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Using current rally to shift more into largecaps and to fully deploy new cash: Jigar Mistry“If we take 25% of a drawdown as a particular pullback or start of a new cycle, then arguably we are in the second best smallcap rally sinc...- Indian pharma – time for a cyclical upturn in US generics?Due to absent competition, such drugs become huge cash cows for innovator companies. Titans in this space include companies like Gilead Sci...
- Replacing China as API supplier for pharma will be a medium to long term story: Lupin‘In the case of Lupin, the actual API import from China is on the lower side.’
- Pharma cos have not worked on compliance issues: Amit Rajan, Prosfora TechConcern remains over Indian pharma’s sterile manufacturing practices, says Prosfora Tech MD
- Injectable units under cloud as India lacks experts in aseptic practices: Amit Rajan, Prosfora TechIndian pharma cos putting up ANDAs and APIs in one plant to avoid paying GDUFA fee, says Rajan.
- For every rupee depreciation, we expect to add Rs 40 cr to bottom line: Ramesh Swaminathan, Lupin“Between 25% and 30% of our total exposures are hedged.”
- Things should normalise for pharma sector from FY20-21: S Ramesh, Lupin"There is a fresh wave of consolidation expected next year that could trigger another wave of price erosion."
- USFDA hikes fee for processing ANDA by $1 lakh for FY18According to a notification on USFDA's website, fee for Drug Master File was reduced to USD 47,829 for 2017-18 from USD 51,140 in the last ...
- Don't believe worst is over in terms of financials: Saumen Chakraborty, Dr Reddy'sIn an exclusive chat with ET Now, Saumen Chakraborty, CFO, Dr Reddy's, said that some of the drugs that were to be launched in Q4 has now b...
- We will continue to grow at 20-25%: Vivek Partheeban, Caplin Point Labs"Over 90 per cent of our revenues are still coming from Latin America and in the next couple of years we see the same trend continuing."
- Sun Pharma will be unstoppable if it integrates Ranbaxy well: Amit Rajan, Director, Celogen Life Science"If Ranbaxy would have continued, it would have become the best brand in India," says Amit Rajan, Director, Celogen Life Science.
- Interaction with USFDA very positive and forthcoming: Nilesh Gupta, Lupin"I think the approvals are definitely on the uptick. Inspections are a reality of life."
- Next 2-3 years to be good for the company: Ramesh Swaminathan, LupinIn an interaction with ET Now, Ramesh Swaminathan, CFO, Lupin, talks about company's prospectus and expansion plans.
- Alkem Labs will continue to outperform the industry in next 18 months: Sandeep Singh, Director"I can't share any numbers at this point. But I can tell you that H1 was very nice, much better than last year. We expect this year to be a...
- This is a good time to bet on India’s economic revival: Ravi DharamshiIf the dragon is going to stumble, there is going to be rumbling; China has the potential to be the blackest of black swan, says Dharamshi.
- Urban consumption space to do better than rural consumption in short term: Manish Sonthalia"Will have not very severe pricing erosion that would lead the way for earnings growth"
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