PharmaChem Investor’s Post

By moving production for OTC drugs from the UK and Mexico to the US, Reckitt Benckiser will cut response time to non-seasonal demand volatility in the US by four weeks. It is also increasing agility by configuring plants, of which there are 6 others in the US, so that several of them can make various products. Tariffs may be top of mind right now but the drivers for big investments such as these are longer term and on the back of ongoing global supply chain disruptions. Justin Kistler, of the University of Tennessee, Knoxville noted that many companies are finding that they “don’t want to have too many eggs in one basket". Adding a production facility closer to customers “may cost a little bit more in the short term, but it just gives the ability to be a lot more flexible and agile” Other companies on similar paths include: - Newell Brands has moved production of various products to the U.S. and Mexico from China. - Mattel has restructured its supply chain to make some high-demand items in Mexico, close to U.S. customers. - GE Appliances has moved more manufacturing to the U.S. from Asia. #supplychain #supplychainmanagement #supplychainrisk #supplychainresilience

💊Chemist Warehouse &Sigma Healthcare Merge: ACCC Gives Green Light🚦 Australia's pharmacy sector is set for a major shake-up as the ACCC approves the merger between Chemist Warehouse and Sigma Healthcare, creating a multi-billion-dollar pharmaceutical giant. The deal will result in a combined entity with around 950 stores, representing about 16% of the total pharmacies in Australia. Key points: •The merger is now valued at $28.3 billion, up from the initial estimate of $8.8 billion. •Sigma agreed to let suppliers exit contracts without penalty and maintain its PBS supply agreement for five years. •The ACCC believes the merger won't substantially lessen competition due to court-enforceable undertakings and the presence of competing wholesalers. •The deal is expected to be finalized by mid-2025, pending approval from shareholders and the Federal Court. While some concerns about reduced competition remain, the ACCC is confident that the merger, with its imposed conditions, will not harm consumers or the broader pharmacy sector. Click on the link below to read the full article: https://lnkd.in/gtrfD46Q #PharmacyMerger #ChemistWarehouse #SigmaHealthcare #AustralianPharmacy #PharmacyIndustry #ACCCApproval #HealthcareBusiness #PharmaceuticalNews #RetailPharmacy

Sanofi in talks to sell 50% of its #ConsumerHealth unit Opella to Clayton, Dubilier & Rice for €15bn If going PE-backed exit instead of IPO is not surprising, the 50% stake is something that not many saw coming a few months back It will become the 5th Big Pharma to carve out its #CHC unit after Merck (Procter & Gamble) GSK & Pfizer (Haleon) and Johnson & Johnson (Kenvue), with only Bayer still remaining in line The CHC vertical is continuing as one of the most dynamic ones with a lot of upcoming shifts 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y 𝗔𝗯𝗼𝘂𝘁 𝘂𝘀: FF&A solves the most complex strategic problems of the world largest FMCG companies across Corporate Strategy, Organic Growth, Digital RTM (Ecommerce, DTC, EB2B) and M&A. 14 out of the world 20 largest FMCG companies are repeat Clients (https://lnkd.in/dc6jY4Qp) #fmcg #cpg

The Increase in demand for #pouch #packaging from #food and #beverages, #petfood, #pharmaceuticals, and other end user industries is a major factor surge the growth of pouch packaging market over the forecast years 𝐑𝐞𝐪𝐮𝐞𝐬𝐭 𝐒𝐚𝐦𝐩𝐥𝐞: https://lnkd.in/gtyhuiq4 Amcor, ProAmpac, Berry Global, Inc., Tetra Pak, A. Hatzopoulos S.A., Accredo Packaging, Inc., Huhtamaki, Goglio Group, KOROZO GROUP, MESPACK, Sonoco SL, Smurfit Kappa, Sealed Air Corporation, Schur®Star Systems, Mondi Group, TC Transcontinental, WestRock Company, Sigma Plastics Group, Coveris Group, Winpak #marketanalysis #marketgrowth #marketdata #marketsize #marketshare #markettrends #marketreport #marketoutlook #marketoverview #drivers #marketresearchreport #marketsegmentation #marketsummary #restraints #researchanddevelopment #researchmethods #researchreport #marketdemand

