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All News Analyses by this Author

Wockhardt Slowly & steadly clearing its excess bagage

July 29, 2009

Analysis of:Wockhardt sells nutritionals biz to Abbott- Pharmaceuticals-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Wockhardt has been burdened with excessive debt with high interest rates attached to them.  The asset bought with these loans were not performing as expected. In order to survive drastic actions were needed. Wockhardt has achieved what it wanted in terms of financial relief, but it is loosing out on future business expansion oppurtunities. 

Fortis begins its road show for upcoming $ 250 million rights issue

July 25, 2009

Analysis of:Fortis logs in seven-fold rise in Q1 net | www.business-standard.com

Fortis in many ways is the current leader& trend setter for the Indian Hospital sector. Grossly under capacity the private healthcare / hospital sector is restricted to Metros. Fortis is planning to expand this into Non Metro's & smaller towns. The Hospital business is less complicated as compared Pharma (Fortis founder are from Ranbaxy).  The time to revenue is shorter & RoI is higher.  

Ranbaxy on the Rebound

July 25, 2009

Analysis of:Ranbaxy profit soars on forex, derivatives gains | www.livemint.com

Ranbaxy has been in trouble since the takeover by Daiichi. There was one bad news after another, finally there is some good news of increase in profits. Even though this is not from their core business but from other activities. I think some bankers might have found refuge in Ranbaxy during the Financial meltdown last year.  

Healthcare industry to double in value by 2012: KPMG India Report

July 21, 2009

Analysis of:Healthcare industry to double in value by 2012: KPMG- Healthcare-Healthcare / Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

The KPMG Report confirms what I had posted last month on GLG news!!! The Hospital sector is one of the most under stated sectors in India. There is tremendous scope for growth, if you consider the KPMG figure the Indian National Average for Hospital Beds is 0.7 / 1000 people as against 4 / 1000 internationally. This gives us some info on the under development of this sector.    

Finally some Good News from Ranbaxy !!!

July 21, 2009

Analysis of:Ranbaxy gets Canada's nod to market cholesterol drug | www.thehindubusinessline.com

We have not seen any good news from Ranbaxy for a long time now. Finally there is some breath of fresh air !!! This Canadian approval has the potential to add a reason sum of money to its bottom line considering the current Canadian Market size and relatively small competition.    

Glenmark Story Keeps getting better day by day!!!

July 21, 2009

Analysis of:The Hindu Business Line : Solane Robinson hikes stake in Glenmark to 5.31% | www.thehindubusinessline.com

Glenmark is one of the well kept secrets of Indian Pharma Sector!!! The company & its promoters are Non Controversials and Focus on the business at hand. I have been commenting on Glenmark for some time & my position keeps getting affirmed again and again by various International fund houses.  

Lupin FDA woes far from over !!!

July 20, 2009

Analysis of:Lupin sees end to FDA woes in 4-5 months | www.dnaindia.com

FDA woes are far from over as cited in this article for lupin. FDA inspection process is a slow one and once trapped in it, it is difficult to get out. The figures cited are extremly optimistic. Lupin gets it's 30 - 40 % business from US & this will definately affect in bottom line in the medium term 

Animal health offers growth avenue for big pharma players in these tough times!!!!

July 16, 2009

Analysis of:Animal health offers growth for big pharma | www.reuters.com

Going by the current culture every house has a pet. And no pet owner compromises on theirs pets health. Its a relatively stable business as compared to Human healthcare and the growth has been consistent. In these tough times when companies are looking for growth avenues Animal health has emerged as good alternative as it lies in their back yard. undefined

Strides the Banglore Tiger !!!!

July 14, 2009

Analysis of:Strides eyes M&As for speciality pharma, R&D | economictimes.indiatimes.com

If Thomas Friedman had to do a case study in pharma space instead if IT for his book, he would have selected Strides!!! They are a medium sized Pharma company who have consistently played their cards right. In many ways they have been ahead of their times, they by confusing their compatriots. This is a good opportunity for Strides to build from the platform created so far and prepare for the Big league in Indian & International markets. undefined

Small Players Will the Pharma Band Wagon

July 10, 2009

Analysis of:Portola inks potential $470M Merck deal | www.bizjournals.com

Portola Merck deal is the indication of way things are currently in Global Pharma Industry. Big Pharma have virtually stopped innovating, and even if they do their costs are not sustainable. Portola and companies like Portola are the future of pharma innovation. Its going to be a case of "Tail wagging the Dog" undefined

