This presentation (available download on the left-hand side of this page) provides an overview of the EM opportunity, including some analysis of the financial performance of selected EM pharmaceutical industries and respective benchmark valuation metrics.
There is a brief section on the China opportunity, as it is by far the largest high growth market, and also an overview of healthcare in Latin America, which is a particularly promising EM region.
Additionally, this presentation also sets out a framework that can help life science/healthcare companies determine an effective EM strategy that is aligned with its broader growth objectives. External development options (eg. M&A) are outlined, including some key transaction considerations of doing deals in EMs.