Pfizer reported their Q3 (Jul-Sep) results yesterday.
Paxlovid revenues in Q3 were 7.51B USD against projected nos. of 7.44Bn USD. Projected revenues for Paxlovid for Q4 are ~5Bn USD (Below projection slide from Pfizer Q2 presentation)
Laurus Synthesis numbers might have an ex-Paxlovid Q revenue component of 250-300Cr (~Assuming 25-50% YoY growth in Q ex-Paxlovid synthesis revenues compared to Q3 FY22 revenues as base. Q3 FY22 was the last ex-Paxlovid Q). The rest might be Paxlovid, which is expected to slow down in the Oct-Dec Q on a QoQ basis.
Also, does anybody have a clue if Laurus Paxlovid exports can somehow be tracked using import export data? I am aware that the below tweet was redacted after results, but still worth exploring?
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