Interesting things have happened in the company post acquisition by Infinity holdings. Manish Gupta ex Sequent has joined the company as Md, Field force which at the time of acquisition was around 600 have increased to 900.
Company shared good presentation after Q1 results. Clearly the focus is on Dydrogesterone which is the fastest growing segment in Gynae. The market has opened up after patent expiry of Abbott and now its a 700cr market growing at 40% cagr !! Mankind was the first one to launch it in 2019…
Eris concall had fairly detailed discussion on the market.
Jagsonpal has an arrangement for supply of the formulation from a related entity