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Ranbaxy
Ranbaxy expects simultaneous resolution of US FDA issues related to the Paonta and
Dewas facilities; however, it avoided comment on the terms and timeline for resolution
of the US FDA issues.
Ranbaxy is still evaluating the options to monetize the Lipitor opportunity. Furthermore, it
is difficult to quantify the price discount when launched with an authorized generic.
Capacity utilization has been significantly affected due to the FDA issues with the Paonta
and Dewas facilities. Both capacity utilization and margins should improve after the
resolutions of the FDA issues.
Ranbaxy won a two-year ARV tender worth USD132m in South Africa. However, margins
for this tender would be comparatively lower.
The Nexium formulation supply set to start in 2HCY11 should command decent margins.
Under Project Viraat, Ranbaxy targets to grow faster than the market in India through
better sales of high-growth chronic drugs, achieving market leadership in semi-urban &
rural areas with increased sales force and by increasing the product basket.
Ranbaxy is still evaluating the Russia 2020 plan and waiting for more clarity.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
Ranbaxy
Ranbaxy expects simultaneous resolution of US FDA issues related to the Paonta and
Dewas facilities; however, it avoided comment on the terms and timeline for resolution
of the US FDA issues.
Ranbaxy is still evaluating the options to monetize the Lipitor opportunity. Furthermore, it
is difficult to quantify the price discount when launched with an authorized generic.
Capacity utilization has been significantly affected due to the FDA issues with the Paonta
and Dewas facilities. Both capacity utilization and margins should improve after the
resolutions of the FDA issues.
Ranbaxy won a two-year ARV tender worth USD132m in South Africa. However, margins
for this tender would be comparatively lower.
The Nexium formulation supply set to start in 2HCY11 should command decent margins.
Under Project Viraat, Ranbaxy targets to grow faster than the market in India through
better sales of high-growth chronic drugs, achieving market leadership in semi-urban &
rural areas with increased sales force and by increasing the product basket.
Ranbaxy is still evaluating the Russia 2020 plan and waiting for more clarity.
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