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Glenmark settles dispute with Merck - Set for Big Pay day in US

May 12, 2010

Analysis of:The Hindu Business Line : Glenmark settles up with Merck for Zetia | www.thehindubusinessline.com

Glenmark is definitely march ahead and in a very very focused & correct directions.This what can be said in regards to consistant good news coming from Glenmark on business strategies, alliances & marketing.Glenmark, I have stated always is one of the few non - controversial company with no - nonsense attitude towards business.Luckily they have not acquired liability in the form of dud acquisitions or dead weight in the form of dud investments

Welcome to the Profit Zone !!!! Ranbaxy net cross 963 Cr - USD 250 mil approx

May 12, 2010

Analysis of:Ranbaxy posts Rs 963-cr net profit | www.business-standard.com

Ranbaxy, long considered the Indian flag bearer in Pharma industry was lost in the woods for past couple of years.Troubles were coming from every possible quarters. Many had written off the company.Latest Results will go a long way to prove the critics wrong and also help built confidence.Sales, Margins & most other parameter have shown healthy growth.Infact compared to last year the growth is in double digits.

Lupin Again Outperforms the industry !!!

May 6, 2010

Analysis of:Lupin Q4 net surges 40% | www.business-standard.com

Lupin Pharmaceuticals is a jewel, outshining & out performing its peers by several folds.The numbers put up by Lupin for last quarter & the Financial year ended March 10 are stupendous.Growth seems to be coming for every sector, International operations are seeing the highest growth.Low cost India model really seems to be working in international market.Momentum gathered by Lupin the last few quarters will see in surge past rivals like Cipla, Ranbaxy it short time

Bicon emerging out the woods with 3 fold jump in profits

May 4, 2010

Analysis of:Biocon net profit up 3-fold at Rs 81 crore | www.business-standard.com

Biocon a company solely focused on Biotech products, RnD & contract research was having a tough time during a last couple of quarters. Many things have come together in getting this multi fold jump for Biocon.Various regulatory clearance which were pending came through last financial year.Some big tenders came their way, all in all Biocon is back in the growth phase and we can expect a lot from this Biotech company from India.

Glenmark Makes big news twice in this week!!!

May 4, 2010

Analysis of:UPDATE 1-Glenmark unit in pact with US firm | Quotes | Company News | Reuters | in.reuters.com

Glenmark is making the right moves & right noises in Indian pharma industry.The recent deal with Par pharmaceutical of US to market a Generic version of Zetia - a Cholesterol modifying dry is good bet in medium term.Zetia's current sales are in the range of 1.4 Billion USD, considering Glenmark will be 1st to market Generic, it will be possible to capture 20 - 25 % market share in the 1st two years of operations.

Lupin the consistent Outperformer !!!

April 8, 2010

Analysis of:Lupin an outperformer, target of Rs 1955: Karvy - Moneycontrol.com - | www.moneycontrol.com

Lupin Pharmaceuticals the Bombay headquartered company has been consistently out performing its peers in pharma industry.Still a few years back Lupin was considered a Fringe player or an also ran.In the past couple of years we have seen stupendous growth in company.The main reason for this can be attributed to Field force effective ness.As a industry personal I hear a lot of positives about their field force.

Glenmark the under dog of Indian Pharma Industry !!

April 6, 2010

Analysis of:Buy Glenmark Pharma; target of Rs 314: Nirmal Bang - Moneycontrol.com - | www.moneycontrol.com

Glenmark has been going about its job quiet well.With fundamentally strong business model, a strong portfolio of products, hand on management from promoters, currently they are cruising in the right direction & speed.The recent analysis by leading Indian brokerage house is testament to their investment grade.Glenmark is present in areas where competition is less fierce and margins are protected

Are we at the begning of the End of Wockhardt ???

April 2, 2010

Analysis of:Wockhardt-Abbott deal aborted | www.business-standard.com

Wockhardt has been pushed to corner, its evident from recent developments.Lenders have started influencing business decision & business outcomes.Wockhardt really needed the Cash from Sale to Abbott of its Nutritional business.QVT & other foreign lenders are using every possible tool to presurise Wockhardt into paying up.Wockhardt on its part is trying every thing to avoid paying up - is seems.

U.S. Healthcare bill to benefit Indian Pharma Industry !!!

March 24, 2010

Analysis of:US healthcare bill prods pharma stocks in India | www.business-standard.com

The passing of Healthcare bill in U.S. is going to have a reverberating effect far far away in India.Indian pharma industry is fundamentally based on Generic products. With the highest number of US FDA approved manufacturing facility outside of U.S. one the highest number of molecules approved by US FDA India is going to the obvious choice of US pharma companies when they go shopping for Generics.

Wockhart in a Very Very Tight spot !!!

March 23, 2010

Analysis of:Wockhardt may suffer another legal jolt- Healthcare-Healthcare/Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Options are getting limited day by day for Wockhardt!!!After the recent loan default by Wockhardt EU, European lenders have also bought their guns to recover dues.The Pari Pasu clause by which EU lenders will lay claim to everything, is going to be night mare for Wockhardt Management.With several winding up petions in various courts, QVT behind them, core business slow down, currently there is very little going in favor for Wockhardt.

Wockhardt's Secured lenders Getting Jittery !!!!!

