Natco Pharma: Focusing On Complex Products

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Generic launch date is based on two considerations (unless an ‘at-risk’ launch):

  1. NCE Drug Exclusivity expiration: innovator Novartis has two exclusivities for Tabrecta:

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  2. Patent expiration: Based on available data, below is patent expiration summary:

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So, best case scenario is Nov’27 for generic launch. Worst case being July 2035

Side note, Novartis had got the approval under the Fastrack route (being Orphan Drug). Again, being Orpah drug, Natco can expect low completion from generics:

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Tarun
Disc: No investment

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Hi @chikspat

Challenges:
Management acknowledges potential earnings dips post-Revlimid patent expiry, emphasizing the need for new product launches to offset declines.

Does any one know the expiry details of the Revlimid patent expiry? if you do know pls share.

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Bhai, a simple Google search will answer that question.

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Also, I am sharing one more relevant articles

dr.vikas

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Jan 2026 when patent for Revlimid will expire

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I see the TTM operating margin is at all time high of 48%. Is it sustainable?

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Very true. Reversion to mean may happen.

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What factors does one take into account for estimating growth of a company like Natco pharma?

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I have written my thesis on Natco Pharma. Please read my write-up on Natco Pharma and provide your feedback. Highly appreciated!

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