Specialty Pharma, Generics M&A Frenzy To Continue Into 2016: Nomura

The specialty pharmaceutical and generics M&A frenzy that continues to fuel strong sector performance is being driven by a host of factors which could continue to drive M&A activity into 2016, notes Nomura.

Shibani Malhotra and Austin Nelson of Nomura in their September 28, 2015 research note on “Equity: Americas Specialty Pharmaceuticals & Generics” believe sector consolidation will continue as the overall pharmaceutical industry witnesses an increasingly challenging macroeconomic environment.

M&A remains the driver of value across specialty Pharma and generics sector

Malhotra and colleague anticipate further consolidation across the specialty pharma and generics industry, although investors are beginning to focus equally on execution and results. The analysts note the industry is witnessing an increasingly challenging global macroeconomic environment driven by...