Contributing Member of the Healthcare Councils

All News Analyses by this Author

Turn around signs seen in healthcare !!! Dr. Reddy's & Ranbaxy beat the trend!!!

October 27, 2009

Analysis of:UPDATE 1-New generics help India Dr Reddy's beat Q2 f'cast | in.reuters.com

After 4 - 5 quaters of negative growth, cost cuts, product rationalization etc... we have some good news from bell weather stocks of Indian pharma market.Dr. Reddy's & Ranbaxy both are reporting profits after of year of dismal performance.This is also a sign of overall market changing its down ward trajectory.

Ranbaxy in EU Anti Trust Net

October 7, 2009

Analysis of:Ranbaxy’s French Unit Raided by EU in Antitrust Investigation - Bloomberg.com | www.bloomberg.com

This comes as a major shocker!!!The EU has initiated formal investigations against a few pharma giants in an Anti Trust Suite.This is not good for Ranbaxy's European operations.Ranbaxy is bearly out of the woods with is past troubles, this is going to be a major set back.

Glenmark Stock worth considering!!!

October 7, 2009

Analysis of:Glenmark Pharma unit plans 5.75-bln-rupee IPO | in.reuters.com

Glenmark is one of the steady players in Indian Pharma industry.Its has done many things right in its business, and currently dominates many verticals where they are presentThe forth coming IPO is a good opportunity to consider the stock.

Glenmark Has pulled an ACE here

September 14, 2009

Analysis of:Glenmark plans cancer drug unit in Argentina- Pharmaceuticals-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Glenmark's move to start an Onco facility in Argentina is an  ACE among business strategies.Many bigger & more well established Indian pharma have been left wanting in Lat Am.This move will help Glenmark as 1st mover advantage as well as establish firm foothold in the market.Current lifestyles and eating habits will only augment the demand for Onco products.Lat Am is a mine field of opportunities & Glenmark is going to have major chunk of it.

Biocon & the Indian Biotech story!!!

September 14, 2009

Analysis of:Biocon, Amylin Pharma tie up to develop new diabetes drug | www.moneycontrol.com

Biocon & Amylin Pharma tie up is step in the right direction for Biocon.Currently due to restrictive international laws Bio similars are not easy to market in EU & US markets.The only way to get around this is to come up with your own Innovative products.This is what Biocon & Amylin have set out to achieve.

GSK - Reddy's will it be a reality???

September 11, 2009

Analysis of:Is Glaxo circling Dr Reddy's? | www.dnaindia.com

GSK has been a market leader in India and international markets for quite some time!!!While Dr. Reddy's is relatively new kid on the block compared to GSK. What GSK is actually after is Dr. Reddy's manufacturing plants and API facilities. GSK is looking to bring down is global production cost. India being an established contract manufacturing center fits into GSK's global plan quite well. 

Ranbaxy getting out of the bush!!!

September 4, 2009

Analysis of:India's Ranbaxy to launch generic Rocaltrol in U.S. | www.reuters.com

Slowly and steadily we are seeing positive news trickle in from Ranbaxy!! This indicates that measures taken to put their house in order are finally showing results. The latest approval to market Rocaltrol for which Ranbaxy will be the 1st to launch the Generic version will be good addition to the bottom line. 1st Generic always has a good advantage in terms of market capturing abilities. With a 70 million market open to capture, getting 35 - 40 million in 18 - 24 months is not impossible. 

Ranbaxy Taking baby steps to recovery!!!

August 24, 2009

Analysis of:Ranbaxy gets FDA nod for Glycopyrrolate | in.reuters.com

Ranbaxy is slowly but surely on the recovery path. After facing every imaginable problem, they are emerging out of them 1 by 1. Glycopyrrolate tabs mainly used for Peptic ulcer is good opportunity for Ranbaxy considering the ever increasing instances in US.    

Flu Vaccine the emerging cash cows for Pharma, USD 10 Billion oppurtunity!!!

August 23, 2009

Analysis of:Ajanta Pharma, Medicago join hands for flu vaccine | www.business-standard.com

Shortly you will have everyone who can spell Pharma jumping on to vaccine band wagon. US Government alone has ordered 120 million doses, and the current suppliers like Novartis, Baxter, Chiron, etc... will be able to supply only 45 - 50 million doses. We have not factered in the orders from EU, & other nations in this. The Demand & Supply gap is huge, but the bone of contention is will the vaccines be ready before the flu die down. OR will the flu pandemic get worse?? 

One $ 20 Billion Pill for all of Wockhardt's problems!!!

