Confirming my earlier estimates Mr. Khorakiwala said that Nifithromycin could be 500-700cr drug in Indian market in 2-3 years.
Also, Phase III clinical trail of WCK-5222 is complete.
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Surprisingly they did not file any disclosure with exchange
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As mentioned by him in the interview-
there are multiple steps before they file for approval - I suspect that is when they disclose. trials are done… result will be decoded only after 3-4 weeks.
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Hi, I am new to this platform but completely intrigued at the level of knowledge and understanding people have about the drugs which Wockhardt is in process of launching. I have a question about the HMPV (human metapneumovirus) outbreak in China which has a potential to become a larger issue. Can WCK-4873 which treats the community-acquired bacterial pneumonia, be used as a potential drug for this virus? I am pretty sure that I am trying to draw a connection between the new outbreak with WCK-4873, and may be completely off tangent.
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This is a drug to manage community or hospital acquired pneumonia which is caused by bacteria. There’s no connection to any virus, it cannot treat a viral infection or a viral pneumonia. It may help in preventing or treating hospital infections in patients on ventilators but that’s a very far fetched scenario and hence not applicable
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They have now with 97% efficacy. Rest of the details available in BSE announcement.
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General- Wockhardt’s antibiotic research was mentioned in DW’s article on antibiotic resistance.
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What does this mean in terms of timelines? Does it get approved or are there some other formalities required as well ?
Watch this to hear the timelines from the horse’s mouth…
They file for approval in July and then 6-9 months results… FDA next year… india they expect this year itself approval.
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Wockhardt’s Zaynich® (Zidebactam/Cefepime, WCK 5222) achieves highest-ever efficacy meeting superiority in a global, pivotal, registrationenabling Phase III study in complicated urinary tract infection (cUTI) achieving 96.8% clinical cure rate
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Wockhardt Ltd. swung to a net profit of ₹20 crore in Q3FY25, a sharp recovery from the ₹86 crore loss reported in the same period last year.
Revenue has increased 3% YOY.
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This post has shades of portfolio construction, even more so than being one on Wockhardt. Still, Wockhardt is a lead actor, so putting this here.
My view of the medium term macro outlook is not very positive. Whatever the US’ objectives are, one thing it seems to have achieved is reducing trust among global actors. Before a new world order gets formed, uncertainty will linger, and will reflect in the world economy. Will markets move with a lead or a lag, I’m not certain. And I don’t want to wait to find out.
I’ve been lightening my equity exposure for several months now (due to valuation concerns), and currently am at a fairly high level of cash + gold (ETF).
Where does Wockhardt fit in? I feel that Wockhardt has a low beta factor - it has the potential to move very differently from the rest of the market. If Zaynich gets an FDA OK, Wockhardt is likely to hit new highs even if the rest of the market is tanking. Since my expectation for the market is not very positive for the medium term, this quality is particularly compelling for me.
What I’m attempting is a “barbell” strategy of sorts. Taleb articulated this concept well, and many places have written about it. For eg: What's The Barbell Strategy? - Definition, Examples, and More — Wealest
My barbell is:
Largish Cash + gold position on one side: Giving me stability, and ability to take a lot of pain
Wockhardt on the other side: A risky bet (if the FDA approval for Zaynich does not come, the stock will be pulled down by Jupiter-level gravity), but offering the possibility of upside and a dissociated-with-market type movement capability.
Putting this here for the benefit of others to show one way of thinking about portfolio construction.
Disclaimer: Invested in Wockhardt from low levels. I also trade in Wockhardt, have already booked profits in the past, and may continue to do so. I may exit at any time and may not update in this forum. Wockhardt is risky bet and may not be suitable for many investors for a variety of reasons.
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Wockhardt | Founder Shares Company’s Plans & New Launches
Watch here
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