Shuchi Nahar's Weekend Blog!

Granules India Ltd. - Huge Scope of Growth Ahead Twitter Handle: @shuchi_nahar Company Overview Founded in 1991, Granules India Limited is a large-scale vertically integrated Company manufacturing Active Pharmaceutical Ingredient (API), Pharmaceutical Formulation Intermediate (PFI) and Finished Dosage (FD). The Company over the years has created a strong presence in ‘the first line of defence’ products such as Paracetamol, Ibuprofen, Metformin, Methocarbamol, and Guaifenesin. Till date, Granules has filed 45 ANDAs, received approval for 29 products (12 in FY20) and launched five in the US. EBITDA margins have seen improving from better product mix, operating efficiencies and higher capacity utilisations. Also, the margins are expected to further expand with the launch of own label products in the US, a new facility commenced at Vizag and using its own Metformin with new capacity commissioned. In FY20 it received approval for 12 ANDAs. It has a further 16 ANDAs (45 cumulative fi

Ultimate Guide to CRAMS or CDMO  with various Companies to track Twitter Handle: @shuchi_nahar What are CRAMS? CRAMS is defined as the process of outsourcing research services/ product manufacturing activities to organizations which can provide the service at a low cost. CRAMS basically consists of the following two activities: Contract Research and Contract Manufacturing . CRAMS is mainly used in the Pharmaceutical and Biotechnology sectors that require extensive R&D and large-scale manufacturing facilities. It is expected that the demand for contract research and contract manufacturing is expected to increase in India in the future. Roadmap Ahead Investments in the global pharmaceuticals sector to increase to over $1,400 billion over the next 3 years, driven by a number of new medicines. With healthy R&D spending going forward, the Contract Research and Manufacturing (CRAMS) segment offers growth opportunities to Indian companies. Rising demand for generic formulati

Natco Pharma - Pioneer of Indian Oncology Market - Company Overview Twitter Handle: @shuchi_nahar 1. Company Profile Natco Pharma (NPL) is a vertically integrated pharmaceutical company having presence in multiple speciality therapeutic segments. Over the years, the Company has developed an innate ability to deliver molecules, which are complex and hard to manufacture. The Company has constantly innovated and manufactured speciality medicines and niche pharmaceutical products. The company also has a US retail business. It owns 8 manufacturing facilities including 6 formulations facilities and 2 API facilities. Overall revenues grew at a CAGR of 15.4% in FY16-20. Natco is a leading domestic player in the oncology space. NPL’s product pipeline consists of drugs, which are used for various types of cancer like blood cancer, breast cancer, brain cancer, ovarian cancer, lung cancer and prostate cancer. Currently, Natco is marketing 33 oncology products in the Indian market (FY20). 2. Ma