August 22, 2009

Analysis of:Fortis to buy Wockhard's hospitals for $21 bln-report | in.reuters.com

This news comes as a great shocker!!! Wockhardt till some time back had full intentions of making hospitals its core business & pharma its secondary business. Their pharma business has seen consistent decline over the years with no sign of revival. The financial situation at Wockhardt has been much talked & written about and must have forced them to change their mind. If the sale goes through it  will cure all of Wockhardt current alignments in one Dose1 

Panacea the Next Big Biotech player

August 20, 2009

Analysis of:Panacea bags Rs 1,000-crore Unicef contract | www.business-standard.com

Panacea has been building its business slowly & steady in the biotech sector in India. Its cleverly positioned to soon become No.1 player if it continues it current run. Unlike some other players like Biocon, Shanta Biotech etc... what diffrentiate Panacea is their domestic exposure. They are quite well entrenched in the domestic sector, which provides a good cushion from the ups & downs of international business. The current order from UNICEF highlights their core strength in Vaccines.   

Glenamrk a good buy during down slides!!!

August 20, 2009

Analysis of:Glenmark's drug fails clinical trials | www.business-standard.com

The recent news about Glenmark's COPD drug failing Stage II b clinical trial is infact not to good for the company. But we need to understand that current revenues & medium term revenues are not affected by this. The company is sitting on solid fundamentals & is a good back the new reduced valuations!! The Investment community should take a serious look & keep the cheque books ready!!!   

Global Pharma Business set for a complete Make Over!!!!

August 18, 2009

Analysis of:Big pharma companies join outsourcing queue | www.business-standard.com

Pharma - Healthcare cost - People - Politics - Government - Power. This is the long link & effect of pharma on global stage !!! Every Government especially US is crying one chores "Cut Healthcare Cost" With India having the largest US FDA approved set of manufacturing facilities outside US, India becomes a natural partner. As the article suggests, outsourcing deals will get bigger & broader. Pharma will soon see the revolution seen couple of years back in India IT industry!!! 

Is Aurobindo trying to do a Satyam on its investors!!!

August 18, 2009

Analysis of:Aurobindo Pharma to Buy Trident Life for About $27.85 Million | online.wsj.com

With memories of Satyam Infotech $ 2 billion scam fresh in everyone's mind, it is a very wrong move by Aurobindo. During consultations investors had asked me this very question "Corporate Governance" My reply was, this is one thing difficult to predict. Aurobindo which has built it's trust over decades should stay away from such moves. Specially when the target company or the company to be bough belongs to your son!!! 

Indian set to become the HUB of Clinical Research

August 9, 2009

Analysis of:India a preferred destination for clinical trials: Study- Biotech-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

The Report says it all !!! Cost of RnD , Clinical trials and related activities required for drug development have escalated beyond justifiable levels in developed nations. In order to continuously innovate & keep the drug pipeline humming, a shift in process was required and India was the answer!!! With its inherent cost advantage & pool of highly skilled & qualified people it's a safe bet.   

Aurobindo continues to strenghten its presence in US Markets!!

August 9, 2009

Analysis of:Aurobindo gets FDA nod for muscle relaxant | www.business-standard.com

Aurobindo is one of the few Indian company's which has understood the US regulatory really well. It has the largest number of US FDA approved manufacturing facilities. And to complement that it has the highest number of products approved by USFDA. This particular new addition to the family is all set to contribute significantly to their bottom line. 

The Next Big Money spinner in Indian Biotech Space

August 7, 2009

Analysis of:Panacea working to develop swine flu H1N1 vaccine | www.moneycontrol.com

Some Very smart people made a killing on Shanta Biotech while others were chasing goats. Panacea is more diversified than Shanta Bio tech - Now taken over by Sanofi - Aventis for close to $600 million. It has everything that Shanta had and more. It has contracts with UNICEF, WHO and other leading agencies for vaccines. Has fairly good market share in Immunosuppressants & oncology. The next big bang is most likely to be heard from Panacea, currently much under valued compared to its peers.     

RPG Gearing up for Biosimilars Battle post Patent expiry!!!

August 4, 2009

Analysis of:RPG Life Sciences launches its 5th biotech product, Sirolimus | www.business-standard.com

RPG Life sciences is a small player campared to other heavy weights in Indian pharma sector. They are making progress slowly but surely. Sirolimus will give them entry into this niche segment of Immunisuppressants which has little competition from the generic players currently. Having a plant approved by UK MHRA & foreseeable approval from US FDA will help market these product in highly lucrative markets.  

Indian Pharma to set to hit $ 70 Bn Jackpot

August 3, 2009

Analysis of:$70 bn worth drugs to go off-patent, benefiting India: Report- Pharmaceuticals-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Patented molecules with Market sales worth 70 Bn are set to go off patent in the next  3 years. Indian companies are already gearing up for this avalanche from now. Most have them have invested heavily in RnD have started CRAMs operations, are working on API development for these products. Its going to be an all round attack and no stone is being left unturned.   

What do you do to your best performer once the job is done

July 29, 2009

Analysis of:Growing statin clout spells gains for pharma cos | www.dnaindia.com

Statins one of the most sucessful class of drugs in the history of Pharma business is about to be retired or loose is exclusivity in controlled markets. What do you do with your best performers once the Job is accomplished in one department. Transfer him to another to get the job done. This is the underlying principle adopted the pharma companies to move around their best performers to extract what ever can be from them 

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