Shuchi Nahar's Weekend Blog!

CAPEX Acceleration in Indian Chemical Companies -  USD 300 bn  domestic market by 2025 Twitter Handle: @shuchi_nahar India’s chemical industry was estimated to be worth USD 178 billion in FY 2019-20 and has a significant potential to reach USD 300 billion by FY 2024-25. In terms of demand, the industry has grown at approximately 1.3 times the country’s average GDP growth in the last five years and shows a strong linkage with its GDP. Indian specialty chemical sector has grown at 12%+ in the last five years and is well poised to expand its global market share to 7-8% from 4% in the coming years. The structural drivers are in place like global best practice manufacturing standard and R&D capability along with government impetus of make in India policy with pro-growth policies will act as a further catalyst for growth. Further, a global MNC looking at China Plus one strategy will help Indian incumbents to gain market share. In the short to medium term, supply disruptions ...

The Stronger Conviction for CDMO's - Bright Future Ahead Twitter Handle: @shuchi_nahar 1) Laurus Labs –The Complete Turnaround Story Laurus Labs is a leading R&D driven pharmaceuticals company established in 2005 with its headquarters in Hyderabad. It is among the leaders in the manufacturing of Active Pharmaceutical Ingredients (APIs) for Antiretroviral (ARV) and Hepatitis C (Hep-C) formulations. Other major API segments include therapeutic areas such as Oncology, Cardiovascular, and Anti-Diabetes. From a one-product company in 2010 to an Active Pharmaceutical Ingredients (APIs) company thereafter, the company has now emerged as one of India’s leading manufacturers of generics APIs for various complex therapies. Revenue Comparison FY19 v/s FY20 Significant Growth in CDMO For Detailed Analysis of the above company - https://myweekendspot.blogspot.com/2020/09/laurus-labs-company-overview.html To continue reading this great compilation of CDMO Companies Click the Link :  https://...

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 formu...

 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...

CDMO's to be considered as the next stepping stone for Pharma Companies... Twitter Handle: @shuchi_nahar In recent years, pharmaceutical outsourcing has grown in popularity amongst drug developers across the industry. Companies are increasingly outsourcing to contract development and manufacturing organizations (CDMOs) due to the benefits outside expertise can bring to their business. So, what are the benefits and how are current CDMO market trends shaping? Pharma CDMO's Trends The pharmaceutical industry is expected to be worth $1.5 trillion by 2021. The key trends driving this level of demand for pharmaceutical products include the world’s aging population, rising healthcare standards in developing countries, and expensive breakthrough therapies. This rapid influx of demand means that companies are faced with higher R&D costs and a need to invest in new capabilities. The demand for healthcare and innovative solutions is growing globally with chronic diseases on the rise. ...