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Competition for Pristiq – Earlier than Expected – A Substantial Opportunity for Alembic and Ranbaxy

US$ 90

Pfizer’s Pristiq will now witness competition as today the USFDA approved Alembic’s 505 (b) (2) application for Extended release Desvenlafaxine base tablets, which is bioequivalent to Pfizer’s Pristiq (Desvenlafaxine Succinate).

07-21 2015   Pages:

New Technologies Initiative: Gateway to Treating Genetic Diseases – Sarepta Therapeutics – Skipping Makes Sense – Restoring Muscle Function in Duchenne Muscular Dystrophy

US$ 500

“Approval of KYNAMRO (ISIS/Sanofi, HoFH), a first systemic Oligonucleotide Antisense (ASO) based therapy has raised expectations from the compounds in pipeline of other companies with similar technology platforms.

07-21 2015   Pages: 18

AMGEN – Dynamic Strategies in Place for Global Expansion of Innovative Drugs and Biosimilars = Growth Drivers

US$ 140

Amgen (AMGN) began 2013 on a positive note outlining long-term (post-2015) growth strategies through new product launches, global expansion, and entering the global biosimilar space with new partners and ventures.

07-21 2015   Pages: 6

NATCO PHARMA, Outperform – Major New Product Launches to strengthen growth Trajectory

US$ 140

“We maintain our outperform rating on Natco Pharma as we expect robust growth in FY 14 driven by important new high potential launches (oncology space) in the domestic market. We are particularly excited about Everolimus launch (May 2013) in the domestic market, which we believe is a big opportunity. Lansoprazole Rx and OTC in US will drive the export formulation business in FY14. The company also continues to make good progress in creating new growth avenues in the US, as they are also expected to file an ANDA for Vidaza shortly.

07-21 2015   Pages: 8

CADILA HEALTHCARE, Market Perform – Investment in Technologies is Resulting in Near Term Pain

US$ 140

“Cadila’s Q3FY13 result was below our estimates. Although revenue grew by 16%, in line with our expectation, EBITDA declined by 2.5% yoy. After adjustments of non recurring items (~`200m of forex gain, `100-110m of user fee paid to USFDA and donations of `60-70m), EBITDA margin deteriorated by 400 bps yoy due to (1) higher R&D spending (8.6% of total sales) (2) pricing pressure in US due to lack of new launches (3) lower margins of Hospira JV due to competition in Docetaxel and (4) lower sales in Brazil due to continued hangover of ANVISA strike. Net Profit declined by 31% yoy due to high tax rate of 36%.

07-21 2015   Pages: 7

INFINITY – IPI-145, Unpartnered, Potent PI3K Inhibitor = Larger Opportunity!

US$ 140

Regaining WW rights of IPI-145 (PI3K-delta, gamma isoform inhibitor, PhI/II, hematological malignancies, inflammation) from Takeda and targeting both hematologic malignancies and inflammation indication has sparked interest in Infinity Pharma (INFI).

07-21 2015   Pages: 8

DR REDDY’S LAB – Growth to Slow Down on Higher Base, Margins to Remain Under Pressure

US$ 140

“Dr Reddy’s Q3FY13 result was below our estimates as EBITDA margin was down by 400 bps (at 21%) compared to previous quarter. EBITDA margins were adversely impacted by higher SG&A expenses (up by 12% yoy, and 28.5% of total sales) due to promotional expenses towards OTC portfolio and pricing pressures in Germany coupled with higher R&D expenses (up by 34% yoy, and 7.1% of total sales) due to investment in complex technologies.

07-21 2015   Pages: 7

ACORDA – Building Confidence Beyond AMPYRA!

US$ 140

Acorda Therapeutics (ACOR) reported 4Q/FY12 results with a decent growth in sales of marketed products and promises to strengthen its pipeline and focus on unmet needs in CNS diseases.

07-21 2015   Pages: 3

SUNPHARMA – Acquisitions to drive the next Growth Wave

US$ 140

“Sun Pharma’s Q3 FY13 result was better than our estimates largely on account of stronger sales of Taro. Lipodox continued during the quarter. We expect sustainable annual sales of $80-100m for Sun’s Lipodox, assuming entry of one additional generic player by early 2014.

07-21 2015   Pages: 7

PHARMACYCLICS – Ibrutinib – Promising to Deliver More

US$ 140

Our risk-reward analysis suggests that there is meaningful upside on positive PhIII data and approval of Ibrutinib (PCI-32765, PhIII, BTK inhibitor, partnered with JNJ, PhIII, CLL/SLL/PLL, MCL; PhII, DLBCL, MM, FL) in next two years. Ibrutinib, a winner in the making – oral, once-daily dosing, high degree of B-cell specificity, has demonstrated remarkable efficacy and safety profile:

07-21 2015   Pages: 14
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