Injectables

Though the management mentions that Cenexi has a decent clientele and the order book can be leveraged, an investment of 30 million euros is needed for its revamp

Concord Biotech: Time to take some profit off the table?

The valuation of this leading fermentation play is now at a premium compared to the pharma sector, and there are new logistics challenges emerging for this export-heavy entity from the Red Sea crisis

Weekly Tactical Pick: A pharma stock that plays by the rulebook

The pharma company has a strong regulatory compliance record, expanding complex injectables capabilities, and a supportive balance sheet

Syngene: Multi-year contract with Zoetis adds to long-term visibility

The risk to watch is the execution in the field biologics and the pending regulatory approvals

Gland Pharma: What do acute supply shortages mean for the business & investors?

In the medium to long term, upside triggers can come from biologics CDMO and China opportunity.

Gland Pharma: Track this inorganic play for the near term

While in the near term, the equity market looks fragile, Gland Pharma makes a cut for the longer haul. This is because of the rising prevalence of chronic diseases and growth of biologics, wherein injectables have a role in treatment and drug delivery

Cadila: Unfolding vaccine opportunity can offset US headwinds

For a longer term play, Cadila has a promising pipeline for NCEs (New chemical entities), biosimilars and injectables

Aurobindo Pharma: Termination of inorganic bet eases capital allocation worries

We believe termination of the Cronus Pharma acquisition deal should help remove corporate governance/capital allocation fears

Lupin: Margin guidance downgrade keeps us cautious

The management of Lupin is confident of scaling back $200 million quarterly revenue run rate for US market by Q3, but at the same time, alluded to overall EBITDA margin guidance of 16-17 per cent in FY22

Cadila: More a COVID hedge in the near term

Cadila's India presence -- at about 45 per cent of sales -- is similar in size as the US business and provides better cash-flow visibility

Glenmark Life Sciences IPO: Traction in complex APIs holds re-rating potential

In order to address the opportunities in oncology, peptides and iron compounds, Glenmark Life Science plans to build an R&D pipeline in the coming years

Ideas For Profit | Gland Pharma: Steady earnings compounder; invest on dips

Gland Pharma trades at 30x EV/Ebitda for FY23, which is largely in line with some of its peers such as Syngene and Divi's Lab. Though we believe success in complex injectables holds further re-rating potential, here’s why we remain constructive on this steady earnings compounder and believe investors can accumulate during market-wide gyrations.

Gland Pharma’s new product play for FY22 holds a lot of promise

While the US market is still expected to clock 18-20 per cent growth for Gland Pharma in FY22, the company’s foray into non-US markets would accelerate growth in the medium term

Aurobindo Pharma's board to consider demerger of its Injectables business soon

Post the demerger of injectables business, Aurobindo will also focus on its Biosimilar business which is a high growth opportunity for the pharma major.

Lupin: New launches and market share gains are likely to override pricing erosion

New launches in the US, particularly in the inhalation category, and an improving market share are expected to help ride over structural pricing erosion in the near term for Lupin

Gland Pharma Q3: Strong and clean play on global generic injectables; accumulate

We believe dominance of profit/royalty-sharing aspect in the business model distinguishes Gland Pharma from other contract manufacturers

Gland Pharma: Post IPO listing, what should investors do?

A vertically-integrated model and a strong regulatory compliance history with focus on R&D are tailwinds for Gland Pharma

Gland Pharma IPO: Much more than a Heparin play; subscribe

Gland Pharma's IPO provides an opportunity to take exposure to a steady earnings compounder with strong credentials

Aurobindo Pharma: Shot in the arm for Covid vaccine development programme

Vaccine capacity creation puts Aurobindo in the league of Serum Institute of India and Cadila in the race for a Covid drug

Pfizer plans to bring more global drugs to India

Although the company sells most of its top 20 global products in India, it is looking to bring in a couple of drugs, the patents of which have expired, to the domestic market.

Fosun Pharma best fit due to global presence, size: Gland Pharma

Fosun Pharma complements the injectables platform created by Gland Pharma and provides scope to expand into front-end marketing, said Gland's Vice Chairman and Managing Director Ravi Penmetsa.

Citi bullish on Aurobindo Pharma; says stock can re-rate

Aurobindo received three approvals in the last two weeks. Two are for injectables (Revatio, Atracurium Besylate), filed from Unit IV, while the third is for generic cefixime suspension (Suprax).

Lupin scouts for acquisitions in US

Terming the US as a high growth market for the company, the Mumbai-based firm said it aims to grow at around 25 percent in the world's largest drug market.

Wockhardt hits 52-week low on UK import alert

The UK drug regulator has issued an import alert on the company's Waluj plant near Aurangabad, which makes injectables and solid dosages. The US Food and Drug Administration had in May issued a similar import alert.