Ajanta Pharma

Ajanta gets approval for Vimovo and it can be a material opportunity as there are limited competitors in the market.


I dont know the current market size, it used to be $400mn in 2020. Since 2020, there have been multiple players entering the market (Dr. Reddy, Lupin).

Disclosure: Invested (position size here, no transactions in last-30 days)

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