Pharma Global, Research Delta Advisors

Nimish Mehta

Pharma Global

Research Delta Advisors

Research Delta is a SEBI registered investment adviser focused on the pharmaceutical sector with a passion to finding strategic opportunities / unique business models and valuing them. We do this by coupling our macro understanding of key trends in the pharmaceutical industry with bottoms-up analysis to help serve our clients in taking crucial strategic and investment decision. We work closely with various stakeholders of this decision making process by becoming an extension of their thought process and by bringing in a worldwide perspective of opportunities and challenges. 

Thematic (Sector/Industry)

This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, <a href="https://www.smartkarma.com/entities/16406" target="_blank" data-smartkarma-citation="entities:16406:1">Dr. Reddy'S Laboratories (DRRD IN)</a> &amp; <a href="https://www.smartkarma.com/entities/27161" target="_blank" data-smartkarma-citation="entities:27161:1">Amneal Pharmaceuticals Inc (AMRX US)</a> on Amitiza, <a href="https://www.smartkarma.com/entities/98" target="_blank" data-smartkarma-citation="entities:98:1">Sun Pharmaceutical Indus (SUNP IN)</a> on Prevacid Solutab, <a href="https://www.smartkarma.com/entities/17910" target="_blank" data-smartkarma-citation="entities:17910:1">Lupin Ltd (LPC IN)</a> on  Ravicti and probably <a href="https://www.smartkarma.com/entities/26928" target="_blank" data-smartkarma-citation="entities:26928:1">Alkem Laboratories (ALKEM IN)</a> &amp; $Par on Syndros.Besides this, Par becomes eligible as FTF for Gattex kit.Apart from this Gilenya might get extended patent protection beyond expected 2019, till 2026 which can be an unexpected opportunity for the innovator <a href="https://www.smartkarma.com/entities/26851" target="_blank" data-smartkarma-citation="entities:26851:1">Novartis AG (NOVN SE)</a>.

This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, Dr. Reddy'S Laboratories (DRRD IN) &amp; Amneal Pharmaceuticals Inc (AMRX US) on Amitiza, Sun Pharmaceutical Indus (SUNP IN) on Prevacid Solutab, Lupin Ltd (LPC IN) on  Ravicti and probably Alkem Laboratories (ALKEM IN) &amp; $Par on Syndros.Besides this, Par becomes eligible as FTF for Gattex kit.Apart from this Gilenya might get extended patent protection beyond expected 2019, till 2026 which can be an unexpected opportunity for the innovator Novartis AG (NOVN SE).

India

Alkem Laboratories Limited operates as a pharmaceutical company. The Company researches, develops, manufactures, and markets generic and branded pharmaceuticals. Alkem also provides nutraceuticals, functional foods, health foods, and herbal products.

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Alkem Laboratories Ltd (ALKEM IN)

Para IV Winners and Losers - July 2018

This month’s Para IV developments suggest that there is likely to be benefit to Par Pharma, Dr. Reddy'S Laboratories (DRRD IN) & Amneal...

Nimish Mehta

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