Pharma Business set for major government intervention

July 9, 2009

Analysis of:EU raps Big Pharma; Indian copycat kings boosted | www.dnaindia.com

Governments all over the globe are looking to cut healthcare costs. EU is not exception with Consumers paying some of the highest prices for medicines. If one reads the recent report by EU competition commission its clear that big pharma are using every tactic in the book to delay entry of Generics in their protected markets. The Anti trust ruling with heavy penalties are not far from the Big Pharma  

Sun Pharma Makes Inroads into US Oncology Market

July 8, 2009

Analysis of:Sun Pharma gets U.S. nod for prostate cancer drug | www.reuters.com

Astra Zenaca's Casodex is a 315 Million $ molecule. What this approval means for Sun is - they will get 6 months exclusivity to market the Generic version before competition enters. Again Sun will have 1st mover advantage here and 60 - 75 million $ bottom line addition is very much possible with a well planned marketing push.

Its Raining JV's in Indian Biotech Sector - Novavax - Cadila done !!!

July 8, 2009

Analysis of:Cadila Pharma-Novavax JV to produce swine flu vaccine | www.business-standard.com

Continuing the current trend of JV's in line with Pfizer, GSK, Mylan etc... Novavax has also found its Indian bride. The JV is done with the best of intention to produce Swine Flu vaccine. I thing shortly every Indian Pharma company will have JV in Biotech sector.

Caraco's FDA Tangle

July 7, 2009

Analysis of:Caraco Pharma says it will cut work force in half | www.forbes.com

Caraco is stuck in FDA tangle and all people involved with pharma will know its not easy to get out. Its extremely time consuming and expensive process to set things right with the FDA now. In medium term Caraco will have to take some tough decisions to come out of this mess. And once its out, confidence building will have to start all over again.

Glenmark the Hidden Jewel of Indian Pharma !!!

July 7, 2009

Analysis of:Foreign fund raises stake in Glenmark Pharma to 5.31% | www.business-standard.com

A few days back I had reported that Glenmark by its positive number growth in these tough times has proved it self. Glenmark is relatively less well known company compared to to compatriots in the international investment scene, for this reason I had tagged it "Hidden Jewel of Indian Pharma. Sloane Robinson LLP has just reaffirmed my analysis by increasing their stake in Glenmark.  

Biotechnology can be the next big driver for the pharma sector

July 5, 2009

Analysis of:Biotechnology can be the next big driver for the pharma sector | www.dnaindia.com

World demand more effective products, more precise actions and less side effects. Bio tech was the answer when consumers demanded the above. Biotech which brings as the latest and most cutting edge products is ready to take its right full place in the healthcare sector. So far its been a second fiddle to Synthetic chemicals - tablets / capsules / syrups etc.... Moving forward time is not far where Biotech derived products will be the mainstay of treatment while old therapies (Synthetic chemicals) would be used only as supportive / adjuvant therapy.  

Pharma industry is worth Rs 78,000 crore (USD 15 Billion ): 15 - 150 Billion $$$ coming up !!!

July 5, 2009

Analysis of:Pharma industry is worth Rs 78,000 crore: Economic Survey | www.pharmabiz.com

The Subject economic survey gives an insight into the Indian pharma journey so far!!! The Journey from 1 Billion industry to 15 Billion in is note worthy!!! The thing to watch out for is as the world demands healthcare cost rationalization, what pie of this demand lands on Indian pharma's door step.

Healthcare BPO players set for Booster Dose!!!

July 3, 2009

Analysis of:Cost cutting in U.S. to drive BPO healthcare business | www.reuters.com

Rationalizing healthcare cost is on everyone agenda. From President Obama to a man in Timbuktu are all looking for better health at cheap cost. The BPO industry which handles a lot operational issuse for the Healthcare companies and institutions are set for a big boost!!! BPO companies to look for are the one which handle core operation related tasks as they are about to see their business double or even triple. 

Sun Pharma's ANDA March continues!!!

July 3, 2009

Analysis of:Sun Pharmaceutical gets tentative nod from USFDA for ‘Optivar Solution’ | Top News | www.topnews.in

Sun Pharma by obtaining this approval has added a small little jewel to its Kitty. Ophthalmic products are niche segments with few competitors. Margins are good and business is relatively stress free. I see a partner ship deal like Pfizer - Aurobindo / GSK - Reddy's in the very near future. All in all this approval will be a healthy addition to the bottom line

Natco The Rising Star !!!!

July 2, 2009

Analysis of:Natco Pharma net sales up by 32% in FY'09 | www.pharmabiz.com

Natco with its numbers in these difficult times stands out in the crowd!!! I get a lot of questions from Clients: Name companies which are the next big thing!! Natco is one such company, with firmly established grip in injectables and high priced molecules this is company to watchout for.

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