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  "documentTitle": "Global pharma winners – focus and efficiency matter",
  "authorId": "RolandBerger",
  "authorName": "Roland Berger",
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  "notes": "This slide appears to be a composite of two pages (10 and 11) from a Roland Berger report on Global Pharma.",
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      "text": "The success of all winning pharma companies is founded on: 1) business leadership, 2) strategic coherence, 3) financial position and 4) a proven ability to execute plans.",
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      "text": "Diversified life-sciences-and-beyond companies are active in life sciences and other areas beyond such as chemicals. Within this segment, companies with fast-moving consumer goods (FMCG) operations in their portfolio have been able to outperform.",
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      "text": "Diversified life-sciences-focused companies have the most even spread of winners, cash generators, profitless growers and underperformers.",
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      "text": "While some digital health companies are growing profitably at rates above the industry average, more than two-thirds of the companies in this segment have limited or no profitability.",
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      "text": "Our analysis identified four characteristics that winners have in common: 1) business leadership, 2) strategic coherence, 3) financial position and 4) a proven ability to execute plans.",
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      "text": "Traditional biotech companies count the third-highest share of winners. But overall the segment of companies not focusing on new biotech modalities offers a mixed picture.",
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      "text": "CMOs and CDMOs have the second-largest share of winners of all segments. A wave of consolidation and increased strategic focus has improved utilization rates and efficiency in production.",
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      "text": "The vast majority of generics/biosimilars companies are value generators or underperformers, indicating below-average revenue growth usually translates into negative TSR.",
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      "text": "The effects of the COVID-19 pandemic aside, this segment faces innovation challenges. Companies have harvested the low-hanging fruits and can now only target indications with much smaller patient populations.",
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      "text": "Interestingly, blood-plasma therapy companies have the highest share of winners. This highly focused segment has profited from faster market growth as blood disorders such as malignancies and leukemia have gained in prevalence.",
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