Shuchi Nahar's Weekend Blog!

  Your ultimate guide to understand the basics and details about the Indian Pharma Sector A Brief Understanding On Pharma Sector From Its Key Terms To Its Filing And Procedures. The following article is on the Indian Pharmaceutical Industry, the article is written to familiarize ourselves with the terminology or the jargon’s of the pharmaceutical industry. It will briefly touch upon terms like API, Intermediates, CDMO’s/ CRAM’s, PARA Filings,  Innovator drug, Generic drugs, life cycle development etc. The Indian pharmaceuticals market has characteristics that make it unique. First, branded generics dominate, making up for 70 to 80% of the retail market.  India also has the feather of being the  largest exporter of generic drugs  in the world.  Second, local players have enjoyed a dominant position driven by the formulation development capabilities and early investments.  Third, price levels are low, driven by intense competition. While India ranks tenth globally in terms of value, it

Neuland Labs Ltd Q3FY21 Result Update Twitter Handle: @shuchi_nahar   Link to Company Overview of Neuland Labs in detail: https://myweekendspot.blogspot.com/2020/09/neuland-labs-company-snapshot.html The company has announced consecutive another strong quarter of top-line and bottom-line performance. The revenue at Rs.245.6 crores was a 20% improvement over the corresponding quarter of the last fiscal while the margins have shown an upward trajectory and closed at 19.0%. This was driven by growth across the GDS and CMS verticals. The company remains confident of its long-term growth aspirations as well as its margin resilience.  • Total income increased by 20.0% in Q3FY21 on account of secular growth in GDS and CMS. • Prime segment continues growth led by Levetiracetam and Mirtazapine. • Speciality business had a stable quarter led by Deferasirox and Dorzolamide. • CMS business witnessed growth in scale-up projects and higher projects coming up for validation. • Two APIs ship

  Laurus Labs Ltd. –Story of Patience, diligence, and perseverance Twitter Handle: @shuchi_nahar Link to Company Overview of Laurus Labs in detail: https://myweekendspot.blogspot.com/2020/09/laurus-labs-company-overview.html Result Update – Q3FY21 Laurus Lab performed extremely well consecutive in the 3 rd  quarter of FY21. The company did a robust growth in all three segments. Having   a healthy order book for FY 21 & beyond in FDF CMO business with a strategic partner in EU. Consolidated revenue for the quarter increased by 76% driven by growth in all the divisions. The company has been able to sustain its EBITDA margins, and profitability has also improved to Rs. 273 Crs. for the quarter. The generic API division recorded a healthy growth of over 100% for the quarter, the growth was led by higher growth in ARV API business in turn led by higher volume of 1st line products. The Formulations business showcased a growth of over 120% for the 9M period, led by higher LMIC bus

Jubilant Life Sciences-Unseen Opportunities Ahead (COVID-19 V accine manufacturing, Demerger of business inline) Twitter Handle: @shuchi_nahar Company Overview Incorporated in 1978, Jubilant Life Sciences (JLS; formerly Jubilant Organosys), is a mid-sized integrated chemical turned pharmaceuticals player. It started as a full-fledged chemical a company by entering the vinyl acetate monomer (VAM) business in 1983.  Broadly, the company operates through two business segments - pharmaceuticals (62% of the turnover) and life science ingredients (35% of turnover).  The pharmaceuticals segment consists of sub-segments like  1) generics  2) specialty pharma - radio pharma and allergy therapy products and  3) CDMO - contract manufacturing (CMO) of sterile injectables and API. In November 2020, Jubilant Life entered into a strategic partnership with SOFIE Biosciences, Inc. (SOFIE), US. Under the terms of the agreement, Jubilant will acquire 25% of equity holding for a cash consideration of

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