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Please share your views on how to analyze a generic pharma company product pipeline strength with emerging market exposure?
Everyone posts in their quarterly and yearly reports we have filed these many ANDAs (F2F, DMF etcc ) and all but as a retail investor what is that one parameter ( I think it can’t be one but many ) that can give some insights about the opportunity size? -
Your views on this buzz word in Pharma CDMO.
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As per Pharma experts (dedicated PMS into pharma) they don’t favor companies with US exposure due to pricing erosion, but high margins are achieved beyond a level only by going to emerging markets. Please share your thoughts
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Gland – In the concall Mr. Sadu said impact is due to syringe supply constraints, but in Reddys latest concall, they said there is no such issue experienced by them. (It is evident there is huge demand for syringes all over the world for vaccines ) How to understand these kind of statements (in terms of management honesty / integrity ) ?
Many Thanks
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