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October10,2016:-Front Page News:-
Eris is only( From-2007) 10yrs old, owned by Mr Amit Bakshi:
Entering in Public Issue Market
Private Equity Firm Chrys Capital having 16.25% holding is ready for Multi Bagger exit.
Listing through Offer for Sale Route(OFS) during Next Calender yr 2017:
Financial Indices:Net Proit- 26%
EBITDA- 44%
ROC- 140%
Very High Stafff Productivity Rs.5Lac per Month(PCPM).
Products in Chronic Life Style ailments like Diabiteic and High Blood Pressure.
Other Therauptic Segments r Cardilogy,Gasteroenterology,Orthopaedics,Paediatrics.
Other Therauptic Segments r Cardilogy,Gasteroenterology,Orthopaedics,Paediatrics.
25 Brands Contributing 92% Revenue.
Recent introduction in Polycystic Ovarian Syndrome(PCOS): Lifestyle disorder in Women of Reproductive Age.
No Export.
Tough Competition from Lupin, Cadila & Sun Pharma.
_________________________________________________________________________________- June22,2016:-New FDI policy in Pharma Industry:-
- The Latest news is that Mr Rakesh Jhujunwala has recommended Pharma Industry as a very good Long Term Investment. Base of Recommendation are as under:-
- Indian pharma supplies 40 per cent of American generics and has 7 per cent of value. If this 40 per cent is to be 50 per cent and we have to go up the value chain, what is going to happen? Indian costs are very very low, Indian companies are getting size, Indian entrepreneurs have understood the market. Why will this company not grow and the whole market has an absolute lottery.
Price Market Cap
*Cadila Healthcare: Rs317/- Rs.32000/- Crores
Problem of warning letter of US business
*Torrent Pharma: Rs.1317/- Rs22000 Crores
The US plants
have clean FDA status and stable India business accounts for half
of the profits.
*Ipca Laboratories: Rs.496/- Rs6300/-Crores
Resolution in US post warning
letter?
*GSK Consumer Healthcare: Rs.5815/- Rs.24400Crores
*Lupin: Rs.1461/- Rs.65900/-Crores
Generic drugs such as gFortamet and gGlumetza offer strong
near-term earnings support,Lack of competition, strong demand for gFortamet. Low
regulatory concerns, less exposure to adverse currency movements are key
positives.high opportunities in the US, increased consumption in
India, more opportunities in Japan which will be key drivers to support
growth.
Lupin:-Products like Gulmetza, Gavis Portfolio, and Steep Price hike expected in Fortamet.
Aurobindo: Rs.727/- Rs.42600Crores
Aurobindo now has a total of 224 ANDA approvals (196 final approvals, including 10 from Aurolife Pharma LLC and 28 tentative approvals) from USFDA.
The promoters holding in the company stood at 53.92 per cent while institutions and others held 34.97 per cent and 11.11 per cent, respectively
Aurobindo Pharma received USFDA’s approval to manufacture and market Loperamide Hydrochloride tablet and Methylprednisolone Sodium Succinate injection used for treating diarrhoea and allergy.
Dr Reddy:- The Product NEXIUM expected to contribute EPS Rs24/- in coming Two Three years.
Dr Reddy:- The Product NEXIUM expected to contribute EPS Rs24/- in coming Two Three years.
Benefiting from its leading position in the bio-similars market is Dr Reddy. In 2007, Dr Reddy the first to launch a bio similar to Roche cancer drug Rituximab (Rituxan), and has four other biosimilars on the market. The company drug characterization strategy and quality measures give Dr Reddy a significant competitive advantage
that reduces the uncertainty of potential outcome differences
Overall Scenario:-
The pharmaceuticals market in India, valued at $ 20 billion in 2015, is set to soar to $ 55 billion by 2020,representing an impressive compound annual growth rate (CAGR) of 22.4 percent, according to the UK-based research and consulting firm Global Data. India’s rapidly growing generics market is the primary driver of the nations pharmaceutical with sales expected to soar by nearly 84 percent to $ 26.1 billion in 2016. Generic drugs, with their low costs and easy accessibility, now dominate India pharmaceutical space, accounting for around 70 percent of the market.
Adam Dion, senior industry analyst, Global Data, said, India supplies 20 percent of global generic medicines in terms of export volume, making the country the largest provider of generic medicines globally. Indeed, Indian pharmaceutical companies are now exporting to countries like Brazil, Mexico, South Africa, Russia and Japan, and,
according to India Ministry of Commerce and Industry, the nation pharmaceutical export segment has more than doubled from $ 7.8 billion in 2008 to $ 16.5 billion in 2014.
Another driver of India’s pharmaceutical sector is the potentially lucrative bio-similar market, which is expected to increase to $40 billion globally by 2020, as biologic treatments are introduced fordiseases such as diabetes, cancer, multiple sclerosis, and rheumatoidarthritis.
Adam Dion, senior industry analyst, Global Data, said, India supplies 20 percent of global generic medicines in terms of export volume, making the country the largest provider of generic medicines globally. Indeed, Indian pharmaceutical companies are now exporting to countries like Brazil, Mexico, South Africa, Russia and Japan, and,
according to India Ministry of Commerce and Industry, the nation pharmaceutical export segment has more than doubled from $ 7.8 billion in 2008 to $ 16.5 billion in 2014.
Another driver of India’s pharmaceutical sector is the potentially lucrative bio-similar market, which is expected to increase to $40 billion globally by 2020, as biologic treatments are introduced fordiseases such as diabetes, cancer, multiple sclerosis, and rheumatoidarthritis.
in patients, explained Dion.
