Shuchi Nahar's Weekend Blog!

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...

Biocon Ltd. - Company Overview Twitter Handle: @shuchi_nahar Company Profile Biocon Limited is an Indian biopharmaceutical company based in Bangalore, India established as a joint venture between Ms. Kiran Mazumdar-Shaw and Biocon Biochemicals Limited, an Ireland based multinational. The Company manufactures generic active pharmaceutical ingredients (APIs) that are sold in over 120 countries across the globe, including the developed markets of the United States and Europe. It also manufactures novel biologics, as well as, biosimilar insulins and antibodies, which are sold in India as branded formulations. Biocon's biosimilar products are also sold in both bulk and formulation forms in several emerging markets. In research services, Syngene International Limited (Syngene), a publicly listed subsidiary of Biocon, is engaged in the business of integrated endto-end drug discovery and development services. Biocon’s business is organized into the following reporting segments: · Sm...

 Indoco Remedies Ltd. - Company Overview Twitter Handle: @shuchi_nahar 1. Company Profile The company was established in 1947. Indoco is a small-sized pharma company engaged in manufacture, marketing and distribution of pharmaceutical products and services in the domestic & international markets. Through its nine marketing divisions viz. Indoco, Spade, Warren NexGen, Warren ACE, Warren Excel and Vision, Indoco Focus, Indoco CND, Spera and Institution the company serves a range of doctor specialties. Indoco has signed supply agreements with companies like Watson, Aspen and DSM to supply formulations to advanced and emerging markets. Figure:1 Graph Showing Revenue Trend & Revenue Breakup 2. India formulations growth core to overall growth Domestic formulations (~63% of FY20 revenues) grew at 6.5% CAGR in FY16-20. The subdued growth can be attributed to high concentration of acute therapies and one of the lowest MR productivities. With a market share of ~0.7% and overall ra...