Following are the tweet info from Dr Punit Bansal (@punitbansal14). This info is on public domain and I thought this will be useful for analysis on Natco.
Revlimid (lenalidomide) is among the top 10 selling drugs with estimated MS of $8.0B in 2024, used as 1st & 2nd-line multiple myeloma therapy in US through REMS program.
Natco has strong 20 Para-IV pipeline & remain focused on therapies with limited competition.
Natco US Business approach-4 key success products gTamiflu, gCopaxone, gDoxil, gFosrenol (story sofar)
Focus-Limited competition & opportunities
Future Key Launches-gNexavar 2020, gRevlimid Mar-22, gKyprolis 2027, gAfinitor & gNexavar timings will be crucial.
