In today’s briefing:
- Pre-IPO Edding Group – CSO Model Is Hard to Sustain, but Business Transformation Faces Challenges
Pre-IPO Edding Group – CSO Model Is Hard to Sustain, but Business Transformation Faces Challenges
- Vancocin/Ceclor/FPN are currently the “cash cow” for Edding, but they’re facing the challenges of generics, VBP and increasing competition. Their current market leading position may be lost in the future.
- Edding seeks business transformation as its CSO model doesn’t work under domestic negative policies. But peak sales of three innovative drugs Vascepa/Mulpleta/EDP 125 may not reach the level of Vancocin/Ceclor.
- Edding’s core advantage still lies in sales capabilities. Its R&D capabilities have always been questioned. It’s unsure whether the market would give high valuation to a company without core competitiveness.
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