Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
LUPIN: Key takeaways
Launch of OCs in US in FY2012E does not require marketing through sales force. No
further addition to sales force required on account of OCs launch.
Lupin has filed for 28 products in OCs.
5-6 filings have been made in Opthalmics. It is targeting 21 filings in this category over
FY2012-13E. Opthalmics is a US$4 bn market with Apotex as the leader.
Lupin does not see generic competition for Suprax in the next one and a half years.
Allernaze launch may happen in 2HFY12E, at the earliest.
3QFY11 growth in India was lower sequentially due to low growth in acute category.
With growth from acute segments coming back on track, domestic growth should come
back on track to 20%, at least.
Price-cuts in Japan happen every two years. Next price-cuts are likely to happen in early
2013E.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
LUPIN: Key takeaways
Launch of OCs in US in FY2012E does not require marketing through sales force. No
further addition to sales force required on account of OCs launch.
Lupin has filed for 28 products in OCs.
5-6 filings have been made in Opthalmics. It is targeting 21 filings in this category over
FY2012-13E. Opthalmics is a US$4 bn market with Apotex as the leader.
Lupin does not see generic competition for Suprax in the next one and a half years.
Allernaze launch may happen in 2HFY12E, at the earliest.
3QFY11 growth in India was lower sequentially due to low growth in acute category.
With growth from acute segments coming back on track, domestic growth should come
back on track to 20%, at least.
Price-cuts in Japan happen every two years. Next price-cuts are likely to happen in early
2013E.
No comments:
Post a Comment