Amcor to buy Berry Global for $8.4bn - #northamerica #plastics #packaging #innovation #technology #packagingdesign Packaging converter Amcor is to buy US-based Berry Global in a $8.43 billion deal that would create a global behemoth across the consumer and healthcare packaging sectors. Amcor and Berry make cartons, closures and containers for food, beverage, pharmaceutical, medical, home and personal care, and operate across a combined 140-plus countries. The news comes less than a month after Amcor announced it was selling its 50 per cent interest in Bericap North America for $122 million. The transaction is an all-stock acquisition in which Amcor acquires Berry Global, with Amcor shareholders owning a majority (63 per cent) of the combined […] https://lnkd.in/e8zjh4Sh

Reckitt’s new manufacturing plant is an example of the kinds of investments companies across industries are making as they attempt to brace their #supplychains against the ocean-shipping snarls, factory shutdowns and parts shortages that have led to too little or too much product. This strategic, #onshoring investment will build resiliency and agility in their supply chain and further drives the mission to create a healthier world by increasing access to important medicines. Kris Licht Excited to have Jérôme Charlez speaking at Manifest: The Future of Supply Chain & Logistics Chris Tedesco Justin Kistler, Liz Young https://lnkd.in/eJSS7DhE

#Japan #drugstore market is highly fragmented, with a diverse array of players vying for consumer attention and market share. Established domestic chains like Matsumoto Kiyoshi, Tsuruha Holdings, and Welcia Holdings dominate the market, with global players like Watsons intensifying competition. A key trend is the increasing role of digital technologies, offering consumers the convenience of online shopping and delivery services. #pharmaceutical #cosmetic #healthcare #pharmacy #marketreport https://rb.gy/6k3pqd 

Industries such as #logistics, #manufacturing, #retail, #pharmaceuticals, healthcare, and Fast-Moving Consumer Goods (FMCG) are leading the adoption of #supplychain control towers. Logistics Service Providers (LSPs) were among the earliest adopters, initially focused on gaining #supplychainvisibility and control over transport operations. These industries have since expanded their use of SCCTs as their operations became more digitized. For retail and pharmaceutical companies, investment has been driven by the need to comply with #trackandtrace regulations, reduce lead times, and optimize inbound transport to maintain stock availability and competitive pricing. Continued investment in SCCTs is expected, as these industries look to improve supply chain efficiency. Looking ahead, industries such as #automotive and high-tech products are expected to see significant growth in SCCT adoption through 2030, as they address supply chain challenges and aim to improve service supply chains. ABI Research’s revenue forecasts for SCCTs is summarized below

Should mention I was quoted in the AFR's front page lead on Friday, being positive about the competitive benefits for the whole retail pharmacy and pharmacy wholesale sectors, of the proposed Chemist Warehouse-Sigma merger. It's a sector that needs desperately disruption to improve price and service competition. Hopefully the ACCC looks at the deal in the context of the deliberate suppression, by government policy, of competition right across the retail pharmacy and pharmaceutical wholesale sectors - starting with the Guild-Government Agreements since 1990. https://lnkd.in/ggAJ7rx3

Growth partners in form of distributors are critical pillars in every manufacturing company’s go to market strategy . As they say Sales is king, Distribution is King Kong. As distributors, the value they bring to the supply chain network is invaluable allowing manufacturers to focus on their core competencies while ensuring our products are in every nook and cranny of the communities we serve. Today we celebrate with NHC Pharmaceuticals Limited on a decade of supply chain excellence and applaud the visionary behind it all- Pharm Olaide Soetan Together we look forward to increased growth, diversification and a global footprint as they geo- scale. #pharma#distribution#supply chain excellence# womeninbusiness#