Revlimid

Tariffs pose a near-term risk. However, Zydus’s focus on novel drugs and the foray into medical devices are key moves to watch

Sun Pharma: Innovative drugs are near-term growth drivers

Sun Pharma’s top line growth is steady. Innovative medicines to act as growth tonic, as the US generics business remains soft. The stock valuation is justified.

Cipla: Non-US markets to drive growth in the near term

Reduced contribution of Revlimid is likely to get offset by new products

Sun Pharma: Softness in specialty segment can weigh on valuation

While the company enjoys nearly 50 percent share in high-margin segments, near-term earnings growth trajectory doesn’t appear exciting

Sun Pharma: Time to book profit?

While the specialty pipeline is healthy and one of the drugs under review can potentially get launched in FY25, the growth outlook for FY25 appears dull

Zydus Lifesciences: Why we still remain positive

Annual sales traction from Revlimid is decent and it is likely to stay so till 2026. The management is also positive about the product pipeline

Cipla: Valuations cap upside unless peptide product launch picks up pace

The drug major posts moderate growth with lower operating margins

Dr Reddy’s: Watchful of the Revlimid cliff

In times to come, the company may gear up for new inorganic initiatives to improve its market share in India. In the meantime, margins may moderate

Dr Reddy's drops 4% after being named in US anti-trust lawsuit

The complaint accuses Dr Reddy's of improperly restraining competition and maintaining a monopoly in the sale of the cancer drug Revlimid

What’s after Revlimid for Dr Reddy’s, Cipla, and Sun Pharma?

The patent on Revlimid expires in January 2026 and the three pharma majors, which have seen strong growth on the back of this drug, are looking for other opportunities to keep their growth path. They appear to have aces up their sleeves.

Domestic pharma sales pick up in September, but not enough to lift Q2 sales

Despite witnessing a late recovery in September, domestic pharma sales moderated sequentially in Q2, which is likely to put pressure on the July-September earnings of drugmakers

Dr Reddy’s Q1: Just an overdose of Revlimid, not much growth ahead, say brokerages

Even though the company’s profit, revenue and profitability exceeded expectations, brokerages feel that the growth in recent quarters was fueled by the spectacular sales of Revlimid. They say the contribution from the drug will soon start waning out, and many still retain their ‘hold’ and ‘sell’ calls.

Zydus Lifesciences: Time to book profit, post strong rally over a year?

Management is aiming for a single-digit growth in the US market for FY24 on the back of launches from the Moraiya facility.

Cipla: US business momentum to moderate

A compression in margins is plausible in the near term as employee and other pre-Covid expenses are likely to escalate

Dr Reddy’s: Time to book profit?

Domestic portfolio rejig, limited-competition products launches in the US, and a ramp-up in China launches are key to the company’s performance

Zydus Lifesciences: Transdermal opportunity to unfold

The US and domestic formulation businesses help the pharma company to do well in Q3

Sun Pharma: Specialty remains strong but at a price

The scale-up in clinical trials for specialty products and timeline for the launch of the generic version of Revlimid would be the key monitorable.

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.

Another great quarter for Dr Reddy’s, but is it sustainable?

EMs are expected to remain the chief driver of top-line growth, driven by chronic therapies and biosimilars

Claims against Dr Reddy's over Revlimid in US dismissed

In a regulatory filing, the company said on December 22, 2022 and December 27, 2022, the plaintiffs voluntarily dismissed Dr Reddy's Laboratories Ltd and Dr Reddy's Laboratories, Inc. respectively, from the case.

What does g-Revlimid launch mean for Dr Reddy’s margin trajectory?

Emerging markets, including India, would remain the chief driver of top-line growth

Revlimid is shaping up to be a meaningfully large opportunity for India’s pharma universe: Nithya Balasubramanian

Apart from the drug used as part of the treatment for a type of blood cancer, other medicines going off-patent will boost the prospects of companies like Dr Reddy’s and Cipla, the healthcare analyst at Sanford Bernstein said.

Dr Reddy's launches generic Revlimid in US market

Celgene, the makers of Revlimid agreed to provide Dr. Reddy's with a licence to sell volume-limited amounts of generic lenalidomide capsules in the US in settlement of all outstanding claims of its litigation.

Lupin: Pricing erosion intensifies in US

Near-term growth visibility is low due to a lack of major product launches, aggravating pricing erosion and input cost pressure for Lupin

Dr Reddy’s: Acceleration in EM opportunity to help re-rate company

Dr Reddy’s area of focus in the domestic market includes hepatology, diabetic nutrition and its health-tech platform