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  • Weekly tactical pick: Does this pharma major merit a look despite the regulatory noises?

    The fundamentals of the company should be judged based on the specialty pipeline and a strong footing in the domestic market

  • Ami Organics | Strong growth runway for the CDMO business? | Stock of the Day

    Ami Organics gets 87 percent of the revenue comes from pharma space wherein it manufactures intermediates for APIs and NCE (New Chemical Entities). Rest of the revenue comes from chemicals segment. While company’s foray into the lithium-ion batteries and the semiconductor industry value chain is a key watch, ramp-up in CDMO (Contract Development and Manufacturing Organization) contracts is expected to be the key earnings catalyst. In the recent quarterly result, there was a sharp pick up in the CDMO business. At the same time, guidance for next three years suggest that high growth phase to sustain.

  • Bajaj Healthcare rises after CDMO pact for 15 new Active Pharma Ingredients

    The new APIs are in addition to a contract for 15 molecules for the client signed earlier this year. Bajaj Healthcare said the new CDMO pipeline comprises of off-Patent generic APIs as well as APIs that are still under patent.

  • Healthcare, pharma deal values fall 67% YoY in March quarter: GT Bharat

    The quarter also reported four IPOs totaling $466 million, a doubling in volumes compared to the previous quarter

  • Decoded: Sebi's proposed rules to regulate algo trading by retail traders

    SEBI is concerned that algo developers promise lofty returns to gullible traders, and bypass SEBI rules applicable to registered investment advisors (RIA) as mandated by SEBI. Misselling too is a huge problem.

  • Ami Organics: Should one look beyond the sharp pricing erosion?

    The pharma company is well positioned to take advantage of emerging opportunities

  • Ami Organics: Fermion contract raises FY25 earnings visibility

    Capex in Ankleshwar, pick-up in supplies for Fermion and a foray into the electro-lyte additive business are the other factors prompting the company to expect a bounce-back in growth in FY25.

  • Concord Biotech: This niche API play rides on China-plus theme

    The company has a good repute in the fermentation-based API segment. A number of fermentation-based biologic drugs are expected to lose exclusivity in the next two years, and this opens a $60 billion opportunity.

  • 62% increase in API attacks on Indian financial sector: CERT-In joint white paper

    The majority of cyber attacks on APIs deployed in the Indian financial sector was due to security misconfiguration, the joint white paper by CERT-In, Mastercard, and CSIRT-Fin said

  • Google announces new sustainability APIs for Maps

    Google says companies can use these APIs to provide up-to-date environmental information to customers.

  • Ami Organics: Opportunities in battery value chain not priced in

    Pickup in collaboration between global pharma majors and Indian firms for pharma ingredients/molecules, development of new products among positives.

  • Lupin may spin off API business as part of business recast to unlock value

  • Sun Pharma: Stretched valuation a sticking point, what else to watch out for?

  • Balaji Amines: Does it merit a look?

  • Race for Glenmark Life Sciences: Blackstone, KKR, BPEA EQT, PAG and Nirma Group likely suitors

  • Reddit ready to make some serious money, AI firms have to pay to use its content

  • OpenAI begins bug bounty program for ChatGPT

  • OpenAI adds plugin support to ChatGPT

  • Europe points out deficiencies at Biocon’s Bengaluru bulk drug plant

  • Over 193 million cyber attacks on APIs in India between December '21 and April 22: Akamai

  • Pharma industry faces inflation-induced slowdown: Alembic Pharmaceutical CFO

  • Sequent Scientific hits 22-month low after weak earnings

  • Divi’s Labs: Steady margin profile amid cost headwind

  • Google and Samsung partners to let developers sync fitness data across Android apps

  • Pfizer opens $20-million global drug development centre at IIT-Madras

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