Assuming the drug is approved, What would be the incremental revenue for neuland labs?
Sharing a video covering Neuland Lab.
Its from InCred asset management company
Their views may be biased as Neuland is their top holding across all funds.
dr.vikas
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Neuland Laboratories Limited - Transformation towards niche APIs? - #474 by VALUE2017 go through this article
Thanks! Went through the article, didnât find any reference to any upcoming news though.
Please let me know if Iâm missing something. Also Neuland is in a free-fall today!
This is the link to the news: Scaling-up Active Pharmaceutical Ingredient (API) Chemistry for Phase 3 Clinical Trials and Bulk Manufacturing for a Potentially Novel Treatment for Schizophrenia | Neuland Labs
Neuland has been partnered with Karuna Therapeutics since KarXTâs Phase 3 trials in 2019. KarXTâs future will be decided by the USFDA today. BMS bought Karuna in Q3FY24 for $14 billion. BMS has marketing exclusivity rights for KarXT for 5 years and a patent period thatâs much longer. According to analysts, KarXTâs peak sales during the patent period could be upto $7-10 billion. Source for data estimation
These are some key points, please conduct your own research as well before taking any investment decision.
Disc: invested from much lower levels.
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US FDA has approved BMSâ KarXT under the brand name Cobenfy. Neuland has been developing it since 2019.
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KUDOS TO NEULAND LABS AND BMS
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FDA has approved BMS Cobenfy (KarXT), First New Schizophrenia Drug in Seven Decades.
Cobenfy_Product_fact_sheet_FINAL.pdf (77.6 KB)
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I think the Neuland management may be able to add more color on the possible impact of this FDA approval. I anticipate a lot of questions on this topic from the investing community to the management team.
As the FDA approval was not a guarantee and if this approval leads to significant Rev uptick for Neuland over the next couple of years then I believe the stock may continue to re-rate. As long as they can continue to grow their Earnings substantially YoY the re-rating will continue to take place.
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Neuland also has other molecules ready for commercial sale in the next 3-4 years. Some of that growth is what the market is anticipating at CMP. KarXT, while a blockbuster in itself, leaves many questions in terms of cashflows. Management themselves have mentioned repeatedly that this FY is one of moderation in margins.
Disc: invested
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Can any body throw light on biological CDMO capability of NEULAND.
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Neuland has strong capabilities in biologics, particularly as a CDMO focused on peptides and oligonucleotides. Peptide synthesis, a core strength, is a growing market with an expected rise from $90.1 billion in 2023 to $157.5 billion by 2028. This growth is driven by increasing demand for peptide-based drugs, such as GLP-1 agonists, which are used in treatments for diabetes and weight management. Neulandâs biologics business aligns with this double-digit market growthâ (DCAT Value Chain Insights)
The biological CDMO space is highly competitive, with established players already dominating the market. Neulandâs focus on niche areas like peptides helps them carve out a specialized position, but scaling up and competing with larger global CDMOs will require continued investment and operational excellence (which I believe they have shown over and over again, i donât think they have ever failed an FDA checking, either announced or unannounced, which no pharma company, I think has been able to achieve). So definitely, operational excellence I believe is unparalleled.
Disc: Invested
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Noob here,
as per this video, NDTV Profits claims from 17:00- 17:20 that Goldman Sachs raised the target price upto Rs. 19,100/-
I hope iam not spreading wrong info here. Thanks
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No, she said Rs. 9100, you can verify with the english captions. Actually by mistake, she mentioned the old goldman sachs report which was released in april 2024, at that time they raised the target by 47% to Rs. 9100.
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Specially views on Likely impact of US FDA approval of karTX developed by Neuland labs for BRISTOL MYERS SQIB. Since Bristol Myer is planning to supply by October end to patients and Neuland likely to start production of karTX immediately.
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Thanks Vikas . Fully concur with your views . Can you recommend any analyst or research house that has good coverage on this stock to stay abreast with any new developments on Neuland
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Strangely, admin removed my views. I fail to understand why? And no reason has been given. Not sure they would like me to post any recommendation or not.
Thanks for your kind words.
BTW if you look at the shareholding pattern and names of share holders on BSE for Neuland, you will be pleasently to see all big names that have trust in the company and are holding substantially good holding.
Disclaimer: I asked my daughter to invest in this share when it was around 8000 and asked her never to sell, ever. Stock likes Neuland makes stock market a happy and safe place.
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