Wockhardt chief Habil Khorakiwala says that Indian generic company as a whole is a competitive industry in US and therefore there is no scope for government intervention there. Anmol Ganjoo of JM Financial says if drug prices come down then Indian pharma companies will benefit.
Anmol Ganjoo of JM Financial says Lupin remains his top pick on perfect execution track records. He also says, sectoral tailwinds will help Sun Pharma, though Ranbaxy benefits are over-rated and medicines super-priced.
Among large caps, Anmol Ganjoo likes Dr. Reddy‘s Labs, Lupin and Cipla. He picks Ipca and Torrent Pharma from the mid cap space.
For the largecap pharma companies the game has become completely US-cued. So, US will be the driver for Dr Reddys and Lupin, says Anmol Ganjoo.
However, softer issues may possibly drag the management bandwidth as this is the first time the company has received an import alert.
Had this ban not come through, Ranbaxy would have launched Diovan and Nexium generic from Toansa facility - that is procured API from Toansa unit and formulated in Ohm Laboratories in the US. But now if it has to depend on a third party for API, then product launches can get delayed by 6-12 months.
In an interview to CNBC-TV18, Anmol Ganjoo of JM Financial spoke about the pharma space in particular, names like Sun Pharma, Divi‘s Labs, Aurobindo Pharma, etc
Anmol Ganjoo of Antique Stock Broking is upbeat on Lupin and Ranbaxy. He expects these stocks to perform well going ahead. On the other hand, he not so confident about Wockhardt's performance.
Anmol Ganjoo, pharma analyst, Antique Stock Broking says one should give the company time to fix the various problems in its US business and wait before taking a view unless one sees an improvement on ground.
CNBC-TV18‘s Archana Shukla takes a closer look at Dinesh Thakur, the man who blew the whistle on Ranbaxy, and kicked off a legal battle that other generic drug makers will take notes from
Pharama analyst, Anmol Ganjoo beleives that acceptence of this felony charges will not only be sentiment negative for Ranbaxy but it will hit their brand name too.
In an interview to CNBC-TV18 pharma analyst, Anmol Ganjoo of Antique Stock Broking said Delhi High court's verdict on Januvia Generic will be a positive for Glenmark Pharma.
Sun Pharma was at lifetime high yesterday at Rs 854. It has received final approval for Novartis's Reclast/Aclasta, which is used in the treatment of osteoporosis.