Les lendemains qui déchantent de l’industrie pharmaceutique

samedi 17 juin 2006

Credit Suisse déconseille l’investissement à moyen ou long terme dans le secteur pharmaceutique.

[...] Credit Suisse souligne entre autres l’influence croissante des génériques en Europe ainsi que les efforts de la commission américaine de la concurrence pour stopper les accords entre labos innovants et génériqueurs, destinés à canaliser la concurrence des copies génériques. Il y a également la mise en place du programme Medicare aux Etats-Unis, effectif depuis le 1er janvier 2006, et donc l’impact potentiel sur l’usage des médicaments (prescriptions), leurs prix, l’importance de la substitution dans les listes de médicaments remboursés sont, en fait, autant d’inconnues préoccupantes...

Voir en ligne: Boursier.com - Pharmacie : le plus dur est-il à venir ?.

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