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)

Colombia Pharmaceuticals, biotechnology and life sciences / Thematic (Sector/Industry)

<p>This month’s Para IV developments suggest that there is likely to be benefit to <a href="https://www.smartkarma.com/entities/3918" target="_blank" data-smartkarma-citation="entities:3918:1">Cipla Ltd (CIPLA IN)</a> on Xopenex HFA, Alvogen, <a href="https://www.smartkarma.com/entities/868" target="_blank" data-smartkarma-citation="entities:868:1">Teva Pharmaceutical Sp Adr (TEVA US)</a> (erstwhile Actavis) and probably <a href="https://www.smartkarma.com/entities/870" target="_blank" data-smartkarma-citation="entities:870:1">Mylan Nv (MYL US)</a> on Hysingla ER and <a href="https://www.smartkarma.com/entities/868" target="_blank" data-smartkarma-citation="entities:868:1">Teva Pharmaceutical Sp Adr (TEVA US)</a> (erstwhile Actavis) on Aptensio XR.</p><p>Besides this, <a href="https://www.smartkarma.com/entities/868" target="_blank" data-smartkarma-citation="entities:868:1">Teva Pharmaceutical Sp Adr (TEVA US)</a> becomes eligible for FTF on products like Arymo ER, Tirosint and Hetlioz. Amneal ( <a href="https://www.smartkarma.com/entities/9809" target="_blank" data-smartkarma-citation="entities:9809:1">Impax Laboratories Inc (IPXL US)</a>) becomes eligible for FTF on Mydayis and Saptalis pharma becomes eligible for FTF on Riomet.</p>

This month’s Para IV developments suggest that there is likely to be benefit to Cipla Ltd (CIPLA IN) on Xopenex HFA, Alvogen, Teva Pharmaceutical Sp Adr (TEVA US) (erstwhile Actavis) and probably Mylan Nv (MYL US) on Hysingla ER and Teva Pharmaceutical Sp Adr (TEVA US) (erstwhile Actavis) on Aptensio XR.Besides this, Teva Pharmaceutical Sp Adr (TEVA US) becomes eligible for FTF on products like Arymo ER, Tirosint and Hetlioz. Amneal ( Impax Laboratories Inc (IPXL US)) becomes eligible for FTF on Mydayis and Saptalis pharma becomes eligible for FTF on Riomet.

Para IV Winners and Losers - April 2018