March 17, 2010

Analysis of:Secured lenders insecure over Wockhardt's plan- Pharmaceuticals-Healthcare/Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

In the ongoing saga of Wockhardt - assets sale - secured lenders & unsecured lenders.Secured lenders have clearly lost hopes or don't see light at the end of the tunnel!!!The recent change of stance in Bombay High Court by ICICI - led consortium of Secured lenders is an indication that hopes of revival of the company are being lost!!!The Company has been substantial decrease in business in recent times.

Indian Pharma market coming of Age!!!!

March 17, 2010

Analysis of:Global pharma majors plans aggressive expansion in India | beta.profit.ndtv.com

Indian pharma market & industry has been more of a provider of service to markets & consumers.But in recent time of pricing pressures in the Western world, increased Generic competetion & regulatory hurdles pharma companies now look at India as a favorable market.The growth potential in India is tremendous as we witness development of Healthcare sector from unorganized to Organized sector.

Wockhardt !!! Stuck between a Rock & Hard place

March 5, 2010

Analysis of:Wockhardt's asset sale caught in creditors’ crossfire- Pharmaceuticals-Healthcare/Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

Wockhardt's wows seem to be never ending.After Abbott threw a lifeline by agreeing to purchase their nutrition business, hope were afloat.Lender both foreign & domestic are concerned about were will be sales proceed go??If Wockhardt does not clear this mess soon, it will be spending time in the court rooms rather than market place thereby loosing precious revenue generation opportunities.

Strides expands its wings in Latin America

March 4, 2010

Analysis of:UPDATE 1-Strides Arcolab buys Brazil facility from Aspen | Quotes | Company News | Reuters | in.reuters.com

If there are a few countries left which have untapped potential, they are definitely in Latin America.As a continent Latin America has the spending power & also an un tapped and under developed market.Pharma companies are always looking for markets which will give them high returns along with less competition.Latin America is one such market. Strides is definitely on an upswing following the deal with Pfizer and now this buyout.Strides is one company to watch out for.

Glenmark Generics IPO gets official seal of Approval from CRISIL

February 12, 2010

Analysis of:CRISIL assigns IPO grade 4/5 to Glenmark Generics- Views/Recommendations-Stocks-Markets-The Economic Times | economictimes.indiatimes.com

Glenmark has always been a good value proposition among Indian Generic players.Now Glenmark Generics off spring of Glenmark has also got the same respects and recognition from CRISIL.Glenmark Generic does not have a different or unique business model, but what it has is complete control & mastery of API manufacturing process there making it extermely cost competitive.Globally Governments are insisting pharma companies to manufacturer products locally & many have legislation to effect this.

Cadila leading Indian Pharma's recovery

February 12, 2010

Analysis of:Cadila Healthcare Q3 net up 114% | www.business-standard.com

Cadila a "Do it differently" company stands out from rest of the Indian pharma crowd in way is does business.While we have seen most companies posting healthy numbers, Cadila's numbers are in triple digits.One significant difference in Cadila, is it covers a wide spectrum of pharma business.It would be worthwhile to look at Cadila in detail.

QVT Advisers taking steps to recover its investments in Wockhardt !!!

January 17, 2010

Analysis of:Wockhardt-Abbott deal may be blocked | www.livemint.com

The Back ground:QVT invested 110 million in Wockardt's FCCB. On Maturity in Oct 09 the amount due to QVT was 140 million.Wockhardt defaulted this payment citing CDR (Corporate Debt Restructuring)Now QVT representing 40% of FCCB bond holders it doing what it does best - Protecting Investor Interest.QVT is known for Investor activisim - while Indian companies are not use to Investor activism.in most of the Indian companies Family members are major share holders.

Indian Generics Dominate Global Share Holder Returns

January 12, 2010

Analysis of:Indian generics dominate global ranking | www.business-standard.com

In today pharma market Generics are the buzz word & in Generics India has been the Buzz word for some time now.Recent study by Boston Consulting Group - confirms this fact with supportive figures.It is not surprising to note that companies like Lupin, Glenmark have given the highest Share holder Return in 2009 second only Teva.Generics as a concept is hear to stay & Indian companies with their fundamental business based on Generics are set to move forward in this field.

Is Sun Pharmaceuticals wasting time behind Taro???

January 12, 2010

Analysis of:Give in or else, Sun warns Taro directors | www.business-standard.com

Sun Pharmaceuticals bought 36% stake in Taro with expectations of 1+1 = 11.Taro was a good buy in 2008 but today in 2010 the pharma industry dynamics have changed considerably. Ongoing legal battle is leading to share holder value errosion of both companies.Sun & Taro need to realize this because if things continue like this for long there will not be much left to fight over.

Ranbaxy to Take over Biovel !!!!

January 11, 2010

Analysis of:Ranbaxy set to take over Biovel | www.dnaindia.com

Ranbaxy - Daiichi is a company in real Hurry!!!!Ranbaxy is just about finding its balance in business after 2 - 3 years of wondering in the wilderness.In its eagerness to include Bio - similar & Bio Superiors in its portfolio they are in talks with Biovel for a possible take over.The deal size is not clear but estimates suggests between 10 - 12 million $$Currently Biovel product offering is limited to very few products. Considering the Regulatory challenges the value addition is limited.

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