A comparison between Divi’s and GLS…taken from respective ARs.
Divi’s has a total of 39 drug master files (DMFs) with USFDA and 25 CEPs (Certificates of Suitability) issued by EDQM authorities. Divi’s has filed for a total of 41 patents for generic products.
GLS…As on June 30, 2022, we had filed 436 Drug Master Files (DMFs) and Certificates of suitability to the monographs of the European Pharmacopoeia (CEPs) across various major
markets (i.e. the United States, Europe, Japan, Russia, Brazil, South Korea, Taiwan, Canada, China and Australia). As on June 30, 2022, we owned or co-owned 76 granted patents in several countries.
Divi’s also mentions the following…
“Oncology, Immunology, Anti-diabetics, Neurology, Cardiology, Anti-coagulants, Respiratory & Pain will be the top 8 segments by value. The therapy areas with the highest forecast spending in 2026 are oncology, immunology, and anti-diabetics, followed by neurology. Oncology is projected to add 100 new treatments over five years. Generic share will rise, driven by, ongoing market dynamics around the use of medicines, the adoption of newer treatments, the impact of patent expiries and new generic competition, will all contribute to the market growth for the next five years.”
Both the companies look interesting.
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