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VISHAL MANCHANDA
Pharma stocks buck market weakness as Dr Reddy's gainsPharma stocks showed strength on Thursday, defying market weakness. Dr Reddy's Laboratories saw significant gains, fueled by anticipation o...
Semaglutide API price plunges amid GLP-1 rushGlobal demand for weight-loss drugs Ozempic and Wegovy has caused semaglutide prices to drop significantly. Manufacturing has expanded rapi...
Mounjaro sales dip amid price war as semaglutide generics gain groundMounjaro, the star pharmaceutical from Eli Lilly, is experiencing a downturn in sales across India. This slump can be attributed to competi...
Pharma calls in sick after Trump’s 100% tariff threatPharma stocks fell Thursday after reports of US President Donald Trump mulling 100% tariffs on imported branded and patented medicine maker...
Novo Nordisk gears up for December Ozempic launch in India, sources sayDanish drugmaker Novo Nordisk is set to launch its popular diabetes drug Ozempic in India this month. This move aims to capture a significa...
US FDA review boosts odds for Wockhardt’s NCE success story: Vishal ManchandaWockhardt’s breakthrough respiratory drug Zaynich moves a step closer to market as the US FDA accepts it for review, boosting approval odds...
CDMO sector to be key beneficiary of China+1 strategy in pharma: Vishal ManchandaSystematix Group's Vishal Manchanda anticipates Q4 results for pharma companies to align with previous quarters, with high single-digit dom...
India, the 'pharmacy of the world' banks on bilateral talks for relief from planned US tariffsIndian drugmakers are seeking bilateral discussions with the U.S. to avoid President Donald Trump’s proposed 25% tariff on pharmaceutical i...
US Tariffs on pharma: What are the potential impact on Indian drugmakersUS tariffs on pharmaceutical imports will affect India’s pharma sector, a leader in affordable generics. Analyst Vishal Manchanda highlight...
FY27 may be a bit difficult for pharma companies due to US effect; betting on 2 stocks: Vishal ManchandaVishal Manchanda highlights the potential challenges the pharmaceutical sector may face in FY27 due to reliance on key drugs and weak US bu...
Will vibrancy in domestic pharma market sustain? Vishal Manchanda answersSo I would say US has started to move on a positive trajectory. Earlier it was on a declining trajectory and a cause of concern for most co...
Investors seek safety in a stable pharma amid recession fearsStocks such as Divi's Laboratories, Ipca, Dr Reddy's, Cipla, and Alkem Laboratories have gained between 2% and 4% in the past week. The sec...
Pharma Industry staring at 30-40 bps hit on updated NLEMManchanda added that the anti-infectives treating HIV, TB and drug cessation treatments in the list doesn't have a major impact on margins ...
Aurobindo Pharma restructuring to unlock value for shareholders: Vishal Manchanda“Aurobindo injectable business can trade at up to 35x valuation. Aurobindo’s current trading multiple is around 10x. So there is a large up...
Licence to sell cancer drug biggest opportunity for Dr Reddy’s in US market: Nirmal Bang‘On a very conservative basis, the drug can add about $300 million to their sales in FY23-FY24.’
Trump order may see innovative drug prices getting halved, impact generic cos: Nirmal Bang SecuritiesUS will continue to dominate and order impact could be diluted once the names of the drugs that can be imported come out.
- Claris Life hits record high but pares most gains over regulatory concerns
Analyst who ET spoke to said the management expressed confidence that an escalation would not happen.