Filed - Glenmark

Strategic roadmap: Transform into a specialty company
through research
Learning from Trends
• Growing through generics alone is
not a long-term value creator
• Differentiation is key – but close to
impossible in the generic space
• Niche therapy segments offer good
opportunity for value growth in
generics space
• Ownership of IP is critical to
differentiation and value growth
• NCE research is a large opportunity;
but success in biologics can help
leap-frog industry evolution
• Taking proprietary molecules through
all development phases is beyond our
current skill-set and risk-appetite
• Several markets are below the radar
screen for bigger branded pharma
players
The Transformation Plan
• Focus on building IP assets today, the
key engine for this transformation
• Out-license IP to drive/fund drug
development
• Build and launch portfolios of generic
products in niche segments like
Dermatology
• Retain/acquire IP rights for markets
under the “radar” screen
• In parallel, seek out markets with growth
potential and build a branded generic
marketing foot-print
• Subsequently, transform branded
generics to specialty businesses: launch
Glenmark-brand novel drugs
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