Derek Oliphant, da AgbioInvestor, traça o caminho até 2026: pressões sobre os preços, crescimento dos genéricos e oportunidades globais.
12 de fevereiro de 2026 Em um recente AgriBusiness Global LIVE! webinar, Derek Oliphant, Partner of AgbioInvestidor, 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 aqui.
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?
FAZER: 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 aqui.
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