Kavita Reddy

Dr. Kavita Reddy brings scientific rigor and policy expertise to pharmaceutical analysis from her background in medicinal chemistry and health economics. After earning her PhD in Pharmaceutical Sciences from University of Michigan, Kavita worked in drug development at Pfizer before transitioning to consulting on pharmaceutical pricing and reimbursement. She then joined healthcare equity research, where her dual expertise in drug development and market access proved invaluable. Kavita understands the entire pharmaceutical value chain—from R&D through regulatory approval to pricing negotiations with payers to generic competition. She excels at analyzing patent landscapes, predicting loss of exclusivity timelines, and evaluating whether pipeline drugs can offset upcoming patent cliffs. Kavita was among the first analysts to recognize how specialty pharmaceuticals' pricing power would face political pressure and correctly predicted biosimilar adoption curves. Her analysis covers large-cap pharma, specialty drug makers, and generic manufacturers. She evaluates R&D productivity, examining whether pharma companies generate adequate returns on their massive research investments. Kavita also tracks drug pricing policy developments across markets. Based in Princeton, New Jersey, she's positioned near major pharma headquarters while maintaining analytical independence about an industry facing both innovation opportunities and political challenges.