Neuland Laboratories Limited - Transformation towards niche APIs?

Stock Opportunities Not-so-Hidden Gems
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Not in this kind of market

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https://twitter.com/KarunaTx/status/1769707862777823278
Exciting news! Today we completed our transaction with Bristol Myers Squibb. We look forward to continuing to transform the lives of patients with neurological and neuropsychiatric diseases as part of BMS. Follow our progress

@bmsnews

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Unit no 1 inspectio by USFDA

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USFDA approves expanded labels for Esperion’s NEXLETOL and NEXLIZET, broadening treatment for heart attack prevention in primary & secondary prevention patients, regardless of statin use. Impacting ~70M patients in the US.

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https://www.esperion.com/news-releases/news-release-details/us-fda-approves-broad-new-labels-nexletolr-and-nexlizetr-prevent

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Credit Rating upgraded.

https://www.crisil.com/mnt/winshare/Ratings/RatingList/RatingDocs/NeulandLaboratoriesLimited_March%2027_%202024_RR_339684.html

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https://twitter.com/punitbansal14/status/1771832772597825696

https://twitter.com/rahuja671/status/1770119106261352896

https://twitter.com/rahuja671/status/1770119106261352896/photo/2

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I’m sharing a GROUND report by Botlivala & Karani Securities Pvt. Ltd. on their visit to the Hyderbad Pharma plants. It also covers Neuland.

Pharmaceutical - Hyderabad Visit - Flash Note - 01 Apr 24.pdf (347.4 KB)

I hope you find it useful.

dr.vikas

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Very detailed and indepth coverage on Neuland by BK

Some takeaways:

  1. CMS revenues will only go up from here
  2. Big supplies for Karuna will start after approval which is due in Sep’24
  3. Supplies to Esperion will go up
  4. Peptides things are slow but on track
  5. Capex as planned
  6. Aggressive hirings at R&D level
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Key Policy Change that will accelerate the Indian CDMO Story Further!

The Biosecure Act would prohibit US companies receiving federal grant money from working with four Chinese biotech companies, including WuXi AppTec and its sister company WuXi Biologics, which produce active pharmaceutical ingredients (API) for hundreds of US and European drugmakers.

https://www.ropesgray.com/en/insights/alerts/2024/03/the-biosecure-act-a-review-of-the-bill-responses-and-possible-repercussions
https://twitter.com/soicfinance/status/1778484622348988647

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FII 15.51% 16.03% 17.21% 17.21% 17.39% 17.68% 17.70% 18.14% 20.19% 21.57% 22.69% 24.43%
DIIs + 4.42% 5.65% 6.17% 6.38% 6.45% 6.57% 6.54% 7.10% 6.76% 6.99% 6.02% 6.54%

Increase in holding by institutions continues in Q4 also.

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