Aurobindo Pharma (4QFY21): Soft quarter, outlook remains strong. Maintain BUY
We tweak our estimates and revise TP to INR1,075/sh, based on 16x FY23e EPS and NPV of INR50 for the PLI opportunity. Maintain BUY Q4 revenue...
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Gland Pharma IPO - High on Growth but Low on Details
Gland Pharma aims to raise around US$900m in what would be one of India’s largest IPOs in 2020. Fosun Pharmaceutical bought a 74% stake in the...
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COVID-19 : A Viral Threat to Pharma Supply Chain
Corona Virus shadows are glooming all over the world, and these fears have just begun. As a major highlight of 2020, the virus has conquered the...
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India Generic Drugs: "Antitrust Unredacted"
New information in the government's investigation into antitrust violations by generic drug companies continues to surface. An unredacted version...
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India Generic Drugs: Antitrust Suit Could Cost Billions
This Insight builds on our previous Insight, India Generic Drugs: US Antitrust Inquiry Widens by discussing estimated potential liabilities and...
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