AgbioInvestor’s Derek Oliphant Maps the Road to 2026: Pricing Pressures, Generics Growth, and Global Opportunities
12 February 2026 In a recent AgriBusiness Global LIVE! webinar, Derek Oliphant, Partner of AgbioInvestor, discussed the state of the industry and explored what is on the horizon for 2026.
Oliphant provided a detailed analysis on emerging markets, breakthrough innovations, potential threats, growth opportunities in key regions, and what to strategize for 2026.
In the Q+A segment, he answered attendees’ questions about pricing in the generics market and its correlation with R&D.
You can access the webinar recording and Oliphant’s presentation here.
Q: Can you compare pricing in LATAM, the level generics are at versus what multinationals pricing is? How far do you think prices could fall?
Derek Oliphant (DO): This is largely dependent on the active ingredient. However, for key products such as glyphosate, our latest data shows very little pricing difference between Bayer and generics. It is a similar situation for BASF with glufosinate. Based on stabilized prices from China and the current low cost (by historical standards), I would assume there is very little downward price movement that could occur moving forward, although other factors such as crop conditions during the season and oil prices could influence this.
Q: Is there a tendency of growth in the generics markets, and what’s the correlation with R&D?
DO: The generics market tends to outperform the proprietary/R&D part of the market when grower economics are less favorable, and the market is in a downturn. This has been the case recently. However, when economics are more favorable and grower incomes have improved, we tend to see the proprietary/R&D part of the market outperform the generics.
You can access the webinar recording and Oliphant’s presentation here.
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