Zydus Lifesciences - Guided for 2-3 High Value Launches in US over FY27/28
The stock price has corrected by ~25% over last 3 months on account of concerns of high product concentration risk, incremental competition in...
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Zydus Lifesciences: High Base to Keep EPS Muted, Specialty Growth Key. Maintain ADD
Zydus Life has corrected over 25% from its 52-week high in the last 2-3 months, due to (1) competition in gAsacol HD (Teva, launched in Sep ’24)
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Top APAC (Ex-China) Investment Worthy Healthcare Companies Using Smartkarma’s Smart Score Screener
We have screened APAC (ex-China) healthcare companies with market cap≥$800M using Smartkarma’s Smart Score and picked up 2 investable ideas by...
369 Views
Zydus Lifesciences (ZYDUSLIF IN): Q1FY25 PAT Jumps 31%; Increasing Focus on US To Augur Well
Zydus Lifesciences reports stellar Q1FY25 performance with highest ever operating profit and margin, driven by the US and India. The company...
298 Views
Mankind Pharma Pre-IPO - Peer Comparison - One of the Largest, with Better Growth and Margins
Mankind Pharma is looking to raise about US$1bn in its upcoming India IPO. In this note, we will undertake a peer comparison.
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