Indian pharma: Industry perspective


(aerofire) #88

Mutual Funds have started NFO in pharma space now , may be sector is heading to recovery .

Mirae Asset Healthcare Fund


(Chemist) #89

Cadila Healthcare: Execution is going to be key this fiscal


(paresh.sarjani1) #90

RJ on Pharma Sector today’s interview CNBC

Pharma
“I am pretty sure that worst is behind for pharma sector as generic competition in the US is leveling off,” Jhunjhunwala said.
He is positive on the domestic branded pharma businesses. “Indian pharma industry is entering unknown, but exciting space.”
Healthcare majors Sun Pharma & Lupin entered into speciality generics, the next leg of growth.


(CommonStocks) #91

FDA Repays Industry by Rushing Risky Drugs to Market

While the FDA over the past three decades has implemented at least four major routes to faster approvals — the current commissioner, Dr. Scott Gottlieb, is easing even more drugs’ path to market. The FDA okayed 46 “novel” drugs — whose chemical structure hadn’t been previously approved — in 2017, the most in at least 15 years. At the same time, it’s rejecting fewer medications. In 2017, the FDA’s Center for Drug Evaluation and Research denied 19.7 percent of all applications for new drugs, biologics, and efficacy supplements, down from a 2010 peak of 59.2 percent, according to agency data.


(phreak) #92

Bigger uptick for both bulk drugs and formulations at 22% and 28% respectively in USD terms for May.

Considering Rupee depreciation, its actually higher in rupee terms at 28% and 34%

Maybe this is what has got the market excited. Early days still.


(Chemist) #93

image
https://finance.yahoo.com/news/5-biggest-blockbuster-drugs-2024-100100384.html


(Satish Earthling) #94

(sarthak kumar) #95

Does the launch of Pharma funds mean there will be increasing demand esp for big pharma cos like Sun and Cipla. Not looking for buy sell recommendations. Trying to understand how the launch of new funds works in terms of demand for particular stocks.

Thanks


(ASPN) #96

Revelations by Rajasthan drug regulator that brands of 4 firms substandard. Includes names of Sun Pharma, Alkem Laboratories, Cipla and Aristo :


Shocking if it’s really true…However, the manufacturers have called the samples collected by Rajasthan drug regulator as counterfeit. Which is even more shocking. Does this mean that their is a cartel which copies the popular brands / prescription drugs and manufacturers substandard products which are sold as the real ones?


(Tarun) #97

Some sweeping changes which will have structural impact on domestic business for pharma companies.

Nation Pharma Pricing Authority (NPPA) expanding its purview to prescribe a ceiling price for certain drugs:

08/13: Ceiling price revision for 92 drugs:
http://nppaindia.nic.in/ceiling/press14August18/FormulationPrices(72).pdf

07/04: Ceiling price revision for 58 drugs:
http://nppaindia.nic.in/ceiling/press04July18/FormulationPrices(50).pdf

06/12: Ceiling price revision for 22 drugs:
http://nppaindia.nic.in/ceiling/press06June18/1%20FormulationPrices(20).pdf

04/02: Ceiling price revision for 869 drugs:
http://nppaindia.nic.in/ceiling/press02April18/Formulation_Prices(841).pdf

Thanks,
Tarun


(jadhavman) #98

Considering current USDINR 71 price, my opinion is good to invent more in excellent track record export oriented pharma companies.

Thanks,
Manish