Advair

The management is primarily focusing on Indian assets which can bring synergy, followed by US assets. Cipla’s continued investment in US subsidiary InvaGen would de-risk the business model from a compliance point of view.

US FDA plant observations at Cipla cause 6-month delay in product launches: CEO

The biggest product under manufacture in the Pithampur facility is Advair which has a market size of $700 million

Cipla: Sailing well on the US pharma business front

The company’s chronic portfolio continues to gain strength and the US base business has moved to a new orbit. This is supportive for medium-term earnings growth, which makes us constructive on the business.

Cipla: Sharp improvement in margins not likely to sustain

While the respiratory portfolio remains a significant part of the US portfolio, the peptides portfolio is a key watch in the near to medium term.

Cipla: Watch out for respiratory and Peptide pipelines

Cipla is building its Peptide pipeline with the recently launched Lanreotide injection, which has been well received

Cipla: Targets for US complex generics on track

Cipla is looking at launching inhalation product Advair in the second half of FY23

Cipla: Focus shifts to FY23 launches

In the US market, while the Albuterol opportunity is stabilising for Cipla, traction for Arformoterol and the high-value product launch calendar in H2 FY23 is a key watch

Cipla: M&A opportunity could be near-term trigger

Cipla, with its leadership in inhalation, focus on green chemistry and potential deployment of cash savings for new growth drivers, warrants attention

Cipla — Large part of COVID opportunity has played out

In the US market, Albuterol opportunity remains a key lever for Cipla at least till the time Perrigo re-enters although in terms of market share, the drugmaker may be close to maturity

Prospects for US business and leadership in respiratory therapies make Cipla attractive

Cipla's US revenues clocked a sequential improvement to about $135 million, backed by a ramp-up in the generic version of gProventil HFA

When Rakesh Jhunjhunwala grilled Lupin top brass after muted Q4 results

Amid regulatory headwinds from the USFDA and pricing pressure back in India, Jhunjhunwala asked about growing consolidation on the buying side in the industry and can it also extend towards sell side consolidation.

Cipla down 2% on Nomura downgrade, valuations expensive

According to the report, the valuation seems expensive as the brokerage sees limited upside risk to earnings in the near term.

How generic asthma drug could 'change the face of Cipla'

On Monday, Mumbai-based generic drugmaker Cipla launched the aerosol copy of GlaxoSmithKline‘s anti-asthma inhaler Adviar in two small European markets – Germany and Sweden – but the move could potentially serve as a precursor to a crack at more lucrative markets such as the US and the UK.

Inhaler launch in EU to add $55mn to Cipla FY15 rev: Nomura

Saion Mukherjee, Head Of Research, Nomura says this is a positive development for the company. Nomura has raised its target price to Rs 569. He expects the product to add USD 27 million to Cipla revenue in FY15 and USD 110 million in FY16.

Cipla at new high, up 8%; respiratory drug launch in UK key

Though analysts are impressed by its earlier- than-expected launch, most of them have not yet upgraded Cipla yet. Credit Suisse maintains a neutral rating on it stating base case is already priced in. According to the brokerage, Germany and Sweden are small markets but the launch signifies approval in the UK could be expected by FY15-end.