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You are here: Home > Finance > Investing > Go East Young Man-Made In Taiwan And The China Syndrome Part 1 |
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Answers - Go East Young Man-Made In Taiwan And The China Syndrome Part 1
The US Markets are closed today so I thought this might be an opportunity to look beyond the U According to USFDA, a combination product is one composed of any combination of a drug and device; biological product and device; drug and biological product S shores to another favourite market of mine-the Far East. For many years the Asian Markets ha ; or drug, device, and biological product and fixed dose combination would include two or more combinations of drug. Examples of combination products may in ve lagged far behind the US and Europe. I think we may be seeing the tentative shoots of rec lude drug-coated devices, drugs packaged with delivery devices in medical kits, and drugs and devices packaged separately but intended to be used together. overy in certain markets. Japan is still a wildcard but I believe that 2007 may prove to be a here is enormous increase in the number of combination products entering the market in the recent years. Combination products have proven advantages but fixe good year for Taiwan. In 2006 a number of emerging markets including some in Asia have hit al d dose combinations are still in the process of convincing regulatory authority on their advantages over the single ingredient formulations. Combination pro l time highs but Taiwan still lags behind and is over 43% below its high from February 1990. ucts have become life saving products for the pharmaceutical companies who doesn’t have many innovative molecules in their product pipeline and have been inc Taiwan is home to some of the largest Tech and Electronics companies in the World. Companies t easingly used in the product life cycle management. Even the companies having product patents are trying to extend their product life cycle through the combi hat produce I-Pods and the Mini Mac as well as supply major IT companies such as Dell and Hewl nation products and maximize the revenues. But the companies involved in this practice are overlooking that they are burdening the patients both economically ett Packard, the link therefore to PC and Semi-conductors is inextricable, when these markets and physically. They need to rightly judge the benefits of the combination products and they have to even look at the risks involved when combining the produ boom so does the Taiwanese economy. If you believe that these sectors are likely to start to m ts. Some of the combination products were well accepted by physicians while others suffered. Companies involved in development of combination products are fi ve in 2007(think Vista and PC's) then Taiwan is a good place to invest. For me the best way to ding difficulty in defining their combination products and facing various challenges from selecting a combination to marketing it. Following aspects would a play this is via the iShares MSCI Taiwan Index Fund(EWT-NYSE). This fund is broadly based a dd to the challenges in developing combination products: Which markets to tap where the combination products can do fairly well? Which combination prod nd diversified but heavily weighted to Technology Companies. Another boost for Taiwan is that cts are meaningful and rational? Which therapeutic categories to select? Which Combinations can address unmet needs of the patients? Do combin it is one of the major trading partners of China. The Chinese economy is still one of the fas tions increase the patient compliance? What would be the developing cost? How to tackle the risks encountered during combination product developmen test growing economies in the world and as the mass Chinese become more affluent then they wil t? As combination products don't fit into the traditional categories of drugs, medical devices, or biological products, the USFDA is in the process of devel l increase their expenditure on goods such as PC's and Technology, this can only be good for t ping new procedures for reviewing their safety, efficacy and quality. Professional from academic institutions, pharmaceutical industries, health care indust he Taiwanese economy and for the iShares MSCI Taiwan Index Fund(EWT-NYSE). I will be opening y and representatives from various regulatory agencies are working out to design the regulatory requirements for manufacture and sale of combination products a position in this fund at the mkt tomorrow. I will also post Part 2 of this communication loo . As there is an increasing trend of the combination products companies manufacturing such products should be able to tackle the problems involved in the de king in a bit more detail at opportunities to gain some exposure to China such as Hong Kong Sh elopment. They need to be wiser in analyzing the market trends and the regulatory requirements. Companies that provide selfless information through particip anghai Bank (HBC), Templeton Dragon Fund (TDF-NYSE) and China Medical Technologies (CMED-NYSE) tion in industry events and feedback to regulatory authorities would be able to face the challenges and will be successful in developing combination products
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