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Wockhardt needs to take QVT Advisers seriously !!!

January 11, 2010

Analysis of:QVT considers filing winding up petitions against Wockhardt- Healthcare-Healthcare/Biotech-News By Industry-News-The Economic Times | economictimes.indiatimes.com

It's well known fact that Wockhardt is not in the best of Financial health, 2009 was particularly tough for Wockhardt with troubles coming from all sides.After selling Wockhardt Hospital's stake to Fortis  we thought Financial issues would be addressed.QVT already has an ongoing Wind - up proceeding under way in Bombay India and this fresh fillings will only add to Wockhardt's troublesCurrent sales & figures coming from Wockhardt don't help to build confidence or in any way will help repay QVT

Dr. Reddy's entering Lucarative Billion $$$ weight loss market

January 8, 2010

Analysis of:UPDATE: Transgene Sells Obesity Drug Technology License To Dr Reddy's | online.wsj.com

News of Transgene out -licensing their weight loss molecule to Dr. Reddy's is a very positive development for both firms.Dr. Reddy's with its global reach can ensure a multi billion $$$ revenue from Orlistat.Orlistat - sold under brand name Xenical & Alli has proven efficacy.Market for Orlistat is growing in double digits & probably will be cash cow for Dr. Reddy's.

Pfizer - Strides in a possibly Billion $$$ Business deal

January 7, 2010

Analysis of:Pfizer expands generics business with Strides deal | Reuters | www.reuters.com

Pfizer's deal with Strides is an outcome of immense pressure on US Healthcare system to bring down costs.There is pressure starts from Office of the President going down to the consumers & patients.This is 2nd such deal in India by Pfizer. The Revenue generation for Strides from this deal will be in the range of 300 - 450 million over next 2 - 3 years. While for Pfizer the realization would a Billion plus.Going by the trend there might be more such deals in the offing in the near future.

Zydus Cadila's H1N1 vaccine is it too late in the day???

January 5, 2010

Analysis of:Zydus Cadila gets nod for clinical trials for swine flu vaccine | www.business-standard.com

Many might feel that its too late for a company to launch vaccine for H1N1 now.But the truth is there is still a strong demand from many Governments around the world.Novartis, GSK and many European players could barely fulfill the demands of US Government and most of their stocks were booked for US.That left many other Governments which decided to stock pile or immunize their citizens high & dry.Cadila has a good chance to meet this unmet demand if the vaccines are shipped in next few months

Dr. Reddy's wonder drug for diabetes!!!

January 5, 2010

Analysis of:DRL announces Balaglitazone phase-III results | www.financialexpress.com

Dr. Reddy's labs (DRL) has been working hard on its vision to move beyond Generic.Balaglitazone is result of this vision. Positive test results indicate a move in the right direction.If things fall in place DRL is looking at a revenue stream of 2 - 3 billion in the 1st 5 years of launch.Currently the Anti Diabetic market is stagnated with old molecules.  Patients have to some extent become immune or respond less to the current drugs on offer a new drug us always welcomed.

Ranbaxy - Might be starring at Insider Trading Charges

December 26, 2009

Analysis of:Ranbaxy unit sold Orchid stock before Hospira news | www.dnaindia.com

This news is a serious development keeping in mind the Zero Tolerance shown by Indian Stock Market Regulatory Authority "SEBI" towards insider trading.Ranbaxy has been playing a "Cat n Mouse" games with regulators around the globe since recent takeover by Daiichi.Ranbaxy's investments in Orchid labs were purely "Financial" as stated by Ranbaxy spokes person and selling them did generate cash for Ranbaxy!!!But the door has been left open for SEBI to investigate.

Ranbaxy - Daiichi finally finding synergies

December 23, 2009

Analysis of:The Hindu Business Line : Ranbaxy to market Daiichi Sankyo’s BP drug in Africa | www.thehindubusinessline.com

Its been a while Daiichi took over Ranbaxy. What Daiichi did not expect was the amount of fire fighting & mess that needed clean up.Finally after sustained efforts Daiichi has started doing what it acquired Ranbaxy for in the 1st place!!!!To utilize Ranbaxy's reach in developing countries to market "Generics".The case in point is Olmesartan being offered by Daiich to Ranbaxy for marketing in African continent.Daiichi is finally seeing results for all the effort & money spent on Ranbaxy.

Ranbaxy's Billion $$$ opportunity!!!!

December 15, 2009

Analysis of:Ranbaxy sure of monetising Flomax, Lipitor, Nexium | www.dnaindia.com

Ranbaxy is sitting on a Billion $ opportunity in US markets.It was FTF (First To File) for Generics of Flomax, Lipitor and Nexium. All 3 drugs put together have current revenues above 2 Billion $.Ranbaxy will be the 1st company to introduce a Generic version once the patents on these drugs expire.Ranbaxy will get a 6 months exclusive period to market these drugs before other Generics are allowed in the market place.Last time around Ranbaxy missed the Golden FTF exclusive period for Imitrex (GSK)

Ranbaxy Ends JV with Japanese Firms - Major house cleaning under way

December 8, 2009

Analysis of:Ranbaxy ends JV with Japanese firm | www.livemint.com

The Indian Pharma Gaint - Ranbaxy, which was bogged by several non performing liabilities is currently under going "DEEP CLEANING" every non performing liability is being shed.It is great to see this happening with a sense of urgency & with a realization of their core assets.We hope to see more such positive news from the firm in near future.

General Atlantic spots value in Strides Unit

November 24, 2009

Analysis of:General Atlantic eyes stake in Strides unit - report | in.reuters.com

Strides one of India's unspoken & non-controversial pharma companies is finally getting noticed.General Atlantic is currently engaged in talks to pick up a stake in one of the Specialilty units if Strides.For Strides the Fund will come in handy to further their cause of in Research and development.

Jubilant Organosis on discovery path

November 24, 2009

Analysis of:UAB, Southern Research sign drug discovery pact | blog.al.com

Jubilant's recent tie up with various organizations is to ensure a steady product pipeline in future.The Recent tie up with Universities will help them take research right from Lab to market.Biotech & Bio Similars are the Buzz words in today's pharma sector.Tie-up with Universities will ensure that they are not left behind in the Biotech race.

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?? 

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