SANOFI India Ltd - A richly valued MNC Pharma Co

Thanks for mentioning the concall notes!

I think launching diabetes product from a private subsidiary is a big negative! I am assuming that the private subsidiary might be leveraging the same sales force!

On the onco front, it was expected that the launches will be from the private subsidiary if one looks at their global structure!

Did they mention anything about new product launches in Diabetes and Consumer space from the listed entity?

I was looking to invest in Sanofi since the company trades 30X earnings multiple with consistently high dividend payout however launching even diabetes product product with private subsidiary leaves little scope of growth!

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