Shuchi Nahar's Weekend Blog!

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://...

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 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...