The Beat Ideas: Shilpa Medicare
Shilpa Medicare to drive growth with new molecules, overcoming past stagnation and FDA issues, poised for unprecedented success in next five years.
308 Views
Semaglutide Patent Expiry: The Next Big Unlock in Global Pharma
India's pharma industry prepares for Semaglutide patent expiry in 2026, offering a high-potential market opportunity for Indian players like Natco...
391 Views
Anthem Biosciences Pre-IPO - The Negatives- Margins Aren't There Yet
Anthem Biosciences is looking to raise up to US$400m in its upcoming India IPO. In this note, we talk about the not-so-positive aspects of the deal.
274 Views
Concord Biotech (Pre-IPO): Niche Offering Amid Lean Competition to Drive Stable Growth
The IPO consists of offer for sale of 21M shares by Helix Investment Holdings at a price band of INR705–741/share. Through this IPO, Concord seeks...
366 Views
Eris Lifesciences - 2QFY19 – Acquisitions Drive Top Line Much Higher, Bottom Line to Follow by FY20E
Eris Lifesciences (ERIS IN) reported lower than expected performance in 2QFY19. Revenues were 5% lower than our estimates at Rs 2,642 mn. The...
458 Views