but not explosive.   -      Margins are defensive, not expansive.   So yes, Europe acts as an insurance policy, a buffer against US shocks. But it’s not a substitute for the US profit engine. The real play is optionality: the ability to swing supply between the US and EU, keeping factories humming and balance sheets steady.   Bottom line: Europe is the shock absorber. The US is still the growth engine. Smart Indian Pharma knows it needs both.   🔔 Follow for insights ♻️ Share if you find it interesting   #pharma #generics #api #cdmo #cmo #strategy

121

11 Comments

Encouraging Value Growth Among Mid-Tier Pharma Players — September 2025 Snapshot The latest Pharmatrac data for Top Corporates Rank 21–40 reveals a clear trend — value growth momentum continues across several mid-tier pharmaceutical companies, even as volume growth remains mixed. Key Takeaways: 🔹 Overall Industry Performance (IPM) Value Growth (VAL GR%): +7.3% Unit Growth (UNIT GR%): -0.5% This reflects a continued recovery in pricing power and product mix optimization across the industry. 🔹 Standout Performers (MTH Sep’25) Several companies have significantly outpaced the market in value growth: CORONA: +18.7% (led the pack with robust double-digit expansion and strong unit growth of +11.6%) LA RENON: +13.4%, maintaining its strong momentum in niche therapeutic categories AJANTA PHARMA: +12.3%, demonstrating solid growth with improved unit traction HETERO: +11.3%, sustaining double-digit value growth supported by a diversified portfolio NUTRICIA: +12.3%, strong performance in the nutrition and wellness space 🔹 Others Showing Steady Growth SANOFI INDIA (+5.6%), HIMALAYA (+5.4%), and PROCTER & GAMBLE (+7.2%) continue to build consistent month-on-month growth, reflecting healthy brand resilience. 🔹 Challenges Persist A few players like FDC, CADILA, and BLUE CROSS are still navigating unit contraction, signaling ongoing pressure on volume-led growth strategies. The Bigger Picture: Despite modest overall volume growth, value-led expansion is becoming the new normal in India’s pharma landscape. Companies that focus on: Brand premiumization Specialty/niche therapy segments Strong distribution and rural expansion are emerging as the real winners in this evolving market. What’s your view? Are we entering a sustained phase of value-driven growth in the Indian pharma market? Let’s discuss in the comments #Pharma #HealthcareIndustry #MarketInsights #PharmaGrowth #PharmaTrends #IndiaPharma #DataDrivenDecisions #PharmaLeadership

217

Where do we stand on the Section 232 investigation in pharmaceuticals – and what should the EU do? The announcement on U.S. tariffs is a reminder that we cannot take the global competitiveness of Europe’s pharmaceutical and biotech sector for granted. For decades, medicines were rightly excluded from tariffs under WTO rules. Now, with a 15% cap in place, innovation has been disadvantaged — while generics were prioritized. But without innovation, there are no generics. We appreciate that the European Commission has taken the importance of pharmaceuticals into account and avoided reciprocal tariffs on finished medicines. A compromise was needed — but the real question is how Europe responds. 👉 The answer must be competitiveness. That means not only adopting new initiatives such as the Biotech Act, the Critical Medicines Act and the pharma package — but also making sure they work together coherently. 👉 It also means enforcing existing legislation, like the Transparency Directive, and implementing the EU HTA system in a way that is scientifically sound and genuinely welcomes innovation. 👉 And it means addressing looming risks like “most favoured nation” pricing, which could impact patient access just as seriously as tariffs. If Europe wants to remain an attractive home for R&D, manufacturing, and biotech clusters, it must provide predictability in reimbursement and ensure incentives for innovators. Otherwise, we risk seeing the kinds of access problems already visible in the UK, where a breast cancer medicine was recently not made available to patients due to the financial environment. The next months will be decisive. Europe has the chance to build an innovation-friendly framework that strengthens its pharmaceutical and biotech sector — not undermine it. https://lnkd.in/eFtbUHNy

60

1 Comment

Compliance and retention – two of the biggest challenges in clinical trials. At Delve Health, we’ve built our entire approach to solve them. We combine: 📱 Wearables & real-world data – collecting continuous insights without extra site visits 📝 eCOA & PROs – easy-to-use, multilingual assessments patients actually complete 🤝 Remote coordinators – engaging patients, supporting sites, removing barriers ⚙️ Automation – streamlining workflows, flagging issues before they derail a study From post-market studies to rare disease trials, we help sponsors run faster, more efficient studies with higher patient engagement and better data quality. If compliance and retention are slowing your study down, we should talk. 🎥 Here’s a quick look at how we’re changing the game. #ClinicalTrials #PatientEngagement #Wearables #RWE #DigitalHealth

39

3 Comments

We are incredibly proud to support French innovation and entrepreneurship with our partnership with Juisci, a promising startup that just raised €5.5M! 💡   At Laboratoires Pierre Fabre, we are constantly exploring innovative ways to deliver high-quality medical education to healthcare professionals. By working with Juisci, particularly in the field of oncology, we are helping equip doctors with the most up-to-date medical knowledge for them to provide the best possible care to their patients.   This collaboration will extend to the upcoming #ESMO25 Congress, a key event for advancing knowledge in oncology. Together with Juisci, we aim to continue pushing boundaries in supporting healthcare providers.   Because ensuring excellence in patient care starts with empowering those who care for them.   #NewWaysToCare #jechoisilafrenchtech #oncology #medicaleducation #patientcare #digital

91

3 Comments